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Looking up contacts by activity

15/4/2020

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In Contacts you can filter people based on their activity. In this walk-through we'll filter contacts who visited a listing in order to notify them of an upcoming deadline.
  • Open Contacts
  • Click Activity
  • Tick For this listing and
  • Lookup the listing you wish to filter contacts by.
  • Click OK
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We have intentionally left the Activity Type options blank to find all contacts who have been tagged with activity (not only visitors).
75 contacts are linked to our listing via their activity. Click All to select contacts, then open the Letter or TXT icons to prepare your message.
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Below we've merged the letter template CFP Follow up buyer before Tender template and edited the body of the text. Click Email All to enter a subject then click OK to send.
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Emails and TXT campaigns are recorded in your listing's activity record for future reference and vendor reporting.
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