Streamline Your Workflows with FirstDirect360’s New Smart List and Advanced Filters

What’s New?

FirstDirect360 now includes Smart Lists and Advanced Filters, two powerful features to help you organize and manage your workflows like never before. These tools enable you to create custom views by applying specific filters and saving them for future use.

How it Works

Advanced Filters

1. Go to the Automations tab to see your workflows.
2. Click Advanced Filters to start filtering.
3. Choose a screen, select a controller, and set your value.
4. Add multiple conditions by selecting + And or + Add Filter for more flexibility.
5. Click Apply to activate filters and view results.

Smart List

1. After applying filters, click Save and select Save as New Smart List to create a new list, or Discard Changes to reset.
2. New Smart Lists will appear as additional pages, making it easy to switch between filtered views.
3. Start fresh by selecting + Smart List, adding your filters, and saving.
4. To remove a Smart List, click Customize List and choose Delete.

Use Cases

• View workflows that use the Email action.
• Create a list of processes with a specific tag.
• Build a list with workflows triggered by Customer Replied.

Stay organized and enhance your workflow efficiency with these latest updates from FirstDirect360.

Brianna Johns

Hi, I’m Brianna! As the Digital Architect at First Direct, I specialize in media buying, analytics, and optimizing campaigns to ensure they resonate and deliver results. I also manage FirstDirect360, acting as the wizard behind the curtain to enhance the platform's impact. My passion lies in precision, innovation, and driving success through continuous improvement.

See Full Bio