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Searching for Contacts

Last Updated: Sep 25, 2025

Finding specific subscribers quickly is essential for effective contact management. We provide multiple search and filtering options to help you locate contacts based on various criteria.

Basic Search

Use the main search bar to quickly find subscribers by entering their email address. Simply type the email address (partial or complete) in the “Filter subscribers” box and results will appear in real-time as you type.

Advanced Filtering Options

We provide several dropdown filters to narrow down your subscrbier list effectively.

Email Status Filter, which filters contacts based on their email campaign status with two categories:

EMAIL (Marketing Campaigns)

  • Active: Subscribers receiving marketing emails successfully
  • Bounced: Email addresses that are undeliverable
  • Unsubscribed: Contacts who have opted out of marketing emails
  • Reported spam: Subscribers who marked emails as spam
  • Non-subscribed: Contacts not enrolled in email marketing

TRANSACTIONAL EMAIL (System Messages)

  • Active: Subscribers receiving transactional emails (receipts, confirmations, etc.)
  • Bounced: Transactional emails that failed to deliver
  • Unsubscribed: Contacts who opted out of transactional emails
  • Reported spam: Transactional emails marked as spam
  • Non-subscribed: Not enrolled in transactional email delivery

SMS Status Filter, which filters contacts based on their SMS campaign status with two categories:

SMS (Marketing Messages)

  • Active: Subscribers receiving marketing SMS messages successfully
  • Bounced: Phone numbers that failed to receive SMS
  • Unsubscribed: Contacts who have opted out of marketing SMS
  • Reported spam: SMS messages reported as spam
  • Non-subscribed: Contacts not enrolled in SMS marketing

TRANSACTIONAL SMS (System Messages)

  • Active: Subscribers receiving transactional SMS (order updates, alerts, etc.)
  • Bounced: Transactional SMS that failed to deliver
  • Unsubscribed: Contacts who opted out of transactional SMS
  • Reported spam: Transactional SMS marked as spam
  • Non-subscribed: Not enrolled in transactional SMS delivery

Groups Filter, which helps find subscribers based on their group membership:

  • Select specific groups to view only members of those groups
  • Useful for targeting specific segments of your audience
  • Can filter by multiple groups simultaneously
  • Helps identify subscribers in particular categories like “New subscribers” or “Test groups”

Advanced Filter

For more complex searches, use the “Advanced filter” option which provides detailed filtering criteria across multiple categories:

Subscription Status

  • Email – Marketing email subscription status
  • Transactional Email – System email subscription status
  • SMS – Marketing SMS subscription status
  • Transactional SMS – System SMS subscription status

Subscriber Details

  • Group membership – Find subscribers in specific groups
  • Email address – Filter by email address patterns
  • Phone number – Search by phone number criteria
  • Created date – Filter by when subscribers joined
  • Subscribers location – Filter by geographic location

Campaign Activity

  • Sent – Subscribers who received campaigns
  • Opened – Subscribers who opened emails
  • Clicked – Subscribers who clicked links in emails
  • Unsubscribed from emails – Subscribers who opted out
  • Was inactive – Subscribers with low engagement

SMS Campaign Activity

  • Was sent to – Subscribers who received SMS campaigns
  • Clicked – Subscribers who clicked links in SMS messages

Custom Fields

  • Fields – Filter by any custom field values you’ve created

Using Advanced Filter

  • Click the “Advanced filter” button
  • Select criteria from the available categories
  • Set specific values or conditions for each selected criterion
  • Combine multiple criteria for precise targeting
  • Apply the filter to see results matching your conditions

Search Tips and Best Practices

Effective Search Strategies

  • Start Broad: Begin with general terms and narrow down as needed
  • Use Partial Matches: You don’t need to enter complete information – partial emails or names work
  • Combine Filters: Use multiple dropdown filters together for precise results
  • Regular Cleanup: Use status filters to identify and clean up bounced or invalid contacts

Common Search Scenarios

  • Finding Bounced Emails: Use Email status filter set to “Bounced”
  • Locating Test Subscribers: Filter by Groups and select test-related groups
  • New Subscriber Review: Filter by Groups for “New subscribers” or “New registrations”
  • SMS Campaign Prep: Use SMS status filter to find active SMS subscribers
  • Specific Contact Lookup: Use the search bar with email address or name

Managing Search Results

  • Bulk Actions: Select multiple contacts for group assignments or updates
  • Export Results: Save your filtered results for external use
  • Create New Groups: Turn search results into new subscriber groups
  • Campaign Targeting: Use filtered lists to create targeted email or SMS campaigns

Troubleshooting Search Issues

No Results Found

  • Check spelling in your search terms
  • Try partial matches instead of complete information
  • Clear existing filters that might be too restrictive
  • Verify the contact exists in your database

Too Many Results

  • Add more specific search criteria
  • Use additional dropdown filters to narrow results
  • Try the Advanced filter for more precise searches
  • Consider searching by unique identifiers like email addresses

Conclusion

Effective contact searching saves time and improves your ability to manage subscribers efficiently. Use the combination of basic search, status filters, group filters, and advanced filtering to quickly locate the exact contacts you need for any campaign or maintenance task. Regular use of these search tools will help you maintain a clean, organized subscriber database.

That’s it!

If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.

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