Fields You Can Filter By

Fields You Can Filter By

Finding contacts and lists within the directory is made easier by filtering. You can use a simple filter to find a specific person, list, or segment, or you can build incredibly complex filters to be saved and re-used for later. When filtering your directory, there are many fields you can choose from to narrow down your search.

When filtering by Contact Activity, Number of Lists, Survey Response, and Survey Status, the search will occur in the background instead of immediately. For these fields we recommend saving and naming the filter so you can easily access it when the search is complete.

The search will be present in the tasks bar of your directory. Click Show results to see the contacts that match your filter criteria.

Contact Activity

The contact activity field filters by activity for each contact within a specified date range. You can filter by total emails, total invites, or total responses.

Contact Info

The contact info field filters by basic contact info. The available contact info fields are:

• Email
• First name
• Last name
• External data reference
• Language
• Phone
• Email domain

Embedded Data

The embedded data field filters by embedded data within the directory. Use the dropdown to select existing embedded data fields or demographics.

Attention: Filtering embedded data with “does not contain” or “not equal to” conditions will display contacts that meet the criteria and also have a value for that field. Any contacts that do not have a value for the specified embedded data field will not be displayed. To search for blank embedded data fields, you must use the “empty” filter condition.

Date and Time Data

If you have embedded data saved in a date format, you can use a filter to search for future dates or dates that happened recently. To search by date, the date field must be in ISO-8601 format, with times in UTC. (I.e., YYYY-MM-DDT-HH:mm:ss+ZZZZ . More information about these symbols can be found on the Date Format Syntax support page).

When filtering by date comparisons, you will be able to filter In the past “n” number of Days/Weeks/Months/Years or In the next “n” number of Days/Weeks/Months/Years.

Example: To look for contacts with a recent renewal date, you can create a filter to search for contacts with “Renewal Date In the past 5 Days”.

Enrichment Data

Enrichment data provides a deeper understanding of transactional data for your contact. To use enrichment data, add a transaction field filter. 

The enrichment data fields below are currently available for filtering and segmenting:

• Text iQ Topic Sentiment
• Text iQ Actionability

Example: To create filter for contacts who have displayed negative sentiment in their feedback in the past week, you should use enrichment data in addition to transaction date data. This could be helpful to pinpoint disappointed users who could use extra care in the future.

Qtip: A filter cannot be made based on the “number of transactions” unless transaction condition is already created.

Mailing List

The mailing list field filters for contacts within or not within specific mailing lists. You can also select certain samples to search within the list.

Number of Lists

The number of lists field filters by the number of lists a contact belongs to.

Opt-Out Status

The opt-out status field filters by whether or not a contact is opted in or out of the entire directory (not a specific mailing list).

Private List Data

The private list data field filters by whether or not a contact has a specific attribute for a private data field. Private data is only visible to users with access to the mailing list it exists in.

Statistics

The statistics field allows you to filter by various statistics, including:

• Created: When the contact was created.
• Last modified: When the contact was last modified.
• Last email: When the contact received their last email from your brand.
• Last invite received: When the contact received their last invite from your brand.
• Last response: When the contact provided their last survey response.
• Total emails: Total number of emails the contact has received.
• Total invites: Total number of invites the contact has received.
• Total responses: Total number of responses the contact has provided.
• Response rate: Response rate for the contact. This statistic is in percentages (0-100), but doesn’t require a percept ( % ) symbol.
• Average response time: Average response time for the contact (in hours or days).

Survey Response

The survey response status field filters by the response of each contact to a specific survey. After selecting a specific survey to search within, you can filter by a specific survey question, response date, or number of responses to the survey.

Survey Question

After selecting a specific survey, select Question. You can then filter your contacts by their response to a specific survey question within that survey.

Response Date

After selecting a specific survey, select Date of response. You can then filter your contacts by the date they responded to this survey.

Response Count

After selecting a specific survey, select Number of responses. You can then filter your contacts by the number of times they responded to this survey.

Survey Status

The survey status field filters by the status of each contact within a specific survey. You can filter by survey completion or invite sent status.

You can also filter by date fields when creating samples or automations, allowing you to filter by the survey status of each contact within a specific survey and specific time range. Date fields are not available when searching in the directory.

Transactions

The transaction field filters based on transactional data. Once you choose to filter based on transactions, you can then choose whether to filter by:

• Number of transactions
• Transaction date
• Transaction information (transactional data values)
• Enrichments

When creating a new segment, you will also be able to filter In the past “n” number of Days/Weeks/Month/Years.

Qtip: Click the date text to enter a specific date or click on the calendar icon to the right of the date field in order to select a specific date from a calendar. The date must be saved in ISO 8601 format in the UTC time zone. More details on time zone formatting on the Transactions page.

Filtering Date Fields

You can filter by a lot of different parameters when you’re filtering by date. This section refers to filters that can be built with embedded data, transaction date, survey response, and contact statistic conditions.

• On or after: Include the date selected and all dates after. You can also choose a number of past days, weeks, or years to include.
  Example: Filter for all contacts that were last modified in the last 15 days.
  
  Example: Filter for contacts who submitted survey responses to your CSAT survey on or after March 7, 2023.
  
• Before: Include all contacts from before a selected date or timeframe.
  • The past: Include all contacts, except those whose dates match a timeframe set in the past.
    Example: You want to include all contacts created in the past except those made in the last 2 weeks.
    
  • The next: This option is only available for embedded data and transaction dates. Include all contacts, except those whose dates match an upcoming timeframe.
    Example: You want to include all contacts except those whose arrival date will be coming up in the next 15 days.
    
  • A specific date: Include all contacts whose dates match before a specific date.
    Example: Filter for contacts who submitted survey responses to your CSAT survey before January 1, 2023.
    
• In the past: Choose the past number of days, weeks, or years the results should fall under.
  Example: Filter for contacts whose arrival date was in the past 1 year.
  
• Between: Only include results within a certain timeframe.
  • Specific dates: Choose 2 dates that your results should fall between.
    Example: View contacts whose transactions happened between February 1, 2023 and March 1, 2023.
    
  • A time period: Filter for dates that take place between time periods set in the future. Using negative values (e.g., -2) allows you to indicate a time period in the past.
    Example: Filter for contacts whose arrival date is going to be no less than 2 days but no more than 3 weeks into the future.
    
    Example: Filter for contacts whose arrival date is between 2 days in the past and 4 weeks in the future.
    

• In the next: This option is only available for embedded data and transaction dates. Choose the upcoming number of days, weeks, or years the results should fall under.
  Example: Filter for contacts whose arrival date is in the next 3 weeks.