Advanced Filters in Smart Lists

Use Advanced Filters in Smart Lists to segment contacts with more precision in Accommador. This article explains what Advanced Filters are, how they are used, and how the different filter options work so you can build more accurate contact lists. For a broader overview of Smart Lists, see How to Create & Manage Smart Lists. What are Advanced Filters in Smart Lists?

Advanced Filters allow you to narrow Smart List results using specific rules tied to contact fields and related data. This makes it easier to build targeted lists based on contact details, engagement, communication settings, opportunity data, and more. Each filter is built using three main parts: a field, an operator and a value. The available operators depend on the field you select.

For example, a date field will support date-based operators, while a number field will support comparison operators.

Key Benefits of Advanced Filters

• Precise Segmentation: Narrow contact lists using specific field values, operators, and conditions.
• Better List Accuracy: Match contacts more reliably by choosing operators that fit the selected field type.
• Faster List Building: Use searchable filters to quickly find the fields you need.
• Flexible Filtering: Work with date, string, number, status, opportunity, and DND-related data.
• Cleaner Contact Management: Find missing values, invalid statuses, and other records that need review.
• Safe Outreach Targeting: Use DND and status-based filters to build more compliant communication lists.

How To Setup Advanced Filters in Smart ListsApplying Advanced Filters correctly helps return more relevant contacts and makes Smart Lists easier to manage. Choosing the right field, operator, and value is the key to getting reliable results. Go to Contacts then click + Smart List. Click Advanced Filters.

Search for and select the field you want to use. Choose the operator that matches the type of segmentation you are looking for. Enter or select the value. Click + Add Nested Filter to add another condition that must also be true for the contact to stay in the Smart List.

Use this when you want to apply AND logicClick + Add Filter to add another possible condition the contact can match to be included in the Smart List. Use this when you want to apply OR logic. Click Apply. Date FiltersDate filters help you segment contacts using exact dates, relative timeframes, and rolling date conditions.

These filters are useful for finding recent activity, upcoming events, and recurring date-based milestones. Date-based filters can be applied to fields that store a date or date-and-time value.

Examples

of date fields you may be able to filter by include: Last Appointment AtDate of BirthCreated OnLast Activity OnLast Updated OnLast Email Clicked DateLast Email Opened DateDate operators can vary based on the kind of date logic you need to apply. The sections below organize them into groups so you can quickly understand what each operator is used for before reviewing the matching options in the tables.

Relative Date FiltersShows contacts based on action timing relative to today's date. Filter SettingMeaningExample InputContacts That Will MatchIs → TodayContacts whose last appointment occurred todayToday = 11 Mar 2026Appointment on 11 Mar 2026Is → TomorrowAppointment is scheduled tomorrowToday = 11 Mar 2026Appointment on 12 Mar 2026Is → YesterdayAppointment occurred yesterdayToday = 11 Mar 2026Appointment on 10 Mar 2026Is → This WeekAppointments in the current calendar weekWeek: 9–15 Mar 2026Appointment between 9 Mar – 15 Mar 2026Is → This MonthAppointments in the current monthMonth: March 2026Appointment between 1 Mar – 31 Mar 2026Is → This QuarterAppointments within the current quarterQ1 = Jan–Mar 2026Appointment between 1 Jan – 31 Mar 2026Is → This YearAppointments within the current yearYear = 2026Appointment between 1 Jan –31 Dec 2026Exact Date FiltersFilter contacts by pinpointing a specific date or date range.

Filter SettingMeaningExample InputContacts That Will MatchIs → OnMatches appointments on a specific date5 Mar 2026Appointment exactly on 5 Mar 2026Is → BetweenMatches appointments within a date range1 Mar – 7 Mar 2026Appointment between 1 Mar & 7 Mar 2026Time Difference Filters (Relative Duration)Filter contacts based on elapsed or upcoming time from today. Filter SettingMeaningExample InputContacts That Will MatchIs → More ThanAppointment happened longer than the specified time agoMore than 7 days agoAppointment before 4 MarIs → Less ThanAppointment happened within the specified time agoLess than 7 days agoAppointment between 4 Mar –11 Mar 2026Is → In the NextAppointment scheduled within upcoming time rangeNext 3 daysAppointment between 11 Mar – 14 Mar 2026Is → In the LastAppointment happened within past time rangeLast 3 daysAppointment between 8 Mar – 11 Mar 2026Date Comparison FiltersCompare action dates against a fixed reference date.

Filter SettingMeaningExample InputContacts That Will MatchIs → After DateAppointment occurs after the selected dateAfter 5 Mar 2026Appointment 6 Mar 2026 onwardIs → Before DateAppointment occurs before the selected dateBefore 5 Mar 2026Appointment 4 Mar 2026 or earlierNegative Filters (Is Not)Exclude contacts based on date conditions — the inverse of each positive filter.

Filter SettingMeaningExample InputContacts That Will MatchIs Not → TodayExcludes appointments happening todayToday = 11 Mar 2026Any appointment except 11 Mar 2026Is Not → YesterdayExcludes appointments from yesterdayYesterday = 10 Mar 2026Any appointment except 10 Mar 2026Is Not → This WeekExcludes appointments in the current weekWeek: 9–15 Mar 2026Any appointment outside this rangeIs Not → OnExcludes a specific dateNot on 5 Mar 2026All dates except 5 Mar 2026Is Not → BetweenExcludes a date rangeNot between 1–7 Mar 2026Dates before 1 Mar or after 7 Mar 2026Is Not → TomorrowAny date except tomorrowMar 12, 2026All contacts whose last appointment is not scheduled for tomorrowIs Not → This MonthAny month other than March 2026Before Mar 1 or after Mar 31Contacts whose last appointment was in any other monthIs Not → This QuarterOutside current quarter (Q1 2026)Before Jan 1 or after Mar 31Contacts whose last appointment falls outside Q1 2026Is Not → This YearNot in 2026Before Jan 1 or after Dec 31Contacts whose last appointment was not in 2026Is Not → More Than ...

AgoAppointment NOT more than 30 days agoOn or after Feb 9, 2026Appointment was within the last 30 daysIs Not → After DateOn or before selected dateOn or before Mar 1, 2026Inverse of 'After Date'Is Not → Less Than ... AgoNOT within the last 7 daysOn or before Mar 4, 2026Last appointment was 7+ days agoIs Not → Before DateOn or after selected dateOn or after Jan 1, 2026Inverse of 'Before Date'Is Not → In the Next ...

Not within the next 7 daysNot within Mar 11–18, 2026Past appointments and future ones beyond 7-day windowIs Not → In the Last ... NOT within the last 14 daysBefore Feb 25 or after Mar 11, 2026Contacts who haven't had a recent appointmentEmpty / Not Empty FiltersIdentify contacts with or without any appointment record. Filter SettingMeaningExample InputContacts That Will MatchIs EmptyContact has never had an appointment recorded -Contacts with no appointment historyIs Not EmptyContact has at least one appointment-Contacts with any appointment on recordBest Practices for Using Date FiltersUse 'In the Last' to identify recent engagementUse 'More Than' to identify inactive contactsUse 'Between' for historical reportsUse 'Is Empty' to find leads without appointmentsDND FiltersDND (Do Not Disturb) filters help you identify whether communication restrictions are enabled for a contact.

These filters are especially useful for building compliant outreach lists and excluding contacts who should not receive messages on specific channels. DND filters can be applied to fields that store yes-or-no values related to contact communication preferences.

Examples

of DND and boolean fields you may be able to filter by include: DND allSMS DNDEmail DNDCalls & Voicemails DNDWhatsApp DNDInbound DNDFB Messenger DNDGMB Messenger DNDFilter SettingMeaningExample InputContacts That Will MatchEnabledContact has DND enabled -Contacts who opted out of the selected channelDisabledContact has not have DND enabled -Contacts who have not opted out of the selected channelString FiltersString filters help you match contacts based on names, labels, IDs, attribution values, communication details, and other text-based information.

These filters are useful when you need to find exact values, partial matches, selected values from a dropdown, comma-separated lists, or blank fields. The main difference between different types of string fields is how the value is entered. Some string filters use a free-text input where you type the value yourself. Others use a dropdown or selected-value field where you choose from available options.

Some fields may also allow comma-separated values, while others only support a single selected value. If an operator is not shown for the selected field, that operator is not available for that field.

Examples

of string fields you may be able to filter by include: First nameLast nameEmailAddressTimezoneLast Updated ByOpportunity PipelineEmail StatusTagsNote: Any new custom field created with: 1. Single line, Multi line text will follow contact score parameters 2. Text Box list will follow Time Zone parameters 3. Drop Down Single, Drop Down Multiple, Radio Button, Checkbox will follow Tags parametersFilter SettingMeaningExample InputContacts That Will MatchIsMatches one selected valueChicagoContacts located in ChicagoIs NotExcludes one selected valueChicagoContacts not located in ChicagoContainsMatches text that appears anywhere in the field valueNew YorkContacts with city that includes "New York" (ex.

New York City)Does Not ContainExcludes text that appears anywhere in the field valueNew YorkContacts with city that doesn't include "New York" (ex. New York City)Is any of (comma separated)Matches one or more listed valuesChicago, London, New York CityContacts located in Chicago, London or NYCIs None of (comma separated)Excludes any value from a comma-separated listChicago, London, New York CityContacts not located in Chicago, London or NYCIs EmptyFinds contacts where the field has no stored value-Contacts with no city listedIs Not EmptyFinds contacts where the field contains a value-Contacts with any city listedNumeric FiltersNumeric filters help you segment contacts based on measurable values such as scores, counts, and other number-based data.

These filters are useful when comparing values, ranges, thresholds, and whether a field contains a numeric value. Numeric filters can be applied to fields that store measurable numeric values.

Examples

of numeric fields you may be able to filter by include: Engagement ScoreScore from a Quiz (Custom Field)Note: Any new custom field created with 1. Number - will follow engagement score parameters 2. Phone - will follow Phone Number parameters 3. Monetary - will follow engagement score parametersFilter SettingMeaningExample InputContacts That Will MatchEqual ToMatches one selected number100Contacts who scored a 100Does Not EqualExcludes one selected number100Contacts who did not score 100BetweenMatches a numeric range90 - 100Contacts who scored between 90 and 100Greater ThanMatches values above a threshold90Contacts who scored over a 90Greater Than or Equal ToMatches values at or above a threshold90Contacts who score a 90 or aboveLess ThanMatches values below a threshold90Contacts who scored under a 90Less Than or Equal ToMatches values at or below a threshold90Contacts who scored a 90 or belowIs EmptyFinds contacts where the field does not contains a value-Contacts who did not complete the quizIs Not EmptyFinds contacts where the field contains a value-Contacts who completed the quizFrequently Asked Questions Q: Do all fields support the same operators?

No. The operators available depend on the field you select. Q: Can I use more than one filter at a time? Yes.

You can apply multiple filters to narrow your Smart List results further. Q: Can I filter contacts by opportunity information? Yes. Opportunity-related filters can be used to segment contacts by pipeline, stage, and status.

Q: Where can I learn more about Smart Lists? See How to Create & Manage Smart Lists for a broader overview of Smart Lists and how they work.