Organize & Segment Contacts

Find Contacts with Advanced Filters

Use Advanced Filters in the Contacts tab to find contacts that match specific criteria. You can filter by contact information, product information, or both.

Open Advanced Filters

Go to the Contacts tab.
Select Advanced Filters.

Add Filters

You can use Contact Filters, Product Filters, or both.

For each filter:

Select a Field.
Select an Operator.
Select or enter a Value.

Add multiple filters to narrow your results.

Example Searches

To find contacts who…	Filter	Operator	Value
Don’t have a Servicing Agent	Servicing Agent	is empty	—
Are younger than 65	Younger Than	is	65
Have a specific product	Product	is any of	Select one or more products
Were added during a specific date range	Contact Created Date	is between	Select a start and end date
Have an active product	Product Status	is any of	Active

Combine Filters

Use multiple filters to narrow your results. You can combine Contact Filters and Product Filters in the same search.

Example

Filter type	Field	Operator	Value
Contact Filter	Servicing Agent	is any of	Jane Smith, John Smith
Product Filter	Product Status	is any of	Active

This finds contacts who are assigned to Jane Smith or John Smith and have an active product.

Use Your Results

After you find the contacts you need, you can:

Convert to a Static List to create a list of the matching contacts.
Convert to a Dynamic List to create a list that updates as contacts meet or no longer meet the filter criteria.
Export to CSV to use the results outside of Swivel.

FAQs

Yes. You can select one or more Contact Filters, Product Filters, or both.

Can I use multiple filters?

Yes. Add multiple filters to narrow your results.

Where can I find information about filter fields and operators?

See Understanding Filters in Swivel for information about available Contact Filters, Product Filters, and filter operators.