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The contact filter system lets you create precise segments using field conditions, date ranges, activity data, and Boolean logic. Filters power smart lists, workflow enrollment, and targeted exports.

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AND vs. OR logic

Filters use two types of logical operators: By default, conditions within the same filter group are combined with AND. Separate filter groups are combined with OR.

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Combining filter groups

1

Open advanced filters

Go to Contacts > Smart Lists and click Filters or Advanced Filters.
2

Add a condition

Select a field, choose an operator (equals, contains, is empty, greater than, etc.), and enter the value.
3

Add more AND conditions

Click + Add Condition within the same group. All conditions in this group must be true for a contact to match.
4

Add an OR group

Click + Add Filter Group to create a new group. Contacts matching either group will appear in the results.
5

Apply

Click Apply Filters to see the results.

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Available filter fields

Filters are available across several categories:
Name, email, phone, contact type, source, date created, date updated, country, city, state, postal code, company name, website.
Has tag, does not have tag, is in smart list, is not in smart list.
All custom fields are available as filter conditions. Operators vary by field type (text, number, date, dropdown, checkbox).
Has opportunity, opportunity pipeline, opportunity stage, opportunity status, opportunity value, opportunity owner.
Last activity date, last email opened, last email clicked, last SMS sent, last call date, form submitted, appointment booked.
Is enrolled in workflow, has completed workflow, workflow status.

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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”
Relative date filters are recalculated each time the list is viewed, so smart lists using them stay current automatically.

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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

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Saving filters as smart lists

After configuring your filter combination:
  1. Click Save as Smart List
  2. Enter a name for the smart list
  3. The smart list updates dynamically — contacts matching the filter criteria are always included, and contacts that no longer match are automatically removed

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Exporting filtered results

With filters applied:
  1. Click Export in the contacts toolbar
  2. Choose the fields to include in the export
  3. Download the CSV file containing only the filtered contacts
Build smart lists for your most common segments — active leads, customers without appointments, contacts with no activity in 30 days — and use them as audience sources for email campaigns and workflow enrollment.
Last modified on March 6, 2026