You can use filters to search for contacts based on contact property information, like a contact’s location or their lead status.
You can add filters using logical conditions based on people’s answers to the questions in your form. You can then apply filters to default properties, and the custom Contact properties you’ve created. Find out more about Contact properties here.
Contacts is available on all Typeform plans. If you’re on an Enterprise plan, only users with Owner or Admin permissions can view Contacts and access contact data. Contact your CSM if you would like to give access to Contacts to all team members.
How to filter your Contacts
- On the Contacts page, click Filter.
2. Now you’ll see the option to choose a property from the dropdown list under Add filter.
3. Click the dropdown list to view your properties, and select a property you want to use as a filter. In this example, we’ll select Location.
4. Now click the dropdown list to select the filtering condition you want to use.
5. For this short text property type, you can choose between the Contains, Does not contain, Is empty, or Is not empty conditions.
6. In this example, we’ll just go with the default Contains option. Type the name of the location you want to use as your filter. In this example, we’ll use France.
7. You can also click + Add filter to add another filter. After adding a new filter, you can also select to filter using the AND/OR operators.
8. Select the property you want to filter by. In this example, we’re filtering for contacts who are located in France AND have a lead score above 90. If you choose the OR filter instead, the results will include contacts who are located in France OR have a lead score above 90.
9. For this number type property, we'll select Is greater than in the dropdown options and type 90 in the box to the right. Then we'll hit Apply.
You can also click Add filter group to create another filter group. Select AND/OR operators here, or click the trashcan icon to delete a filter, or Delete group to delete a filter group. Click Apply when you’re done with your selection.
Now we'll see all our contacts who are based in France with a lead score greater than 90. In our case, that's 1 contact:
10. Click Save as new list to create a new Contact list based on the filters you’ve applied.
11. Enter the name of your new Contact list in the List name field, and adjust your filters, if needed. Click Create list when you’re done with your selection.
Now you’ll see that a new list called Hot leads: France has been created under Contact lists on the left-hand side of your screen.
You can click the Manage table icon to sort and reorder your contacts table, and save your selection for yourself, or everyone in your organization.
You can find out more about sorting and managing columns in your Contacts table here.