Advanced Filter

As we have seen and learned about the Contacts Dashboard and also the General & Dynamic Segmentation of the FluentCRM contacts, we have noticed that there is an Advanced Filtering option available in the FluentCRM. This option offers powerful filtering by various contact data that are either static or dynamically changed upon Contact and FluentCRM activities. In this tutorial, we will be evaluating and demonstrating this Advanced Filtering to learn and assimilate this feature. The No. 7 from the introduction to Contacts Dashboard we have seen the Advanced Filter option. Toggling On this feature will activate the Advanced Filtering and we will see more options similar to the screenshot below.

crm contacts advanced filtering

The default options will let you Add Data Fields as AND & OR conditions as you wish to set, Filter them if you are confirmed, Delete Data Fileds by Delete Button(Recycle bin icon) or Clear Filters as well. Now Click on the + Add button to get started. This will provide a few groups of data and we will be exploring them one by one below.

General Properties #

There are 3 types of general properties. 2 of them are contact properties and 1 other property is based on the activities inside the FluentCRM.

Contact #

crm contacts advanced filters contact (1)

The available data properties and their short descriptions are:

  1. General Properties: This is a general searchable filter that will let you filter by Email, First Name, Last Name, Address Line 1 & 2, Postal Code, City, State, Country, Phone, and Status with this single parameter.
  2. First Name: First Name of the contact.
  3. Last Name: Last Name of the contact.
  4. Email Address: Email Address of the contact. This is false the minimum required field to add a contact in the FleuntCRM.
  5. Address Line 1: The primary address field and also the minimum or default field to store the address information of the contact.
  6. Address Line 2: Alternative field to store additional address information.
  7. City: City of the contact.
  8. State: State of the contact.
  9. Postal Code: Postal Code information of the contact.
  10. Country: Country of the contact.
  11. Phone/ Mobile: Phone or Mobile Number that may contain or not contain the country code depending on how you added the information.
  12. WP User ID: The WordPress User ID of the contact if the contact is present in the WordPress user list.
  13. Name Prefix(Title): Mr, Mrs, and Ms depending on the person’s designation.
  14. Source: The source of the contact like Woocommerce, Fluent Forms, or other sources. You can also update or add source information while importing the user. If you are using a CSV file to import please add a source column in the CSV file.
  15. Last Activity: The last date and time of login activity if the user is present in the WordPress user list.
  16. Created At: The date and time when the user was created in the FluentCRM.

Contact Segment #

crm contacts advanced filters contact segment

The available data properties and their short descriptions are:

  1. Status: Subscription Status of the contact.
  2. Type: The contact type of the user either Customer or Lead.
  3. Tags: Tags that are available in the FluentCRM.
  4. Lists: Lists that are available in the FluentCRM.

Contact Activities #

crm contacts advanced filters contact activities

The available data properties and their short descriptions are:

  1. Last Email Sent: The last date of the email sent to contacts.
  2. Last Email Open: The last date when the contacts opened any email sent to them.
  3. Last Email Clicked: The last date when the contacts clicked any links from emails sent to them.

Custom Field Properties #

crm contacts advanced filters custom fields

This is a user-defined option that is configured in Custom Contact Fields Settings. All the available custom contact fields will be listed in this option to let you apply to filter based on the custom contact field properties.

Integrated Properties #

FluentCRM integrates with popular WordPress plugins like Woocommerce, LearnDash, LifterLMS, Easy Digital Downloads, etc. Plugin Specific Data Properties are discussed below:

Woocommerce #

crm contacts advanced filters woocommerce

The available data properties and their short descriptions are:

  1. Total Order Count: Total orders against the customer.
  2. Total Order Value: Total order value from different orders.
  3. Last Order Date: The last date when the customer ordered any product.
  4. First Order Date: The first date when the customer ordered any product.
  5. Purchased Products: All the purchased products against a customer.
  6. Purchased Categories: All the Products Categories that are assigned to the products and available in the orders for the customer.
  7. Purchased Tags: Product Tags that are assigned to purchased products available in the orders against the customer.
  8. Used Coupons: Any used coupons in the purchased order against the customer.

LearnDash #

crm contacts advanced learndash

The available data properties and their short descriptions are:

  1. Last Enrollment Date: The last date of enrollment for any courses against the contact.
  2. First Enrollment Date: The first date of enrollment for any courses against the contact.
  3. Enrollment Courses: The Courses that are available on the Enrolled List for any contact.
  4. Enrollment Groups: The Groups that are available on the Enrolled List for any contact.
  5. Enrollment Categories: The Categories that are available on the Enrolled List for any contact.
  6. Enrollment Tags: The Tags that are available on the Enrolled List for any contact.

Filter Conditions #

All of the above Data Properties can be used to filter out contacts depending on the available data. There are various conditions that can be applied to those available data such as Equal, Does not equal, Includes, Does not Include, Before, After, etc. and they are discussed below:

Textual Conditions #

crm contacts advanced filters text conditions (1)

The available conditional properties that can be applied with the filter are:

  1. equal:
  2. does not equal:
  3. includes:
  4. does not include:

Date-Based Conditions #

crm contacts advanced date

The available conditional properties that can be applied with the filter are:

  1. before:
  2. after:
  3. in the date:
  4. before days:
  5. within days:

Choice-Based Conditions #

crm contacts advanced filters selectchoice conditions (1)

The available conditional properties that can be applied with the filter are:

  1. includes in:
  2. not includes in:

Numeric Conditions #

crm contacts advanced filters numeric conditions (1)

The available conditional properties that can be applied with the filter are:

  1. greater than:
  2. less than:
  3. equal:
  4. does not equal:

Example Usage #

The same exact filtering method can also be applied in the Email Campaign Setup as well as the below screenshot. Below is an example of using 3 different data and using AND with OR condition to demonstrate how flexible the advanced filtering of FluentCRM.

crm campaign subscribers advanced filter

6 Comments

  1. Hello,
    i can’t see custom fields option in order to filter people who accepted ” i want to subscribe to the boletin” checkbox to move them all to another list. Or maybe there is a way to add an contact to a diferent list on form submit when an user confirm an checkbox ? I mean, i have one automatization when an user submit the form to add him to a X list, what i want to do is if the user also check a checbox to acept sucribing to our newsletter then add the contact to the list number 2, if user doesn’t acept the checkbox, just add him to the first list

    Thank you

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