- Category: The area of Kajabi you’re filtering on, such as Email Activity or Tags
- Conditional: The requirement within that Category, such as ‘Was opened’ or ‘Has all’
- Value: The specific thing you’re matching against, such as a date range or a Tag name
Learn more about Segments.
Apply a filter
- From your Dashboard, open the Contacts tab.
- Click Filters.
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Select a Category, a Conditional, and a Value:
- To narrow your results further, click Add filter and build another one.
- Click Apply Filters.
Note: You can apply up to 10 Contact filters at a time.
Combine filters accurately
Duplicate Categories and Conditionals
Only one filter per Conditional applies. If you add two filters with the same Category and Conditional, only the last one you added counts — no matter how the Values differ.
Categories that accept several Values
Some Categories let you pick more than one Value, so a single filter can cover several things at once. Offers and Tags both work this way.
How several Values combine
When one filter holds several Values, the Conditional decides whether a contact has to match one of them or all of them:- Offers with Owns matches a contact who owns any of the Offers you picked
- Tags with Has any matches a contact carrying at least one of the Tags you picked
- Tags with Has all matches only contacts carrying every Tag you picked
Remove filters
To remove a single filter, click Filters, then click the trash icon to the right of the filter you want gone. It disappears immediately. Click Apply Filters to update your list. To drop every filter at once, click Clear Filters — the X beside the filter count above your contact list.Save filters as a Segment
Once your filters are applied, Save as Segment appears above your contact list, next to the filter count. Click it to save the current set of filters and reuse it later. Learn more about Segments. If you open an existing Segment and haven’t changed its filters yet, the button in the Filters panel reads Duplicate Segment instead of Apply Filters. Use it to make a copy you can adjust without touching the original.Filter categories
Note: The Categories and Conditionals available to you depend on your account’s settings, so your list may not match this one exactly.
Assessment
Filter by how contacts performed on an Assessment. Learn more about Assessments. Conditionals: Completed, Passed, Failed Value: Any Assessment you’ve created. Learn how to enable automatic grading.Contacts
Filter by when a contact was added, or whether they’re hidden. Learn more about the Contacts tab. Conditionals: Contact was added, Contact was not added, Is hidden Value: 7, 15, 30, 60, or 90 Days for the two Contact was added Conditionals. Yes or No for Is hidden.Coupon
Filter by Coupon use. The Conditional is Coupon used. Learn more about creating Coupons. Value: any Coupon you’ve created.Customers
Filter by customer activity and join date. Learn more about customers. Conditionals: Customer was active, Customer was not active, Customer joined in last, Is Customer Value: 7, 15, 30, 60, or 90 Days, or All time. Customer joined in last does not offer All time. Is Customer takes Yes or No.Custom Fields
Filter on the custom Form fields you’ve built. Learn how to create Form fields. Conditionals: Any custom field created on your site. Value: The text you want that field to contain.Default Fields
Filter on the standard fields on a Contact record. Learn more about Form fields. Conditionals: Name contains, Email contains, SMS Mobile Phone Number contains, Address contains, Address line 2 contains, City contains, State contains, Country contains, Zip code contains, Phone number contains Value: The text you want that field to contain. A contact’s country may be stored as a two-letter code such asUS or as a full country name, so if Country contains returns nothing, try the other form.
Email Activity
Filter by how contacts have engaged with your email overall. Learn more about email deliverability. Conditionals: Was delivered, Was not sent, Was opened, Was not opened, Was clicked, Was not clicked, Has a hard bounced delivery Value: 7, 15, 30, 60, or 90 Days. Has a hard bounced delivery takes Yes or No.Email Broadcast
Filter by how contacts responded to a specific email. Conditionals: Was sent, Was not sent, Was opened, Was not opened, Has clicked, Has not clicked, Has bounced, Has not bounced, Has dropped, Has not dropped Value: Any broadcast email you’ve sent.Email Engagement
Filter by how engaged a contact is with your email overall. Learn best practices for growing and maintaining a healthy contact list. Conditionals: Healthy Contacts, Passive Contacts, Unengaged Contacts, Inactive Contacts Value: Include email open data or Exclude email open data.Email Sequence
Conditionals: Subscribed to, Not subscribed to Value: Any Email Sequence you’ve created.Events
Filter by Event registration. Learn more about Events. Conditionals: Registered to, Not registered to Value: Any Event you’ve created.Forms
Filter by Form submission. Learn more about Forms. Conditionals: Submitted, Not submitted Value: Any Form you’ve created.Lifetime Value
Filter by how much a contact has spent with you in total. Conditionals: Greater than, Less than, Equal to Value: A dollar amount.Email Marketing Status
Filter by a contact’s marketing email subscription status.Conditionals: Subscribed, Never subscribed, Unsubscribed, Manually unsubscribed, Opted out, Hard bounced, Marked spam Value: 7, 15, 30, 60, or 90 Days, or All time. Subscribed takes a day range or Yes or No. Never subscribed takes Yes or No.