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Search/Filter Contacts in the Contact List

Searching your contacts is a great way to find specific information quickly, and filtering allows you to narrow down your contacts based on what you are looking for. Below, we have broken down the many ways you can search or filter your contacts.

Simple Search

  1. Use the Search box so you can do a simple quick search.  
    Quick_Search.png

  2. Type in a partial name, phone number, email, etc.. and click enter to see your results  

    Screenshot_2018-11-19_18.26.39.png

Filtering

Use the Filter feature when you are wanting to search for a particular group of contacts. The filtering options utilizes Tags, Sources, Date Added, and more to assist in distinguishing a particular group of contacts in your list.

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  1. Filter by Any Name 
    The Any Name filter will search your inputed value in both the first and last name fieldsScreenshot_2018-11-19_18.34.03.png
    1. Choose how you would like a "match" to be determined for the filter.
      1. Ex.  You are looking for the contact "Mickey Mouse"
        1. is Exactly 
          ex. Mickey Mouse
        2. is Not Exactly 
          ex. Mickey
        3. Contains
          ex. Mouse
        4. Not Contains
          ex. Donald Duck
        5. Begins with
          ex. Mic
        6. Ends with
          ex. se
        7. is Empty
          This option would find any contact without a value in the first or last name fields
        8. is Not Empty
          This option would find all contacts whose first or last name fields are not blank

  2. Filter by Tags and Source
    Screenshot_2018-11-20_08.39.56.png
    1. Choose how you would like a "match" to be determined for the filter
      1. Has Any 
        If you select multiple tags, sources, etc... a contact will fit in this filter if at least 1 of the selected options applies to them
      2. Has All 
        If you select multiple tags, sources, etc... a contact will fit in this filter only if all of the selected options apply to them
      3. Does Not Include Any 
        If you select multiple tags, sources, etc... a contact will fit in this filter if NONE of selected options applies to them
      4. Contains Text
        This option will allow you to type in a custom text value vs. selecting from your existing lists of tags, sources, etc... A contact will fit in this filter if they have a tag/source applied to them that contains the text value you enter 
      5. Not Contains Text 
        This option will allow you to type in a custom text value vs. selecting from your existing lists of tags, sources, etc... A contact will fit in this filter if they have NO tags/sources applied to them that contains the text value you enter  

  3. Filter by Date Contact Added option
    Screenshot_2018-11-20_08.45.16.png
    1. Choose how you would like a "match" to be determined for the filter
      1. Range
        Includes contacts that were added between a custom start date and custom end date
      2. This Month
        Includes contacts that were added during the current month
      3. This Week
        Includes contacts that were added during the current week
      4. Last Month
        Includes contacts that were added during the previous month
      5. Today
        Includes contacts that were added Today
      6. Last 7 Days
        Includes contacts that were added during the previous 7 days
      7. Last 30 Days
        Includes contacts that were added during the previous 40 days
      8. Before
        Includes contacts that were added before a specified date
      9. On or After
        Includes contacts that were added on or after a specified date

  4. Filter by Campaign Tracking
    Screen_Shot_2019-05-31_at_03.35.06.png
    1. Select which campaign tracking field you wish to use as filter:
      • Tracking Link Name - the name of your campaign tracking
      • Campaign - your target market
      • Source - where you placed the campaign tracking link on (Google, Facebook, Twitter, Etc.)
      • Medium - type of marketing medium you used for this campaign tracking.
      • Content - refers to the content of the marketing medium
      • Term - keywords that your target audience used to get to your website.
    2. Choose how you would like a "match" to be determined for the filter
      1. Has Any 
        If you select multiple tags, sources, etc... a contact will fit in this filter if at least 1 of the selected options applies to them
      2. Has All 
        If you select multiple tags, sources, etc... a contact will fit in this filter only if all of the selected options apply to them
      3. Does Not Include Any 
        If you select multiple tags, sources, etc... a contact will fit in this filter if NONE of selected options applies to them
      4. Contains Text
        This option will allow you to type in a custom text value vs. selecting from your existing lists of tags, sources, etc... A contact will fit in this filter if they have a tag/source applied to them that contains the text value you enter 
      5. Not Contains Text 
        This option will allow you to type in a custom text value vs. selecting from your existing lists of tags, sources, etc... A contact will fit in this filter if they have NO tags/sources applied to them that contains the text value you enter  
    3. Select the value you wish to filter this campaign tracking with.

  5. As you add filters you would like applied to your contact list, each of these filters will be displayed under Applied Filters  
    Screenshot_2018-11-20_08.46.35.png

  6. Select how you would like matches to be determined considering the entire applied filter list. 

    Screenshot_2018-11-20_08.50.09.png

    1. Toggle Matches to "All" (AND conditions) 
      1. ALL of the conditions of the applied Filters must be met for a contact to be considered a match
    2. Toggle Matches to "Any" (OR conditions) 
      1. A contact will be considered a match if ANY of the conditions of the applied Filters are met

  7. Click Apply to see the results of your filtered search.  Optional - You can save the Filter by entering a name in the blank text field and clicking the Save & Apply button

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You have now learned how to search and filter your contacts. If you have any questions or comments on any of the instructions above, please feel free to reach out to us at any time at support@reiblackbook.com

 
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