You have a list of contacts, you have several names, phone numbers, emails, etc. You hold all this valuable information... But you need to know how to use it!
You need to filter your contacts according to the criteria you desire in order to export certain contacts to a call campaign, an email distribution list, a print list, etc.
1. Go to your contacts
You need to start by finding your entire list of contacts. In the left-hand column, select Contacts.
Here, you see a fictitious list of 480 contacts.
If you click on a contact's profile, you will be able to view all the information you have (in the right and middle columns), as well as the contacts you have had with this person (left column).
Now, let's search and filter our contacts; there are two ways to do it.
2. Option 1: Use the search bar
To simply find a particular contact, you can use the search bar.
To search with a name, a single person, this is your best option. You can also create a filter there, as by clicking on the bar you will see criteria to enter.
You can then enter search criteria so that the software generates a list of contacts that meet them. For example, click on "Residence District" and enter "Bertrand" to see only the people who live in Bertrand.
To set multiple criteria, it may not be the simplest method, but to find a single person, it is: you can simply type their name in the search bar. If the search by name returns multiple people (in the case of a common name, like John Smith), you could then add a criterion, such as the postal code, to find the right person.
3. Option 2: Filter your contacts
If you want to get a sub-list of contacts with multiple criteria, for example, including women under 35 who speak English, this second option will be faster and easier: you can use the Filters, right next to the search bar.
If you click on "Filters," a window will appear that contains the same criteria/information as the search bar, but where you can more easily enter multiple ones.
Here, for example, you see input filter to see only people who are: Female, speak English, are in the Alfred-Pellan riding, and are 35 years old and younger.
The number of conditions to enter is as large as you wish; you could ask, for example, to see only:
men, over 55 years old, from the Berthier riding, born in August, having an email, having been in last week's call campaign, but not reached, and having a "tag" of activist, for a particular email campaign;
people over 18 but under 21 (adding a specific date to ensure you only contact those eligible to vote), speaking French, living in Labelle, not being members, not having been marked, not having emails, having a cell phone number, to run a text message tracking campaign.
The possibilities are endless!
Moreover, the criteria are very easy to enter. You need to be meticulous, but the software will help you! Depending on the field, you will see options like Equal to, Less than, Greater than (for numbers, like age), or like Equal to, Not equal to, Has a value, No value, for a text field, like the electoral district. There will also be Between for a field like the date of birth.
Finally, you can click on search to see the contacts that match the entered criteria.
4. Export your list
When you have only the contacts you wanted to see in front of you, you can export your list! By clicking on the download icon, you'll see the option Print and CSV.
If you click the button just to the left of the download button, you'll be able to add your list to a campaign (text, calls, emails).
As you see, you'll have a choice between canvassing, call, email of SMS operations.
You are now a pro at searching through your contacts!
