Advanced Filters in Smart Lists
Advanced Filters let you narrow a Smart List to exactly the contacts you need using rules tied to specific contact fields and related data. Every filter is built from three parts: a field, an operator, and a value. The available operators change depending on the field type — date fields expose date-based operators, numeric fields expose comparison operators, and text fields expose string-matching operators.
To access Advanced Filters, open any Smart List (or start a new one) and click Advanced Filters in the filter panel.
Setting up a filter
Section titled “Setting up a filter”
- Go to Contacts, then click + Add smart list or open an existing Smart List.
- Click Advanced Filters.
- Search for and select the field you want to filter by.
- Choose the operator that matches the type of segmentation you need.
- Enter or select the value.
- To require an additional condition (AND logic), click + Add Nested Filter — both conditions must be true.
- To allow an alternative condition (OR logic), click + Add Filter — contacts matching either condition are included.
- Click Apply to see results, then save the Smart List.
Date filters
Section titled “Date filters”Date filters target fields that store a date or date-and-time value, such as Created On, Last Appointment At, Date of Birth, Last Email Opened Date, and Last Activity On.
Relative date operators
Section titled “Relative date operators”Match contacts based on timing relative to today.
| Operator | Matches |
|---|---|
| Is → Today | Date falls on today |
| Is → Yesterday | Date was yesterday |
| Is → Tomorrow | Date is tomorrow |
| Is → This Week | Date falls in the current calendar week |
| Is → This Month | Date falls in the current calendar month |
| Is → This Quarter | Date falls in the current quarter |
| Is → This Year | Date falls in the current year |
Exact date operators
Section titled “Exact date operators”Pin to a specific date or range.
| Operator | Matches |
|---|---|
| Is → On | Date matches a specific date |
| Is → Between | Date falls within a start and end date |
Time difference operators
Section titled “Time difference operators”Filter by elapsed or upcoming time relative to today.
| Operator | Matches |
|---|---|
| Is → More Than … Ago | Date occurred more than N days/weeks/months ago |
| Is → Less Than … Ago | Date occurred within the last N days/weeks/months |
| Is → In the Next | Date falls within the next N days/weeks/months |
| Is → In the Last | Date falls within the past N days/weeks/months |
Date comparison operators
Section titled “Date comparison operators”Compare against a fixed reference date.
| Operator | Matches |
|---|---|
| Is → After Date | Date occurs after a selected date |
| Is → Before Date | Date occurs before a selected date |
Negative and empty date operators
Section titled “Negative and empty date operators”Every date operator above has an Is Not inverse that excludes matching contacts. Two additional operators handle missing data:
| Operator | Matches |
|---|---|
| Is Empty | Field has no date recorded |
| Is Not Empty | Field has any date recorded |
Best practices for date filters:
- Use In the Last to find recent engagement.
- Use More Than … Ago to identify inactive contacts.
- Use Between for historical reporting against a specific window.
- Use Is Empty to surface leads who have never had an appointment.
DND filters
Section titled “DND filters”
DND (Do Not Disturb) filters identify contacts with communication restrictions enabled. Use them to build compliant outreach lists or to exclude contacts who should not receive messages on a given channel.
Filterable DND fields include: DND All, SMS DND, Email DND, Calls & Voicemails DND, WhatsApp DND, Inbound DND, FB Messenger DND, and GMB Messenger DND.
| Operator | Matches |
|---|---|
| Enabled | Contact has DND active for the selected channel |
| Disabled | Contact does not have DND active for the selected channel |
String filters
Section titled “String filters”String filters match text-based field values such as names, email addresses, tags, timezone, last updated by, opportunity pipeline, and email status.
Custom text fields follow these parameter groups:
- Single line / multi-line text → contact score operators
- Text box list → timezone operators
- Dropdown (single/multiple), radio button, checkbox → tag operators
| Operator | Matches |
|---|---|
| Is | Exact value match |
| Is Not | Excludes exact value |
| Contains | Value appears anywhere in the field |
| Does Not Contain | Value does not appear in the field |
| Is any of (comma separated) | Field matches any value in a comma-separated list |
| Is None of (comma separated) | Field matches none of the values in a comma-separated list |
| Is Empty | Field has no value |
| Is Not Empty | Field has any value |
Numeric filters
Section titled “Numeric filters”Numeric filters apply to measurable fields such as Engagement Score and quiz score custom fields.
Custom numeric fields follow these groups:
- Number / Monetary → engagement score operators
- Phone → phone number operators
| Operator | Matches |
|---|---|
| Equal To | Exact numeric match |
| Does Not Equal | Excludes exact value |
| Between | Value falls within a min–max range |
| Greater Than | Value exceeds the threshold |
| Greater Than or Equal To | Value meets or exceeds the threshold |
| Less Than | Value is below the threshold |
| Less Than or Equal To | Value meets or is below the threshold |
| Is Empty | No numeric value recorded |
| Is Not Empty | Any numeric value recorded |
Frequently asked questions
Section titled “Frequently asked questions”Do all fields support the same operators? No. Operators depend on the field type. If an operator doesn’t appear after you select a field, it is not available for that field type.
Can I use more than one filter at a time? Yes. Add as many filters as needed using AND (nested) or OR (top-level) logic.
Can I filter by opportunity data? Yes. Opportunity-related fields — including pipeline, stage, and status — are available in the filter picker.
What is the difference between + Add Nested Filter and + Add Filter? + Add Nested Filter creates an AND condition (all nested conditions must match). + Add Filter creates an OR condition (a contact matching any top-level filter is included).