We've added contact filters so you can now narrow down specific lists of contacts within a sequence. There are no limits to how many filter combinations you can create so you can have access to more granular data. 

You can click on the "+" sign to open up the menu of contact filters.

Below are the list of filters and the options you can select for each one.

Ongoing:

  • Is Ongoing - contacts who still need to be sent messages
  • Is Not Ongoing - contacts who are no longer being messaged because an action was taken (i.e. replied, booked a meeting, or there’s an error for them)

Messaged:

  • Messaged - contacts who have been messaged
  • Has Not Messaged - contacts who have not been messaged yet

Last Messaged:

  • Last Messaged After… (select a date) - contacts who have been messaged after a specific date
  • Last Messaged Before… (select a date) - contacts who have been messaged before a specific date

Created:

  • Created After... (select a date) - contacts who were added to the sequence after a specific date
  • Created Before... (select a date) - contacts who were added to the sequence before a specific date

Paused: 

  • Is Paused - contacts who are paused in the sequence
  • Is Not Paused - contacts who aren't paused in the sequence

Personalized:

  • Is Personalized - contacts who were sent personalized emails 
  • Is Not Personalized - contacts who were not sent personalized emails

Step:

  • Step Equals... (enter a step number) - contacts who are at that current step in the sequence (0 cannot be entered in as a step number)

Opened:

  • Has Opened - contacts who have opened messages (to see how many contacts have opened a specific email step, you can visit the steps panel within a sequence)
  • Has Not Opened - contacts who haven’t opened any messages they were sent in the sequence
  • Opened More Than... (enter number) - contacts who opened all of the emails they received more than a specific amount of times 
  • Opened Less Than… (enter number) - contacts who opened all of the emails they received less than a specific amount of times 

Clicked:

  • Has Clicked - contacts who have clicked links within your emails (to see how many contacts have clicked a specific email step, you can visit the steps panel within a sequence)
  • Has Not Clicked - contacts who haven’t clicked the links within your emails
  • Clicked More Than... (enter number) - contacts who have clicked the links within your emails more than a specific amount of times
  • Clicked Less Than… (enter number) - contacts who have clicked the links within your emails less than a specific amount of times

Replied:

  • Has Replied - contacts who have replied 
  • Has Not Replied - contacts who haven’t replied 
  • Replied After… (select a date) - contacts who have replied after a specific date
  • Replied Before… (select a date) - contacts who have replied before a specific date

Sentiment: 

  • Has Sentiment - contacts who have a sentiment assigned to them
  • Has No Sentiment - contacts who don't have a sentiment assigned to them
  • Sentiment Equals... (select a sentiment to pull up a list of contacts who were assigned that sentiment)
  1. Interested - contacts who are interested 
  2. Not Interested - contacts who are not interested
  3. Bad Fit - contacts who have responded not being a good fit
  4. Wrong Contact - contacts who are not the correct people to reach out to
  5. Bad Timing - contacts who might be interested in the future since now is not the right time for them

Booked: 

  • Has Booked - contacts who have booked meetings 
  • Has Not Booked - contacts who haven’t booked meetings 

Unsubscribed:

  • Has Unsubscribed - contacts who have unsubscribed 
  • Has Not Unsubscribed - contacts who haven’t unsubscribed 

Bounced:

  • Has Bounced - contacts who have bounced emails 
  • Has Not Bounced - contacts who do not have bounced emails

Error:

  • Has Error - contacts with any kind of error
  • Has No Error - contacts with no errors
  • Error Equals to… (select an error to pull up the list of contacts with that error)
  1. Blacklisted - contacts who are blacklisted based on their email address or domain
  2. Exists in CRM - contacts who already exist in your connected CRM
  3. Exists in Sequence - contacts who already exist in your other sequences
  4. Exists in Team - contacts who already exist in your teammate's sequences
  5. Integration Error - contacts who have an integration error 
  6. Invalid Email - contacts who have invalid emails
  7. Missing Info - contacts who have missing custom fields that are required in email steps 
  8. Replied to Sequence - contacts who have replied in another sequence
  9. Replied to Teammate - contacts who have replied to your teammate's sequence
  10. Team Blacklisted - contacts who are on the team’s blacklist
  11. Teammate Account - only owners of an account can message a contact of that account (when account ownership is enabled in team safety settings)  
  12. Unsubscribed - contacts who have unsubscribed

Note: There's currently not a way to save filtered contact lists within sequences. As a workaround, you can export the filtered lists as CSV files to save it. 

Did this answer your question?