A search filter is a very useful advanced functionality that allows you to save and reuse search conditions. To learn how to create and use search filters, read this article.
In this article, we will explain how to manage your search filters:
To manage your search filters:
- Go to Contacts
- Select Advanced Search & Segmentation
- Click My Filters
Rename a search filter
- Select the search filter you want to rename
- Click the pencil icon next to the name of your search filter
- Rename your search filter
- Click anywhere outside of the name field to save your changes
Update a search filter
- Select the search filter you want to update
- Change the search conditions of your search filter
- Click Update filter to save your changes
Duplicate a search filter
- Select the search filter you want to duplicate
- If necessary, change the search conditions of your search filter
- Click Save as new
- Name the duplicate search filter
- Click Add
Delete a search filter
There are two ways to delete a search filter:
By clicking the Delete filter icon
- Click the Delete filter icon next to the search filter name
- After making sure that deleting the filter will not impact the areas mentioned below, click Yes, I delete the filter
By clicking the Delete button
- Select the search filter you want to delete
- Click Delete
- After making sure that deleting the filter will not impact the areas mentioned below, click Yes, I delete the filter
⏩ What's next?
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