Contact Filters allow you to filter your contacts by specific fields and save the search for future use. Contact Filters also allow you to quickly send Bulk Emails/SMS to a group of contacts that have already been filtered. Any new contacts that fit the filter parameters will auto-populate in the saved filter.
In this article, you will learn:
- What a Contact Filter is.
- How to create a Contact Filter.
What is a Contact Filter?
A contact filter is a saved filter with specific parameters located in the Contact Directory. The filter will allow you to quickly and easily locate all of the contacts in your directory that fall within the chosen parameters.
Contact filters are especially useful when you are sending bulk emails or SMS to customers. For example, you might need to send an update to your tenants if the rental portal is down. For extreme weather, you can quickly send an update to your tenants with tips to prepare for an upcoming storm or even seasonal preparation like winterization.
Helpful Filter Examples:
- Upcoming renewals
- Open ledger balance
- Low happiness score
- Lead Status
How to Create a Contact Filter
- In the Contact Directory Menu, select +Add Filter.
- A pane will push into the Contact Directory on the right. You can adjust the size by pulling the edge to the left or the right.
- Enter a title for the Segment. This will appear in the Menu on the left under Filters.
- Once all filter fields are entered and selected, click Save to add the Filter.
- The new filter will appear in the Menu on the left. Click on the Filter Title to view the filtered contact list.
💡 To edit or delete a filter, click on the 3 vertical dots that appear when you hover over a filter.
This video will show you the steps above.
This video shows you how to view a created Filter and how to delete it.
