You can search for contacts using the search field in the toolbar. Here's how:
- Navigate to the Contacts tab
- Select the list, group, or smart group you want to search in
- Click in the Search field in the toolbar
- Enter a search term, or select from the menu of suggestions. You can combine multiple search terms and/or suggestions in the search field.
To show the suggestions menu, click in the search field or press the down arrow on your keyboard.
Suggestions
- Unsubscribed: Contacts that are marked "unsubscribed"
- Hard Bounced: Contacts that are marked "hard bounced"
- Excluded: Contacts that are marked "excluded"
- Invalid: Contacts that are missing an email address or the email address is syntactically invalid
- Matching Email Addresses: You are prompted to input a list of email addresses. Searches for contacts whose email address is in the list you provided.
- Matching Rules: You are prompted to input a set of rules. Searches for contacts that match the set of rules you provided. See the help article on Smart Groups for more information on the rules.
- Last Imported: Searches for contacts that were in the last set of contacts imported
- Joined Recently: Contacts added within the past three months
- Engagement Level High: Contacts that are highly engaged with your campaigns
- Engagement Level Low: Contacts that are not very engaged with your campaigns
- Opened Recently: Contacts that opened a campaign within the past three months
- Clicked Recently: Contacts that clicked a campaign with the past three months
- Located Nearby: Contacts that are located within a 100 miles radius of your current location
- Inactive: Contacts that were added over a year ago but have not opened a campaign within the past year
Editing Your Search
You can refine your search by adding criteria to the search field. Expand your search by deleting criteria from the search field. Rule-based criteria can be edited by clicking the ▼ arrow next to the criteria and choosing Invert Rules or Edit Rules.
Saving a Search as a Smart Group
If you are using rule-based criteria in a search, you can turn your search into a Smart Group:
- In the search field, click the ▼ arrow next to the criteria and choose Copy Rules
- Click + in the toolbar
- Choose New Smart Group. A window appears displaying the smart group rules.
- Click ⋯ in the bottom-left corner of the window and choose Paste Rules
- Give you smart group a name and click OK
Remember that smart groups search your entire list for contacts that match the rules. If that is too broad, you can refine your smart groups rules to search just in a particular group or groups. Use the Member of Group rule.