> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Contact filters

> Use AND/OR logic, advanced filter groups, and date-based conditions to find and segment contacts in the HoopAI platform.

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.

## 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         |

By default, conditions within the same filter group are combined with **AND**. Separate filter groups are combined with **OR**.

## Combining filter groups

<Steps>
  <Step title="Open advanced filters">
    Go to **Contacts > Smart Lists** and click **Filters** or **Advanced Filters**.
  </Step>

  <Step title="Add a condition">
    Select a field, choose an operator (equals, contains, is empty, greater than, etc.), and enter the value.
  </Step>

  <Step title="Add more AND conditions">
    Click **+ Add Condition** within the same group. All conditions in this group must be true for a contact to match.
  </Step>

  <Step title="Add an OR group">
    Click **+ Add Filter Group** to create a new group. Contacts matching either group will appear in the results.
  </Step>

  <Step title="Apply">
    Click **Apply Filters** to see the results.
  </Step>
</Steps>

## Available filter fields

Filters are available across several categories:

<AccordionGroup>
  <Accordion title="Contact information">
    Name, email, phone, contact type, source, date created, date updated, country, city, state, postal code, company name, website.
  </Accordion>

  <Accordion title="Tags and lists">
    Has tag, does not have tag, is in smart list, is not in smart list.
  </Accordion>

  <Accordion title="Custom fields">
    All custom fields are available as filter conditions. Operators vary by field type (text, number, date, dropdown, checkbox).
  </Accordion>

  <Accordion title="Opportunities">
    Has opportunity, opportunity pipeline, opportunity stage, opportunity status, opportunity value, opportunity owner.
  </Accordion>

  <Accordion title="Activity-based">
    Last activity date, last email opened, last email clicked, last SMS sent, last call date, form submitted, appointment booked.
  </Accordion>

  <Accordion title="Workflow and automation">
    Is enrolled in workflow, has completed workflow, workflow status.
  </Accordion>
</AccordionGroup>

## 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.

## 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:

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

## 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

<Tip>
  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.
</Tip>