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How do I limit the view of my engagement activity by Quality Score?

Filtering Engagement Activity

Templeton Support avatar
Written by Templeton Support
Updated over 2 years ago

One of the most powerful benefits provided by Templeton is Data Filtering. Templeton provides the ability to filter and limit the data you see through four filtering parameters: General, Demographic, Firmographic, and Contextual.

You can limit the view of your engagement activity through the use of the Quality Score Contextual Filter (shown in the image below). You can do this permanently by setting your Default Filters or any time when viewing data in Templeton by using the individual Dashboard Filters.

If, for example, you would like to limit the view of your engagement activity to engagements with a Quality Score of 2 or 3, you open the Dashboard or Default Filters, and select "2" and "3" as shown below. When you view the results, the engagements with a Quality Score of 1 will no longer be viewable. To add the Quality 1 engagements back into your data, simply clear the Quality Score Contextual Filter and the engagements will once again be viewable.

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