Search and filter contacts

filtering contacts and managing their display can significantly enhance your experience in roster's brand portal this guide will show you how to apply filters to view specific groups of contacts, add additional information by customizing columns, and perform various actions using the selection dropdown these steps will help you effectively manage and interact with your brand's ambassadors, allowing for better organization and communication step by step instructions filter contacts by specific criteria click the dropdown arrow located next to the search bar choose a filter category such as contacts , brand engagement , campaigns , etc select specific filter criteria, like last portal access date , to focus on a specific group (e g , ambassadors who have never logged in) save the filter set if needed enter a name for the filter, e g , "never logged in " optionally set it as a default filter or share it with others click save to store the filter in your saved filter section customize contact display columns click the columns button next to the saved filters select additional columns to display, such as application date the selected column will now appear in your contact list you can also sort columns like total followers , instagram followers , etc , in ascending or descending order perform actions using the selection dropdown check the box next to the name column to select all relevant contacts click the actions dropdown menu to see available actions send email compose and send an email to selected contacts add/remove from program or campaign assign a contact owner edit properties or add/remove tags export contacts for external use choose the desired action (e g , sending an email or adding tags) and complete the necessary fields need help? if you need any additional assistance with with your roster account, feel free to contact our support team at support\@getroster com mailto\ support\@getroster com we're here to help!