A hundred contacts you scroll. Ten thousand needs something else. This page is about getting quickly to the subset you care about, and what to do with it once you have it.
Search
The search field at the top of the list looks at first name, surname, email, company and the other text fields. It is the fastest route to one person.
For a set of people, you want filters.
Filters
They open from the button next to the search box. They combine: each filter you add narrows things down.
| Filter | Notes |
|---|---|
| Category, type | A single value on the contact |
| Groups | A contact can be in several |
| Company | Useful in B2B to invite a whole organisation |
| Country, city | For local events and city lists |
| Gender | — |
| Age | A range, with a minimum and a maximum |
| Subscribed | Who receives and who has unsubscribed |
| Status | Active or blocked |
Filters stay set while you work and are remembered when you come back to the list: if one day you find the address book nearly empty, the first place to look is the reset filters button.
Selecting
The checkbox on each row selects one contact; the one at the top selects the whole page. When the results run to more than one page, an option appears to select every contact matching the filters, not just the visible ones — and that is nearly always the one you want.
The counter next to it tells you how many people you have selected. It is worth a glance before every bulk action: it is the only way to notice you have selected two thousand people instead of twenty.
Editing in bulk
With a selection active you can:
- Assign groups to all of them at once. This is how you build the segments you will reuse: once the "VIP" group exists, inviting the VIPs to the next event is two clicks.
- Block or unblock the selected contacts.
- Export just the selection.
- Delete, with a confirmation.
Signing a selection up to an event
This is the most used shortcut in the whole application. You filter the address book, select, and with one action sign everybody up as guests of an event.
The reverse route — starting from the event and picking from the address book — works just as well and is described in Guests and their states. Which one you use depends only on where you happen to be when it occurs to you.
Anyone already invited to that event is not duplicated: the action only adds who is missing, so you can run it again after widening your filters without doing any damage.
Building segments that last
One piece of advice worth more than any feature: the second time you need a filter, turn it into a group.
Filters are excellent for exploring, but they have to be set again every time and one slip changes the result. A group is stable, it is visible on the contact, and everybody on the team reads it the same way. The lists you will use for years — VIPs, press, top clients, one particular client — deserve to be groups, not filters rebuilt from memory.