You can use a contact list filter to select and dial only records that match your filter criteria when you run a campaign. You can also use a contact list filter when you create a contact list with an import template. A contact list filter applies when a campaign starts or is recycled.

1. Click Menu > Digital and Telephony > Outbound > List Management.
2. Click the Contact List Filters tab.
3. Click Create New.
4. Type a descriptive name for the filter in the Contact List Filter Name box. Names can contain spaces, numbers, and special characters, but must be unique.
5. Next, create a contact list filter for a campaign, or create a contact list filter for an import template:
   
   • To create a contact list filter for a campaign, in the Source Type box select Contact List. Next, from the Contact List box select the contact list that you want to use. The contact list that you select is the only list that you can use with this filter.
   • To create a contact list filter for an import template, in the Source Type box select Contact List Template. Next, from the Contact List Template box select the contact list template that the system uses to create your Import template.
6. Under Conditions, create at least one condition group. For more information, see Contact list filter conditions overview.
   

   1. In the Column list, select a column.
      

      Note: Internally generated columns appearing on downloaded contact lists cannot be selected.
   2. In the Operator list, select a Text (string), Numeric, or Relative Time (date) operator. 
   3. In the Value box, type a string, number, or date. Numeric values are limited to 65 digits and only 20 digits after a decimal point.
   4. For Join these conditions with, click And or Or.
   5. For condition situations where the opposite of the Operator is required, select the Invert condition checkbox.
      
      Note: You can add a maximum of 10 conditions to a contact list filter.
7. To add another condition to this condition group, click the plus sign .
8. To create another condition group, click Add Condition Group.
9. If you have multiple condition groups, join the conditions with And or Or.
10. If your Source Type is Contact List Template, under Filter Preview, in the Select a CSV file to test filter conditions against box, click Browse, and select a .csv file. The first 1,000 rows are checked.
11. To view the filter that you created, under Filter Preview, click Get Preview.
12. Click Save. The system adds the new contact list filter to the Contact list filters view. You can edit a contact list filter to select associated campaigns to recycle with the updated filter.