How do I save a search I use often?

Navigate to the Contacts Overview by clicking “Contacts” in the top menu.

You'll see a search box above your list of contacts in the upper right-hand corner of the page. Click into the search box to display the “Advanced search” option. Then, click “Advanced search.”

The segment builder will appear at the top of your screen. The segment builder is used throughout the app to create conditions so you'll want to familiarize yourself with the categories of conditions and the options they contain. Knowing your options for creating conditions will help you leverage as much of the app as possible and plan out marketing and sales processes that fully utilize the data you've collected.

Begin creating your conditions by clicking the left-most field that says, “(Select a condition...).” This will display a dropdown of condition categories.

After you've created the conditions that find the contacts you want to display, click “Search.”

Click into the search field again. This will display two options:

Click “Save Search.”

This will display a modal window asking you to give the search a name. Make it a descriptive name so that it is obvious to you later on which contacts it displays.

Click “Ok” to save the search and its name.

The next time you click into the search field, you'll see an option for “Saved Searches.” Clicking it will display a modal with the names of your saved searches listed. Clicking on the name of a saved search will display the matching contacts.

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