Filter leads that match one or more keywords

Adam R. shared this question 3 years ago

I'm trying to send an email to all of our school clients. I need a filter that finds leads with either "school" or "pto" or "pta" in their organization name. How can I do this?

Comments (1)


At this time, we don't have a way to do that. We don't support wildcard filters on organization. The only way I can think to tell you to do it is to type "school" in the keyword and hit enter. Don't select from the list. Then export a report that contains the data you want to use when sending the email (organization, name, email, etc). Do the same for "pto" and "pta", and then upload these to another email sending service.

Alternatively, you could tag all the customer profiles for schools with a "school" tag. Then create a filter on your customer list for that tag. Then use it in your newsletter.

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