Management of your contacts is easier owing to the search filters :
1/ Go to the Contacts page
2/ Use one of the native filters available on the left that match your contact status
3/ Select the status you want
All contacts : All contacts that your company has
My contacts : All contacts that are owned by you
Recently created : Contacts created in the last 14 days
To contact : Contacts that have not been added to sequence yet
To follow-up : Contacts who did not reply to a finished sequence or were out of office and have not been contacted for more than 14 days
Replied : Contacts who responded manually (automatic replies excluded such as 'Out of office' or 'Bounced' responses)
Leads : Contacts who responded positively
4/ You can also create custom requests by picking the field(s) you want, using "and" or "or" combinations and specifying for each one of them the related values
To do so, you just need to click on "Add filter" just below the statuses (1)
For example you can combine diferent requests in the following way:
You can also save your requests via the dedicated button (2) and cancel them via the little cross (3) :
As displayed above, you can now filter on custom variables, clicks and openings.
Pro tip : when creating a request, the Datananas URL consequently changes. Therefore you can send the related url link to another user within your team to show him the specific request you just made.
Important : Filter details
- "AND" & "OR" : if you click on the "AND" between each request (1) it will turn into a "OR". You cannot mix "AND" & "OR"
- Company size : if you use ranges, you cannot type a specific number (for example, if you put a filter saying "contains 2", this will not match 1-10 people companies . You need to type "1-10")
- Sequences : if you filter on "is not in the sequence X", this does not include contacts that are not in any sequence. It includes only the ones that are in a sequence that is not X.