Sarbacane Engage: How to filter your contacts?
Information
This help center is dedicated to the new version of our software: Sarbacane Suite. If you are a user of the previous version, Sarbacane Sunrise, you can find here the help center related to this version of the software. The update of your account to switch to Sarbacane Suite will be proposed to you shortly by our teams.
Managing your contacts is a crucial part of your activity in Sarbacane Engage. To facilitate this management and enable you to quickly find relevant contacts, the use of search filters is essential. This guide explains how to create and use filters for highly customized queries.
Using Filters for Optimal Management
- To start, go to the "Contacts" page of Sarbacane Engage.
- Click on "Create a filter" to begin the filter creation process.
- Assign a name to your filter to easily distinguish it in your future searches.
- Your filter query is structured as follows:
- A group can combine several parameters.
- These parameters are linked by an "and".
- You can create different groups for more complex combinations.
- Groups can be connected by "and" or "or" according to your needs.
- Once your filter query is ready, click on "Save filter".
Your saved filters will appear under the native filters located on the left side of the page. This allows you to quickly access your custom queries.
The use of filters in Sarbacane Engage is a powerful method to organize, manage, and find your contacts with ease.
Do you need help using Sarbacane?Do you need help using Sarbacane?
Our team answers all your questions by phone on +1 64 686 725 37 from Monday to Friday, 9am to 12pm and 3pm to 6pm.
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