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Contact Filter

Learn how to filter and segment your contacts in the Contact Hub.

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Written by Tobias Ignatzek
Updated this week

Why should you use contact filters?

Contact filters help you segment your contacts based on attributes, list memberships, subscription status, and messaging activity. You can combine multiple filters with AND or OR logic and even group filters together for advanced queries.

  • Filters can be used in the Contact Hub to manage and analyse your contacts.

  • Filters are also available when selecting recipients for WhatsApp newsletter campaigns, making it easy to target the right audience.

  • You can save contact filters to build dynamic segments.

Create a contact filter

1. Navigate to the Contact Hub, then click the "Filter" button

2. Add filter criteria and operations in the popover that opens.

3. Click "Filter" to apply the filter. The contact list now shows all contacts matching the filter.

Supported Filter Fields

You can filter by the following properties of contacts and associated items, like contact lists, campaigns or opt-in status:

Contact attributes

  • Add filters based on the individual contact properties like text, dates, select and multi-select fields

Subscription status

  • Filter whether a contact has at least opted in to one opt-in method or not.

Contact import

  • Filter based on which contact import the contact was part of

Contact lists

  • Filter based on which contact list the contact is a member or not a member of

Conversation Labels

  • Filter based on the labels that are applied to any of the conversations the contact has with you on Superchat

Contact created on

  • Filter based on the date the contact was created on

Last campaign

  • Filter based on the date the contact was created on

Last contact message

  • Filter based on the last message the contact

Opt-in method

  • Shows subscribers by the selected opt-in methods

Opt-in number

  • Shows subscribers that subscribed via the respective WhatsApp number

Supported Filter Operations

Filtering by Name or Contact Information

If you choose First Name, Last Name, Phone Number, or Email as the attribute which you filter for, you'll be presented with the following options, as explained below

Option

Meaning

Example

Is

All contacts with the specified first name are displayed.

Enter: "Juri" → All contacts with the first name "Juri" are displayed

Is not

All contacts that do not have the specified first name are displayed.

Enter: "Juri" → All contacts that do not have the first name "Juri" are displayed.

Contains

All contacts who contain the specified letters in their first name in the corresponding order are displayed.

You enter: "Ju" → All contacts containing "Ju" in their first name are displayed ("Juri" as well as "Anjuli")

Starts with

All contacts whose first names begin with the specified letters are displayed.

You enter: "Ju" → All contacts whose first names begin with "Ju" are listed

Does not start with

All contacts whose first names do not begin with the specified letters are listed.

You enter: "Ju" → All contacts whose first names do not begin with "Ju" are being shown

Ends with

All contacts whose first name ends with the specified letters are listed.

Enter "ri" → All contacts whose first name ends with "ri" are shown.

Does not end with

All contacts whose first name does not end with the specified letters are shown.

Enter "ri" → All contacts whose first name does not end with "ri" are displayed.

Filtering by Contact Attribute

If you select Labels, Contact Lists, Opt-in Method, Contact Import, Region, or Branch as the attribute which you want to filter for, you'll be shown the following options, explained in detail below

Option

Meaning

Example

Has value

All contacts to which a contact attribute is attached are displayed

Does not have value

All contacts to which a no contact attribute is attached are displayed

Contains all

All contacts containing the selected options in the attribute are displayed

You select: "Yes" and "Maybe" → All contacts to which both options from the attribute are attached are now listed.

Does not contain

All contacts that do not contain the selected options are listed

You select: "Maybe" and "Yes" → All contacts that do not have "Maybe" and "Yes" attached are then listed.

Contains one of

All contacts containing the selected option are listed

Select: "Yes" → All contacts to which the option from the attribute is attached are then listed.

Contains none of

All contacts that do not contain the selected option are listed

Select: "Maybe" → All contacts that do not have "Maybe" attached are listed.

Filtering by Date

If you choose Created At, Last Message, or Customer Since as the attribute which you want to filter for, you'll be presented with the following options, which we have broken down for you

Option

Meaning

Example

Is after

All contacts created after the specified date are listed

Enter 20.05.2023 → All contacts created after 20.05.2023 are listed.

Is not after

All contacts that were not created after the specified date are listed

Enter 20.05.2023 → All contacts not created after 20.05.2023 are listed.

Is before

All contacts that were created before the specified date are listed.

Enter 20.05.2023 → All contacts created before 20.05.2023 are listed.

Is not before

All contacts that were not created before the specified date are listed.

Enter 20.05.2023 → All contacts not created before 20.05.2023 are listed.

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