Setting a filter to select Shield Communication recipients
The recipients of a Shield communication can be selected by Team, by role (Team Leader, Alternate Team Leader, etc.), individually, or by setting filter.
To establish a filter:
Login to your SHIELD account: https://shieldbcp.com
Navigate to the “Communication Tools” Component.
Select “Send Message”.
Compose an SMS and/or Email message by completing the relevant fields.
To choose individuals to receive your message based on a filter, select “Add Individuals by Filter”.
Select the column you would like your filter based on and enter a value for your filter. In this example, the user is wishing to send a communication to individuals with a Location equal to New York.