Different than some other tools in the space, Impactive stores contacts and their associated data (in tags and custom fields) and allows you to re-arrange them on lists, use filters to create segmented lists, etc. In this way, Impactive functions like a "lite CRM" - we can't fully replace a proper CRM, but many of the most important contact functions to manipulate lists for segmented texting/calling actions can be handled right within Impactive, with no import/export required. The key to this functionality is our powerful contact filters.
How to Use Contact Filters
Contact filters allow you to pull a list of contacts in Impactive that match certain criteria; you can then save this set of contacts as a new list, which can then be used for texting, calling, etc.
Head to Contacts > All Contacts, or an individual contact list under Contacts > Lists > individual list.
Click Filter at the top-left of the table of contacts.
Click Add Filter to input your first criterion (find a glossary below).
Filters can be combined via either OR or AND functions, too:
Click the white + circle to add an OR filter - for example, contact lives in Georgia OR Alabama.
Click Add Filter again to add an AND filter - for example, contact lives in Georgia AND has the tag Interested in Volunteering.
Click View Filtered Contacts if you'd like to see the table of the contacts that meet the criteria (to check how many there are, etc.).
You'll still be able to save a contact list afterwards by clicking Filter once you've seen the filtered list, then Create List from Filtered.
Alternatively, save the new contact list right away by clicking Create List from Filtered.
Enter a name for the list.
Select Contact for the list type.
Click Create List.
New contact lists will appear in Contacts > Lists. You'll see your new list marked as Processing. It will soon move to Ready; as soon as it is marked Ready, it can be used as the contact list for an action.
(Even if you click into the Ready list and don't see any contacts yet, it's still Ready to be used in an action. Fully loading the contacts to display in the list takes a bit longer than the initial import that makes contacts ready to be used in an action.)
Note that large segmented lists (250k+) may take a while to move to Ready, depending on traffic across Impactive. For large-scale segmentation and list saving, we recommend waiting until off-peak hours (10 pm - 11 am ET).
Glossary of Contact Filters
Impactive offers a wide variety of filters, which can also be combined via OR/AND for maximum control over your filtered segments.
Note that we're actively engaged in a cleanup of our contact filters (summer 2024), which will remove the redundant filters indicated below and add powerful new functionality. Stay tuned!
List: Contacts present on a certain list. Can be used with OR filters to combine multiple lists into one.
Has Report Filled: Whether contacts has ever had a report filled by a user on Impactive, across any action type.
Tag: Whether contacts bear a certain tag or not.
Custom Field: Contacts that bear a certain custom field value (ex. T-Shirt Size = Medium).
Volunteer Status: Whether contacts are also users on Impactive, as matched by their phone numbers.
Opted in to Broadcast: Whether contacts have the Opt In (Broadcast) tag or not; redundant to the Tag filter, will soon be deprecated.
Last Broadcast Message Received: When contacts last received (or not received) a broadcast message.
Broadcast SMS: Whether contacts have received a certain broadcast message; will soon be replaced by improved "Received" filter across all action types.
Needs Attention: Whether contacts currently have Needs Attention (unread) threads from any texting action (Peer-to-Peer, Broadcast, Automated). Can be used to reassign all Needs Attention contacts across all actions.
Responded to P2P: Whether contacts have ever responded to a peer-to-peer message they were sent.
P2P Unsubscribed: Whether contacts have the Opt Out (P2P) tag or not; redundant to the Tag filter, will soon be deprecated.
Not Yet Messaged: Whether contacts have ever been sent a peer-to-peer message or not; redundant to the Received P2P Message filter and will soon be replaced by improved "Received" filter across all action types.
Last P2P Message Received: When contacts last received (or not received) a peer-to-peer message.
Received P2P Message: Whether contacts have ever been sent a peer-to-peer message or not; redundant to the Not Yet Messaged filter and will soon be replaced by improved "Received" filter across all action types.
Scripts: Whether contacts have received a certain script, initial or response, from any action type. Will soon be replaced by improved "Received" filter across all action types.
Clicked Link: Whether contacts clicked a link from a certain script within a certain Peer-to-Peer, Broadcast, or Automated Texting action.
Submitted Form: Whether contacts have submitted a certain form, optionally within a certain date range.
Checked Voter Reg: Whether contacts have checked their voter registration via a certain action.
Donated: Only works if ActBlue integration is enabled. Whether contacts have donated certain amounts, optionally from a certain Impactive messaging actions or within a certain date range.
Geography (ZIP, State, City, County, Congressional District, State Senate, State House): Whether contacts reside in a certain area. Note that this information is only available if contacts have either submitted a form/voter registration check that shared their ZIP code, or if geographic data was included when contacts were imported to Impactive (either via CSV/TXT file or via integration).