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View Contacts in a Segment (via Quickfilter)

This documentation page clarifies how to see your new segments when looking at your Contact list view.

Check how to add a segment of Jetpack CRM Contacts instead if you don’t know how to do this.

Make sure the Segment Quickfilter setting is turned on

This setting should be active and turned on by default. Here’s how to check that this setting is enabled:

  1. Go to Jetpack CRM Settings > Field Options.
  2. Find the settingĀ Segment Quickfilters and turn it to ‘Automatic Segment Quick Filters‘ if it’s not on that already. To disable this functionality, change it to ‘No Segment Quick Filters‘).
  3. Save Settings.

Using Segment Quickfilters

You can see the contacts in a Segment in two ways. First, go to the Segments list and click View next to the segment.

This is great while creating or editing segments, but if you want anĀ even quicker and more straightforward way of viewing your segment, you can use quickfilters.

See your Segment Quickfilter in your Contacts List View

A “Select filter” dropdown menu lists all your segments in your Contacts list view. From there, you can select filters, one at a time.

You don’t need to add or select segments to add them to the filter dropdown menu: once you create one, it’ll appear over there.

Filter contacts by Unsubscribe tag

Since Jetpack CRM v.6.1.0 and the Mail Campaigns extension, you can also see the unsubscribed tag on the Jetpack CRM Contacts page by selecting the “unsubscribe” filter at the very bottom of the filter dropdown menu.

Updated on May 22, 2024
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