Creating Contact Filter in EngageBay

Contact filter is useful to sort out contacts easily based on a condition or a piece of information unique to a group or a specific contact

1. To create a contact filter you need to go to the Contacts tab then into Contacts.


2. Click on "Add Filter". You can then select the condition applicable for the filter. In case you need more than one condition for the filter, then select "add filter" again and select the second set of condition.


3. The information corresponding to the condition of the filter will now show. If this filter is a frequently used filter. Then it will be good to save it so that you can easily re-use it in the future without going through the setup. You simply have to hit the save button below and name the filter. To see all saved filters just click on "All saved filters" option and you will see all your saved filter.