How to create a Contact Filter

Navigate to Contact Filters

1. Login to Thewebconsole, from the dashboard click Settings.

2. From settings click Contact Database and choose Contact Filters.

3. Click “Add Contact Filter”.

Note: Contact Filters are rules unique to each contact within your contacts list within Database marketing. If you are using add-on tools such as Membership Manager v2 and you wish to add custom fields that cover all members you would instead use Membership Custom Fields.

Adding Contact Filters

1. Name the Contact Filter

2. Add Filter Rule:

Condition:

• Subscription Date: 
• Member of Group:
• Not member of group: 
• Contact Custom Field: 
• Registered for event: 
• Hasn't registered for an event: 
• Attendee Status for an event
• Membership Custom Field
• Membership Type
• Membership Status
• Member Status
• Member Type
• Membership Billing Address
• Lead Type
• Lead Custom Field

3. When you have chosen your Condition (and completed the other requirements for that particular condition) click Save.

4. Add all the Conditions you require for this Filter.

5. In the Filter Details box, choose the Match Rules.

• Match any of the filter rules: Any contact that meets at least one of these rules will be included in this filter. 
• Match all of the filter rules: Only contacts that match all of the filter rules will be included in this filter.

6. Click Save