⚡ Quick answer -
Use the new filtering engine inside the Contact Module to combine any contact attribute or custom field with powerful operators—such as Is, Contains, Equals, Greater than, Before, Between, Is set—and instantly create granular segments for WhatsApp Campaigns or data hygiene.
The engine works on all standard and custom fields (text, number, date, boolean, single/multi-select, text-area) and is designed to be case-insensitive, accept up to 70 typed characters, and support multi-value selection.
Open this guide the moment you need to:
• launch a targeted WhatsApp campaign,
• clean up duplicate or incomplete records, or
• export a niche list—without relying on spreadsheets or external tools.
Vision - Transform the Contact Module from a basic address book into an intelligent customer-data platform so users—from owners to marketing teams—can run hyper-specific communication without exports.
Goals:
• User: create precise segments without technical help.
• Business: boost engagement and retention by powering paid features like WhatsApp Campaigns.
• System: deliver a scalable engine ready for dynamic lists, marketing-automation triggers, and advanced reporting.
All searches are case-insensitive. Character limits apply only to the search term, never to stored data.
Operator | Input style | What it returns | Key limits |
Is / Is not | Type or pick value(s) | Exact match / non-match | 1–70 characters |
Contains / Not contains | Type ≥ 3 chars or pick one value | Partial match / non-match | 3–70 characters |
Is set / Is not set | None | Field has any value / is empty | — |
Alt text: sample custom field creation for data type text, select or multi-select
Operator | Input | Returns | Limits |
Contains / Not contains | Type ≥ 3 chars | Partial match / non-match | 3–70 chars |
Is set / Is not set | None | Has value / empty | — |
Alt text: Custom field creation for data type "Text Area"
Operator | Input | Returns | Limits |
Equals / Not equal | Type number | Exact / non-match | ≤ 10 digits |
Greater than / Less than | Type number | Strict comparison | ≤ 10 digits |
≥ / ≤ | Type number | Inclusive comparison | ≤ 10 digits |
Is set / Is not set | None | Has value / empty | — |
Alt text: example filter of "number" with operators and value
Operator | Input | Returns |
Is | Yes / No dropdown | Exact match |
Is set / Is not set | None | Has value / empty |
Alt text: Custom field for "Switch" data type
Operator | Picker(s) | Returns |
Is / Is not | Single calendar | Exact / non-match |
Before / After | Single calendar | Earlier / later dates |
Is between / Is not between | Two calendars (From–To) | Inside / outside range |
Is set / Is not set | None | Has value / empty |
Alt text: Custom field for "Date" data type
Scenario | What you will see |
Custom field deleted | The field disappears from the filter list; only non-deleted columns stay visible. |
Contact deleted, but its custom-field value still exists | The value remains selectable. |
Value deleted from custom field | Value remains selectable. |
Custom field removed and all contacts/values removed | Value is visible until a background clean-up deletes the orphaned filter. |
• You cannot search with fewer than the required characters (≤ 2 for Contains operators).
• No dropdown options display once the field itself is deleted.
• Attempting to “Select All” in Contains / Not contains mode is intentionally disabled to prevent broad, inaccurate matches.