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Saved Filters

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.

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.

filter menu

When you have created your filter you can apply it to contacts, groups, automated series or accounts (if applicable).

apply filter to

 

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.

create a filter

If you have multiple subaccounts in your account structure you can choose to share the filter you are creating across all subaccounts.

share filters across the account

You can create filters on any of the standard or custom data fields that you have in your account.

options drop down

Using a variety of possible operators.

filter 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 both endings, 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.com and 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.

engagement filter

Again, with the ability to make these filters as simple or sophisticated as you require. 

multilevel filter
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