All contact lists on pr.co are fully searchable, not just by name, or email address, but you can also search based on city, country, tags, organization, phone number, etc.
Our new CRM system has the feature which enables you to create and save filters. Create a rule or a set of rules - from these you will find a specific segment of your contacts, which you can save as a filter for later use.
Here’s an example of a filter that could be useful:
As you can see, this filter makes a segmentation of my most active and engaged journalists, by selecting only my contacts that open at least 70% of my emails, and click through in more than 40% of my emails. Very useful for statements or releases that aren’t for everyone.
Create a search filter
You can create as many search filters as you wish by following these steps:
Click on "Filter contacts" and select + Create new filter on the dropdown menu
Choose a filter rule from the options on the menu (i.e. Job title)
Select whether you would like the results to show contacts who have, do not have, or contain that requirement in their credentials
Save your filter so you can always use it later - You just need to add a filter name and a short description!
How to search by filters or tags
You can search through your contacts and create new segments by using our filter feature or by making use of the tags you've created during or after the import of your contacts.
To do it via a filter, you can either use one of your saved filters or create a new one as we've explained in the previous section. You then are given a couple of search options:
Filter contacts that match:
All filter rules - this setting will only show you results which fit all the filters you have established for your search
Any filter rules - this setting will show you results which fit one or more filters that you have established
After you have selected a rule from the menu, you have the following options:
As shown in the image below, I wanted to find all contacts who have the United States in there credentials. Or, for instance, I would like to see how many contacts I have out of The Netherlands - so I can select "is not" and write "The Netherlands" and my list will show me all contacts which fit that rule.
Attention: In order to optimise your search success, we advise you to always select "contains".
Should you run into any problems 🛑 , bugs 🐛 , feature requests 🤔 or have any questions 🤷♂️🤷♀️ , please get in touch with the pr.co support team. You can reach us either via the live chat or at firstname.lastname@example.org.
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