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Save conversation filters

Related product area:Contacts, Tags, and Fields
  • November 11, 2024
  • 4 comments
  • 59 views

alfredoc

While going through a lot of conversations it is useful to filter by tags. As the number of contacts grows and you get more experience with your data you’ll always filter by certain fields.

This becomes especially critical as you start enriching the contacts with additional fields to better understand how customers flow through the funnel.

It would be great show have at least 5 saved filters to quickly jump among different criteria. 

4 replies

rogerioaraujo
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  • Helping hand
  • November 12, 2024

You already have this option. Go to your contact list, create the necessary filters, and select "Create Segment". You can use this segment as criteria in your automations.


alfredoc
  • Author
  • Smooth talker
  • November 12, 2024

Thanks a lot, I didn’t know about this.

@Gustavo Boregio could you mark this one as `Closed`?


Gustavo Boregio
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  • Community Moderator & Expert
  • November 12, 2024

@alfredoc I can’t, but I’ll ask @Raquel C for help here ;)


Raquel C
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  • Former Manychat Community Manager
  • November 13, 2024
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