Purpose: Kizen allows you to filter within your organization's Contacts by virtually any piece of information living on your Contacts' records, including fields, specific messages (i.e., from email Broadcasts, automations), forms, scheduled & logged activities, etc.

TABLE OF CONTENTS

• Contacts Group Filter
• Contact Group Filter Types

Contacts Group Filter

To apply the Contacts Group filter, follow these steps:

1. Click Data

2. Click Contacts

3. Click into the three line, funnel icon 

4. Choose Filter

5. Select Filter Type & fill criteria

6. Click Apply Filter

7. Enter Filter Group Name if you are planning to save this filter group for future reference

8. Click Save Group to save your filter

9. Saved Filter Groups can be referenced in the All Records dropdown located in the top left corner

Contact Group Filter Types

There are various filter types to allow you to segment your contacts. These filters are also known as Contact Groups.

Available Contact Group Filter Types:

1. Automations - Search whether a contact is currently on, completed, or have never been on a specific automation. 

2. Fields - Search whether specific fields contain or don't contain specific values.

3. Forms - Search whether a contact has completed a form. 

4. Interactions - Search based on a contact's interactions (impression, click, or custom) with your company. 

5. Lead Sources - Search based on the first or all lead sources, as well as the specific source a contact came from. 

6. Logged Activities - Search based on if a contact has had an activity logged during a timeframe by a specific team member.

7. Messages - Search based on the message status or message content.

8. Related Object - Search by associated records' stage, field value, automation status, activities, forms or surveys submissions, owner, team interaction, or lead source. 

9. Scheduled Activities - Search by the activities scheduled on a contact or related objects for the selected timeframe and team member.

10. Subscription Lists - Search contacts based on their email status (Opted In / Not Opted In / Opted Out) to Any or None of the available Subscription lists (Marketing Content, Newsletter, etc.).

11. Surveys - Search whether a contact completed survey, or if they were satisfied or unsatisfied.

12. Tags - Search whether a contact "Has Tag", "Doesn't Have Tag", "Contains Any Of", or "Contains None Of." 

13. Team Interactions - Search based on the team member(s) that have interacted with a contact.