AND vs. OR logic
Filters use two types of logical operators:| Operator | Behavior | Example |
|---|---|---|
| AND | All conditions must be true | Tag = “VIP” AND Contact Type = “Customer” — returns only VIP customers |
| OR | At least one condition must be true | Tag = “VIP” OR Tag = “Gold” — returns contacts with either tag |
Combining filter groups
Add a condition
Select a field, choose an operator (equals, contains, is empty, greater than, etc.), and enter the value.
Add more AND conditions
Click + Add Condition within the same group. All conditions in this group must be true for a contact to match.
Add an OR group
Click + Add Filter Group to create a new group. Contacts matching either group will appear in the results.
Available filter fields
Filters are available across several categories:Contact information
Contact information
Name, email, phone, contact type, source, date created, date updated, country, city, state, postal code, company name, website.
Tags and lists
Tags and lists
Custom fields
Custom fields
All custom fields are available as filter conditions. Operators vary by field type (text, number, date, dropdown, checkbox).
Opportunities
Opportunities
Has opportunity, opportunity pipeline, opportunity stage, opportunity status, opportunity value, opportunity owner.
Activity-based
Activity-based
Last activity date, last email opened, last email clicked, last SMS sent, last call date, form submitted, appointment booked.
Workflow and automation
Workflow and automation
Is enrolled in workflow, has completed workflow, workflow status.
Date-based filters
Date filters support both absolute and relative conditions:- Absolute — “Date created is after January 1, 2025”
- Relative — “Date created is in the last 30 days,” “Last activity is more than 14 days ago”
Activity-based filters
Filter contacts by their engagement history:- Last email opened — segment active vs. inactive email subscribers
- Last SMS replied — find contacts who responded to text campaigns
- Appointment booked — filter contacts who have or have not booked
- Form submitted — segment by which form a contact completed
Saving filters as smart lists
After configuring your filter combination:- Click Save as Smart List
- Enter a name for the smart list
- The smart list updates dynamically — contacts matching the filter criteria are always included, and contacts that no longer match are automatically removed
Exporting filtered results
With filters applied:- Click Export in the contacts toolbar
- Choose the fields to include in the export
- Download the CSV file containing only the filtered contacts