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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.

Filter Contacts option in Autonami

Now, click on the +Add New Filter button.

Add New Filter in Autonami

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 status 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 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.
Filter contacts by Engagement in Autonami

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.

Click on Filter to show the segmented contacts based on the filters applied in Autonami

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

This is how you 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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