Live Filters

Updated: March 31, 2025

Live filters, like buckets, can be thought of as "lists," that contacts are assigned to, in order to dial in a campaign. Live filters are more dynamic in that contact conditions, targeting, and refilling can be customized within its settings page. This allows live filters to become more of an automated system that streamlines the contact process.

Go to: Data > Live Filters

Click Create Live Filter to begin.

Name. Create a name for the live filter.

Description. Write a short description of the contents of this live filter (optional).

Active. Check this box to activate the live filter.

Filter FDNC Numbers Flag. When enabled, this feature filters and removes contacts that have the All Phone Numbers FDNC contact field set to "true." A "true" value suppresses the contact from dialing through the live filter. The image below shows the contact form field All_Phone_Numbers_FDNC set to "true."

Filter Contact Ready. Live filters target contacts marked as "ready" or ready=true. After a call has been made, the system marks the contact as "not ready" or ready=false. The live filter count only reflects contacts that are set ready. Contacts can be set "ready" by manually clicking Set Ready on the main live filters page, using Bulk Updates, Sales Funnels or Automations.

Suppress DNC. Live filters exclude contacts that have been set Do Not Contact.

Respect Suppress Until. Live filters target contacts after the "Suppress Until" date/time has elapsed. This is a contact field that is typically set by sales funnel rules to not call a contact for a certain period of time. Under Recent Activity Suppression, the live filter has suppression settings that can be edited as well.

Filter for State Calling Hours & Holidays. Several states have their own legal calling hours and specific holidays where calling is restricted. When enabled, this feature automatically filters out contacts within those state restrictions in order to remain compliant. If disabled, manually select local start and local end times in order to remain compliant.

Click the downward arrow to expand this feature.

• This map displays the five North American timezones. The green areas indicate where calling is allowed. Red areas indicate where calling is temporarily restricted.
• "Upcoming DNC Holidays" displays a list of states/provinces in which calling will be temporarily restricted.
• "Local Time Zone" provides the option to set local start and end calling hours. If left blank/open, then the system follows the state's calling hours.
  

Target and Exclude

The "Target" and "Exclude" sections provide the options to use tags and/or last call dispositions for targeting contacts in the live filter. This means contacts from a newly uploaded file can be easily and quickly targeted in the live filter. In addition, new tags can be manually created and applied to contacts through bulk updates, sales funnels, or automations, and can also be targeted in the live filter.

Target and Exclude: Tags and Last Call Disposition. The following applies to both the "Target" and "Exclude sections. Both sections contain lists of tags and last call dispositions that can be used for targeting or excluding contacts in the live filter.

• From the "Target" or "Exclude" drop-down menu, select Tags or Last Call Disposition.
• From the "Potential" column, search for the tag(s) or last call disposition(s), then click the item to move it over to the "Selected" column.
• The "Selected" column displays the tags or last call dispositions to be used in the live filter's query.
• If items need to be removed from the "Selected" column, click on the item to remove.

Additional Filters

Additional filters are an optional feature that can be used to further target contacts based on additional conditions.

• Click Add Filter Set to add conditions.
• Select When __ The Following Are True. This provides an All or Any condition that must be met. "All" refers to the conditions that must be met in order to run this query. In this case all must be met. "Any" refers to the conditions that can be met in order to run this query. In this case any can be met. The "all" or "any" operator is useful when multiple conditions have been created.
• IF Field. This section provides conditions to be met in order for the live filter to allow a contact to be targeted.

Examples:

• IF [State] - [Equals] - [CA]
• IF [Last Call Agent Disposition] - [Equals] - [Not Available]
• IF [Consecutive No Contact Attempts] - [Is Greater Than] - [5]

Click + Add Filter to add other condition filters.

Click Add Filter Set to include other condition sets.

When additional filter sets are created, an AND/OR operator is included to provide different condition paths for contacts to follow.

Recent Activity Suppression

As mentioned earlier, recent activity suppression can filter and target contacts based on recent activity. By default, there is a minimum suppress time of 15 minutes for "Dial Attempt (Outbound)." All other activity inputs (human answer, inbound call, etc.) can be adjusted as needed.

Advanced Settings & Default Filters

Filter Out Previously Failed Calls. When enabled, this feature filters and removes contacts that previously had a "failed" system disposition. If contacts have more than one phone number, it is not recommended to use this feature.

Randomize Order. When enabled, this feature randomizes the order in which the data is called.

Next Article: Live Filters - Part 2