Setting up Contact/Lead Filters

Editing Fields for a New Campaign: Contact Details

Overview

This guide explains how to access and configure the Contact Details audience-filter section while creating a new campaign in Alice. By the end, you will have the Contact Details panel open and be ready to fine-tune filters such as Job Title, Department, Seniority Level, and more.

Expected outcome: Contact Details section is expanded, all filter fields are visible and editable.

Estimated time to complete: 1-2 minutes

Prerequisites

Access to the Alice platform and the Campaigns dashboard
Permission to create and modify campaigns
Stable internet connection (needed for panel expansion and field rendering)

Step-by-Step Instructions

Navigate to the Campaigns Dashboard
From the left-hand navigation, click Campaigns and ensure you are on the main Campaigns page.
Start a New Campaign
Click Create New Campaign in the top-right corner. You will be redirected to the New Campaign setup screen.
Expand the Contact Details Section
In the Audience Filters sidebar, locate Contact Details and click it once. The section expands to reveal all available filters.
Review and Edit Contact Detail Fields
Configure any of the following filters as needed for your campaign:
- Job Title / Exclude Job Title
  Enter titles or keywords to include or remove.
- Department
  Select one or more departments.
- Seniority Level
  Choose the seniority range (e.g., Manager, Director, VP).
- Job Change
  Filter contacts who changed jobs in the last 30, 60, or 90 days.
- University Name
  Specify universities for alumni targeting.

Verification Checklist

Contact Details panel is expanded in the left sidebar.
All filter fields (Job Title, Department, etc.) are visible.
Preview pane states “A preview of your filtered audience will appear here.”
Save as Draft and Next buttons are displayed at the bottom-right.

Troubleshooting

||| |---|---| |Issue|Resolution| |Contact Details panel will not expand|Click directly on the Contact Details text, not the arrow. Refresh the page if needed.| |Fields fail to load|Check your internet connection and reload the page.| |Unknown error message|Copy the error text and contact your system administrator or support.|

Success Criteria

The Contact Details section is expanded and editable.
Desired filters are configured without errors.
You are ready to continue building your campaign or click Next to proceed.