Swipe One

Navigate to the "People" Section - Go to the "People" section from the main navigation menu to view your list of contacts. ​

Click on the "Filter" Option - Once you are in the "People" section, click on the "Filter" button (usually located at the top of the contact list). ​

Click on Add Filter - On the filter panel, click on the "Add Filter" button located at the top left corner to create a new filter. ​

Choose Your Filter Type: You’ll be presented with two filter options:

1. Contact Properties: Allows you to filter based on specific contact details such as tags, team size, email address, and other custom properties.
2. ​Contact Activity: Filters contacts based on actions or activities that have been taken with them (e.g., whether they've opened emails, clicked links, etc.). ​

Filter by Contact Properties: To filter by contact properties (e.g., team size), choose "Contact Properties" from the filter options. ​

Select the property you want to filter by. For example, if you're filtering by team size, choose the "Team Size" property. ​

Filter by Contact Activity: Alternatively, you can filter contacts based on their activity by selecting "Contact Activity" from the filter options. Choose the activity criteria, such as whether a contact has opened an email, clicked a link, or taken any specific actions. Customize the activity condition (e.g., “opened email” or “clicked link”) and apply the filter. ​ ​Note - You can have more that one condition in your Filter and group them with and / or . ​

Specify the condition : Specify the condition, such as "is" or "greater than", and enter the desired value (e.g., a specific number of team members). The contact list on the right side of the dashboard will automatically update to show only those contacts that match the filter criteria. ​

Name and Save the Segment: After filtering the contacts and adding the condition, you may choose to save this as a Segment by clicking Create Segment. A pop-up will prompt you to name the activity segment. A pop-up window will prompt you to name the filter segment. Choose a descriptive name for easy reference (e.g., "Team Size 10+"). ​

Clear Filters (Optional): Lastly, if you wish to re-do the filter again you can clear the same by simply click on "Clear Filters" to return to the full contact list. ​

1. Navigate to the "People" Section - Go to the "People" section from the main navigation menu to view your list of contacts. ​
 
 
2. Click on the "Filter" Option - Once you are in the "People" section, click on the "Filter" button (usually located at the top of the contact list). ​
 
 
3. Click on Add Filter - On the filter panel, click on the "Add Filter" button located at the top left corner to create a new filter. ​
 
 
4. Choose Your Filter Type: You’ll be presented with two filter options:
 1. Contact Properties: Allows you to filter based on specific contact details such as tags, team size, email address, and other custom properties.
 2. ​Contact Activity: Filters contacts based on actions or activities that have been taken with them (e.g., whether they've opened emails, clicked links, etc.). ​
5. Filter by Contact Properties: To filter by contact properties (e.g., team size), choose "Contact Properties" from the filter options. ​
 
 Select the property you want to filter by. For example, if you're filtering by team size, choose the "Team Size" property. ​
 
 
6. Filter by Contact Activity: Alternatively, you can filter contacts based on their activity by selecting "Contact Activity" from the filter options. Choose the activity criteria, such as whether a contact has opened an email, clicked a link, or taken any specific actions. Customize the activity condition (e.g., “opened email” or “clicked link”) and apply the filter. ​ ​Note - You can have more that one condition in your Filter and group them with and / or . ​
 
 
7. Specify the condition : Specify the condition, such as "is" or "greater than", and enter the desired value (e.g., a specific number of team members). The contact list on the right side of the dashboard will automatically update to show only those contacts that match the filter criteria. ​
 
 
8. Name and Save the Segment: After filtering the contacts and adding the condition, you may choose to save this as a Segment by clicking Create Segment. A pop-up will prompt you to name the activity segment. A pop-up window will prompt you to name the filter segment. Choose a descriptive name for easy reference (e.g., "Team Size 10+"). ​
 
 
 
 
 
 
9. Clear Filters (Optional): Lastly, if you wish to re-do the filter again you can clear the same by simply click on "Clear Filters" to return to the full contact list. ​
 
 ​

Filtering contacts in Swipe One allows you to efficiently organize and find contacts based on specific criteria like properties or activity, streamlining your contact management process.