Filter presets are a powerful tool in REISift to help streamline your marketing flows and processes. You can create filter presets to easily see which records need to be skip traced, which records are ready to market to, and when to send for the next call attempt, basically any time you need to think about what to do next, you can have a filter preset that catches those records.

The amount of custom filter presets you can create varies per plan:

To access filters and filter presets, go to the Records page and select Filter Records towards the top right.

To view presets, click View Presets or Filter Presets.

If you haven’t created any custom filter presets yet, you’ll see the REISift Base Presets folder and the Default folder.

The REISift Base Presets are:

These are the 4 main data buckets and can be used alone or as a template when creating your marketing campaigns.

To create your own custom filter presets, you can start by creating a folder first, or create the preset and save to the default folder (you can always move them to a new folder you create later).

To create a new folder, click Create New Folder from the filter presets section.

When creating folders you can choose who has access to the folder. Only the users or user roles selected will be able to view and access the folder, and any presets located within the folder. If you want everyone in your account to have access, select Everybody.

Once you’ve named the folder and selected who can have access, click Create Folder.

You can use any combination of our filters to create your own custom filter presets that work best for your business. In this example, we show how to create a filter preset for records that need skip traced.

You’ll start by selecting Add new filter block. In this example we’re adding the All Lists (AND) filter block so we can narrow down the records by list that need to be skip traced.

Next, select Add new filter block and select Property Status. Switch to "do not include" and select all property statuses. This helps exclude any records that have already been marketed to.

Now add the Params & Others filter and select Numbers -> No and Skiptraced -> No. This shows results for records that have no phone numbers and have never been skip traced.

Add the Call Attempts filter and enter in a minimum and maximum of 0. 

Once all filter options are included, select Save New.

Next, name the preset and select the folder. Click Save Preset when done.

Congrats! You've just created your first custom filter preset. Check out the Related Trainings below. If you have any questions on creating your presets, just reach out to our support team by clicking Talk to Us. 💬

Filter Records Overview

How to Rename, Delete, and Move Filter Presets to Folders

Creating and Sending Direct Mail Campaigns
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