Let's Search & Filter Texts In Your Inbox
A lot of times, you need to refer to previous text messages between you and a lead or contact.
With REI BlackBook, you can do a quick search to find the text message that you need and you can filter your searches by active or archived texts, by Profit Dial phone number, date received, contact's name, and to or from.
Maybe you have archived some of your text messages. You can use the archive filter to find the message that you need.
If you have more than one Profit Dial phone number, you can filter by a particular PD number.
Perhaps someone got a text last Friday. Using the date received filter will help to narrow down your search.
Or if you remember who sent you the text, you can search by using a contact's name.
Objectives
In this support article, you will learn step-by-step how to search and filter voicemails in your inbox.
Steps
1. Log in to your account. Then, click on Marketing at the top of your dashboard menu. In the drop-down menu, click on Inbox under Profit Dial.
2. You will be directed to a new page. On the left-hand side, click on Texts.
3. You will be directed to your text message management system. Your search and filter features are located the top right.
Quick Search
To Search your texts, click on the Search box and type in a phone number or contact's name for a text message that you are looking for in your inbox.
Filtering Your Search
To filter your searches, click on the funnel icon next to the Search box.
Once you click on the funnel icon, a pop-up box will appear. At the top, next to Matches, click on the toggle to have it point to either to Any or All.
- Any: Your search will match Any of your text messages.
- All: Your search will match all All of your text messages.
Next to Display, click on the toggle and have it point to Archived or Active.
- Archived: Your search will display your text messages that have been Archived.
- Active: Your search will display your text messages that are Active.
Date Received
To filter by a date of when you received a text message, click on Date Received located on the left-hand side.
Under Date Received on the right-hand side, click on the box and choose either Range, Before, or On or After.
- Range: Includes voicemails that were made between a custom start date and custom end date.
- Before: Includes voicemails that were made before a specified date.
- On or After: Includes voicemails that were made on or after a specified date.
Click on the box below and select either This Month, This Week, Last Month, Today, Last 7 Days or Last 30 Days.
- This Month: Includes calls that were made during the current month.
- This Week: Includes calls that were made during the current week.
- Last Month: Includes calls that were made during the previous month.
- Today: Includes calls that were made Today.
- Last 7 Days: Includes calls that were made during the previous 7 days.
- Last 30 Days: Includes calls that were made during the previous 30 days.
If you select Before, or On or After, in the box below, you will be able to select a date by using a calendar.
Click on + Add Another to include another date.
Profit Dial Number
To filter by a Profit Dial phone number, click on PD located on the left-hand side.
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Under PD Number on the right-hand side, click on the box and select from Has Any, Is, Does Not Include Any, Contains Text, Not Contains Text, Is Empty or Is Not Empty.
- Has Any: If you more than one Profit Dial phone number, you can select multiple phone numbers by clicking on the box below. The voicemail that you are looking for will fit in this filter if at least one of the selected options applies to it.
- Is: This option will allow you to select only one of your Profit Dial phone numbers.
- Does Not Include Any: If you select one or more of your Profit Dial phone numbers, then a voicemail will fit in this filter if NONE of selected options applies to it.
- Contains Text: This option will allow you to type in a custom text value vs. selecting from your existing lists of phone numbers.
- A voicemail will fit in this filter if it has a phone number applied to it that contains the text value you enter.
- If you have named your Profit Dial phone number, you can type in your name for that phone number.
- Not Contains Text: This option will allow you to type in a custom text value vs. selecting from your existing lists of phone numbers.
- A voicemail will fit in this filter if it has NO text applied to the call that contains the text value you enter.
- Is Empty and Is Not Empty: These options do not apply.
Contact's name
To filter by a contact's name whether it is a first name, last name or any name, click on +Add New located on the left-hand side.
In the drop-down menu, select Contact First Name, Contact Last Name and/or Any Contact Name. With each option, you have the same choices to choose as if you were filtering through your contact records.
Then, click on the box below and type in letters matching the above option you chose.
To or From Number
To filter by a contact's phone number or your Profit Dial phone number, click on + Add New on the left-hand side and select To or From Number.
On the right-hand side, click on the box under To or From Number and select from Is Exactly, Is Not Exactly, Contains, Not Contains, Begins With or Ends With.
Then, click on the box below and type in numbers matching the above option you chose.
Reset, Apply, Save & Apply
When you are finished filling out filters, click on Apply to apply your filtered search.
To save your filtered search, click on Save & Apply. A box will appear, type in a name to save your filtered search.
To restart your filtered search over, click on Reset.
Saved Filtered Searches
To find your saved searches, click on the binoculars next to the funnel icon.
In drop-down box, type in the name of your saved filtered search.
Thank You!
We appreciate you taking the time to learn how to search and filter your text messages! For questions, contact us at support@reiblackbook.com.