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. 

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

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

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. 

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