How do I create and access a saved search filter?

Advanced search allows you to narrow down your contacts to segments based on data and search criteria. If there is a segment of contacts that you plan to text often, such as contacts who have not yet completed registration, you can save the search to easily run it again.

Step 1: Advanced Search

Advanced search is useful when you want to filter contacts based on specific data criteria. Learn more about advanced search here.

1. Click the Advanced Search link below the search bar.

A window appears in the center of the page.

2. Click Add Criteria.

3. Select a variable available in the selected programs.

   • To change which programs are included, close the window and check or uncheck programs in the left-hand menu.

4. Choose how you want to evaluate the variable (for example, equals, does not equal, contains, or does not contain).

5. Select or enter the value(s) you want to search for.

6. To add more filters, click Add Criteria again.

7. When finished, click Search to view your results.

Step 2: Save a Search for Future Use

If you want to reuse an advanced search:

1. Click the arrow next to the search bar.

2. Enter a name for the search when prompted.

Once saved, you can rerun the search at any time by clicking the same arrow and selecting it from the list.