LocalContacts is not only a great place to collect and store your clients’ contact information but an easy way to identify which clients you should be reaching out to at any given time.
This guide will explain how to create a new filter and provide an example of how to filter out clients with a negative sentiment.
1. Log into your OneLocal account here.
2. Click LocalContacts across the left side of the screen.
3. Depending on the information you are filtering, you may wish to display additional columns like Average Sentiment. Click the column icon, and select any additional columns you’d like to display.
4. To create a new filter, click New Filter.
5. Select the Property you’d like to filter.
For example:
Joined Date - this property will help you filter contacts by how long they’ve been part of your OneLocal program. This is useful in isolating new contacts you’d like to engage with.
Last active - this property will help you filter contacts by the last time they were active in your OneLocal program. This is useful in reengaging clients who have been inactive for longer periods of time.
Survey - this property will help you filter contacts based on the LocalReviews surveys they have been sent, and whether those surveys have been completed.
You can also create your own custom Contact Fields if you would like to filter outside of the provided fields (you can refer to our help article here)
6. Select the first rule you’d like to add. We’ll use the Survey example below.
Survey rules will allow you to filter by criteria like whether a request was sent, opened, completed, and what the client’s average sentiment was.
7. Select which survey you'd like the rule to apply to.
In this example, let’s say we wanted to filter by contacts who had received our “online review” survey but did not complete it.
8. Optional: add additional rules to further filter your contact list.
In this example, let’s say we wanted to add a second rule to further filter contacts who had received our survey but didn’t complete it, to those who indicated a negative sentiment.
This type of filter is useful in gathering constructive feedback from your clients to see how their negative or neutral experience could have been turned into a positive one.
9. Save the filter, and give it a descriptive title so that you can easily find it later.
10. You’re all set! You can see your various filter by clicking Filter By and selecting either “All” or a specific filter you’ve created.
What's Next: