Filter contacts by email usage Follow

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

Use the instructions listed below to apply the filters:

• Navigate to Contact module
• Click on the Funnel Icon on the Top Right corner

• Go for the Header "Email"

You can now easily identify and segment records on basis of 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.

Email Conversations

• Subject - According on 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 on the sequence through which the email was sent.
• Sent by bulk email - Filter records basis on whether the email were sent via bulk email operation or not.
• Has Reply - Whether the contact responded to the email or not can be configured
• Date Last Opened - Filter can set the basis on the most recent date the email was opened.
• # of Opens - Filter can be setup basis 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.

Below are some examples on how to use this filter

• Example 1

• Example 2