User-created Contact filters will allow you to create specific segments of users which you can quickly access or refer to for sending emails, targeting updates, or capital raising.

You can create a User-created Filter using the Filter Selection Drawer or if you have a list of Contacts that do not have characteristics in common, you can use a Tag.

You can remove a User-created Filter at any time.

Create a User-created Filter using the Filter Selection Drawer

Step 1) Log in to your InvestNext admin account and navigate to Contacts on the left side bar.

Step 2) Click on the FILTER button.

Step 3) The filter selection drawer will appear. As you build your filter, the list of viewable contacts will dynamically update

Step 4) When you're done building your filter, click Save As...

Step 5) Name your filter and click Create Filter

Create a User-created Filter using Tags

If you have a list of Contacts that you would like to include in a User-created Filter, but they do not have any characteristics in common, you can apply a Tag to the specific Contacts and then use the Tag to create the User-created Filter.

This video will walk you through the process:

Step 1) Log in to your InvestNext admin account and navigate to Contacts on the left side bar.

Step 2) Select the Contacts you want to include in the User-Created Filter.

Step 3) Use the Actions dropdown to add a unique tag to all the selected Contacts:

  • Click Actions

  • Select Add Tag

  • Enter the name of the Tag you want to apply to the Contacts

  • Click Add Tags

Step 4) Use the Tags field to filter the Contact list to the tagged Contacts:

Step 5) Click Save As to Name the new User-Created Contact filter. Name your filter and click Create Filter:

Removing a User-created Filter

You can remove a User-created filter at any time using these steps:

Step 1) Go to Contacts

Step 2) Click on All Contacts and search for the filter by name or scroll down to the User created Filters section of the drop down:

Step 3) Click on the X beside the filter name you wish to remove and click Remove Filter:

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