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User Manual
Overview

Filter

Filter your List to return a segment of people based on Tags. This Filter is capable of searching your People List for people who do or don't have a specified Tag. You can enter multiple Tags at a time and look for people that don't have any Tags applied to them.

Filter Tags

To filter your List by Tags:

  1. Click People

  2. Click Choose filter…

  3. Select Tags

  4. Apply filters

  5. Click Refresh

Once the Tags filter is selected, two additional drop-downs appear. Those drop-downs are how you will configure the rest of the filter.

Inclusive and Exclusive Criteria

The second drop-down of the Tags Filter is where you select the criteria to include or exclude people by Tags.

Include filters your List for people that currently have the specified Tag. People who do not have the tag applied are excluded from the segment.

Do not include filters your list for people that do not currently have the specified Tag. People who do have the Tag applied are excluded from the segment.

Include any filters your list for people who have at least one of the specified Tags. People who do not have any of the specified Tags are excluded from the segment.  

Include all filters your list for multiple specified Tags. A person must have all specified Tags currently applied to be included in the segment, otherwise, they will be excluded.

Do not include any filters your list for people who do not at least one of the specified Tags. People who do have any of the Tags are excluded from the segment.

Do not include all filters your list for people who do not have the specified Tags applied. A person must not have any of the specific Tags applied in order to be included in the segment.

Partially match filters your list for people that have any Tag which partially matches the value you enter.

Has no tags filters your List for people that do not currently have any Tags applied. This option does not require you to specify a Tag name. People with at least one Tag are excluded from the segment.

Specify Tag Name

The third drop-down of the filter is where you will specify the particular Tag or Tags to filter your List. You will see only the Tags that you've already created in your own account.