Shine Enrich Managing Filters

Filters in Shine Enrich allow you to automate the process of finding and importing companies that match specific criteria. You can create, edit, enable/disable, run, and delete filters to streamline your data enrichment workflow.

To create a new filter:

1. Navigate to Filters: Click on "Enrich" in the navigation menu, then select "Filters" to access the filters management interface.

2. Create New Filter:

   • Click the "Create Filter" button in the top-right corner of the filters list
   • A form will appear for configuring your new filter

3. Configure Filter Settings:

   • Name: Enter a descriptive name for your filter
   • Description: (Optional) Add details about the purpose of the filter
   • Enabled: Toggle whether the filter should be active immediately after creation

4. Define Filter Criteria:

   • Basic Criteria: Set conditions for fields like NACE code, employee group, postal code, region, etc.
   • Numeric Fields: For fields like number of employees, annual revenue, EBIT, and equity, you can use comparison operators (equal to, greater than, less than, between, etc.)
   • Multiple Conditions: Add as many conditions as needed to narrow down your search

5. Save Filter:

   • Click the "Save" button to create your filter
   • The new filter will appear in your filters list

To modify an existing filter:

1. Select Filter to Edit:

   • In the filters list, find the filter you want to modify
   • Click the "Edit" button in that filter's row

2. Modify Filter Settings:

   • Update the name, description, or enabled status as needed
   • Modify existing criteria or add new ones
   • Remove criteria that are no longer needed

3. Save Changes:

   • Click the "Save" button to update the filter with your changes
   • The updated filter will be reflected in the filters list

You can control which filters are active:

1. Toggle Filter Status:

   • In the filters list, find the filter you want to enable or disable
   • Click the "Enable" or "Disable" button in that filter's row
   • The status will change immediately

2. Bulk Status Changes:

   • Select multiple filters using the checkboxes
   • Use the bulk actions menu to enable or disable all selected filters at once

To execute a filter and find matching companies:

1. Manual Execution:

   • In the filters list, find the filter you want to run
   • Click the "Run" button in that filter's row
   • The system will search for companies matching the filter's criteria

2. View Results:

   • After running a filter, you'll be taken to the results page
   • The results will show all companies that match the filter's criteria
   • You can perform actions on these results, such as importing to HubSpot

3. Scheduled Execution:

   • Filters can also be set to run automatically on a schedule
   • Configure the schedule in the filter's settings
   • Results will be processed according to your import settings

To remove a filter you no longer need:

1. Delete a Single Filter:

   • In the filters list, find the filter you want to delete
   • Click the "Delete" button in that filter's row
   • Confirm the deletion when prompted

2. Bulk Deletion:

   • Select multiple filters using the checkboxes
   • Use the bulk actions menu to delete all selected filters
   • Confirm the deletion when prompted

Note: Deleting a filter is permanent and cannot be undone. Make sure you no longer need the filter before deleting it.