Can I create a custom view instead of using default views in the All Contacts page?
Zoho Campaigns has default views that you can use to filter your contacts. For example, you can filter the contacts based on their subscription type or if there have been no opens for the past few months. In addition to these views, if you're looking to create your own custom view to have a list of contacts that can't be captured by the default views, you can do that.
There are two ways you can create a custom view for your contacts:
- Filter By option
- Advanced Search button
1. Filter By option:
When you go to Contacts -> All Contacts, you can find the FILTER BY option to the left side.
Using the available filter options, after you filter your contacts, you'll see the 'Save as a view' option. Click this option, provide a name for this view in the pop-up that appears, and if needed, mark this as a default view. Click Save.
You can also access the custom view under the Custom View section.
2. Advanced Search button:
In the All Contacts page, there's the Advanced Search button that you can use to filter the contacts.
Once you click this button, filter your contacts using various options available on the page that appears. For example, if you want to view contacts whose contact score is between 1 and 11 and whose email address contains '@zylker.com', you can use the filters in this page. You'll see the 'Save as a view' option. Click this option, provide a name for this view in the pop-up that appears, and if needed, mark this as a default view. Click Save.
You can also access the custom view under the Custom View section.
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