Contact search filters
The full list of Prezly contact filters and how to use them to manage your contacts.
Contact search filters are a powerful tool that allows you to find the exact contacts you need so you can include them in segments or tag them as you see fit.
You can also search the filters themselves.
To find specific contacts in your CRM, you can:
- Select a predefined filter in the left sidebar
- Use advanced filtering, where you can add multiple Rules to the filter form
There is a wide range of rules you can use to narrow down the search for specific contacts, such as Tag, Country, Outlet/Publication, Language & Address, Social Media, Notes & Coverage, and more. You can even filter by who in your team the Contact(s) were Created By.
Watch the video to see how we used Tags, Country, and Created At to search for contacts who:
▸ Registered for a recent webinar about Crisis Communications
▸ Are not located in Belgium
▸ Subscribed to Prezly in 2020
Note: After you have added rules to the filter form, clicking on any of the predefined filters in the left sidebar will overwrite the rules in the filter form.
If you are likely to need to search for the same contacts in the future, you can easily save search criteria as Segments, so that the contacts that match a certain group of filters will appear on the left sidebar.
Use the Bounced filter to see which contacts have issues with their email addresses, so that you can remove or update their information.
Every search creates a unique and shareable URL, so if you want to share the search results after applying custom filters across Prezly's features (Contacts, Stories, Campaigns, or Coverage) with your teammates, you can easily copy the URL and share it with them.
When they click on the link, they should see the same search results, as long as they have appropriate permissions assigned in Team Management.
Click rate
Values: Percentage
Operators: Equal = | Greater > | Greater than or equal >= | Less than < | Less than or equal <=
Function / title
Values: Alphanumerical | Multiple
Operators: Any of these | None of these
Media type
Values: Alphanumerical | Multiple
Operators: Any of these | None of these | All of these
Number of linked contacts
Values: Numerical
Operators: Equal = | Greater > | Greater than or equal >= | Less than < | Less than or equal <=
Number of linked organizations
Values: Numerical
Operators: Equal = | Greater > | Greater than or equal >= | Less than < | Less than or equal <=
Open rate
Values: Percentage
Operators: Equal = | Greater > | Greater than or equal >= | Less than < | Less than or equal <=
Organization
Values: Alphanumerical | Multiple
Operators: Any of these | None of these | All of these
Periodicity
Values: Alphanumerical | Multiple
Operators: Any of these | None of these
Tag
Values: Alphanumerical | Multiple
Operators: Any of these | None of these | All of these
Email address
Values: Alphanumerical
Operators: Any of these | None of these | All of these
Has multiple emails
Values: Yes | No
Number of emails
Values: Numerical
Operators: Equal = | Greater > | Greater than or equal >= | Less than < | Less than or equal <=
Type
Values: Person | Organisation
With email address
Values: Yes | No
Discovered relations
Values: Yes | No
Duplicate
Values: Yes | No
First name
Values: Alphanumerical
Operators: Is | Is not | Contains | Does not contain
Gender
Values: Male | Female | Unspecified
Operators: Is | Is not
Last name
Values: Alphanumerical
Operators: Is | Is not | Contains | Does not contain
Name
Values: Alphanumerical
Operators: Is | Is not | Contains | Does not contain
City
Values: Alphanumerical
Operators: Any of these | None of these
Country
Values: Alphanumerical
Operators: Any of these | None of these
Language
Values: Alphanumerical
Operators: Any of these | None of these | All of these
State / province
Values: Alphanumerical
Operators: Any of these | None of these
All
Values: Alphanumerical
Operators: Is | Is not
Click rate
Values: Percentage
Operators: Equal = | Greater > | Greater than or equal >= | Less than < | Less than or equal <=
Coverage
Values: Yes | No
Number of coverage
Values: Numerical
Operators: Equal = | Greater > | Greater than or equal >= | Less than < | Less than or equal <=
Open rate
Values: Percentage
Operators: Equal = | Greater > | Greater than or equal >= | Less than < | Less than or equal <=
Subscribed to
Values: Site (Dropdown)
Operators: Is | Is not
Bounced
Values: Yes | No
Data request
Values: Incomplete Requests | Complete Requests | Deletion Requests | Information Requests | Data Correction | Other
Last contacted
Values: Date (Dropdown)
Operators: Is after | Is before | Is exactly
Reported spam
Values: Yes | No
Subscribed
Values: Yes | No
Teammate
Values: Yes | No
Unsubscribed
Values: Yes | No
Coverage
Values: Yes | No
Notes
Values: Yes | No
Number of coverage
Values: Numerical
Operators: Equal = | Greater > | Greater than or equal >= | Less than < | Less than or equal <=
Number of notes
Values: Numerical
Operators: Equal = | Greater > | Greater than or equal >= | Less than < | Less than or equal <=
Created at
Values: Date (Dropdown)
Operators: Is after | Is before | Is exactly
Created by
Values: Prezly User (Dropdown)
Operators: Any of these | None of these
Last modified
Values: Date (Dropdown)
Operators: Is after | Is before | Is exactly
Affected by import
Values: Contact import (Dropdown)
Shows: All contacts that were created or updated as a result of running a specific import
Created by import
Values: Contact import (Dropdown)
Shows: All new contacts that were created as a result of a specific import
Updated by import
Values: Contact import (Dropdown)
Shows: All contacts that were updated as a result of running a specific import
Social media: