Advanced Filtering and Search

How to get there: Click All Posts in the sidebar → use the filter and search bar at the top of the post list.

Master ProductLift's powerful filtering and search capabilities to quickly find specific posts, analyze feedback patterns, and manage large volumes of customer feedback efficiently.

Overview of Filtering

ProductLift offers comprehensive filtering across multiple dimensions, allowing you to slice and dice your feedback data to find exactly what you need.

Filter Categories:

  • Content filters (status, category, tags)
  • User segment filters (MRR, plan type, user status)
  • Time filters (date ranges, recent activity)
  • Metadata filters (version, platform, assignee)
  • Search (keyword and operators)

Accessing Filters

Open Filter Sidebar:

  • Navigate to any Feedback Board or board
  • Click "Filters" button or icon
  • Filter sidebar opens on left or right

[Screenshot: Feedback board with filter sidebar open showing multiple filter sections]

Filter Sidebar Sections:

Organized by category:

  • Search
  • Status
  • Category
  • Tags
  • User Segments
  • Date Range
  • Additional Filters (version, platform, etc.)

Content Filters

Status Filter

Filter by workflow status:

  • Click "Status" section
  • Check statuses to include
  • Multiple selection (AND logic)
  • Uncheck "All" to select specific statuses

Example Use Cases:

  • Show only "Under Review" posts (moderation queue)
  • Show "Planned" + "In Progress" (active roadmap)
  • Hide "Released" + "Won't Build" (focus on open items)

[Screenshot: Status filter with checkboxes for New, Under Review, Planned, In Progress, Testing, Released, Won't Build]

Category Filter

Filter by product area:

  • Click "Category" section
  • Check categories to include
  • Multiple selection

Example Use Cases:

  • Show only "Mobile App" posts
  • Show "Integrations" + "API" posts
  • Focus prioritization on specific area

Dynamic Category List:

Categories are your custom categories. Examples:

  • Mobile App
  • Web Application
  • Billing & Accounts
  • Integrations
  • Performance
  • Security

[Screenshot: Category filter showing checkboxes for various categories with post counts: Mobile App (47), Integrations (32), etc.]

Tag Filter

Filter by tags:

  • Click "Tags" section
  • Type tag name (autocomplete helps)
  • Add multiple tags
  • Choose AND vs. OR logic

AND Logic (All Tags):

  • Post must have ALL selected tags
  • Narrow results
  • Example: "enterprise" AND "security" → Only posts with both tags

OR Logic (Any Tag):

  • Post has ANY selected tag
  • Broader results
  • Example: "ios" OR "android" → Posts with either tag

Tag Filter Examples:

High Priority Posts:

  • Tags: "high-priority", "urgent"
  • Logic: OR
  • Result: Posts marked urgent or high-priority

Enterprise Security:

  • Tags: "enterprise", "security"
  • Logic: AND
  • Result: Enterprise security posts only

[Screenshot: Tag filter input with autocomplete dropdown showing matching tags, AND/OR toggle]

Board Filter

Filter by board (if multi-board portal):

  • Show posts from specific board only
  • Useful when viewing all posts across boards
  • Example: Show only "Roadmap" board posts

User Segment Filters

MRR (Monthly Recurring Revenue) Filter

Filter by customer value:

  • Slider or input: Minimum and maximum MRR
  • Show posts voted by customers in MRR range

MRR Range Examples:

  • High Value: $5,000+ MRR
  • Mid-Market: $1,000-$5,000 MRR
  • SMB: $100-$1,000 MRR
  • Free/Trial: $0 MRR

Use Cases:

  • Prioritize enterprise requests: MRR >$5k
  • Understand SMB needs: MRR $100-$1k
  • Identify high-revenue-impact features

Total Voter MRR:

Option to filter by total MRR of all voters:

  • Post must have combined voter MRR in range
  • Identifies features with high revenue impact

[Screenshot: MRR filter showing slider from $0 to $10,000+ with selected range $5,000-$10,000]

Plan Type Filter

Filter by subscription tier:

  • Checkboxes for each plan type
  • Your custom plan names

Example Plan Types:

  • Free
  • Starter
  • Pro
  • Business
  • Enterprise

Use Cases:

  • Enterprise feature requests: Plan = Enterprise
  • Free tier feedback: Plan = Free
  • Understand needs by customer segment

[Screenshot: Plan type filter with checkboxes for Free, Starter, Pro, Enterprise]

User Status Filter

Filter by account status:

  • Active
  • Trial
  • Churned
  • Suspended

Use Cases:

  • Trial user needs: Status = Trial (conversion optimization)
  • Churn prevention: Status = Churned (understand why they left)
  • Active customer priorities: Status = Active

Custom Segment Filter

Your defined segments:

If you've created custom segments:

  • Segment name appears in filters
  • Check segment to filter
  • Example: "High-Value At-Risk" segment

Time Filters

Date Range Filter

Filter by submission date:

Predefined Ranges:

  • Today
  • Last 7 days
  • Last 30 days
  • Last 90 days
  • This month
  • This quarter
  • This year

Custom Range:

  • Start date picker
  • End date picker
  • Apply custom range

Use Cases:

  • Recent submissions: Last 7 days
  • Quarterly review: This quarter
  • Aging feedback: Older than 6 months (custom)

[Screenshot: Date range filter showing predefined options and custom date pickers]

Last Updated Filter

Filter by recent activity:

  • Posts with recent comments
  • Posts with recent votes
  • Posts with recent status changes

Options:

  • Updated today
  • Updated this week
  • Updated this month

Use Case:

Find active discussions: Updated this week

Voted Date Filter

Filter by when votes were cast:

  • Recent voting activity
  • Trending posts (votes in last X days)

Metadata Filters

Version Filter

Filter by product version:

If posts tagged with versions:

  • Select version(s)
  • See feedback for specific releases

Example:

  • v2.4 bug reports
  • v2.5 feature requests

Platform Filter

Filter by platform/device:

  • Web
  • iOS
  • Android
  • Desktop
  • API

Use Cases:

  • Mobile team: Platform = iOS or Android
  • Web team: Platform = Web
  • Cross-platform issues

[Screenshot: Platform filter with checkboxes for Web, iOS, Android, Desktop]

Release Filter

Filter by target release:

If using release tags:

  • Filter posts planned for specific release
  • Example: "Q3 2026 Release"

Assigned To Filter

Filter by team member:

  • Dropdown of team members
  • Show posts assigned to specific person
  • "Unassigned" option

Use Cases:

  • My tasks: Assigned to = Me
  • Team member workload: Assigned to = John
  • Unassigned posts: Assigned to = None

Search post titles and descriptions:

  • Search box at top of filters
  • Type keywords
  • Results update in real-time

What's Searched:

  • Post titles
  • Post descriptions
  • Comments (optional setting)
  • Tags (automatic)

Example Searches:

  • "dark mode" → Posts mentioning dark mode
  • "SSO" → Single sign-on related posts
  • "mobile app crash" → Specific issue search

[Screenshot: Search box with keyword "dark mode", showing real-time filtered results]

Search Operators

Advanced search syntax:

Exact Phrase:

"dark mode"

Finds exact phrase (with quotes)

Exclude Terms:

integration -slack

Finds "integration" but excludes posts with "slack"

Multiple Terms (OR):

mobile iOS android

Finds posts with any of these terms

Multiple Terms (AND):

+mobile +dark +mode

Finds posts with all terms (use +)

Wildcard:

integrat*

Finds integration, integrations, integrate, etc.

Examples:

"Exact phrase search":

"user authentication"

Only posts with exact phrase

Complex query:

+mobile +"dark mode" -ios

Mobile posts with "dark mode" but not iOS-specific

Search Tips

Be Specific:

  • Vague: "feature"
  • Specific: "export to Excel"

Use Quotes for Phrases:

  • Without quotes: "dark mode" → finds "dark" OR "mode"
  • With quotes: "dark mode" → finds exact phrase

Combine with Filters:

  • Search: "integration"
  • Filter: Category = Integrations, Status = Planned
  • Result: Planned integration posts matching search

Combining Multiple Filters

Filter Logic

Multiple Filters AND Together:

When you apply multiple filters, they combine with AND logic:

Example:

  • Category: Mobile App
  • Status: Under Review
  • MRR: >$5,000

Result: Posts that are:

  • IN Mobile App category
  • AND have Under Review status
  • AND voted by customers with >$5k MRR

All conditions must be true.

Complex Filter Combinations

Example: High-Value Quick Wins

Filters:

  • Status: Under Review
  • Votes: >20
  • Tags: "quick-win"
  • MRR: >$2,000 (total voter MRR)
  • Date: Last 90 days

Result: Recent, highly-voted, quick-win posts from valuable customers.

Example: Trial User Conversion Blockers

Filters:

  • User Status: Trial
  • Tags: "blocker"
  • Status: New, Under Review
  • Date: Last 30 days

Result: Recent blockers preventing trial conversions.

Clearing and Resetting Filters

Clear Individual Filter

Remove single filter:

  • Click "X" next to filter in sidebar
  • Or uncheck option in filter section
  • Results update immediately

Clear All Filters

Reset to unfiltered view:

  • Click "Clear All Filters" button
  • All filters removed
  • Shows all posts

[Screenshot: "Clear All Filters" button at top of filter sidebar]

Active Filters Indicator

See applied filters at a glance:

  • Filter summary bar above posts
  • Shows: "5 filters applied"
  • Click to expand and see details
  • Quick access to remove specific filters

[Screenshot: Active filters bar showing "Category: Mobile App, Status: Under Review, MRR: $5k+, 47 results" with X buttons to remove]

Saving Filter Combinations

Save as Query

Complex filter combinations can be saved:

  • Apply filters
  • Click "Save Query"
  • Name your query
  • Reuse with one click

See Saved Queries and Filters for details.

Filter Performance Tips

Faster Filtering

Quick Filters:

  • Status (indexed)
  • Category (indexed)
  • Tags (indexed)

Slower Filters:

  • Complex searches
  • Custom field filters
  • Very old date ranges

Optimize Large Datasets

When filtering 1000+ posts:

  1. Start with restrictive filters (status, category)
  2. Add additional filters progressively
  3. Use saved queries for frequent complex filters

Filter Use Cases by Role

Product Manager

Weekly Review:

  • Status: New, Under Review
  • Date: Last 7 days
  • Purpose: Weekly moderation/triage

Quarterly Planning:

  • Status: Under Review
  • Votes: >10
  • MRR: >$1,000
  • Purpose: Prioritization candidates

Customer Success

Churn Risk:

  • Custom Segment: Churn Risk
  • Status: Not Released
  • Purpose: Features to retain at-risk customers

Trial Conversion:

  • User Status: Trial
  • Tags: "blocker"
  • Purpose: Remove conversion barriers

Sales

Enterprise Pipeline:

  • Plan Type: Enterprise (prospects)
  • Tags: "deal-blocker"
  • Purpose: Close deals faster

Engineering

My Work:

  • Assigned To: Me
  • Status: Planned, In Progress
  • Purpose: Daily task list

Technical Debt:

  • Tags: "technical-debt"
  • Purpose: Quarterly tech debt review

Troubleshooting

Issue: Filter Returns No Results

Solution:

  • Too many filters (try removing some)
  • No posts match criteria (verify filters make sense)
  • Check date range (too narrow?)
  • Clear all and start over

Issue: Too Many Results

Solution:

  • Add more filters to narrow
  • Use MRR or vote threshold
  • Add date range
  • Use search keywords

Issue: Filter Seems Broken

Solution:

  • Clear browser cache
  • Refresh page
  • Verify filter logic (AND vs. OR for tags)
  • Check for conflicting filters

Issue: Slow Filter Performance

Solution:

  • Simplify complex filters
  • Use more restrictive filters first
  • Contact support if persistent

Filtering Tools:

Workflows:

Operations: