Easily find and analyze the contacts you’re looking for by adding filters in the Contact Hub. Filters let you narrow down your contact data based on specific criteria, such as social media performance, contact information, and other attributes.
Once you’ve created a filtered view, you can save it for quick access later. Saved views can also be accessed by your team, making it simple for everyone to return to the same set of data without recreating the filters.
Continue below for a step-by-step guide on how to create, save, and manage filtered views.
How to Apply Filters
To apply a filter:
From the left navigation, click Contacts.
Click Add Filter.
Select the data category you want to filter by, such as Relationship Status, Social, Ads, Sales Tracking, Product Fulfillment, or Custom Contact Data.
Select the data field you want to filter.
Select the appropriate filter condition.
Enter or select the value you want to use.
The table will automatically update to display only the contacts who match your criteria.
Example
To find contacts with more than 10,000 Instagram followers:
Select Instagram Analytics as the data category.
Select Instagram Followers as the data field.
Set the filter condition to Greater than.
Enter 10,000 as the value.
The Contact Hub will then display contacts with more than 10,000 Instagram followers.
Filter Conditions
The filter options available will depend on the type of data you’re filtering.
For example:
Numbers: Search for values that are equal to, greater than, less than or between a specific number.
Text: Search based on specific text or values.
Dates: Filter based on a specific date or date range.
Other data types: Available filter conditions may vary depending on the type of data.
You can also add multiple filters to further narrow your results. For example, you could filter for contacts who have more than 10,000 Instagram followers and are located in California.
Using Multiple Filters
You can add multiple filters to further narrow your results. Each additional filter helps you create a more specific set of contacts.
For example, you could filter for contacts who:
Have more than 10,000 Instagram followers
Are located in California
This allows you to quickly identify contacts who meet both criteria.
Creating and Managing Saved Views
If you’ve created a set of filters that you or your team will use again, you can save the configuration as a view. Saved views allow you to quickly return to the same filters, columns, and sorting without setting everything up again.
How to Save a Filtered View
To save a view:
Apply the filters you want to use.
Adjust the columns and column sorting as desired.
Click Save View in the upper-right corner of the Contacts table.
Enter a name for your view.
Click Save.
How to Access Saved Views
To access a saved view:
Click the Saved Views drop-down.
Select the view you want to open.
The selected view will open with its saved filters, columns, and sorting, allowing you to quickly return to the same view.
How to Edit Saved Views
You can update an existing saved view or use it as the starting point for a new view.
To edit a saved view:
Click the Saved Views drop-down.
Select the view you want to edit.
Adjust the filters, columns and column sort as desired.
Click Update View in the upper-right corner of the Contacts table.
Choose one of the following options:
Update View: Override the existing saved view with your changes.
Save as New View: Keep the original view unchanged and create a new saved view with your changes.
How to Rename a Saved View
To rename a saved view:
Click the Saved Views drop-down.
Hover over the view you want to edit.
Click the settings icon
to open the editor.Enter the new name.
Click Save View.
How to Delete a Saved View
To delete a saved view:
Click the Saved Views drop-down.
Hover over the view you want to delete.
Click the settings icon
to open the editor.Click Delete View.
Frequently Asked Questions
Why are some saved views locked?
Why are some saved views locked?
Some views are pre-saved and available by default in the Contact Hub. These views are represented by a lock icon and cannot be renamed, edited, or deleted.
Default views include:
Ads Performance
Affiliate Report
Default
ROI Report
Social Performance
These views provide ready-to-use ways to analyze common types of contact data without requiring you to create a view from scratch.