Filter contacts by email usage Follow

You can filter contacts based on email usage and email tracking like opens, replies, etc.

Use the instructions listed below to apply the filters:

• Navigate to the Contact module
• Click on the Filters on the Top Right corner

• Go for the Header "Email"

You can now easily identify and segment records based on below parameters -

Email:

• # of sent emails: Filter contacts based on the total number of emails exchanged.
• # of scheduled emails: Filter contacts depending on the total number of emails that are planned.
• # of unique opens: Filter contacts depending on the total number of individual recipients who clicked on any links in the email
• # of clicks: Filter contacts depending on the total based on the total number of clicks

Email Conversations:

• Subject: According to the email's subject, You can specify the criteria.
• Date Sent: The filter can be set up based on the email sent date.
• Template Used: Filter can be set up based on the templates that were added to or utilized in the email.
• Sequence Used: Filter can set up the basis of the sequence through which the email was sent.
• Sent by bulk email: Filter records based on whether the email was sent via bulk email operation or not.
• Has Reply: Whether the contact responded to the email or not can be configured
• Date Last Opened: The filter can set the basis on the most recent date the email was opened.
• # of Opens: A Filter can be set up based on the number of times the email was opened. This is the overall number of email opens; if a contact opens an email more than once, the total will be higher.

Example: