Matrix: How to Manage Contacts with Filters

in Matrix: Features & Settings

 

Definition: Filters are a great way to narrow your Contacts List to find a specific Contact.

Step 1: Go to My Matrix tab and click on Contacts to open list of stored Contacts.

matrix_contacts_using_filters_1

 

Step 2: Click on the Filter Contacts drop-down box and then select the desired option.

All of the filters are great for targeting specific contacts.
For example, you can select the following:
• With active or inactive auto emails
• With contacts who have or have not visited their portal
• Contacts who you have not worked with last month and up to the last year.
• Contacts who may have Saved Searches
• Contacts without an Auto Email set-up.

Step 3: If you cannot find your contact you can use the search field to locate your contact.

matrix_contacts_using_filters_2

 

 

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