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Autonami

Filtering Contacts

Autonami works brilliantly to help you find any contacts you’re looking for. By using filters, you can view the information you need.

To filter your contacts using Autonami, go to Contacts and click on the dropdown.

Then, select Advanced Filters.

Now, click on the + Add New Filter button.

Add new filter

You’ll see different options here:

Segments

You can filter your contacts using status, tags, and lists. This way, the contacts which are associated with those statuses and tags/lists will only show up.

Filter contacts by Segments in Autonami

Contact Details

Filter contacts using their basic information such as first or last name, email, company, date of birth, gender, and more.

Filter contacts by Contact Details in Autonami

User

Filter your contacts using the WordPress user (based on the user role or is a user) on your website.

Filter contacts by user in Autonami

Custom Field

Filter your contacts using the custom fields you created within Autonami.

Filter contacts by Custom Fields in Autonami

Geography

You can filter your contacts using an address, country/region, state, city, or postal code.

Filter contacts by Geography in Autonami

WooCommerce

Filter contacts using WooCommerce purchases such as items bought, revenue, order date, average order value, used coupons, purchase product categories/tags, etc.

Filter contacts by WooCommerce in Autonami

Engagement

Filter contacts using the engagement stats on your store such as engaged, unengaged, last click, last login, link triggered, broadcast open, broadcast click, broadcast sent, etc.

The Engaged users will include all the users whom you have sent your emails and whom they interacted with in some way (opened the email, clicked on the link, etc.)

You can filter your contacts based on the engaged users by defining the period in the number of days.

The Unengaged users will include all the users to whom you have not sent any emails or who haven't interacted with your campaigns in the specified time period.

Filter your unengaged contacts for a specific period of time (in days).

Unengaged users

Automation

Filter your contacts list based on the automations created in Autonami.

You can segment your contacts if they have entered a particular automation, or they are currently active in an automation, or they have completed a specific automation.

How to Filter your Contacts?

Select any of the categories above to filter your contacts.

In this case, we are selecting tags. You’ll get the option of either including or excluding these tags.

Filter by tags in Autonami

Now, enter your tag name. As you type your tag name, it’ll suggest tags with similar names that you have created in Autonami.

Segment by existing tag in Autonami

You can further apply another filter on top of one.

Once done, click on the Filter button.

Please note that - only the contacts who matched these filters will show up on your screen.

If no contacts satisfy your filtering criteria, then you’ll get a prompt - No Contacts Found.

This is how you can filter contacts in Autonami.

You can also save multiple filters as your audience to avoid setting the filters again and again, thereby saving your time.

Know everything about the audience in the next section.

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