Articles on: Contacts (Clients & Prospects)
This article is also available in:

How to perform an advanced search to filter my contacts?

Want to target your contacts precisely in Fotostudio to send a newsletter, analyze your statistics or simply organize your database? Advanced search is the tool you need! Here's how to use it, step by step.


1. Open advanced search

Advanced search is in the Contacts > Advanced search menu.


2. Choose your filters

Advanced search lets you combine several criteria to narrow down your results. Here's how:


Step 1: Select a filter category

First choose a Category from those offered. Each category groups filters on a specific theme.


Contacts > Advanced search


Step 2: Choose a filter in the category

Once the category is selected, choose a Filter from the list. Here are the filters available in each category:


Contacts > Advanced search


Category: Customer segmentation


Available filters:

  • New customers (for the last X days)
  • Loyal customers (have done X sessions with you)
  • VIP customers (total amount spent of at least
  • Small budgets / High average basket
  • Inactive customers (no session for X months)
  • At-risk customers (a single session, a long time ago)
  • Recent or old prospects (choose the right number of days or months)
  • Regular customers (at least X sessions over the last Y months)


Category: Families & Events


Available filters:

  • Parents of children of a certain age (children aged between X and Y)
  • Parents with babies (< 1 year) or teens (13-18 years)
  • Large families (with at least X children)
  • Birthday of the contact or of a child this month
  • New parents (parents whose child was born in the last X months)


Category: Session history


Available filters:

  • Session type (e.g. wedding, portrait, etc.)
  • Upcoming sessions
  • Last session in a given period
  • Session with status X (e.g. confirmed, cancelled)
  • Sessions in a specific period
  • Never done a session of type X
  • Purchased a specific price


Category: Loyalty & Referral


Available filters:

  • Minimum loyalty points or points in a range
  • Unlocked a reward
  • Unused rewards
  • Active sponsors / Referees


Category: Tags & Categories


Available filters:

  • With a specific tag
  • With any of the tags (list): handy to combine several tags in your client search
  • With all tags (list): contacts that have all the listed tags
  • Without any tag
  • By prospect origin: find prospects by the origins you have saved here
  • Favorites


For example, here's how to filter contacts that have one tag from a given list:

Contacts > Advanced search


Geography

  • Specific city
  • Postal code
  • Country


Communication

  • Newsletter subscribers or unsubscribed
  • Verified email
  • Opened the last newsletter / never opened


Profile

  • Contact type (prospect, client, provider, partner)
  • Individual or company contacts
  • Contacts created after a date / between two dates


Custom fields

  • Custom field value (leave empty to find all contacts who have this custom field filled in)


Step 3: Add an extra filter (optional)

To narrow down your search results, click More filters: the Refine results (optional) block offers extra filters. For example:

  • Filter by contact type (client, provider, prospect, partner).
  • Filter by city, tag, creation date, or favorite contacts only.


Contacts > Advanced search


3. Run the search and use the results

Once your filters are set, click View results to get the list of matching contacts.

What can you do with the results?

  • View the results: the list of contacts is shown right on the screen (the first 100).
  • Export the results: you can export the list in Excel format to use it outside Fotostudio, with the Export button.
  • Select contacts: tick the boxes next to the contacts to:
    • Archive them.
    • Change their type (e.g. prospect → client).
    • Turn on/off their newsletter subscription.
    • Add tags to organize them.


4. Save your search for later


Often use the same filters? Save time by saving your search: below the results, in Save this search, you can give your advanced search a name and a description. Then make sure you click Save


You'll find your saved advanced searches in the My saved searches block of the Advanced search page.


Why save a search?

  • Quickly reuse filters for statistics.
  • Precisely target groups for newsletters.

Updated on: 04/11/2026

Was this article helpful?

Share your feedback

Cancel

Thank you!