LocalContacts is not only a great place to collect and store your clients’ contact information but also 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
Log into your OneLocal account
Navigate to LocalContacts
3. Display additional columns (if needed)
Depending on the information you want to filter, you may wish to display additional columns like Average Sentiment. Click the column icon and select the desired columns
4. To create a new filter, click New Filter
5. Select a property to filter
Choose the property you’d like to filter. Some examples include:
Joined Date: Filter contacts by how long they’ve been part of your OneLocal program. Useful for isolating new contacts to engage with
Last Active: Filter contacts by their last activity in your OneLocal program. Ideal for reengaging inactive clients
Survey: Filter contacts based on LocalReviews surveys they’ve been sent and whether those surveys were completed
Tip: You can create custom contact fields to filter outside the provided fields. Refer to our help article here
6. Add the first rule
Select the first rule you’d like to apply. For instance, if filtering by Survey, you can specify criteria such as whether a request was sent, opened, completed, or the client’s average sentiment
7. Choose the applicable survey
Specify which survey the rule should apply to. For example, filter contacts who received an “online review” survey but didn’t complete it
8. Add additional rules (optional)
To further refine your filter, add additional rules. For example, narrow your list to contacts who didn’t complete the survey and indicated a negative sentiment. This helps gather constructive feedback to improve their experience
9. Save the filter
Give the filter a descriptive title so it’s easy to find later
10. Access your saved filters
Click Filter By and select either “All” or the specific filter you’ve created
If you have further questions, reach out to our OneLocal support team through the orange chat bubble in the bottom right corner of your screen. We're here to help!
What's Next?