Manage search filters

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:

  1. Go to Contacts
  2. Select Advanced Search & Segmentation
    advanced_search_EN.png
  3. Click My Filters
    my_filters_EN.png

Rename a search filter

  1. Select the search filter you want to rename
  2. Click the pencil icon next to the name of your search filter
    rename_filter_EN.png
  3. Rename your search filter
  4. Click anywhere outside of the name field to save your changes

Update a search filter

  1. Select the search filter you want to update
  2. Change the search conditions of your search filter
  3. Click Update filter to save your changes
    update_filter_EN.png

Duplicate a search filter

  1. Select the search filter you want to duplicate
  2. If necessary, change the search conditions of your search filter
  3. Click Save as new
    save_as_new_EN.png
  4. Name the duplicate search filter
  5. Click Add

Delete a search filter

There are two ways to delete a search filter:

By clicking the Delete filter icon

  1. Click the Delete filter icon next to the search filter name
    delete_filter_EN.png
  2. After making sure that deleting the filter will not impact the areas mentioned below, click Yes, I delete the filter
    yes_delete_filter_EN.png

By clicking the Delete button

  1. Select the search filter you want to delete
  2. Click Delete
    delete_filter2_EN.png
  3. After making sure that deleting the filter will not impact the areas mentioned below, click Yes, I delete the filter
    yes_delete_filter_EN.png

⏩ What's next?

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.