Focus: The focus of this public FAQ/Self Help guide is to provide you an overview and details to use filters on the Cliently “Contacts” view.
What are filters?: Filters are a way to search for contacts by a granular method, examples include: by engagement, last contacted, next activity, global flows used and status of flows and many more. As of 3/16/2020, Cliently offers 18 filters to find your contacts.
Step 1: Accessing Contacts. On the left side navigation toolbar, click on the “Contacts” icon.
From Deals, Flows, Find Leads or Settings:
Step 2: Filter by (Team Members) Set by user permissions, here you can review all team members and see their contacts. Please note: Only Owners, Admins, and Manager permissions have access to all account user’s contacts. The Team Member permission only has access to see their own contacts. Click here to learn more about user permissions.
Step 3: Filtering for contacts, + Add Filter Clicking on the “+ Add Filter” button will provide options in order to do specific types of filtering for your contacts by different types of data. These include category types of “Contact”, “ Deal”, “Company” and “Custom Fields”.
Step 4: Filter Folders. Next, we will break down the types of categories.
Step 4-A: Contact Folder Inside of this folder you will find 12 ways to filter out your contacts. These include, “Last Engaged”, “Next Activity”, “ Flow Status”, “Unsubscribed”, Job Title, Date Added to Cliently, Contact City, Contact State and much more. Be sure to check out each one for more details.
Step 4-B: Deal Folder Inside of this folder there are 3 ways to filter out your contacts. These include, “Pipeline”, “Stage” and “Deal Value”.
Step 4-C: Company Folder Inside of this folder there are 2 ways to filter out your contacts. These include, “Company City” and “Company State”.
Step 4-D: Custom Fields Folder If you have setup any custom fields for your account, you could also use them in order to filter for contacts. These are broken down by Contact and Company custom fields types. Click here to learn more about custom fields. Please note: At this time, we do not support Custom Field - Date types for filter searches.
Step 5: Selecting a Category. Once you have selected a category filter you will be provided different ways in order to use the filter. In this example, we have chosen Last Engaged.
Step 5-A: Example Using Contact - “Last Engaged”, “Last Contacted”, “Next Activity”. These three filters use date options in order to find your contacts. In this example, we will be using “Last Engaged”.
Step 5-B: More examples filtering with “Absolute Filters”. If you use Absolute Filters, these can be used to find contacts using specific dates, with “After” date, “On” date, “Before” date, “Between” date. In this example, we will be using “After”. Once the absolute filter is selected, you will see a Calendar that can be used to select the Month, Year and Up/Down arrows to select the month. Using your mouse to select the date in the month. Click “Done” when you have setup your filter.
Step 5-C: More example filtering with “Relative filters”. Cliently also offers “Relative” filters which can be used to filter out contacts by a specific type of date or number of hours filter. These include: “this month”, “this year”, “last month”, “last year”, “last # of days, “last # of hours”. In this example, we have selected “this month”. So, this will provide results with engaged contacts in the current month”. Click “Done” when you have setup your filter.
Step 5-D: More example filtering using “filter statements”. For these filters, Clienlty offers the following four selections that can be used to filter for specific contacts. Examples include: “is”, “is not”, “has no value”, “has any value” and other options for “7 day engagement”. Each of the top level types of have different ways to filter. In our example below for “Flow Status”, we use “is' and that includes the types of statuses for flows. Including, “Active”,”Stopped”, etc… Click “Done” when you have setup your filter.
Step 5-E: Adding Additional filters “purple +” icon. You can also use the “purple + icon” to add in additional filters to be included in your setup. Once you do this, these will be added to the top selected filters with an “and” statement, so all these additional filters could provide results. You can click on “and to display “or” as well, depending on the segments used.
Step 6: Resetting and hiding filters. If you wish to reset your filters, you can click on the “reset” icon to reset your filters to start over. You can also click on “hide filters”, to hide them from your view.
Step 7: Bookmarking your personal filter results. Once you create your filters sets, you can bookmark or copy the URL of your Cliently Contacts filter session in order to easily access results for your filter set for future use. Shown below is an example of saving the bookmark for future use using Google Chrome. You can also share that URL with your team members in order to share data if you are an Owner/Admin/Manager permissions, team member permission will only be able to see their own contact data.
Step 8: Engage with filtered Contacts. Once you have filtered your contacts, you can “check” one or all filtered contacts and then engage them by adding them to a flow.
Please note in order to use a bookmark or copied URL to access your filters, you must be logged into Cliently.
Need Help? If you need any help with using Contact filtering please login to your Cliently Account and click on the blue “Help/Chat” icon found on the bottom right side of your account.