Help articles
CATEGORY: Help ArticlesCRMSettings
Saved Filters
If you would like to filter across either contacts, groups or accounts you can find the tool to build your desired filters in the CRM menu.
When you select the Saved Filters option you will be taken to a page where all the filters you have built are visible. You can search your filters here and also create new filters using the Add Filter button, or delete a selected filter using the actions button both located to the right of the search bar.
N.B. If a filter is used in a campaign then you are not able to delete or amend the filter.
When you have created your filter you can apply it to contacts, groups, automated series or accounts (if applicable).
Creating a new filter
When you select the Add filter you are presented with a dialogue box where you can name, describe and create the filter. The name and description will both appear on the index page when you have created the filter.
If you have multiple subaccounts in your account structure
you can choose to share the filter you are creating across all subaccounts.
You can create filters on any of the standard or custom data
fields that you have in your account.
Using a variety of possible operators.
And by using the ‘And’ and ‘Or’ logical operators you can build either simple, powerful filters or more sophisticated highly targeted filters.
When creating your filters, pay close attention to which logical operator is the correct one to use.
For example; when you have multiples of the same data field/engagement status. If you use an AND logic operator in such a scenario, you might end up with a logically impossible set of criteria, i.e.
Email ENDS WITH forfront.com
AND
Email ENDS WITH e-shot.net
That will mean each contact returned will need to end with bothendings, which is logically impossible, and you’ll end up with no result.
Instead, join using the logical OR operator:
Email ENDS WITH forfront.com
OR
Email ENDS WITH e-shot.net
This will return each applicable contact ending with forfront.comand each applicable contact ending with e-shot.net.
Remember, if you’re unsure, test, test and test again.
Filtering on activity and engagement status
As well as filtering against standard and custom contact fields you can also create filters based on engagement status and activity.
Again, with the ability to make these filters as simple or sophisticated as you require.
Filter by frequency of contact
If you would like to monitor the number of emails a contact has received in the last week or month, this is also available in the filter options. You can determine the number of emails sent as being less than or equal to a limit of your choice. This enables you to include or exclude contacts in your campaign based on the number of times that you have been in in contact with them within your chosen date range.
For example:
or
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