Filter contacts by States (Lists) per Project

Owned by Matt Kepple
Last updated: Mar 30, 2023
2 min read

Use the States per Project filter in the Contacts Filters to find contacts who were in a specific state (list) of one or more projects within a particular date range. I.e.

  • Waiting list

  • Enrolled

  • Alumni

  • Declined

Switch between Wide and Narrow filters

  • Narrow filters only let you select one state per project: this will look for contacts who are currently in that state of that project

  • Wide filters let you select multiple states per project with date ranges

Use the Wide filters

  • Wide filters can either show you

    • any contact who has ever been in that state of that project

    • only the contacts who were added to or removed from that state of that project within a specific time period (date range)

Watch the walkthrough

https://www.loom.com/share/87e99f12cd1b4539b1b0e626d157d389

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