Simplero Search and Filter Option

Depending on which section of Simplero you are in there are different options for searching your database and filter the things on your screen. This guide is going to cover your different options. 

Are you looking for a specific user in your account? Maybe you are looking for a specific broadcast? In the upper left-hand corner of your Simplero Dashboard, you will always see the Search everything... field. 

Search_everything.png

Test it out and type in the name of a person, or a few words you may have used in a subject line at some point and you will quickly see everything that meets that criteria pop up. 

Sample_Search_everything_field

You can also narrow your searches by searching in specific areas of your account. 

Search for contact - A couple of ways you can search:

  1. Select Lists & Contacts from your Simplero Dashboard
    • Select the Contacts tab

      Search_Contacts.png
    • Simply type the name in the Search field
      Type_contact_name_in_search_field
  2. Select Products from your Simplero Dashboard
    • Select the Purchases tab

      Search_Purchases.png
    • Simply type the name in the Search field

      Type_contact_in_purchases_search_field

The last option you have is to search within specific areas of your accounts and then save those filtered views or searches. This can be done pretty much in any areas such as the Lists, Contacts, Support Tickets, Products, Purchases, etc.

To do this:

  1. Go to any of your pages (e.g. Products, Lists, etc.)
  2. Either select the Filter or type the keywords in the Search field

    Products_filter_search_option
  3. If you want to save this Search/Filtered view, simply select the Save this view button and enter the name

    Save_this_view_button

    filter-large.jpg