How to filter contacts based on a field in InterAction

By defining a set of conditions, you can filter contacts based on a field in InterAction, importing only those who meet the requirements.

Beneath the "Conditions" stage of the import wizard, we retrieve every CRM field that is available to a folder. You can use these in combination with the "Match" drop-down and the "Value" input to query your folders and find the qualifying contacts.

This is especially handy for when you are importing contacts from InterAction to send a reminder to attendees ahead of your next event. You can use conditions to ensure you're only importing those contacts whose RSVP status is listed as "attending" in your event folder in InterAction.

 

Getting to grips with Conditions:

Read below for information regarding each of the numbers:

1. "Conditions" is the section of the List Management wizard where you can set up queries to run across your folder based on contact data stored in InterAction.
   
   
2. Indicates the folder where the conditions will be applied. To ensure conditions are compatible with folder-specific fields, conditions must be set up per folder - there is no way to run the same set of conditions over multiple InterAction folders.
   
   
3. In the “Field” drop-down, we retrieve the full list of contact fields from InterAction that are available to the corresponding folder (e.g. global, folder-specific, additional, text fields, list fields).
   
   
4. Beneath "Match", you have 3 operators to choose between which links the field to the value. The options are: "is equal to", "is not equal to" and "contains".
   
   
5. The "Value" input box is where you define your variable in relation to the corresponding contact field. For example, if your whole query is "primary email contains litera.com", litera.com would be the value. All values must be entered as free text - the tool does not retrieve options for list fields. If you are running a query using a list field, you will need to type the option exactly as it appears in CRM (NB: it is not case sensitive) and you should set the operator to "is equal to".
   
   
6. If you add a condition which you'd later like to delete before running the import, you can do so by clicking "Remove" next to the relevant condition.
   
   
7. If using multiple conditions, you will need to choose whether they are joined by "and" or "or". If a qualifying contact must match all conditions to be imported, you should join the conditions with "and". If a contact only needs to meet one condition to be imported, you should join them with "or". 
   
   
8. You can add more conditions by clicking this button. 

 

Ways you could use Conditions:

The possibilities are endless, but here's some inspiration:

1. Send a reminder ahead of your next event to all contacts who are marked as “Attending” in InterAction.
   
   
2. Distribute next month’s financial update to all contacts who have “Banking” listed as an area of interest.
   
   
3. Invite all your UK-based clients to the next in-person conference held in London.