Introduction 

In this guide, we'll explore how to combine searches and filters to create highly specific contact lists. Whether you want to find enrolled students who came from the chat widget or tailor your search for various scenarios, we'll guide you through the process. 



Steps



Step1: Access the Filters and Initial Search
  • Once you've logged into your StudioHub account, navigate to the "Contacts" section

  • Click on the "More Filters" option on the right




Step 2: Filter by Status
  • In the filters search bar, search and select the "Pipeline Status" option 

  • Click on the "Select Pipeline Status" field and from the dropdown select the "WON" option 

  • Click "Apply". The list will update to show contacts with the "WON" status




Step 3: Refining the Search with Tags
  • Now we want to refine the search by adding a second filtering attribute known as tags. You can more about tags in this guide here.
  • Once you have filtered the contacts by one attribute in this case pipeline status WON, click on the "AND" option. 

  • The AND option will allow us to filter contacts based on their pipeline status as "WON" and if they have the "Chat widget" tag or not. We want the contact to have both of these attributes. You can experiment with different attributes according to your preferences
  • In the filters search bar search and select the "Tag" option 

  • Click on the "Select Tag" field to choose a tag(s) from the list, in this case, its "Chat Widget"


  • Once done hit "Apply". Now your contacts list will be filtered by two attributes, the contacts who are marked as WON and have the Chat widget tag 



Step 4: Exploring and Experimenting
  • The search bar and filters offer many possibilities for refining your contact search. You can use similar steps to find contacts with different criteria 
  • Don't hesitate to experiment with various filter combinations to locate the exact group of contacts you need for your tasks



Conclusion 

Remember to get creative with your filters and searches to uncover valuable insights and target communication effectively. StudioHub search and filter capabilities empower you to stay organized and in control of your contact database.