Filtering Contact Lists using School Filters
When you create a Contact or an Organisation List in your Contact Module, you have standard filters for Contacts (such as Job Role, Marketing Funnel Status, Opening Follow Up Emails) and standard filters for Organisations (such as Organisation Type, Organisation Location). In addition to these, if you are on the Professional plan and above, you also have access to our School Filters. This means that you can filter the Contacts and Organisations in your Contact Module by filters such as Number of Pupils on Roll, Religious Denomination or Pupils Eligible for Pupil Premium.
If you're unsure of how to create a Contact or Organisation list, head over to this guide before reading this article: Creating a Contact or Organisation List
You can find these School Filters by clicking Filters on your Contact or Organisation pages. This will bring up the Filters side bar where you will now see Contact Filters, Organisation Filters and then the School Filters based on the data set(s) you have access to (United Kingdom, United States, or International):
Click on School Filters you'd like to use, choose Add Filter, and then use the search bar or scroll to find the filter you'd like to use:
Once you've set your filters, close the side bar and save your list.