Create Filters using Groups

You will be able to create filters using groups and use them in Broadcast and Touch Campaign as well. This is very useful if you want to send out a Broadcast or Touch campaign to more than three groups at a time.

Follow the steps below to create a filter with groups:

Example: If we want to create a filter which will have contacts from five different groups except one particular group, this is how we can create it.

  1. On home page , Click on Filters under Settings.

2. Click on Add, then Select a Table from the dropdown list.

3.  Give your filter a Name, Then select Group as the field name from the dropdown list.

4. Click on  to add group options:

5. Click on  to add more group criterias.

6. Once you have setup the filters .

  • Click on Save to save the Filter
  • Click on Copy to create a similar filter with minor changes
  • Click on Run to see all the Accounts and contacts in the filter.