Filter Profiles

Filter profiles to display only the profiles that meet certain criteria.

• The following filtering criteria are available for profiles connected to accounts on social media platforms (such as Facebook, Instagram, LinkedIn, and so on):

  

  • Platforms

  • Ownership

  • Connection status

  • Connection type

  • Community connection status

  • Profile labels

  • User groups

  • Users

• The following filtering criteria are available for profiles connected to accounts on review platforms (such as Google Business):

  

  • Connection status

  • Community connection status

  • Profile labels

  • User groups

  • Users

Filtering criteria

You can combine multiple criteria in one filtering request. For example, you can filter out only owned profiles on Facebook with expired connections:

• Platform: Facebook

• Ownership: Owned

• Connection status: Expired

However, not all combinations of filtering criteria are supported. For example, product tags and shared insights are Instagram-specific connection types; no other platform supports them.
If you select LinkedIn as platform and at the same time you select Shared insights as connection type, no profile will be found because this combination of search criteria is not supported.

Platforms

Filtering by platform is supported only for profiles connected to accounts on social media platforms (such as Facebook, Instagram, LinkedIn, and so on). Filtering profiles connected to accounts on review platforms (such as Google Business) by platform is not available, because all these profiles are connected to Google Business.

Select one or more social media platforms:

• Facebook

• Instagram

• LinkedIn

• Pinterest

• Snapchat

• TikTok

• Threads

• WhatsApp

• X (formerly Twitter)

• YouTube

Ownership

Filtering by ownership is supported only for profiles connected to accounts on social media platforms (such as Facebook, Instagram, LinkedIn, and so on). Filtering profiles connected to accounts on review platforms (such as Google Business) by ownership is not available, because all these profiles are owned by default.

Select the type of profile ownership:

• Owned

• Public
  Supported only for profiles on Facebook, Instagram, X (formerly Twitter), and YouTube

For more information about owned (private) and public profiles, see Add a Profile as Owned (Private) or Public.

Connection status

Select one or more connection statuses:

• Connected

• Not connected

• Expired

For more information about connections and their status, see Check and Establish Connections of Owned Profiles.

Connection type

Filtering by connection type is supported only for profiles connected to accounts on social media platforms (such as Facebook, Instagram, LinkedIn, and so on). Filtering profiles connected to accounts on review platforms (such as Google Business) by connection type is not available, because all these profiles have only the publishing connection type.

Select one or more connection types:

• Publishing
  (Only for Facebook, Instagram, LinkedIn, Pinterest, TikTok, Threads, WhatsApp, X (formerly Twitter), and YouTube)
  This connection type allows you to do the following:

  • Create posts using Publisher (see Create, Schedule, and Preview a Post)

  • Activate the profile for Community (see Activate Profiles for Community and Set Up Profile Roles)

  • Comment, react, and share on behalf of the profile using Community and Care (see Respond to a Community Message and Respond to a Care Case)

  • Manage direct messages for Facebook and X (formerly Twitter) profiles in Community and Care

  • Manage ad comments for Facebook and Instagram profiles in Community and Care

• Insights
  (Only for Facebook (only for pages with 30 or more likes), Instagram, LinkedIn (only for company pages/business profiles), Pinterest, Snapchat, TikTok, X (formerly Twitter), and YouTube)
  This connection type allows you to analyze private insight data for the profile in Unified Analytics (see Using Unified Analytics), Content (see Content), and Dashboard (see Dashboard).

• Ads posts
  (Only for owned Instagram profiles with the Insights permission connected and Facebook profiles)
  This connection type allows you to do the following:

  • Get insights about unpublished (dark) posts posted from the profile:

    • On the Facebook and Instagram boards in Unified Analytics (see Unified Analytics - List of Boards)

    • In the Feed section of Content, when filtering by unpublished Facebook posts, promoted Facebook posts, or promoted Instagram posts (see Content)

    • Using Community widgets and post-level Facebook and Instagram widgets on Dashboard (see Dashboard)

  • Collect unpublished posts in Community

  • View unpublished posts in the Dark Posts feed in Publisher

• Messaging
  (Only for Instagram profiles)
  This connection type allows you to receive direct messages for the profile in Community and Care (see Enable Instagram Direct Messages in Community).

• Product tags
  (Only for Instagram profiles)
  This connection type allows you to add product tags to your posts in Publisher (see Tag Your Products on Instagram).

• Shared insights
  (Only for public Instagram profiles)
  This connection type allows you to request access to data about insights from a public Instagram profile (see “Filtering profiles by shared insights” further in this section and Set up Shared Insights with Influencers).

• Global insights
  (Only for profiles on Facebook that are part of a global Page structure; for more information about global Page structures, see this Facebook help article)
  This connection type allows you to analyze global private insight data for the profile using the Facebook boards Global insights overview and Global people insights in Unified Analytics (see Unified Analytics - List of Boards) and using profile-level Facebook widgets on Dashboard (see Dashboard).

Filtering profiles by shared insights

The Shared insights connection is supported only for public Instagram profiles. You can request access to a public Instagram profile’s insights (for example, statistics on their posts, stories, or audience) to identify whether this profile is the right match for your brand to collaborate with. For more information, see Set up Shared Insights with Influencers.

The Shared insights connection has its own specific statuses that you can see when you open an individual profile:

• Invite

• Requested

• Accepted

• Rejected

• Canceled

• Expired

You can display the profiles where the Shared insights connection is in a specific status.

• To display all profiles with the Shared insights connection in any status (or, in other words, to display all public Instagram profiles), just select Shared insights as connection type.

  

• To display the profiles with the Shared insights connection in a status of Invite, Requested, Rejected, and Cancelled, select Shared insights as connection type and Not connected as connection status.

  

• To display the profiles with the Shared insights connection in a status of Accepted, select Shared insights as connection type and Connected as connection status.

  

• To display the profiles with the Shared insights connection in a status of Expired, select Shared insights as connection type and Expired as connection status.

  

Community connection status

Select whether the profiles are enabled for Community:

• Enabled

  • Supported only for owned profiles on Facebook, Google Business, Instagram, LinkedIn, TikTok, WhatsApp, X (formerly Twitter), and YouTube

  • Not supported for profiles on Pinterest, Snapchat, and Threads

• Disabled
  Filtering by Disabled as Community connection status returns both owned profiles that are not enabled for Community and public profiles.

For more information about enabling profiles for Community, see Activate Profiles for Community and Set Up Profile Roles.

Profile labels

Select one or more profile labels.

For more information about labels, see Set Up Labels.

User groups

Select one or more user groups.

For more information about why include profiles in user groups, see Organize Users into User Groups.

Users

Select one or more users.

For more information about why assign profiles to users, see Set Up Visibility of a Profile.

Filter profiles

Steps:

1. Go to Settings -> Channels, and then:

   • For profiles connected to accounts on social media platforms (such as Facebook, Instagram, LinkedIn, and so on), click Social profiles.

   • For profiles connected to accounts on review platforms (such as Google Business), click Google businesses.

2. Click Filter on the top right.

   

   The filter panel opens.

3. Set up the filter criteria, and click Filter profiles or Filter businesses.
   The profiles that meet the filter criteria are listed.

To clear the filter and return to listing all the profiles, click the cross icon next to Filter on the top right.