Using Filters to Find Customers

The filter builder is a powerful tool that lets you create highly specific views of your customer list. You can combine multiple conditions to find exactly the group of customers you need.

Building a Filter

1. Open the Filter Builder: On the Customers page, click the Filters button to expand the builder section.

2. Add Your First Rule: Click "Add Filter". A new rule row will appear.

3. Define the Rule: Each rule has three parts:

   • Field: The customer attribute you want to filter by (e.g., Lead Stage, Tags, Date Created).
   • Operator: How you want to compare the field (e.g., equals, contains, is not empty).
   • Value: The specific value you're looking for (e.g., "New", "VIP", "2024-08-10").

4. Add More Rules (Optional): You can add multiple rules to narrow down your list. All rules are combined with an "AND" condition, meaning a customer must match all the rules to be shown.

5. Apply Filters: Click the "Apply Filters" button. The customer list will update to show only the matching customers.

   

Filter Examples

• Find all new leads from your website:

  • Source | equals | Website
  • AND Lead Stage | equals | New

• Find all customers who have a tag but no email address:

  • Tags | is not empty | (no value needed)
  • AND Email | is empty | (no value needed)

• Find customers added in the last month:

  • Date Created | greater than | (select a date from one month ago)

Once you have a filter applied, you can create a Segment from it to save for later use in campaigns.