Advanced Search

  • You can also search using the advanced search. This will display additional segmentation filters for your contacts
  • If you have set up campaign codes or products of interest in your forms, you can see the available options listed
  • 1

    In the Search Contacts section, click the "Advanced Search" link on the bottom right, just above the Search/Clear buttons

    Company Modules
  • 2

    Upon clicking "Advanced Search", you are presented with additional filters you can use for searching. These filters are in use in the existing forms and will show the results of contacts who submitted the forms that use the corresponding filter selected.

    • Referred By
    • Products of Interest
    • Subscriber Types
    • Campaign Codes
    • Certifications
    • Interested in Owning
    Company Modules
  • 3

    For example, using "Products of Interest" as a filter:

    Select the specific Product of Interest you want to check from the options

    Company Modules
  • 4

    After choosing the Product of Interest from the options, click the "Search" button on the right

    Note: Product of Interest options will only be available once they have been set up on the "Product of Interest" module

  • 5

    The contacts for the selected "Products of Interest" should show on the grid below the search section

    Company Modules