What are filter sets?
Filter sets are templates of your commonly used filters. If you regularly combine multiple filters, filter sets make setting up your study faster and easier.
Let's say you want right-handed, bilingual, 30-year-old participants. Instead of manually applying the "Handedness," "Bilingual," and "Age" filters for every study, create a filter set with these criteria.
Note: filter sets are workspace-specific. A set created in one workspace won't appear in others.
Creating a new filter set
Go to "Participants" in your researcher account
Go to the "Filter sets" tab and select "New set"
Add a descriptive name for your filter set, along with an optional description
Select your chosen filters. We'll show you how many eligible participants match your criteria as you build the set
Click "Save" to activate your filter set
Using a filter set on a study
Create a new draft study
Under the "Audience" section, select "Use a saved filter set"
If you have more than one filter set saved, select the one you want
Continue with the remaining setup of your study and publish when you're ready
Need an extra filter that isn't in your set? Edit the filter set directly rather than adding filters separately. You can't combine a saved filter set with individual filters on the same study.
Changing a filter set
Make as many changes to your saved filter sets as you'd like.
Editing a filter set only affects draft studies using that set. Live studies aren't affected
If a set changes after you've applied it to a draft study, you'll get a warning. You can then choose to keep the old version or update to the new one
Anyone in your workspace can edit or delete a shared filter set, and teammates can see who created it
To delete a filter set, go to "Participants," then "Filter sets." Find your set in the list, then select the trash icon in the "Delete" column.
Troubleshooting: low or zero eligible participants
If your filter set returns very few or no eligible participants, it's usually down to how your filters combine, not the filter set itself.
Check whether you're using AND or OR logic. Strict AND combinations narrow your audience fast. If your setup looks correct, try broadening your criteria.
For more detail on setting up filters and subconditions, see our filters and subconditions article.
FAQs
Can two filter sets have the same name?
Yes, but we recommend using unique names to avoid confusion.
Can I duplicate a filter set to create a variation?
Not currently. You'll need to build a new set from scratch.
Does using a filter set cost more than adding the same filters individually?
No. There's no pricing difference either way.
Can I move a filter set to a different workspace?
Not directly. You'll need to rebuild the set in the new workspace.