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Applying, Saving & Editing Filters

Written by Support Team
Updated over 2 weeks ago

Use filters to build targeted audiences based on contact attributes, ticket purchases, and engagement.


Apply a temporary filter

Temporary filters are applied to your contact list but are not saved.

  1. Go to Contacts.

  2. Click Filter on the right-hand side.

  3. Select one or more filter options from the dropdown menus.

  4. Click Apply Filter to view matching contacts.

⚠️ Note: Temporary filters are lost when you navigate away or clear them.


Save a filter

To reuse a filter, save it as a Saved Filter:

  1. After applying your filter, click Save Filter.

  2. Enter a name for your filter.

  3. Click Save to store it.

Your saved filter will appear under the Saved Filters tab and automatically update as contacts meet the criteria.


Edit a saved filter

  1. Open the Filters tab.

  2. Click the three dots icon next to the saved filter.

  3. Choose Edit, Rename, or Delete.

  4. Click Save to apply any changes.

💡 Tip: Saved filters are perfect for ongoing campaigns, newsletters, and exports.


Secondary Navigation Panel

You can also view and manage Saved Filters from the Secondary Navigation Panel, which provides a full-screen view of all filters.

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