Filters & Smart Lists

Rechat lets you filter your contacts based on different criteria. For example, you can filter contacts that are tagged by Christmas but are not Agents. You can then save the combination of filters as a List so later you can click on the list name and see the results for those filters. Anytime a contact’s tags are updated to match the criteria of a list, then that contact would automatically show up in that list.

Here’s how to filter and save as a List important groups of contacts:

What Is a Smart List?

A list is a group of your contacts defined by rules (or filters) that you set. Contacts are automatically added to the List every time the contact updates to match those rules.

You can then easily market to your lists by typing their names in your compose view.