Create Filters using Groups

You will be able to create filters using groups and use them in Broadcast and Touch Campaign as well. This is very useful if you want to send out a Broadcast or Touch campaign to more than three groups at a time.

Follow the steps below to create a filter with groups:

Example: If we want to create a filter which will have contacts from five different groups except for one particular group, this is how we can create it.

  1. On the home page, Click on contacts under Marketing / Sales then give a click on add new.

2. Click on Add New  Give your filter a Name.

3.   Then select Group as the field name from the dropdown list.

4. Click on  to add group options:

5. Click on to add more group criteria.

6. Once you have set up the filters.

  • Click on Save to save the Filter

 

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