Easily filter and export your donors, buyers, or members from your contacts page.
Filtering contacts in your account
- Log into your Zeffy dashboard on a computer.
- Click on "Contacts" in the menu bar on the left-hand side
- Click on "+ Filter" near the top of the page. Here, you can apply multiple filters to filter the donors, members, or buyers you want to reach out to. You can filter for the following
📅 Last Transaction - Filter for contacts who made their most recent transaction in your account before, after, between, or on date X.
📅 First Transaction - Filter for contacts who made their first transaction in your account before, after, between, or on date X.
📅 Transaction Date - Filter for contacts who made a transaction before, after, between, or on a specific date.
📝 Completed Form - Filter for contacts that completed one or multiple forms in your account.
🏷️ Tags - Filter for contacts that are tagged with a specific tag.
🖊️ Note - Filter for contacts whose notes are exactly or contain X.
📧 Email - Filter for contacts whose email is exactly or contains X.
📙 First name - Filter for contacts whose first name is exactly or contains X.
📕 Last name - Filter for contacts whose last name is exactly or contains X.
🌐 Language - Filter for contacts whose language is set to English or French.
🏢 Company - Filter for contacts whose company name is exactly or contains X.
🙏 Monthly Donation - Filter for contacts whose monthly donations are active, or canceled, or for contacts who don't have any monthly donations.
- You can then export the filtered list of contacts if you want to save it on your desktop device. To do this, click on "export" in the top right of your account.
