The current step filter relates to smart filters available in a sequence in the People tab. You can use smart filters to sort contacts based on different criteria and perform a bulk action on the pulled list of contacts.
To filter contacts by current step, follow these instructions:
Click on the Add filter button.
Add a name for a filter and select the property Current step.
Select the condition + value.
Click Apply to view the list of contacts, or click Save to view contacts and save a filter for further usage.
The list of conditions and values for filtering by current step:
Condition | Value |
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Description of possible combinations of conditions + values:
Condition + Value | Description |
'Is' + Throttled | This filter will show you the list of contacts that have Throttled state. |
'Is' + Finished | This filter will show you the list of contacts that have Finished state. |
'Is not' + Throttled | This filter will show you the list of contacts that have any step in Current Step except Throttled. |
'Is not' + Finished | This filter will show you the list of contacts that have any step in Current Step except Finished. |
'Equals' + exact step | This filter will show you the list of contacts that are at the specified step in the filter. |
'Does not equal' + exact step | This filter will show you the list of contacts that are NOT at the specified step in the filter. |
'More than' + exact step | This filter will show you the list of contacts that are at the specified step in the filter and higher steps. |
'Less than' + exact step | This filter will show you the list of contacts that are at the previous steps before the specified step in the filter. |
Please note. You can set several filters at once and save the filtering pattern for further usage by clicking on the Add property button.