Understanding Contact Workflow Filters

Trigger actions based on contact-specific data like personal details, engagement, and record status

Contact Workflows are designed to automate engagement based on contact-specific data. Like property workflows, filters are grouped into categories to help you target the right audience.

Filter Categories Available in Contact Workflow

1. Contact Record

System-level data tied to the contact record.
Examples:

• Contact type

• Number of associated properties
• Email count
• Property relationship

• Last updated

2. Contact Indicators

Tag-like data or behavior indicators associated with contacts.
Examples:

• Age

• Bankruptcy
• Foreclosure
• Judgement
  
  

3. Contact Details

Personal and demographic data related to the contact.
Examples:

• Company

• Primary mailing address
• Primary phone type
• All primary statuses
  
  

4. Marketing & Workflows

Filters based on engagement history and workflow activity.
Examples:

• Current campaign enrolled

• Current workflow enrolled 

• Previous campaign enrolled

• Previous workflow enrolled