No. The operators available depend on the field you select.
Advanced filters in Smart Lists
Advanced filters narrow a Smart List using rules built from three parts: a field, an operator, and a value. Build them from Contacts > Smart Lists or from the Advanced Filters button on the Contacts list, and save the result as a Smart List to reuse it. The operators you can choose fall into four groups: date, DND, string, and numeric.
What an Advanced Filter is
Each Advanced Filter combines a field, an operator, and a value. The operators available depend on the field you select: a date field supports date-based operators, a number field supports comparison operators, and a text field supports match operators.
Filters can be combined so a contact must match every condition (AND logic) or any one of the added conditions (OR logic).
Build an Advanced Filter
Start from Contacts, open the filter builder, then add fields, operators, and values before applying the filter.
Go to Contacts, then click + Add smart list or open an existing Smart List.
Click Advanced Filters.
Search for and select the field you want to use.
Choose the operator that matches the segmentation you want.
Enter or select the value.
Click + Add Nested Filter to add another condition that must also be true for the contact to stay in the Smart List. Use this for AND logic.
Click + Add Filter to add another possible condition the contact can match to be included in the Smart List. Use this for OR logic.
Click Apply.
To reuse the filtered view later, save it with Save as New Smart List. For the full Smart List workflow, see Create and manage Smart Lists.
Date filters
Date filters segment contacts using exact dates, relative timeframes, and rolling date conditions. Apply them to any field that stores a date or date-and-time value.
Date fields you can filter by include Last Appointment At, Date of Birth, Created On, Last Activity On, Last Updated On, Last Email Clicked Date, and Last Email Opened Date.
Relative date filters
Relative date filters match contacts based on timing relative to today.
Filter setting | Meaning |
|---|---|
Is → Today | Date falls on today |
Is → Tomorrow | Date falls on tomorrow |
Is → Yesterday | Date falls on yesterday |
Is → This Week | Date falls within the current calendar week |
Is → This Month | Date falls within the current month |
Is → This Quarter | Date falls within the current quarter |
Is → This Year | Date falls within the current year |
Exact date filters
Exact date filters match a specific date or date range.
Filter setting | Meaning |
|---|---|
Is → On | Matches a specific date |
Is → Between | Matches within a date range |
Time difference filters
Time difference filters match contacts based on elapsed or upcoming time from today.
Filter setting | Meaning |
|---|---|
Is → More Than | Date fell longer than the specified time ago |
Is → Less Than | Date fell within the specified time ago |
Is → In the Next | Date falls within the upcoming time range |
Is → In the Last | Date fell within the past time range |
Date comparison filters
Date comparison filters compare the field's date against a fixed reference date.
Filter setting | Meaning |
|---|---|
Is → After Date | Date falls after the selected date |
Is → Before Date | Date falls before the selected date |
Negative filters (Is Not)
Negative date filters exclude contacts based on date conditions; each one is the inverse of the matching positive filter.
Filter setting | Meaning |
|---|---|
Is Not → Today | Excludes today |
Is Not → Tomorrow | Excludes tomorrow |
Is Not → Yesterday | Excludes yesterday |
Is Not → This Week | Excludes the current calendar week |
Is Not → This Month | Excludes the current month |
Is Not → This Quarter | Excludes the current quarter |
Is Not → This Year | Excludes the current year |
Is Not → On | Excludes a specific date |
Is Not → Between | Excludes a date range |
Is Not → More Than ... Ago | Excludes dates more than the specified time ago; keeps dates within the last X days |
Is Not → Less Than ... Ago | Excludes dates within the last X days |
Is Not → After Date | Matches on or before the selected date |
Is Not → Before Date | Matches on or after the selected date |
Is Not → In the Next ... | Excludes the next X days |
Is Not → In the Last ... | Excludes the last X days |
Empty and Not Empty filters
Empty and Not Empty filters identify contacts with or without a stored date value.
Filter setting | Meaning |
|---|---|
Is Empty | Contact has no date value on record |
Is Not Empty | Contact has a date value on record |
Date filter best practices
Use In the Last to identify recent engagement.
Use More Than to identify inactive contacts.
Use Between for historical reports.
Use Is Empty to find contacts with no date on record, for example contacts with no appointment history.
DND filters
DND (Do Not Disturb) filters identify whether communication restrictions are enabled for a contact on a specific channel. They help you build compliant outreach lists and exclude contacts who should not receive messages on selected channels.
DND and boolean fields you can filter by include DND all, SMS DND, Email DND, Calls & Voicemails DND, WhatsApp DND, Inbound DND, FB Messenger DND, and GMB Messenger DND.
Filter setting | Meaning |
|---|---|
Enabled | Contact has DND enabled for the selected channel |
Disabled | Contact does not have DND enabled for the selected channel |
See Understanding Do Not Disturb (DND) Status for how DND works and how to clear it.
String filters
String filters match text-based information such as names, labels, IDs, attribution values, and communication details. Some string fields take free text, others use a dropdown of available options, and some accept comma-separated values. If an operator is not shown for the selected field, that operator is not available for that field.
String fields you can filter by include First name, Last name, Email, Address, Timezone, Last Updated By, Opportunity Pipeline, Email Status, and Tags.
Filter setting | Meaning |
|---|---|
Is | Matches one selected value |
Is Not | Excludes one selected value |
Contains | Matches text that appears anywhere in the field value |
Does Not Contain | Excludes text that appears anywhere in the field value |
Is any of (comma separated) | Matches one or more listed values |
Is None of (comma separated) | Excludes any value from a comma-separated list |
Is Empty | Finds contacts where the field has no stored value |
Is Not Empty | Finds contacts where the field contains a value |
New custom fields take on the operators of the field type they are created as: Single line and Multi line text follow contact score parameters, Text Box list follows Time Zone parameters, and Drop Down Single, Drop Down Multiple, Radio Button, and Checkbox follow Tags parameters.
Numeric filters
Numeric filters segment contacts by measurable values such as scores and counts. Use them to compare values, ranges, thresholds, and whether a field contains a numeric value.
Numeric fields you can filter by include Engagement Score and Score from a Quiz (Custom Field).
Filter setting | Meaning |
|---|---|
Equal To | Matches one selected number |
Does Not Equal | Excludes one selected number |
Between | Matches a numeric range |
Greater Than | Matches values above a threshold |
Greater Than or Equal To | Matches values at or above a threshold |
Less Than | Matches values below a threshold |
Less Than or Equal To | Matches values at or below a threshold |
Is Empty | Finds contacts where the field has no value |
Is Not Empty | Finds contacts where the field contains a value |
New custom fields take on the operators of the field type they are created as: Number and Monetary fields follow engagement score parameters, and Phone follows Phone Number parameters.
Frequently asked questions
Do all fields support the same operators?
Can I use more than one filter at a time?
Yes. Apply multiple filters to narrow your Smart List results further. Use + Add Nested Filter for conditions that must all be true (AND) and + Add Filter for alternative conditions (OR).
Can I filter contacts by opportunity information?
Yes. Opportunity-related filters segment contacts by pipeline, stage, and status.
Related articles
Create and manage Smart Lists — the full Smart List workflow.
Filter contacts by Community Groups in Smart Lists — filter by group membership.
Working with Contact Tags — tags as a common string filter.
Understanding Do Not Disturb (DND) Status — what DND means and how to clear it.
Run bulk actions on contacts — act on the contacts a filter returns.
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