When searching or creating Contact or Company groups, you can filter your contacts or companies using the following filter types:

  • Tags: Search whether a contact or company does or doesn't have specific tags.

  • Fields: Search whether specific fields contain or don't contain specific values.

  • Commerce: Search across purchases, subscriptions, and invoices. Deepen your search across specific timeframes and products. 

  • Messages (Contact Search Only): Search whether a contact read, open, clicked, and/or engaged with a specific email, or all emails created from a specific template.

  • Automations (Contact Search Only): Search whether a contact is currently on, completed, or has never been on a specific Automation.

  • Surveys: Search whether a contact or company took or didn't take a survey or whether or not they were deemed satisfied or unsatisfied.

  • Tracked Links: Search whether a contact clicked or didn't click a link you're tracking.

  • Activities: Search if contacts or companies are associated with a specific Activity or not, and if so, which Team Member or Role they've interacted with. Deepen your search across specific timeframes.

  • Contact Groups (Contact Search Only): Search whether contacts are part of saved Contact Groups or not.

  • Company Groups (Company Search Only): Search whether companies are part of saved Company Groups or not.

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