Create Custom Views with Filters

Use filters to create customized views in your Calendar, Gallery, or List views. Gain remembers the filters you applied in any given workspace until you change or reset them.


Why use filters? 🤔 You can use filters to:

    • Reduce loading times by displaying only the content you need.
    • Focus on content that requires your immediate attention.
    • Quickly find specific types of content.
    • Take bulk actions like scheduling or sending content for approval.

To open the filters, click on the filter icon on the top left in Calendar, Gallery or List view.

Arrow pointing to the filter icon in Gain
Click on the icon filter to open the filter panel.
The filter panel open in Gain showing as options: Status, Content Tags, Content Type, Folders, and Channels.
The filter panel shows different filters that allow you select specific content items to display.

You'll see that you can filter content by:

    • Status
    • Keyword or Content ID
    • Content Tags
    • Publish Date
    • Content Type
    • Folders
    • Channels

Open the filter or filters you want to use and once you've selected your options, click Apply. This will refresh your view and display only the content that meets your criteria.

An arrow points to the Apply button at the bottom of the filter panel.
Don't forget to click on Apply!

💡 Gain will remember your filter settings even if you log out. To return your view to default and see all content, click on the button Reset Filters, which will appear at the bottom of the column any time filters are applied.

Filtering by Keyword or Content ID

Keywords

Use the keyword search to filter content items that contain specific words or phrases. Just type one or more words or phrases in the search field, hit Enter, and click on Apply at the bottom of the filter column. Your view will refresh to show the posts that contain those terms (and any other filters you may have applied).

The keyword and content ID filter in Gain
The keyword and content ID filter

In general, for social posts, Gain will search for your keyword(s) in:

  • captions
  • link URLs
  • link descriptions
  • content descriptions

Additionally, for Instagram posts, Gain will search in:

  • first comments
  • tagged usernames and collaborators

For Facebook and X, it will also search in:

  • alt texts

For text documents, Gain will search in:

  • document titles
  • document body
  • content descriptions

For videos, PDFs, and other types of files, Gain will search in the:

  • titles
  • descriptions

Content IDs

Each content item in Gain has a unique number in its Info section. You can use this content ID to search for and filter which items to view at once.

Content ID number of a social post in Gain
The content ID number of a social post is located in the Info Panel on the right.


Filtering by Publish Date

In the Gallery and List views, you'll see an additional filter: Publish Date.

An arrow points to the Publish Date section in the filter panel.
The Publish Date filter is available in the Gallery and List views.
    • Any Date shows all content items.
    • Date Range allows you to display only content items within a specific date or time range.
    • Undated will display only content items that have not been assigned a publish date.
The Publish Date section of the filters showing several options.
Choose between Any Date, Date Range, and Undated.

Filtering by Content Owner

Additionally, you can filter content items by their owner. (Read about assigning content owners here.)

You'll find the content owner filter on the top, right above the Calendar, Gallery or List view.

An arrow points to the content owner filter above the calendar.
The content owner filter
A list of users is displayed below the Content Owner button.
Clicking on the filter will display a list of users in the workspace to choose from.

Just choose a user from the list and your view will refresh to display only the content items that belong to that user. To reset the view, select Owned by anyone.

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