Filtering Contact Lists using UK 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 UK 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 UK 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 UK School Filters:
Click on UK School Filters, 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.