Help Center Main > How to Articles > How to Videos > Submit a Request > Schedule Appointment


Follow

Contacts - Searching

Contacts - Searching.
To search your contacts:

  • Click on “Contacts.”
  • Locate the “Seach for a Contact” window, located in the upper right part of the page.
  • Enter the name of the contact you are seeking and click on the “Search” button.

For more detailed or specific searching:

  • Click on “Contacts.”
  • Locate the “Advanced” button, located in the upper right part of the page.
  • The Advanced Contact Search feature enables you to search by:

             o   Field
             o   Date
             o   Campaign
             o   Group
             o   Tag
             o   Other (Contacts who have opted out of receiving emails)

  • Once you select your filter, make it more specific using the drop-down menus and spaces provided.
  • Once that is done, click on the “Add Filter” button. You can add more than one filter.
  • Once you have added your filters, click on the “Search” button.
  • Your search results will appear below. You have the options to:

             o   Send a message to the search results
             o   Assign a tag to your results
             o   Add your results to a group
             o   Export your results to an Excel spreadsheet
             o   Remove individual results (this will not remove the result from your contacts, only your search results.)
 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request