Use the below guide to maximize Hatchbuck's filters and segment your Contacts based on a wide variety of fields available.
Search on the exact name or a part of a Contact's name.
Search to see if the contact location is or is not in a particular city, state, zip or country.
Search to see which contacts have or do not have a particular number associated to their contact record.
-- This is also an easy way to search for contacts in a specified area code.
Select if the Sales rep is or is not and view available users from the drop-down menu.
Search for a contact score that equals, is greater than, is less than, or is between particular numbers.
Identify your lead sources in Account Settings to help identify where your contacts are from. Example Sources: tradeshow, adwords, website, referral.
Filter to see if a contact status equals or does not equal an option from your drop-down menu.
-- Select if a contact was advanced to a particular status within a certain time period.
Type in an email address or portion of an email address to search for contacts in your database.
**TIP: Selecting "does not start with" and leaving this field blank will show you all of your contacts that do NOT have an email address.
View which contacts have unsubscribed, bounced, or complained of spam. Identify which contacts can and cannot be sent an email.
Search Contacts that have events associated with their record. Example Events: Birthday, Renewal Date, Trade show, Lunch & Learn, etc.
Follow Up Status
Manage these in Account Settings. View contacts that have been neglected or have engaged with you.
Last Contacted Date
Check to see when contacts were last communicated with
--- Search to see if they have been contacted on, before, after, or between certain dates.
Easily search by titles associated with your contacts. Example Titles: CEO, Consultant, CPA, CTO, etc.
If using the "referred by" field to connect the dots, search by names that are or are not referred by someone.