Would you like to create a filter on Plezi Free to find contacts based on a condition? This article is for you!
Why should you filter your contacts?
Filtering allows you to find your contacts based on criteria such as industry, email, first or last name, etc...
Are you ready ?
Filter your contact list on Plezi Free
Go to your contacts
Find and click on Filter
Then define the condition and click on Filter
For example, you can filter contacts whose e-mail address contains @plezi.co;
Good to Know
On Free, filtering is limited to one condition
The segmentation is done in three steps:
Events: there are three types of events in Plezi: contact event, contact owner and custom contact. Each of these contains several of the conditions.
Operators: Their displays vary according to the type of event chosen:
a) Short text, long text (Email,...): exact match, is none of, partial match,...
b)Checkbox (function): exact match, is none of;
c) Drop-down list, multiple selection (interest): if any of, is none of, is all of, etc...
Options: depend on the operator field you have chosen.
Switch to Plezi One to create as many segments as you like!