> ## Documentation Index
> Fetch the complete documentation index at: https://help.kajabi.com/llms.txt
> Use this file to discover all available pages before exploring further.

<AgentInstructions>

## Submitting Feedback

If you encounter incorrect, outdated, or confusing documentation on this page, submit feedback:

POST https://help.kajabi.com/feedback

```json
{
  "path": "/articles/contacts/manage-your-contacts/defining-contacts-tab-filters",
  "feedback": "Description of the issue"
}
```

Only submit feedback when you have something specific and actionable to report.

</AgentInstructions>

# Contacts tab filters

> Use filters to narrow contact results and create segments.

The **Contacts** tab is a powerful organizational tool to help you manage the information for your contacts. In other words, the **Contacts** tab is your built-in Customer Relationship Management System (CRM) on Kajabi.

[Learn more about the Contacts tab](/articles/contacts/manage-your-contacts/contacts-tab-overview).

In Kajabi, all of your contacts are added to a single list to easily view, access, and manage their accounts. Within the **Contacts** tab, you can manage existing contacts with Segments and Filters, and add contacts to your site.

Filters help you narrow down your list by various topics or categories. This is a great way to manage contact accounts and create Segments.

[Learn about Segments](/articles/contacts/manage-your-contacts/segment-your-contacts).

## Use filters

To filter your list:

1. Open the **Contacts** tab from the Dashboard.
2. Click **Filters**.
3. Select your **Category**, **Conditional**, and **Value**.
4. If desired, you can add additional filters to further narrow your results by clicking **+Add filter**.
5. Remove any filter by clicking the **trash can**.
6. Click **Apply Filters** to see your results.

* **Category**: A specific division or category on Kajabi (e.g., Email Activity)
* **Conditional**: Dynamic requirements or conditions specific to the category selected
* **Value**: The specified parameter for the Category and Conditional

<Frame>
  <img src="https://mintcdn.com/kajabi-support/dfH6ipmrC7b3mAPY/articles/images/ContactFilters.png?fit=max&auto=format&n=dfH6ipmrC7b3mAPY&q=85&s=120320d998dc7fe0558cd144f9673945" alt="Contact Filters" width="1203" height="604" data-path="articles/images/ContactFilters.png" />
</Frame>

## Available filter categories

| Assessment     | Email Activity   | Forms            | Tags |
| -------------- | ---------------- | ---------------- | ---- |
| Contacts       | Email Broadcast  | Marketing Status |      |
| Coupon         | Email Engagement | Customers        |      |
| Custom Fields  | Email Sequence   | Offers           |      |
| Default Fields | Events           | Products         |      |

## Assessment

[Learn more about Assessments](../../contacts/create-manage-and-share-assessments/create-and-customize-assessments).

**Available Conditional settings:**

* Completed
* Passed
* Failed

[Learn how to enable automatic grading](../../contacts/create-manage-and-share-assessments/create-and-customize-assessments#h_32f6706b-f7a5-48b9-aa9b-bc145daacdcf).

The Value will be any Assessment(s) you have created.

## Contacts

[Learn more about Contacts](/articles/contacts/manage-your-contacts/what-is-the-difference-between-a-customer-contact-and-a-subscriber).

**Available Conditional settings:**

* Contact was added
* Contact was not added
* Contact is [hidden](/articles/contacts/manage-your-contacts/hiding-your-contacts)

Then, specify the date range as the Value:

* 7 Days
* 15 Days
* 30 Days
* 60 Days
* 90 Days

## Coupon

[Learn more about creating Coupons](../../sales/coupons/how-to-create-a-coupon).

**Available Conditional settings:**

* Coupon used

The Value will be any Coupon(s) you have created.

## Custom Fields

[Learn how to create form fields](../../marketing/forms/how-to-add-and-edit-fields-on-a-form).

**Available Conditional settings:**\
Any custom fields created on your site.

Then, specify a Value for the selected custom field.

## Default Fields

See results specific to your default form fields. [Learn more about form fields](../../marketing/forms/how-to-add-and-edit-fields-on-a-form).

**Available Conditional settings:**

* Name contains
* Email contains
* Phone number contains
* Address contains
* Address line 2 contains
* City contains
* State contains
* Country contains
* Zip code contains

Then, specify a Value for the selected default field.

## Email Activity

[Learn more about email deliverability](../../marketing/email-campaigns/demystifying-email-deliverability).

**Available Conditional settings:**

* Was delivered
* Was not sent
* Was opened
* Was not opened
* Was [clicked](../../marketing/email-campaigns/email-metrics-overview#h_01EDPQC3J9TEWVG6AKKY7C6CDY)
* Was not clicked
* Has a hard-bounced delivery
* [Excluded from mailing](/articles/contacts/manage-your-contacts/how-email-address-validation-and-contact-exclusion-helps-you-maintain-a-healthy-mailing-list)

Then, specify a date range as the Value:

* 7 Days
* 15 Days
* 30 Days
* 60 Days
* 90 Days

## Email Broadcast

Learn more about Email Broadcasts.

**Available Conditional settings:**

* Was sent
* Was not sent
* Was [opened](../../marketing/email-campaigns/email-metrics-overview#h_01EDPQC3J9TEWVG6AKKY7C6CDY)
* Was not opened
* Has [clicked](../../marketing/email-campaigns/email-metrics-overview#h_01EDPQC3J9TEWVG6AKKY7C6CDY)
* Has not clicked
* [Has bounced](/articles/contacts/manage-your-contacts/how-auto-unsubscribe-helps-you-maintain-a-healthy-mailing-list)
* Has not [bounced](../../marketing/email-campaigns/email-metrics-overview#h_01EDPQC3J9TEWVG6AKKY7C6CDY)
* Has [dropped](../../marketing/email-campaigns/email-metrics-overview#h_01EDPQCE5WM1WJFFEBRC0AFNXG)

The Value will be any broadcast email(s) you have sent.

## Email Engagement

[Learn best practices for growing and maintaining a healthy contact list](../../marketing/email-campaigns/best-practices-for-growing-and-maintaining-your-contact-lists).

**Available Conditional settings:**

* Healthy Contacts
* Passive Contacts
* Unengaged Contacts
* Inactive Contacts

\
Then, select one of two Values:

* Include email open data
* Exclude email open data

## Email Sequence

[Learn how to subscribe contacts to an email sequence](../../marketing/email-campaigns/how-to-subscribe-contacts-to-an-email-sequence).

**Available Conditional settings:**

* Subscribed to
* Not subscribed to

The Value will be any Email Sequence(s) you have created.

## Events

[Learn more about Events](../../marketing/events/event-overview).

**Available Conditional settings:**

* Registered to
* Not registered to

The Value will be any Event(s) you have created.

## Forms

[Learn more about Forms](../../marketing/forms/create-and-build-your-form).

**Available Conditional settings:**

* Submitted
* Not submitted

The Value will be any Form(s) you have created.

## Marketing Status

[Learn more about marketing emails and transactional emails](../../marketing/email-campaigns/what-are-marketing-and-transactional-emails).

[Learn more about subscription status](/articles/contacts/manage-your-contacts/what-does-the-subscription-status-mean).

**Available Conditional settings:**

* Subscribed
* Hard bounced
* Marked spam
* Manually unsubscribed
* Unsubscribed
* Opted out
* Never subscribed

Then, specify a date range as the Value:

* 7 Days
* 15 Days
* 30 Days
* 60 Days
* 90 Days
* All time

## Customers

[Learn more about customers](what-is-the-difference-between-a-customer-contact-and-a-subscriber#what-is-a-member).

**Available Conditional settings:**

* Customer was [active](what-is-the-difference-between-a-customer-contact-and-a-subscriber#what-is-considered-an-active-member)
* Customer was not active
* Customer joined in last
* Is a customer

Then, specify a date range as the Value:

* 7 Days
* 15 Days
* 30 Days
* 60 Days
* 90 Days
* All time

## Offers

[Learn more about Offers](../../sales/offers/offers-overview).

**Available Conditional settings:**

* Owns
* Does not own
* Previously owned
* Canceling

The Value will be any Offer(s) you have created.

## Products

[Learn how to create digital Products](../../products/courses/courses-overview).

**Available Conditional settings:**

* Has
* Does not have
* Previously owned

The Value will be any Product(s) you have created.

## Tags

[Learn how to use Tags](/articles/contacts/manage-your-contacts/tags-overview).

**Available Conditional settings:**

* Has any
* Has all
* Does not have

The Value will be any Tag(s) you have created.
