How to Add or Edit a Filter

Filter is used to retrieve a specific list of Prospects, Leads, or Customers.  This is a great way to specify target markets for a particular marketing campaign. If a list of only those contacts with an email address is necessary for a mass emailing marketing campaign, adding a filter is likely the best way to produce this narrowed list.

 

How to Add a Filter

Go to List View under the Contacts Tab for the type of contacts that need to be filtered (Prospects, Leads or Customers)

                                                                                                                                                                                                       

Locate the Filter drop-down

Click Add next to the Filter drop-down

Give the Filter a name, and a (optional) description

Using the Search Column drop-down, find the criteria that is being used to create the filter.  In this case, Contact.Email is being selected.

The Operator provides different options regarding the Search Column

In this example, Is Not Blank will be selected. This will pull a list of all Leads in the database that have an email address filled out.

Use the Get Count link to make sure the Filter works properly, and see how many contacts it is pulling

Note the Filter Type.  If this Filter should be available to anyone that uses the program, it should be marked Public Filter.  If it is marked Personal Filter, only the user that created it will be able to view it. Promptable Filter is useful for things like dates, as it will prompt the user to fill in the information each time before it will pull the data.

After clicking Save, the Filter is now available in the drop-down via List View

Editing a Filter                                                                                                             

Go to List View under the Contacts Tab for the type of contacts that has the filter to be edited (Prospects, Leads or Customers)

Locate the Filter drop-down

Select the Filter in need of editing

Click Edit to the right of the Filter drop-down

Make the necessary changes, then click Save

Why Add or Edit a Filter?

The purpose of adding or editing a filter is to narrow down specific listing of Prospects, Leads or Customers when searching through thousands of names would take too much time.

For example, a user may want to only see a list of customers who purchased a particular product from the company at a given point in time. A filter could be created in the Customer List View to pull exactly this. Rather than seeing every customer in the database, the user is now looking at only those who have purchased the product the filter was asking to see.

 

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