FunnelKit Documentation

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Filtering Contacts

FunnelKit Automations works brilliantly to help you segment your contacts using filters.

To filter your contacts, go to FunnelKit Automations ⇒ Contacts, then on the “All Contacts” tab, click “Advanced Filters”.

Now you will land on a pop-up where you can add conditions to filter your contacts.

You’ll see different options here:

Segments

You can filter your contacts using status, tags, and lists. This way, the contacts that are associated with those statuses and tags/lists will only show up.

Filter contacts by status, tags, and lists in FunnelKit

Contact Details

Filter contacts using their basic information, such as first or last name, email, company, date of birth, gender, and more.

User

Filter your contacts using the WordPress user (based on the user role or is already a user) on your website.

Custom Field

Filter your contacts using the custom fields you created within FunnelKit Automations.

Geography

You can filter your contacts using an address, country/region, state, city, or postal code.

Filter contacts by address, country, state, city, or postal code

WooCommerce

Filter contacts using WooCommerce purchases such as items bought, revenue, order date, average order value, used coupons, purchase product categories/tags, etc.

Engagement

Filter contacts using the engagement stats on your campaigns, such as engaged, unengaged, last click, last login, link triggered, last open, last click, and more.

The engaged users will include all the users to whom you have not sent emails or who interacted in some way (opened the email, clicked on a link, etc.) with the emails you sent.

You can filter your contacts based on the engaged users by defining the period in terms of days.

The Unengaged users will include all the users who haven't interacted with the emails you sent to them in the specified time period.

Filter your unengaged contacts for a specific period of time (in days).

Filter unengaged contacts based on email interaction

Broadcast

Segment your contacts based on the email broadcasts you sent to them.

You can filter your contacts based on the broadcast you sent to them, whether they opened the broadcast, or whether they clicked on a link in the broadcast.

Filter contacts based on email broadcast opens and clicks

Sublium Subscriptions

Segment your contacts based on their Sublium subscription activity and lifecycle.

You can filter your contacts based on whether they have an active subscription, their last subscription date, upcoming renewals, total renewal count, number of active subscriptions, and the specific subscription products they are associated with.

Filter contacts based on Sublium subscription activity and lifecycle

Automation

Filter and segment your contacts based on the automations they are part of in FunnelKit.

You can target your contacts based on whether they have ever entered an automation, are currently active in one, or have completed it. You can also filter based on their engagement with automation emails, such as opens and clicks.

Filter contacts based on automation participation and engagement

FunnelKit

Filter your contacts based on the opt-in or checkout page created with FunnelKit's Funnel Builder.

You can segment your contacts if they have placed an order with a specific checkout page.

How to Filter Your Contacts

Select any of the conditions discussed above to filter your contacts.

Segment your contacts based on the product categories they’ve purchased from.

To set this up, Select WooCommerce as the source, choose Purchased Product Categories, set the condition to match any value andEnter the category or categories you want to filter by.

This allows you to target contacts who have bought products from specific categories for campaigns, promotions, or follow-ups.

Filter WooCommerce contacts by purchased product categories

Next, hit the filter to get the filtered contact list.

Add Multiple Filters to Your Contacts

You can apply multiple filters using AND & OR Conditions.

You can use AND Condition to group multiple criteria that all must be true for a contact to be included.
You can use OR Condition to create alternative branches, working like an IF-ELSE logic, where a contact only needs to meet one set of connected conditions to be included.

Examples:

AND Condition: Contacts who purchased from the Clothing category AND are from the USA
OR Condition (IF-ELSE style):
- IF contacts purchased from Clothing category AND are from the USA (using AND conditions)
  - Your main broad contact in the country.
- ELSE contacts purchased from Clothing category AND have the tag “VIP”
  - Captures high-value or loyal customers outside the main IF audience.

AND Condtion

To add multiple conditions, just hit “AND Condition” and set the additional filters.

For example, we are adding another condition, “ Country” matches the United States.

Example of AND condition to filter contacts

OR Condtion

To use the OR Condition, hit “OR Condition”, then set the conditions as you did earlier.

Here we are adding: purchased from the Clothing category AND have the tag “VIP.”

Example of OR condition with IF-ELSE logic in contact filtering

You can hit the filter. If needed, you can also save multiple filters for your contact to avoid setting them repeatedly, saving time.

How to Filter Your Contacts With Audience

You can select a previously saved contact for your campaign.

Expand the “Use Audience” option, select the contact set (s) you want to use (you can select multiple if needed), and click Apply to use the selected audience.