How to use Filters in Raw Data?

How to use Filters in Raw Data?

Overview

Filtering raw data in Meritto helps you efficiently analyze and segment your contact lists. This article guides you through using various filters, including basic search, advanced search, and status-based filtering.

Step-by-Step Instructions

  1. Go to the Manage List in your Meritto dashboard.

  2. Use the search bar to locate specific contacts by name, email ID, or mobile number.

  3. For more refined searches, click on Advanced Search located below the search bar.

  1. Enter a name, email ID, or mobile number in the search field.

  2. Click Search to find the matching records.

Advanced Search allows you to filter contacts based on multiple criteria.

Filtering by "All Criteria"

  • Displays contacts that satisfy all the selected conditions.

  • Example: Searching for contacts with both Mobile Number and State Value will return only those that meet both conditions.

Filtering by "Any Criteria"

  • Displays contacts that satisfy at least one of the selected conditions.

  • Example: Searching for contacts with either a Mobile Number or a State Value will return those that meet either condition.

Filtering Based on Status

You can filter contacts by their registration and verification statuses.

Institute Name Filter

  • Select an Institute Name from the drop-down if multiple lists exist.

Lead Status (Email-Based)

  • Registered – Displays contacts who have registered.

  • Verified – Displays contacts who have verified their email ID.

  • Unverified – Displays contacts who have not verified their email ID.

Lead Status (Mobile-Based)

  • Registered – Displays contacts who have registered.

  • Not Registered – Displays contacts who have not registered yet.

Filtering by Date

  • Use the Date Filter to view contacts based on when they were uploaded.

Viewing Quick Stats

  • After applying filters, you can view quick stats in the table below the Search button for an overview of the filtered results.

Points to Keep in Mind

  • Ensure you use accurate and relevant criteria when applying multiple filters to get the best results.

  • Use Advanced Search for more granular filtering when needed.

  • The Quick Stats section provides useful insights at a glance.

Conclusion

Filtering raw data in Meritto enables efficient contact segmentation and analysis. By using basic and advanced search options, status-based filters, and date-based criteria, you can quickly locate relevant contacts. Ensure you apply accurate filters for the best results, and leverage Quick Stats for instant insights.

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