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Carly Imhof
 
September 13, 2018 | Carly Imhof

Now: Search Contacts by Contact Status

You can now filter customers by Contact Status on the Contacts page, making it easy to pull up Club Members, Prospects, 1st Time Customers and Repeat Customers. You'll now see a dropdown for Contact Status under the Advanced seach options on the Contacts page, like this:

Contact Status Advanced Search Filter

 

You can use this search field for quick look-ups such as finding club members, pulling up prospects and more. Searching by Contact Type was previously one way to do this, but if you don't have Contact Types assigned to club members or other Contact Statuses, it's now easier for you to quickly access information about your contacts when you need it!

Keep in mind that List Builder is the best way to generate contact lists for email campaigns, which you can launch with our Send Mass Email tool. We do not recommend sending email campaigns directly from the Contacts page. 

> Here's the full documentation on Advanced Contact Search Tools.

Comments

Mica Hartman's Gravatar
 
Mica Hartman
@ Feb 25, 2019 at 10:05 AM
How do you select multiple contact statuses?

Carisen Randing (WineDirect Support)'s Gravatar
 
Carisen Randing (WineDirect Support)
@ Feb 25, 2019 at 2:42 PM
Hi Mica,

Unfortunately, there isn't a way to create a list with multiple Contact Statuses selected in the Advanced Search section. It's one Contact Status at a time. We'd encourage you to submit a feature request if you'd like to have this functionality added: https://documentation.vin65.com/News-Release/Request-a-Feature

Sorry for the limitations, Carisen

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