Sort and filter contacts

```mediawiki Navigation: Main_Page > Contacts > Sort and filter contacts

How to sort and filter contacts in your ActiveCampaign account

Sorting and filtering contacts effectively is crucial for managing your communications and marketing efforts in ActiveCampaign. This feature allows users to organize their contact list based on various criteria, helping to ensure that your outreach is targeted and relevant. Understanding how to use these functionalities can enhance your ability to engage with your audience and improve your overall campaign efficiency.

How to Access this Feature

To access the sorting and filtering features, log in to your ActiveCampaign account and navigate to the Contacts section. From the Contacts Overview page, you can begin to sort and filter your contacts based on your needs.

Step-by-Step Instructions

Sorting Contacts

You can sort your contacts easily based on different criteria. This is how you do it:

1. Click Contacts to navigate to the Contacts Overview page.
2. To sort by the default settings, click on any of the following column headers:

  * Full Name
  * Email Address
  * Account Name
  * Date Created

1. If you want to sort contacts by additional fields such as First Name, Last Name, Contact Score, or Deal Score:

  * Click the Gear icon in the column header row.
  * Select the option you want to display on the Contacts Overview page.
  * Click the newly added column header to sort your contacts accordingly.

Additionally, please note that the system is unable to sort more than 500,000 contacts at a time. If your contact list exceeds this number, it is recommended to use an Advanced Search to narrow your contacts down to under 500,000 before sorting.

Important: You cannot sort contacts by Custom Fields, Tags, Social, Job Title, or Phone.

Filtering Contacts

In addition to sorting, filtering options help narrow down your contacts based on specific criteria. Here’s how to filter contacts:

1. Click Contacts to access the Contacts Overview page.
2. Choose the dropdown option you wish to use to filter your contacts:

  * Tags: All, Any, None, or specific tags you create.
  * List: All, Any, None, or specific lists you create.
  * Status: Any, Active, Unconfirmed, Unsubscribed, or Bounced.

1. Select the desired option in the filter dropdown.

The Contacts Overview page will now list all contacts meeting the criteria you've set in your filter.

Please remember that you can only use one condition in each filter option, but you can layer your filters for more precise results.

Configuration Options and Settings

When sorting and filtering contacts, you will encounter several options:

• Sort Options: Full Name, Email Address, Account Name, Date Created, First Name, Last Name, Contact Score, Deal Score.
• Filter Options:

  * Tags: Utilize to filter contacts based on specific interests or segments.
  * List: Filter contacts based on specific marketing lists they belong to.
  * Status: Filter by the current subscription status of the contact.

Use these options to customize your contact management experience effectively.

Best Practices and Tips

1. Regularly update your contact tags and lists to ensure your filtering is effective. 2. Utilize combining filters for more precise targeting, such as filtering by both Tags and Status. 3. Always confirm that your sort criteria are accurate to avoid overlooking important contacts. 4. If dealing with a large volume of contacts, leverage the Advanced Search feature to reduce the list size before sorting.

Common Use Cases with Examples

• **Targeted Email Campaigns**: Use tags to sort and filter contacts who have previously engaged with a specific campaign, enhancing your outreach efforts.
• **Data Management**: Regularly filter by Status to identify unresponsive contacts and prune your list for better performance in future campaigns.
• **Performance Tracking**: Sort by Contact Scores to assess which contacts are most engaged and may be ready for upselling or further marketing efforts.

Troubleshooting

If you're encountering issues with sorting or filtering contacts, consider the following tips:

• Ensure that you are not exceeding the 500,000 contact limit for sorting.
• Check that you are selecting the correct filter criteria, as only one condition is allowed per filter.
• If the sorting does not reflect your changes, refresh the page and try again.

FAQ

Q1: Can I sort contacts by Custom Fields?

No, sorting by Custom Fields is not supported. You can only sort by specific default fields and options mentioned.

Q2: What should I do if my contact list exceeds 500,000?

It's recommended to use the Advanced Search feature to narrow down your contacts to under 500,000 before attempting to sort.

Q3: How can I filter contacts based on multiple tags?

You can select multiple tags using the Tags filter; however, only one condition can be used per filter.

Q4: Are there any limits to how I can filter contacts?

Yes, you can only use one condition per filter option. For example, you can filter by either Tags or List, but not both in a single filter.

Q5: Why is my sort option not displaying?

Make sure you have added the desired field to the Contacts Overview page by clicking the Gear icon in the column header row.

Q6: Can I filter by Deal Score?

No, filtering by Deal Score is not available; you can only filter by Tags, List, and Status.

Q7: Is there a way to save my filter settings?

Currently, ActiveCampaign does not offer a function to save filter settings. You will need to apply filters each time you access the Contacts Overview page.

By utilizing the sorting and filtering features effectively, you can optimize your contact management, ensuring that your marketing strategies are tailored and influential. ```