Smart Filter

Created by Shopalyst Manager, Modified on Sat, 14 Mar at 6:39 AM by Shopalyst Manager

What is Smart Filter?

The Smart Filter is the text input at the top of every lens page. Instead of clicking through multiple filter dropdowns one by one, you can simply type what you're looking for in natural language and hit Enter.

Example:

Dove Awareness campaigns for TikTok

This instantly sets Brand → Dove, JTBD → Awareness, and Platform → TikTok — all at once.

How to Use It

1. Type your query

Click the filter input and describe the data you want to see. You can mention any combination of:

Filter	What you can type
Brand	Dove, Hellmann's, Knorr, Axe, Lipton
JTBD	Awareness, Consideration, Conversion, Loyalty
Platform	TikTok, Meta, Facebook, Instagram, Google, YouTube
Category	Beauty, Personal Care, Skincare, Haircare
Campaign	Summer 2024, Q4 Push

Tip: You can use common synonyms — e.g., typing "Facebook" or "Instagram" both map to the Meta platform filter. "High performing" or "best performing" maps to Conversion.

2. Press Enter

A proposal card appears showing exactly what will change, colour-coded for clarity:

Colour	Meaning
Green	A new filter value being added
Amber	An existing filter value being replaced (shows old → new)
Grey	An existing filter value that stays the same
Red	A filter value being removed

3. Review and decide

Click Apply Changes to accept the proposal and update all filters
Click Discard to cancel and keep your current filters unchanged

How It Works with Dropdowns

Smart Filter and the dropdown filters stay perfectly in sync:

Smart Filter updates dropdowns — when you apply a proposal, the dropdown buttons reflect the new selections (e.g., the Brand button shows a count badge).
Dropdowns update the summary — when you manually change a dropdown, the active filter summary below the input updates automatically.

The active summary line (e.g., Brand: Dove · JTBD: Awareness · Platform: TikTok) appears below the input whenever you have active filters and the input is empty, so you always know what's applied.

Tips & Shortcuts

Tip	Detail
Combine freely	Mention as many or as few filters as you like in one query — unmentioned filters stay unchanged
Watch the placeholder	The input cycles through example queries to give you ideas
Clear the input	Click the ✕ icon inside the input to clear your text and dismiss any open proposal
No button needed	Just press Enter — there's no separate submit button
Review before committing	Changes never apply automatically; you always get to review the proposal first

Example Walkthrough

Scenario: You're viewing the dashboard with no filters active and want to focus on Dove's awareness campaigns running on TikTok.

Type: Dove Awareness TikTok
Press Enter
The proposal card appears:
- ? Brand — Dove (Added)
- ? JTBD — Awareness (Added)
- ? Platform — TikTok (Added)
Click Apply Changes
All three dropdowns update, and the dashboard refreshes to show only matching data

Later, you want to switch to Meta instead of TikTok:

Type: Meta
Press Enter
The proposal card appears:
- Brand — Dove (Kept)
- JTBD — Awareness (Kept)
- Platform — TikTok → Meta (Changed)
Click Apply Changes
Only the platform filter changes — Brand and JTBD remain as they were

Frequently Asked Questions

Q: What happens if I type something that doesn't match any filter? A: Unrecognised words are simply ignored. The proposal will only show changes for dimensions where a match was found. If nothing matches, no proposal appears.

Q: Can I set multiple values for the same filter? A: Yes — if your query mentions multiple brands (e.g., Dove and Knorr), both will be set on the Brand filter.

Q: Does Smart Filter replace the dropdowns? A: No. Both work together. Use Smart Filter for speed, use dropdowns for precise browsing of available options with counts.

Q: Is it case-sensitive? A: No. dove, Dove, and DOVE all work the same way.