How Do I Use Contact Filters?

Using Contact Filters on the Contacts Page

How to Access the Filters

Click “Toggle Contact Filters” on the right-hand side of the Contacts page. This will open up a bar that contains all available filters.

The Contact Filters feature on the Contacts page allows you to segment and manage your leads with more precision. These filters help you quickly identify specific contact groups based on engagement, status, or metadata, making list cleanup, reporting, and targeting much easier.

Filter Types and How They Work

Each section within the filter panel lets you narrow your contact list based on specific criteria:

1. Search & Filter Bar

   

   Use the general search bar at the top of the panel to quickly find contacts by name, email, or keyword.

2. Contact Lists

   

   This dropdown allows you to filter contacts by list. You’ll see all the contact lists that you or your team have uploaded or created.

3. Verification Status

   

   Filter contacts based on their email verification state. Options include:

• Verifying

• Unverified

• Verified

• Unknown

• Bounced

• Inactive

• Unsubscribed

• Risky

This is especially helpful when preparing for a send or identifying leads that need cleanup.

4. Campaign Status

   

   Shows how a contact is currently interacting with your campaigns. Filter by:

• In Sequence

• Sequence Finished

• Sequence Stopped

• Replied

This is useful when identifying cold contacts or grouping those who’ve completed sequences.

5. Emails Sent

   

   Lets you target contacts based on how many emails they’ve received. Choose from:

• More than

• More than or equal to

• Less than

• Less than or equal to

Then enter a number. For example, to find people who’ve received at least 3 emails, use “More than or equal to” and enter “3”.

6. Opens

   

   Dropdown functions the same as Step 5, filters how many times a contact has opened your emails.

7. Replies
   

   

   Dropdown functions the same as Step 5 and 6, filters based on the number of replies received from each contact. This is especially helpful if you want to exclude people who already responded.

8. Custom Tags
   Use this filter to segment contacts by predefined or manually added tags. Common examples include:

• Interested

• Meeting Booked

• Google

• Outlook

• Zoho

• Custom Mail Server

• Proofpoint

Tags can reflect engagement, email client, or any other lead characteristic relevant to your workflow.