filter contacts by role and company
Hi, We want to create a segment to engage contacts who have specific roles within their organisation (in our case, we are targeting community development staff in councils and larger NFPs). I have found a way to filter ALL contacts who work for councils (with a lot of manual org selection because there is no "matches search" filter for the company field in contacts), or I could search for contacts with community in their title (except that the search is broken - it doesn't find known records that do exist). Even if the filter on search term was working, I still can't filter by role AND company simultaneously.
What other approaches can we try to achieve a list of all contacts who work in similar roles across a filtered group of companies? Are we back on the street using Excel again?
In anticipation, thanks for any help!
At the moment, it is not possible to filter by company role so that is why you are not able to get the list from Keela directly. You can add your idea to our Product Portal for our Product Team to review.
A workaround for this would be to input the data for a company position/role in a Custom Field, and then you can filter by that specific custom field so that you can get the data that you are looking for.
If you have any questions on how to set it up on custom fields or how to filter by custom fields, let me know :)
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