Contact Views
Contact views
Views are very useful ways of filtering your contacts using criteria you set. The criteria can include system fields such as ‘country’, ’email opened date’, ‘job title’ etc and you can also include any of your custom attributes that you may have added such as ‘lead status’.
Views are dynamic so any contacts that change and then fall into the criteria you have set for a particular view will automatically show in that view the next time you open the view.
You can use views in emails campaigns to send to, for instance, contacts that opened your last email campaign within a set date range, to send emails to a part of your list that is in a certain country etc. The options are unlimited.
You can create simple views with a single criteria or create complex views based on Boolean logic and groupings. if you need any help, just shout. Live chat is bottom right, as always.
Tips and tricks
Use views to see your contacts at different stages of the sales progression. If you have set a ‘custom attribute’ of ‘Status’ then you could create a view called ‘Strong follow-up’ which has all your contacts with Status of ‘Strong follow-up.
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