Allow for Advanced Filters When Creating Email Lists
I'd love to see where you can exclude certain tags when creating a contact list. For example, if I have a contact that is a potential buyer and seller and has both those tags assigned, but I only want to create a list of contacts that have buyer only tags assigned. Basically, I'd like to filter out contacts from my list as well as include in my list based on the tags.
LABS Team
shared this idea
Hello! To create an email list with Advanced Filters, we recommend creating a SmartView using advanced filters, and then emailing your SmartView list via the new email modal in Command.
Step 1: Use advanced filters to create your list:
https://answers.kw.com/hc/en-us/articles/15099687485715-Contacts-Filters-List-and-Advanced-Filter-Options
Step 2: Save your filtered view as a SmartView:
https://answers.kw.com/hc/en-us/articles/360016246693-Customize-Columns-Use-Filters-and-Create-SmartViews-in-Contacts
Step 3: Use the email bulk action in Command to select Contacts from your SmartView to email directly:
https://answers.kw.com/hc/en-us/articles/29105788784659-Send-a-One-Off-Email-to-Your-Contacts-in-Command
