Easily filter and export information 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
- You will have a list of pre-set filters at the top with more advanced filters under the "+ Filter" option. Below is an explanation of the filters and how they work.
🔍 Search bar: The search bar on the contact page can be used to search for different aspects of of your contact records. You can search by:
- Name
- Last Name
- Company Name
- Note
When typing in your search term, any contact whose name, last name, email, company name or note matches the search term will be shown.
📝 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. You can find more information on how to assign tags here
📞 Contact types - Filter for specific contact types. The contact types are automatically determined based on the transactions processed through your form.
There are six categories:
- Monthly (Donors who have set up monthly donations)
- Members (Donors who have purchase a membership)
- Yearly (Donors who have set up annual donations)
- Returning (Donors who have completed at least two donations)
- One-time (One-time donors)
- Prospect (Individuals who have not donated yet but are in the system, potentially due to an incomplete attempt to donate).
For instance, individuals who have donated once are classified as 'one-time', while those who have donated multiple times are labeled as 'returning'. Please note that contact types cannot be modified at this time.
Under the extended filters, you'll be able to 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.
💰Total amount - Filter your contacts by the total amount donated to your organization. You can filter for total amount is greater than, less than, or between X$ and Y$.
🌐 Language - Filter for contacts whose language is set to English vs French (in Canada) or English vs Spanish (in the US).
🙏 Monthly Donation - Filter for contacts whose monthly donations are active, or canceled, or for contacts who don't have any monthly donations.
🔄 Yearly Donation - Filter for contacts whose yearly donations are active, or canceled, or for contacts who don't have any yearly donations.
You can then select all contacts in question to email them, apply a tag to them or export them. To select the contacts, click on the checkbox to the top left.
