In the menu Placeholders, you can create placeholders but also use filters such as Enter filter words, Filter on tags, Apply tags, Tag management, Filter on search, Filter on campaign.

Enter filter words

The placeholders can be filtered by entering keywords. When you enter filter words, they will be looked up in the person’s name, phone number, address, company name, job title and placeholders.

Filter on tags

You can filter on already existing tags. The Filter on tags button uses tags that were created in Expandi (in the Search menu they’re called Expandi tags). You can create tags in the Tag Management tool (wand icon).

Apply tags

You can also apply tags to the person you have created. You can apply only tags that were created 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. 

Tag management (wand icon)

In the tag management tool you can view all your current tags, edit them and create new ones.

Filter on search

You can also filter by the different kinds of searches that you have created in the Search menu.

Filter on campaign

When you click on filter on campaign, you can choose from the list of your campaigns. When you choose one or more campaigns, you will see the people who are part of that/these campaigns.

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