Advanced filters are made to make your life easier. They can be used to filter contacts and build targeting list for your campaigns. Here's how to get started with advanced filters.

Within your contact management tab inside Crisp, you have the ability to build advanced filters to display a special list of users.

What is an advanced filter?

An advanced filter is a feature that allows anyone in the Essentials or Plus plans to filter contacts from the contact tabs. It's totally different from custom filters that are available in the inbox to any Crisp user.

Advanced filters are powerful because they allow you to combine different kind of data to display the right list of users. Advanced filters can be saved and reused for other purpose such as automated or one-shot campaigns .

What are the filtering options to build advanced filters

There are plenty of options available for every company to build the best targeting lists.

Most used criteria

• Email Address: User email Address
• Contact full name: User full name
• Contact custom data: User custom data added by your own mean
• Contact language: User spoken language
• Contact country: User country location
• Contact city: User city location
• Contact provided ratings: User CSAT
• Contact Segment: Segments assigned to the profile

All criteria

• Email Address
• Contact full name
• Contact gender
• Contact custom data
• Contact phone number
• Contact timezone
• Contact language
• Contact country
• Contact region
• Contact city
• Job name
• Job title
• Contact last active date
• Contact creation date
• Contact provided rating
• Contact segments
• Contact Company
• Company domain name
• Company timezone
• Company country
• Company region
• Company city

How to create advanced filters?

To create filters, simply click on "+ New filter" button and combine the different options to build a list of contacts that fit with your requirements.

Once you've created your advanced filters, make sure to use them inside the campaign feature. Whether it's an automated or a one-shot campaign, you can now take advantage of fine grained filters to send the right message to the right group of people.

Updated on: 03/03/2025