In addition to searching for contacts by name or phone number, you can place queries in the search bar on your contacts tab or in the 'Start Flow' dialogue to search for contacts based on the values in their contact fields


The query you enter will operate on all contact fields present in your account. Note that fields and values are not case sensitive within a query. 


To find contacts that match a contact field search, use equal =  For example: hair = blonde  

For searches between two numbers, use greater than or equal to >= and less than or equal to <= Example: (age>=18 and age<=30) 

To search for not equal, use !=  Example: student_id != 001

Note that with contact fields containing two or more words, spaces need to be replaced with underscores, e.g. id_number = 409328

For names and URNs (phone numbers) you can use the ~ or has operator. This will search for a substring, e.g. tel ~ 779


You can use 'OR' statements to match two or more contact field values, and 'AND' statements to filter contacts by contact field.

For example, (city="Oakland" or city="Berkeley")  will return only those contacts whose 'City' contact field contains "Oakland" or "Berkeley", and (city="Oakland" and gender="Male" will return only those contacts whose 'City' contact field contains "Oakland" and whose "Gender" contact field contains "Male".

(tel has 123) will return only those contacts whose phone number contains '123'.

(name has "Be") will return only those contacts whose 'Name' field contains 'Be'.

Field Types

Text values containing multiple words must be enclosed in quotation marks, e.g.
city = "san francisco" , while operators like >=  only work with Numeric and Date & Time values.

Smart Groups

Groups resulting from queries are called Smart Groups. Smart groups, previously called "dynamic", are unique in that they will continue to collect contacts who match the query that created them.

Creating a Smart Group

Once you enter a query, the platform will return the group of contacts who match it: 

You can save this new group by clicking the "Save as Group" button underneath the search bar:

Once a smart group is saved, any new contacts that match the query will be automatically placed in it.

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