Contact Filters

In this article, learn how to filter your contacts for deeper insights and more targeted marketing efforts.

APPLIES TO: Admins

Last updated: June 3, 2025

Table of Contents

• Create/Use Contact Filters
• Filter Options

Contact Filters

• To access your contact filters, hover over the navigation panel on the left, click Contacts
• Under the Clients tab, you will notice a Filters button, click the button to pull up the Contact Filters drawer

• From here you will be able to access any previously saved filters or you can create a new filter by clicking on the button on the bottom right.
  • Note: You can click the blue person icon to create a contact group using a saved filter

• Note you are able to filter based on the following types of data:
  • Demographics: Age, Date of Birth, Birthday Month, Gender, Zip Code
  • Activity: Account Status, Account Type, Member Status, First Purchase Date, Last Purchase Date, Purchased Product, Purchased Product Type

• Once you input/select a filter (or group of filters), make sure to hit Apply Filters to confirm your choices

• After selecting Apply Filters, your Clients list will automatically update to show you the new filtered list

• Note you can add a Filter Name and click Save Filter to save that specific filtered list for repeated or later use

• Once you've saved a Filter List, it will be easily accessible from the list of Saved Filters

• To manage or remove any saved Filtered Lists, click the Filter and scroll to the bottom of the drawer and click Delete or Update Filter

• You are also able to Export these lists by clicking on the blue Export button when viewing a Filtered List

• The export will be a .csv file including the First Name, Last Name, Email, Phone, Gender & Date of Birth of the contacts inside the Filtered List

Contact Filter Options

• Age
• Date of Birth
  • Is before
  • Is after
  • Is between
• Birthday Month
• Gender
• Zip Code
• Account Status
  • Active - they have accepted the invite and verified their email address 
  • Invited - they have not verified their email address 
  • Unclaimed - they were created via POS and have not verified their email address
• Account Type
  • Managed - child/athlete
  • Primary - parent/guardian 
  • Lead - email address is in the system for marketing purposes 
• Member Status
  • Active
  • Suspended
  • Cancelled
  • Past Due
  • Non Member
• First Purchase Date
  • The date they made their first purchase in the software
• Last Purchase Date
  • The date they last purchased something in the software
• Purchased Product
  • A specific event, membership, retail item
• Purchased Product Type 
  • An event type aka summer camp, baseball lesson, etc 
• Staff Booked
  • They have had a session with this staff member