Filters in your Contacts list help you manage your event headcount, reporting, exports, and other event organization tasks efficiently. You can easily filter your contacts by following these steps:
1. Access the Contacts Section
From your left sidebar menu, click the Contacts icon.
Then, select Contacts from the dropdown list.
2. Add a Filter
Click the Add Filter button at the top of your Contacts page.
From here, choose the filter you’d like to apply - for example, First name, Last name, Email, or any other field.
3. Select Filter Conditions
Once you’ve chosen your filter, select the condition that applies.
Available options include:
is
is not
has any value
is unknown
etc.
Click Apply & Close to save your filter.
4. Create a Saved View or Export Filtered Contacts
After applying your filters, you can create a saved view of your filtered contacts or export the filtered list.
Click the Export button in the upper-right corner and make sure to toggle on Include filtered results only to export just the contacts that match your filters.
Using filters in your contact list helps you organize your event audience with ease -whether you’re segmenting VIPs, tracking RSVPs, or preparing custom exports.