Filtering down your Matches can save you a ton of time in identifying the best funders to pursue. That’s why we’ve introduced fields of work filtering.
How does this work?
When you set up a project in Instrumentl, you select field of work keywords that match you to funders and funding opportunities.
For example, below, you can see the two fields of work, "Animal Welfare - Domestic Animals & Pets" and "Human-Animal Interactions & Therapy", selected for our project:
When reviewing the Matches, we see the ability to narrow down by these same fields of work in the filter options.
Filtering by zero fields of work
If we were to check off zero fields of work in our filtering options, our Matches would show both results that exactly match the fields of work (i.e. "green" Matches), while also showing Matches that have a broader field of work related to the one you selected (i.e. "yellow" Matches.)
In the example above, notice how no fields of work are selected in the filtering options. I am seeing a Match that exactly matches the field of work "Animal Welfare - Domestic Animals & Pets," while also more broadly matching "Health & Medicine." Although "Health & Medicine" was not a field of work specifically chosen for the project, it broadly relates to the chosen fields of work.
To learn more about the coloring of fields of work keywords, watch this quick video: “Understand Keyword Coloring to get more specific matches.”
Filtering by one field of work
If we were to check off one of these fields of work, our Matches would filter down to just those that exactly match that field of work.
For example, if we were to select the field of work, "Animal Welfare - Domestic Animals & Pets", our Matches would narrow down to only those with that specific field of work.
In other words, our filtered list of Matches would all contain a "green" exact match for this specific keyword.
Filtering by multiple fields of work
If you were to select two fields of work, your Matches would filter down to those that show one of the two fields of work, or both in the case that a Match contains both fields of work.
For example, if we were to select both, "Animal Welfare - Domestic Animals & Pets" and "Human-Animal Interactions & Therapy," our Matches would narrow down to those that are an exact match for either field of work, or both in that case that one exists.
This means fields of work are treated as "or" statements rather than "and" statements.
Filtering by fields of work will allow you to instantly hone-in on the best fits. Want to elevate your prospecting even more? Learn how to filter by specific locations here.
Contact Us
Reach out to our friendly support team if you have any questions about using this feature. Message us via the chat bubble when you're logged in, or email us at hello@instrumentl.com.