How to Filter User Recordings

Have you ever just looked at your Recordings Dashboard, the number of recordings in there, and wondered, "Now what?" Or said, "Oh my, I don't have time for this!"

Our Crazy Egg experts know precisely how you feel. But don't fret; we have a solution and a lot of insights for you (even before watching a single recording). Filtering! Your video Recordings can be filtered several ways, giving you more insights each time and a smaller playlist of videos to watch!

• Create a Filter
• Save a Filter
• Apply a Filter
• Delete a Filter or Tag
• Create a Tag
• Apply a Tag

Create a Filter - Step by Step

Here is a recommended process to help you get started.

Step 1

From the Recordings Dashboard, click on Filters on the right-hand side underneath the playlists.

Step 2

Select a condition from the list. We have 20 to choose from.

Step 3

Add the additional criteria for the filter.  

Note: You can nest filters as you want by clicking on Add Condition. Depending on the criteria filter you choose, you can and may want to use a Wildcard condition.

Step 4

Click on the Apply Filters button when you are done.

Saving a Filter - Step by Step

Once you have created your preferred filter, you may want to save it. Here is a recommended process to help you get started.

Step 1

To do that, click on the Save Playlist icon, provide the playlist name and click the Save Playlist button.

Step 2

The saved playlist is shown on the right-hand side under the All Playlists dropdown.

Applying a Filter - Step by Step

Here is a recommended process to help you get started.

Step 1

Under the All Playlists dropdown, you will find your list of the saved playlists.

Step 2

Click on the filter name you want to apply.

Deleting a Filter or a Tag - Step by Step

Here is a recommended process to help you get started.

Step 1

To delete the playlist or Filter, simply click the Delete icon. 

Step 2

Once you hit Delete, a small window appears.

Note: The delete icon will allow you to delete the filter/playlist.

Step 3

Click on Yes, and delete the playlist button.

Creating a Tag - Step by Step

Sometimes, filtering is not enough. When you are watching the videos themselves, you might want to tag the individual video for later. Here is a recommended process to help you get started.

Step 1

When watching a recording, click in the field Add tags to this recording.

Note: If you already have created a tag, you will also have a list of previous tags to choose from when you click in this field.

Step 2

Start typing what you would like for the tag and click the enter key on your keyboard.

Note: If you want to tag a recording using more than one word, add an underscore _ between the words.

Applying Playlists - Step by Step

Here is a recommended process to help you get started.

Step 1

Along the right-hand side, you will find the list of recommended playlists.

Step 2

Select the checklist name you would like to apply.