Advanced Filters in Smart Lists

Advanced Filters allow you to narrow Smart List results using specific rules tied to contact fields and related data. This makes it easier to build targeted lists based on contact details, engagement, communication settings, opportunity data, and more.

Each filter is built using three main parts: a field, an operator, and a value. The available operators depend on the field you select. For example, a date field will support date-based operators, while a number field will support comparison operators.

Key Benefits of Advanced Filters

Precise Segmentation: Narrow contact lists using specific field values, operators, and conditions.
Better List Accuracy: Match contacts more reliably by choosing operators that fit the selected field type.
Faster List Building: Use searchable filters to quickly find the fields you need.
Flexible Filtering: Work with date, string, number, status, opportunity, and DND-related data.
Cleaner Contact Management: Find missing values, invalid statuses, and other records that need review.
Safe Outreach Targeting: Use DND and status-based filters to build more compliant communication lists.

How To Setup Advanced Filters in Smart Lists

Applying Advanced Filters correctly helps return more relevant contacts and makes Smart Lists easier to manage. Choosing the right field, operator, and value is the key to getting reliable results.

Go to Contacts then click + Smart List.
Click Advanced Filters.
Search for and select the field you want to use.
Choose the operator that matches the type of segmentation you are looking for.
Enter or select the value.
Click + Add Nested Filter to add another condition that must also be true for the contact to stay in the Smart List. Use this when you want to apply AND logic.
Click + Add Filter to add another possible condition the contact can match to be included in the Smart List. Use this when you want to apply OR logic.
Click Apply.

Filter Types Explained

Date Filters

Date filters help you segment contacts using exact dates, relative timeframes, and rolling date conditions. These filters are useful for finding recent activity, upcoming events, and recurring date-based milestones. Date-based filters can be applied to fields that store a date or date-and-time value.

Filter Setting	Meaning	Example Input	Contacts That Will Match
Is → Today	Action occurred today	11 Mar	Any matches on 11 Mar
Is → Tomorrow	Scheduled for tomorrow	12 Mar	Any matches on 12 Mar
Is → Yesterday	Action occurred yesterday	10 Mar	Any matches on 10 Mar
Is → This Week	Within the current week	9–15 Mar	Any action within this week
Is Not → Today	Excludes actions happening today	11 Mar	Any action except today
Is → Between	Matches range of dates	1 Mar - 7 Mar	Any action within the selected period
Is Empty	No date record exists	-	Contacts missing this date

Best Practices for Date Filters:

Use In the Last to identify recent engagement.
Use More Than to identify inactive contacts.
Use Between for historical reports.
Use Is Empty to find leads without recorded dates or appointments.

DND Filters

DND (Do Not Disturb) filters help you identify whether communication restrictions are enabled for a contact. These filters are especially useful for building compliant outreach lists and excluding contacts who should not receive messages on specific channels.

Filter Setting	Meaning	Contacts That Will Match
Enabled	Contact has DND enabled	Contacts who opted out of the selected channel.
Disabled	Contact does not have DND enabled	Contacts who have not opted out of the selected channel.

String (Text) Filters

String filters help you match contacts based on names, labels, IDs, attribution values, communication details, and other text-based information.

Filter Setting	Meaning	Example Input
Is	Matches one selected value	Chicago
Is Not	Excludes one selected value	Chicago
Contains	Matches text that appears anywhere in the field value	New York
Does Not Contain	Excludes text that appears anywhere in the field value	New York
Is any of	Matches one or more listed values	Chicago, London

Numeric Filters

Numeric filters help you segment contacts based on measurable values such as scores, counts, and other number-based data.

Filter Setting	Meaning	Example Input
Equal To	Matches one selected number	100
Does Not Equal	Excludes one selected number	100
Between	Matches a numeric range	90 - 100
Greater Than	Matches values above a threshold	90
Less Than	Matches values below a threshold	90
Is Empty	Finds contacts where the field does not contain a value	-