Overview

Advanced Filters enable precise contact segmentation in Scalendo using specific rules tied to contact fields and related data. Each filter consists of three components: a field, an operator, and a value.

Key Benefits

• Precise Segmentation: Narrow lists using specific field values and conditions
• Better Accuracy: Operators match selected field types
• Faster Building: Searchable filters locate needed fields quickly
• Flexible Filtering: Works with date, string, number, status, opportunity, and DND data
• Cleaner Management: Identifies missing values and invalid records
• Compliant Outreach: Uses DND and status filters for safer communication

Setup Steps

1. Navigate to Contacts and select + Smart List
2. Click Advanced Filters
3. Search and select your desired field
4. Choose an appropriate operator
5. Enter or select the value
6. Use + Add Nested Filter for AND logic conditions
7. Use + Add Filter for OR logic conditions
8. Click Apply

Filter Types

Date Filters