The campaigns can be filtered by entering filter words. The keywords you enter will be looked up in the person’s name, phone number, address, company name, job title and placeholders.
Additionally, when you open a campaign you can filter the people in it. These filters are Enter filter words, Conversation Status, Contact Status, Filter on tags, Filter on Search, Campaign Status, Import CSV, CSV Actions, Apply tag, Tag Manager and Delete.
Enter filter words
Enter filter words which will be looked up in the person’s name, phone number, address, company name, job title and placeholders.
Filter on Conversation Status
Conversation statuses can be No Interaction (you haven't contacted this person through Expandi yet), Awaiting Reply (you contacted this person through Expandi), Replied (this person replied to you), Email required to connect (Expandi couldn't reach this person because you need to fill in their email address when you send them a connection request).
Filter on Contact Status
Status means the kind of connection/relationship you have with a person. They can be Contact (1st connection), Searched (not yet contacted), New contact, Connect Requested (you have sent a connection request to that person), Disconnected (you or them disconnected with each other) or Imported (you imported them with a CSV). They can also be Revoked which is where your connection request was rejected.
Filter on tags
The Filter on tags button is used when you have used different tags and keywords in LinkedIn. If you have created them in LinkedIn, they will also appear here.
You can filter on already existing tags. The Expandi tags button uses tags that were created in Expandi.
You can create tags from the menu My network you have a wand icon which opens a Tag management where you can create your own tags in Expandi. To apply a tag you first need to select a person/multiple people and then choose from the list of tags you have created.
You can also create tags in the Placeholders menu, then choose the Tag Management tool (wand icon).
Filter on search
You can filter on the different searches that you have previously created. When you select a search to filter on, you'll see only the people in the campaign who were imported through this search.
Filter on campaign status
The campaigns have 3 statuses - Running (currently active for this person), Paused (the campaign is paused for this person because he already replied, was paused manually or he was already a contact - for connector campaigns), and Continued (the campaign was paused and then recently resumed for this person).
This section can also be found in the article Export a CSV. Enter the filters you want (such as status, tags, campaign, search or keywords). You can also select the people you want to export. Click on Export and choose between the three options – Mail selected, filtered or all contacts. After you choose the option you want, you will be send a CSV to your mail address.
A new feature that Expandi has is to manually push the people through a web hook. You can do it in to ways - either select the people you want to push, or apply filters and push everyone who matches these filters.
To use the button Delete, you first need to select people from the list. By clicking on the button Delete, you are going to delete the people who are currently selected.