Let's take a closer look at the Advanced Filters function.
This feature allows you to select contacts by specific parameters. For example, you can create a list of only those customers who purchased specific products or those customers who visited your site in the last 3 days. You can create different combinations of conditions for choosing contacts: customers who purchased a product who live in your city and visited your site no more than 1 month ago. After you filter for your advanced conditions you can send those contacts a message or any other action that needs to be addressed to a targeted group. This feature will help you quickly filter your contact lists and select the leads you need.
In Contacts & Leads click on Advanced Filters. You will see an Filtering and Search Terms window pop up. Here you define the conditions for creating a contact list. Alternately, you can create contact lists through the Emailing section > Broadcast Lists tab > Create a Broadcast List. Filter & Search Terms allow you to create any combination of conditions.
Click the Add New Condition Group and + button. You will see a list of available conditions:
- Inside Funnel
This condition creates a list of contacts inside the selected funnel. In this way you can divide your customers into different categories. For example, you may have one funnel called Workshops and inside this funnel there are several pages on seminars you are holding and contacts of people who registered for these seminars. And the second funnel Webinars and within this funnel are several pages on conducting online webinars and a list of contacts that have been registered for these webinars. Accordingly, we can share contacts gathered at seminars and online events.
- Has Product
This condition identifies users who have a specific product. In the product field, enter the name of the product. You will create a list of all customers who bought this product. Or vice versa, select contacts who have not yet purchased the product so you can send them a special offer to purchase, or other action.
- Has Tag
This condition identifies users to which a tag is attached. With the help of a tag, you can mark new customers, or customers with certain conditions like repeat buyers.
- Lead / Contact Attribute
You can select a specific contact / lead attribute from the list (name, phone, e-mail, etc.) and select only those contacts that contain that contact attribute. For example, all contacts that contain a phone number. Using a list with this attributes you could send a text message to all contacts you have a number for.
- Date Added
This condition divides contacts by the date they were added (i.e. the date of registration on the page). All users registered on that specified date will be in the contact list. Or you can set the "pre-date" filter and "after the date" to highlight users who have registered before or after a specific date.
- Page Visit Date
This condition will pull contacts who visited the page before or after a certain date, or on a specific day.
- Purchased Product
This condition distinguishes customers who have purchased a particular product. Specify the name of the product and you will pull a complete list of all customers who have bought this product.
- Amount Paid
This condition creates a list of customers who bought the product and paid a specific price. You can choose a specific amount paid or choose up to or greater than a certain amount.
- Currently has a Training Jet Subscription
This condition creates a list of contacts that currently own a Training Jet subscription. These are your existing Training Jet customers.
- Completed Training Jet Course
This condition identifies users who have successfully completed a specific course on the Training Jet platform. You can configure an action for each Training Jet course completion (for example: send an email).
- Training Jet Course Step Completed
This condition identifies users who have completed a specific step within the Training Jet training course. For example: they watched a certain video. Using this condition you could send each of them an e-book or email them a lesson checklist.
- Started Training Jet Course
This condition identifies all Training Jet users who started a Training Jet training course. For example, you could pull those have not started a specific training course and take an action — send them an email to start.
- Training Jet Last Activity Date
This condition separates active contacts on the Training Jet training platform and is valid only for registered Training Jet users. This condition can be used if you needed to locate all users who have not been active after a specific date and send them an email or text message. Or vice versa, select users who are actively moving in Training Jet and encourage them (send a letter, an SMS message, add a product as a bonus, etc).
- Training Jet Susription Has Expired
This condition locates users whose subscription to Training Jet courses has expired and is no longer valid.
- Has Training Jet Account
This condition identifies users who have registered with Training Jet and have an account. It does not matter whether they have a subscription or a valid course.
- Has Been Imported With Session
This condition adds or excludes contacts that were manually imported into Sales Jet. You can either select contacts that were imported, or exclude these contacts from the search list.
Once you have selected the condition you wish to filter by you will need to select a Yes or No condiiton – whether you are including or excluding these contacts from your list. For example: If you wanted to know everyone who completed a Training Jet course you would select the condition: Completed Training Jet Course, and then select Yes to include those contacts in the list. If you select No then a list of users who have not completed the course will be displayed. If we click on the results button, we will see a list of users who completed the course you specified. Next, click the Apply button. Now you will see your contacts in the contact list. Now you can export this list.
We gave a simple example of contact filtering. But the list can be made more targeted by adding a few conditions.
For example: If you select the condition Purchased Product, and then create another condition by clicking the Add a New Condition Group button and select Lead / Contact Attribute. Now you have a second condition field where you can select the attribute delivery address. In the next paragraph select the condition Contains and enter the value New York. This will return a list of customers who have purchased a specific product and live in the city of New York. By filtering the leads in this way, we can call customers to invite them to a live event in New York city, where there will be a new product release.
