Created Source Filters

Article author
Sarah Malone
Updated

Overview

Filters allow you to include or exclude specific subsets of data when you search for new Contacts or Accounts in Apollo. This helps you to better segment and personalize your team's approach so that you can find and engage with the right contacts at the right time.

You can access many types of Filters in Apollo.

 
Filter Types

Apollo divides all Filters into 6 main categories: Settings Filters, Person Info, Company Info, Engagement Activity, Created Source, and Miscellaneous.

Refer to the sections below to find out more about how to access and prospect with Created Source Filters.

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Access Created Source Filters

Launch Apollo, click Search in the navbar, and then click People or Companies.

People or Companies Search

Click Show More Filters.

Show More Filters

In the Filters modal, scroll to Created Source.

Created Source Filters

Refer to the sections below for further details about each Filter. When you have selected all the Filters you need and are ready to search, click Apply Filters.

Apply Filters

 
Company Vs. People Search

Please note, there are some slight differences between the Created Source Filters available on the Company and People search pages. The Source Filter is available on both pages. The Account CSV Import and Account Created Date Filters are only available from the Companies search page. The Contact CSV Import, Contact Data Request, and Contact Created Date Filters are only available from the People search page.

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Source

You can filter by Source. This means that you can segment a search by the manner in which the Contact or Account was added to Apollo such as imported from Salesforce, uploaded manually, or requested from Apollo.

To filter by Source, expand the accordion.

Source Filter

Click the checkboxes to select the Source type(s) that you want to include. There is no limit to the number of Sources that you can enable.

Enable Source Type

If you need to remove all Sources, click the X.

Remove Sources

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Contact CSV Import

You can filter by Contact CSV Import. This means that you can target the ideal contacts from the specific list(s) that you previously uploaded to Apollo.

To filter by Contact CSV Import, expand the accordion.

Contact CSV Filter

Click the checkboxes to select the CSV files that you want to include. There is no limit to the number of files that you can enable in a search.

Add CSV Files

If you need to remove all selected CSV files, click the X.

Remove CSV Files

If you want to view more detailed information about your CSV imports, click the here link.

CSV input details

 
Contact CSV Import

For more information about how to upload and search for imported CSVs, refer to Upload a CSV of Contacts to Apollo.

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Account CSV Import

You can filter by Account CSV Import. This means that you can target the ideal accounts from the specific list(s) that you previously uploaded to Apollo.

To filter by Account CSV Import, expand the accordion.

Contact CSV Filter

Click the checkboxes to select the CSV files that you want to include. There is no limit to the number of files that you can enable in a search.

Add CSV Files

If you need to remove all selected CSV files, click the X.

Remove CSVs

If you would like to view more detailed information about your CSV imports, click the here link.

CSV input details

 
Account CSV Import

For more information about how to upload and search for imported CSVs, refer to Upload a CSV of Accounts to Apollo.

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Contact Data Request

You can filter by Contact Data Request. This means that you can target the contacts that were requested and purchased in a particular batch, from a certain date.

To filter by Contact Data Request, expand the accordion.

Contact Data Request Filter

Click the Data Request drop-down and select the requests that you want to add to the search. You can add as many requests as needed.

Data Request Drop-Down

The field that you select appears as follows:

Contact Data Request Added

To include all Contact Data Requests, click the Data Request drop-down. Then, click Any Data Request.

Any Data Request

To remove a Contact Data Request, click on the title in the Search bar.

Remove CDR

To delete all Contact Data Requests, click either X.

Delete all CDRs

 
Data Request History

Please note, you can review the batches of contacts requested from the Settings page. First, launch Apollo and click Settings in the navbar. Then, click Data Request History. Data Request History

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Contact Created Date

You can filter by Contact Created Date. This means that you can target specific contacts that you added to Apollo within a certain period.

To filter by Contact Created Date, expand the accordion.

Contact Created Date Filter

Click the From and To fields and use the calendar to select a date range.

From/To Fields

Click the Timeframe tab on the calendar to filter by timeframe.

Timeframe Tab

Click the drop-down options to set the timeframe. Then, click Apply.

Select Timeframe

To delete the date or timeframe, click the X.

Delete Timeframe

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Account Created Date

You can filter by Account Created Date. This means that you can target specific accounts that you added to Apollo within a certain period.

To filter by Account Created Date, expand the accordion.

Account Created Date Filter

Click the From and To fields and use the calendar to set the date range.

From/To Fields

Click the Timeframe tab on the calendar to filter by timeframe.

Timeframe Tab

Click the drop-down options to set the timeframe. Then, click Apply.

Select Timeframe

To delete the date or timeframe, click the X.

Delete Timeframe

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