Filters are a great way to manage your leads and put your leads into contact groups.

To set up a filter go into your Contacts on StreetText

Select an item to filter your leads by

Add a condition based on the item you selected and put in a value.

In this example we selected "is" and put in a date. This filter would show all the contacts that came in on September 24th, 2021.

Click "Show Results" to activate the filter.

Important

👉 If you do not click "Show Results" the filter will not be active.

Multiple Tags

If you want to stack the filters you can add more filters by putting in new items, conditions, and values. Make sure you click "Show Results" after each filter is set.

👉 Note: Be careful when adding multiple filters and the leads will need to meet all conditions to show up.

Examples:

  • If you add 2 ad ids as conditions it will not show you all leads from both of the ads but rather only leads who were from both ads. This will likely result in no contacts in the filter group

  • If you add the tag "seller" and the date for after Sep 1, 2021 you will see all leads that have the seller tag that came in after Sep 1, 2021

Saving Contact Groups 💾

Once conditions have been added you will be able to save the filter by clicking the "save filter" button. Any saved contact groups will appear on the left side menu.

Exporting Leads Using Filters 🖨️

Once you have added the conditions to the filter and the leads are filtered you can export only those leads by clicking the export button.

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