Setting up a filter

Product Support
1

Hello

I need to set up a segment with filters that will remove email addresses from a specific company and only pull in clients who are CEO or Sales Director.

How can I do this please?

2

Create custom field named Job Title.
Alias jobtitle.
Object Company.
Group Professional.
Data Type Select.
Default value Sales Director.
Options - Add a value

  • Label CEO - Value ceo
  • Label Sales Director - Value salesdirector

Add filter to segment.
Filter Job Title.
= CEO
or
= Sales Director

Go to your contacts and assign the Job Title to specific contacts who are CEOs and Sales Directors. When the next cronjob occurs, contacts without those assignments will be moved out of the segment leaving only the ones that you’ve assigned the specific designation.