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 to perform highly customized queries.
To begin, go to the Contacts page in Sarbacane Engage.
Click on Create a filter to start the filter creation process.
Assign a name to your filter so that you can easily distinguish it during your future searches.
Your filter query is constructed in a structured way:
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 linked 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. You can thus quickly access your customized queries.
Using filters in Sarbacane Engage is a powerful method for organizing, managing, and retrieving your contacts with ease.
