Hobsons: Build a Filter
This example will show the basics of building a filter. For this example we are building a filter to send an email to a previously imported Phi Theta Kappa Database.
- Login to Hobsons Connect
- Select Contacts from top navigation bar
- Select New Standard Filter under Contact Filters (left side navigation)
- Scroll down to Step 2
- Select relevant option by clicking on dropdown menuĀ
- Select Contact Edits
- Select Source Codes
- Select the blue button Select Values
- Check group and select OK at the top of the page
- Select Test Button
- Check # of Contacts Returned
- Name the Contact Filter
- Write a thorough description for future use including where data originated, any exclusions, and use for filter
- Select SaveĀ
Send email using filter