User Guide

Contact Filters and Dynamic Groups

Last Updated: May 10, 2015 06:26PM PDT
Telerivet's Contacts page makes it easy to filter and segment your contacts by a variety of conditions -- for example, to find new contacts created in the past few days; active contacts that have sent messages recently; or inactive contacts that may need further outreach.

In addition, you can easily perform actions on all contacts in a filter, or save the filter as a Dynamic Group for easy future reference.

Defining a Filter

To filter your contacts, first click Filter on the Contacts page. Then, select the fields that you want to use in your filter, like the number of messages sent or received, the last time you contacted them or heard from them, and any custom variables. For each field in your filter, select a condition to match certain contacts, as shown below:



Each type of contact field supports different conditions by which it can be filtered.

Text Fields:
Examples of text fields include the contact's name, phone number, and typical custom fields such as email, city, etc. Text fields support the following filter conditions:
  • is
  • is not
  • starts with
  • does not start with
  • alphabetically before
  • alphabetically after (or equal)
  • alphabetically between
All text filter conditions are case insensitive -- e.g. the condition "name is joe" will match a contact named "Joe".

Text fields do not support "contains" conditions; in order to find contacts with text contained in a particular field, use the full-text search box instead of the filter conditions.

Numeric Fields
Numeric fields include the number of incoming and outgoing messages for each contact, and can include custom fields, for example Account Balance. Numeric fields support the following filter conditions:
  • equals
  • does not equal
  • greater than or equal
  • less than
  • between
Date and Date/Time Fields
Date/Time fields include the time the contact was last heard from, last contacted, and when it was first created in Telerivet, and can include custom fields like Birthdate, Subscription Time, etc. Date/Time fields support the following filter conditions:
  • less than (days ago)
  • more than (days ago)
  • less than (days from now)
  • more than (days from now)
  • on
  • on or after
  • before
  • between
Boolean (Yes/No) Fields
Boolean fields include whether or not the contact is blocked from being sent messages, as well as custom Yes/No fields. Boolean fields support the following filter conditions:
  • is true
  • is false
Optional Fields
All fields that may or may not have any value (e.g. custom fields) also support the following filter conditions:
  • has any value
  • does not have value

Applying Actions to Contacts in a Filter

For any filter you create, you can easily send messages to all contacts in the filter, add/remove them from groups, and apply custom services.

Once you create your filter, click the checkbox at the top left of the Contacts page to select the visible contacts. If you have more contacts than fit on one page, click the Select all ### contacts link to select all contacts matching the filter.

To send messages to all selected contacts in the filter, click Send SMS...

To add/remove all selected contacts from a group, click Groups...

To block or unblock sending messages to the contacts, apply custom services, update a contact field, or delete the contacts, click Actions then click the action you want to perform.

Saving a Filter (creating a Dynamic Group)

In Telerivet, Dynamic Groups make it easy to save a filter so that you can easily view contacts in the filter later without needing to re-select all the filter conditions. Dynamic Groups also make it easy to send and schedule messages to all contacts in the filter just by typing the group name.

To save your current filter, click Add group then check the box Create dynamic group from current filter:



Like a normal group, a Dynamic Group lets you easily send and schedule messages to all members of the group. But instead of needing to manually add or remove contacts from the group, a dynamic group’s members are updated automatically from the filter conditions.


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