In this article, learn how to filter your contacts for deeper insights and more targeted marketing efforts.
APPLIES TO: Admins
Last updated: September 3, 2024
Contact Filters
- To access your contact filters, hover over the navigation panel on the left, click Contacts
- Under the Clients tab, you will notice a Filters button, click the button to pull up the Contact Filters drawer
- From here you will be able to access any previously saved filters or you can create a new filter by clicking on the button on the bottom right.
- Note: You can click the blue person icon to create a contact group using a saved filter
- Note you are able to filter based on the following types of data:
- Demographics: Age, Date of Birth, Birthday Month, Gender, Zip Code
- Activity: Account Status, Account Type, Member Status, First Purchase Date, Last Purchase Date, Purchased Product, Purchased Product Type
- Once you input/select a filter (or group of filters), make sure to hit Apply Filters to confirm your choices
- After selecting Apply Filters, your Clients list will automatically update to show you the new filtered list
- Note you can add a Filter Name and click Save Filter to save that specific filtered list for repeated or later use
- Once you've saved a Filter List, it will be easily accessible from the list of Saved Filters
- To manage or remove any saved Filtered Lists, click the Filter and scroll to the bottom of the drawer and click Delete or Update Filter
- You are also able to Export these lists by clicking on the blue Export button when viewing a Filtered List
- The export will be a .csv file including the First Name, Last Name, Email, Phone, Gender & Date of Birth of the contacts inside the Filtered List