> For the complete documentation index, see [llms.txt](https://help.impact.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.impact.com/brand/zh/what-would-you-like-to-learn-about/advocate-program/manage-advocate-participants/filter-and-manage-advocate-participants.md).

# 筛选并管理 Advocate 参与者

您可以筛选参与者，查看参与者资料和绩效统计，并 [添加](/brand/zh/what-would-you-like-to-learn-about/advocate-program/manage-advocate-participants/add-an-individual-participant-reward-or-referral.md) 或 [导入](/brand/zh/what-would-you-like-to-learn-about/advocate-program/manage-advocate-participants/import-advocate-participants-in-bulk.md) 用户。

#### 查看您的参与者

1. 从左侧导航菜单中，选择 ![](https://impact-1.gitbook.io/docs/emvxfLrwrlacc4y3y02Y/~gitbook/image?url=https%3A%2F%2F4048883401-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FwMLlMoFBtKJa8ptd3zaw%252Fuploads%252Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%252Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg%3Falt%3Dmedia\&width=300\&dpr=3\&quality=100\&sign=71dd50ef\&sv=2) **\[Engage] → 参与者**.
2. 使用下面的筛选工具搜索或筛选您的参与者 *参与者*.
   * 请参阅 [*筛选参与者*](#filter-participants) 部分了解更多信息。
3. 选择一个 **参与者姓名** 以查看更多关于其资料的信息。
4. 查看参与者统计概览。
   * 请参阅 *参与者统计表* 以了解更多信息。
   * 如需了解参与者统计的更多见解，请查看 [报告概览](/brand/zh/what-would-you-like-to-learn-about/advocate-program/advocate-reporting-and-analytics/advocate-analytics-overview-explained.md).
5. 在屏幕右上角，选择 **刷新参与者统计** 以获取最新见解。

<div data-with-frame="true"><figure><img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FA924d97oYDTOxYGKIr5N%2FScreenshot%202026-05-15%20at%2016.19.12.png?alt=media&amp;token=d8ddf90a-ea47-4b61-8f33-525f70044d9d" alt=""><figcaption></figcaption></figure></div>

<details>

<summary>参与者统计表</summary>

| 列名    | 说明                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  |
| ----- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| 名称    | 参与者的姓名。                                                                                                                                                                                                                                                                                                                                                                                                                                                                             |
| 标记    | <p>该参与者的任何标记，包括 <a href="/brand/zh/what-would-you-like-to-learn-about/advocate-program/protect-your-advocate-program/security-features-for-referral-programs.md">欺诈和安全问题</a> 或 <a href="/brand/zh/what-would-you-like-to-learn-about/advocate-program/advocate-rewards/pay-with-cash/cash-payouts-for-advocate-explained.md">与现金支付相关的冻结</a>.</p><p><strong>注意：</strong> 如果参与者在付款冻结方面遇到问题或对付款有疑问，他们可以联系 <a href="mailto:saasquatch-support@impact.com">impact.com 支持团队</a> 寻求帮助。</p> |
| 添加日期  | 该参与者在 impact.com 中创建的日期。                                                                                                                                                                                                                                                                                                                                                                                                                                                            |
| 流量    | 点击了该参与者任一分享链接的访客总数。                                                                                                                                                                                                                                                                                                                                                                                                                                                                 |
| 目标    | 用户达成项目目标的总次数。请参阅 [Advocate 项目规则说明](/brand/zh/what-would-you-like-to-learn-about/advocate-program/getting-started-with-advocate/advocate-program-rules-explained.md) 以了解有关目标的更多信息。                                                                                                                                                                                                                                                                                                   |
| 推荐    | 参与者发起的推荐数量。                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |
| 已转化推荐 | 成功注册并完成推荐流程的推荐数量。                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
| 奖励    | 总数 [奖励](/brand/zh/what-would-you-like-to-learn-about/advocate-program/advocate-rewards/program-reward-options-explained.md) 用户获得的。                                                                                                                                                                                                                                                                                                                                                  |

</details>

#### 筛选参与者

通过将某些特征与筛选类型和首选值匹配来筛选参与者。

某些筛选条件可以通过以下方式创建 [自定义字段](/brand/zh/what-would-you-like-to-learn-about/advocate-program/manage-advocate-participants/custom-and-calculated-fields/custom-fields-for-advocate-explained.md) 并显示在筛选下拉菜单中。

1. 在……上 *参与者* 在该屏幕中，在搜索框旁边，选择 **高级筛选器** → **添加筛选条件**
2. 在 *选择筛选条件* ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-c2cb550b55c51ea1eeff0acbd6f437a03b621a2c%2F60d033ae8a04c14498d5229c3c0160ac05feea7f605dbd770741793c900469f0.svg?alt=media) **\[下拉菜单]**，选择您偏好的筛选条件、筛选类型和结果。
   * 请参阅 *筛选参考表* 以了解更多信息。
3. 一旦您从 ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-c2cb550b55c51ea1eeff0acbd6f437a03b621a2c%2F60d033ae8a04c14498d5229c3c0160ac05feea7f605dbd770741793c900469f0.svg?alt=media) **\[下拉菜单]**&#x4E2D;指定了筛选结果，您的参与者将相应地被筛选。

   * 选择 **添加筛选条件** 以添加更多筛选条件。

   <div data-with-frame="true"><figure><img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FUKsO3NlsUm0LuWymykO8%2FScreenshot%202026-05-15%20at%2016.20.58.png?alt=media&amp;token=a907c8b6-322c-4273-a334-f10a56caba9b" alt=""><figcaption></figcaption></figure></div>

<details>

<summary>筛选器参考表</summary>

| 筛选名称    | 说明                                                                                                                                                                                           | 筛选类型                                                            |
| ------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------- |
| 创建日期    | 参与者加入您的 Advocate 项目的日期。                                                                                                                                                                      | <p>• 之后或当天</p><p>• 之前</p><p>• 在……内</p>                          |
| 细分      | <p>基于共同特征的参与者群组，例如年龄、性别和位置。</p><p>了解更多关于 <a href="/brand/zh/what-would-you-like-to-learn-about/advocate-program/manage-advocate-participants/manage-advocate-user-segments.md">用户细分</a>.</p> | <p>• 是</p><p>• 全部属于</p><p>• 其中之一</p><p>• 不是</p><p>• 不属于其中之一</p> |
| 区域设置    | 参与者的区域设置，用于 [国际化](/brand/zh/what-would-you-like-to-learn-about/advocate-program/advocate-program-settings/translate-and-localize-your-advocate-program.md)。地区格式为 `language_COUNTRY` .        | <p>• 是</p><p>• 其中之一</p>                                         |
| 国家代码    | 参与者的区域设置，用于 [国际化](/brand/zh/what-would-you-like-to-learn-about/advocate-program/advocate-program-settings/translate-and-localize-your-advocate-program.md)。用户的国家代码（例如 CA）。                   | <p>• 是</p><p>• 其中之一</p>                                         |
| 用户 ID   | 为此参与者提供的唯一标识符。                                                                                                                                                                               | • 是                                                             |
| 账户 ID   | 该参与者所属账户的唯一标识符。                                                                                                                                                                              | • 是                                                             |
| 电子邮件    | 参与者的电子邮件地址。                                                                                                                                                                                  | <p>• 是</p><p>• 存在</p>                                           |
| 名字      | 该参与者的名字。                                                                                                                                                                                     | • 是                                                             |
| 姓氏      | 参与者的姓氏。                                                                                                                                                                                      | • 是                                                             |
| 阻塞      | 所有被阻止的参与者。                                                                                                                                                                                   | • 存在                                                            |
| 欺诈标记    | 任何与未经授权活动相关联的参与者。例如，被阻止的 IP 或速率限制。                                                                                                                                                           | <p>• 其中之一</p><p>• 全部属于</p><p>• 存在</p>                           |
| 已开始设置付款 | 已开始设置其税务表格或银行信息的参与者，用于 [现金支付](/brand/zh/what-would-you-like-to-learn-about/advocate-program/advocate-rewards/pay-with-cash/cash-payouts-for-advocate-explained.md).                          | • 存在                                                            |

</details>


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