If you don’t like to read, scroll all the way to the bottom of the page to watch a video that covers Filters!
What Is a Filter?
A filter is like the table of contents you find in a book – the main subjects are aggregated into specific areas of interest. If you need to talk to a certain person about a certain topic, you can click the relevant “chapter” to map out your Outcome Chain.
Filters unify different ideas and major concepts captured within the OC to construct a coherent and easy-to-follow path for OC viewers. The OC builder can create and define connections to run across the topics in the OC as a way to organize relationships.
To open the filters option, click on the hamburger menu (top left).
As a best practice, consider creating filters to address 80% of frequently asked questions asked by potential customers. It’s unnecessary to create a filter for every topic on the OC to account for all the literal cause-and-effect relationships.
Common Relationships to be Explained Through Filters
- Area of interest for different audience persona (i.e. highlight topics that are of interest to the technical buyers vs. business buyers)
- Major value proposition of your products & services (i.e. highlight topics that strength your business case)
- Cause-and-effect relationship between topics impacting the ultimate business outcomes
- Common objections from the buyer
- Seller’s competitive advantages to highlight
Creating a Filter
Click on the ‘+ Filter or filter group’ button (within the Filter feature).
Doing so will give you the option to create a new filter or filter group. A Filter Group is used to house multiple Filters of a similar nature. Please note, to organize your filters, you can create as many levels as you wish by utilizing filter group(s):
Edit the filter title, color, and description.
Assigning Topics to the Filter
Click on the 3 dots to the right of the new filter you just created to assign it to topic(s). You can assign as many topics as you need to a filter.
The filter(s) you create will be available to you in Present-mode as well:
Watch the Video!