How to use advanced search

Step by step

1. 1

   On the Contacts tab, click Advanced search.

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2. 2

   Choose a field to filter by, from basic information such as names to event or campaign details.

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3. 3

   Choose Match all (every rule must be true) or Match any (at least one rule must be true).

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4. 4

   Choose a condition: an exact match, Contains for part of a value, or Not contains.

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5. 5

   Type the value, for example the name of an annual business event.

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6. 6

   Click Add field to add more rules, for example a tag filter. Remove any rule you don't need.

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7. 7

   Add a new criteria group for more specific searches. Each group defines the rules for one event or campaign; for most searches one group is enough.

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8. 8

   The toggle at the top sets whether all groups must be true. You can delete fields or whole groups to simplify the search.

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9. 9

   Apply the filter. If no contacts match, go back and adjust the rules until you find the right group.

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