Create a new contact list filter


Prerequisites

The following permissions:

  • Outbound > Contactlistfilter > Add
  • Outbound > Contactlistfilter > Delete
  • Outbound > Contactlistfilter > Edit
  • Outbound > Contactlistfilter > View
  • Outbound > Contactlist > Search

  1. Click Admin.
  2. Under Outbound Dialing, click List Management.
  3. Click the Contact List Filters tab.
  4. Click Create New.
  5. Type a descriptive name for the filter in the Contact List Filter Name field. Names can contain spaces, numbers, and special characters, but must be unique.
  6. Select the contact list you want to use from the Contact List list.
  7. Under Conditions, create at least one condition group. For more information, see Contact list filter conditions overview.

    1. Select a column from the Column… list.
    2. Select a Text (string), Numeric, or Relative time (date) operator from the Operator… list. 
    3. Type a string, number, or date in the Value field.
    4. For Join these conditions with, click And or Or.

  8. Click the plus sign to add another condition to this condition group.
  9. Click Add Condition Group to create another condition group. 
  10. If you have multiple condition groups, join the conditions with And or Or.
  11. Under Filter Preview, click Get Preview to view the filter that you created.

  12. Click Save. The system adds the new contact list filter to the Contact list filters view. Later, you can edit the contact list filter and select the associated campaigns to recycle with the updated filter.
Note: An error message appears if the new contact list filter exceeds the maximum limit count of 1000. Delete old or obsolete contact list filters as needed and click Save again to complete the new contact list filter configuration.