Filtering Contacts

This article will show you how to filter your contact database based on a set of conditions such as purchase history, form submissions, interactions with e-mail campaigns, groups, analytics and event attendance.

The "Filter by Conditions" feature is also used throughout the e-mail marketing component of Oncord, making this technique handy for segmenting your contact database before sending a targeted campaign.

Filter by Conditions

To get started:

• Navigate to Dashboard > Customers > Contacts to view your contact database. 

• Click the "Custom Filter" option at the top of the table, which will open up the Filter by Conditions engine.

• A search bar will appear underneath with a list of available condition options that you can choose to create a custom filter (The condition options displayed will depend on your pricing plan). 

• After selecting a condition, additional options specific to that condition will be displayed underneath, allowing you to make your query even more specific. 

• You can stack query conditions by clicking the blank area on the right, and you can also use negated logic operations by clicking the "=" icon at the top right of the condition. 

• To remove the condition, simply click the "X" icon at the top right.

• You can adjust the condition logic by clicking "And" to switch between "And" or "Or" conditions. This gives you flexibility in defining how multiple conditions work together.

The following example demonstrates how to retrieve all contacts who are members of a VIP group but have not made a purchase.

• Select the condition "Groups - In at least one of these groups" from the list.

• A list of existing groups will appear. Tick the "VIP Members" group in the list.

• Click the blank field on the right to add another condition, then select "Sales - Has purchased products."

• Click the "=" icon at the top right of the condition to change it to "Sales - Has not purchased products."

You can then take actions on the filtered contacts, such as:

• Add to Group
• Remove from Group
• Create Task
• Delete
• Export to a CSV file

Creating Campaigns From Filtered Contacts

After you apply a custom filter, Oncord shows campaign shortcuts next to Custom Filter.

You can use these shortcuts to create an e-mail campaign or SMS campaign for the contacts currently shown in your filter results.

• Apply your contact filters.
• Click the e-mail icon next to Custom Filter to create an e-mail campaign.
• Click Create E-mail Campaign.

To create an SMS campaign instead, click the SMS icon next to Custom Filter.

Tips:

• The campaign audience is based on the current custom filter.
• Creating the campaign does not send the message immediately.
• Check the number of matching contacts before creating the campaign.