How to filter your contacts in SmartChat.
You filter your contacts in SmartChat by status, source and tag with the “Filter” button, and search by name or number at the top.
After that, you filter .
In SmartChat you filter your contacts by three things and can also search with a search field.
- StatusAll, Confirmed, Unconfirmed, Unsubscribed, Automation or Support.
- SourceLanding page, website popup, QR code, import or manual.
- TagOne of your tags, for example “ski” or “running”.
How to filter step by step.
You only need the Contacts page and the Filter button above the list.
Open contacts
In SmartChat, open the Contacts area in the navigation on the left.
ContactsUse search
Start typing in the “Name or number” search field. The list updates, and the search also finds source, tags and status.
Search fieldOpen the filter
Click “Filter”. A panel opens with status, source and tag.
FiltersMake your selection
Click a status, choose a source and a tag from the dropdown.
Status, source, tagReset
Click “Reset filter” below the list. Then you see all contacts again.
Reset
What you see in the list.
The list only shows contacts that match your selection. Below the list it says how many there are.
Number on the Filter button
As soon as you choose a status, source or tag, the “Filter” button shows a number with the active filters.
Sort by column header
Click Name, Phone, Status, Source, Tags or Since to sort the list.
No results
If no contact matches, it says “No results”. Then change the search or the filter.
You create tags via Manage tags .
You fill the tag filter with your own tags. You can create, rename and delete them with the “Manage tags” button next to the filter.
- CreateIn the Manage tags window, enter a name and click “Create tag”.
- RenameRenaming applies to all contacts with this tag at once.
- CountEach tag shows how many contacts it's set on.
Frequently asked questions about filtering contacts.
Where do I find the filter for my contacts?
In SmartChat in the Contacts area, above the list. There you'll find the “Name or number” search field and the “Filter” button next to it.
What can I filter my contacts by?
By status, source and tag. You can also use the search field to search by name or number.
Which statuses are in the filter?
All, Confirmed, Unconfirmed, Unsubscribed, Automation and Support.
Which sources are in the filter?
Landing page, website popup, QR code, import and manual. With “All sources” the source isn't limited.
Can I use several filters at once?
Yes. You can choose a status, a source and a tag at the same time. The list then only shows contacts that match all of them. The “Filter” button shows how many filters are active.
Can I filter by several tags at once?
In the filter you choose one tag from the dropdown. But with the search above the list you can also find contacts by their tags.
What does the search above the list find?
Name and phone number, plus a contact's source, tags and status.
How do I reset the filter?
Click “Reset filter” below the list. The button appears as soon as a filter or search is active.
Why does the list say “No results”?
Then no contact matches your search or filter. Change the search or reset the filter.
Where do I create tags I want to use in the filter?
With the “Manage tags” button in Contacts. More on this on the page Tags.
Can I also sort the list?
Yes. Click the column header Name, Phone, Status, Source, Tags or Since.
What do I see when I click a contact in the filtered list?
The contact's detail view opens with status, source, note and tags. There you can add or remove tags.
Your WhatsApp marketing is ready in 60 seconds
Enter your website. SmartChat AI builds the system for you.