Overview

Your archive holds every communication you've sent through CX Platform, which is great for record-keeping but can make finding a specific record feel like a needle-in-a-haystack exercise. Filters are how you cut through the noise.

Whether you're tracking down a single statement for a customer query, pulling a batch of records for an audit, or checking which recipients clicked a particular link, the right filter combination will get you there in seconds.

There are four main ways to filter archive records, and you can mix and match them depending on what you're trying to find.

Quick tip
‍Narrow your search to the specific Applications or document types you're interested in before adding other filters. Fewer search fields means faster, more accurate results.

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Filter by standard fields

The quickest way to filter is by the standard fields available across all archive records, such as date range, Application, channel, or status. These give you a broad sweep and are the best place to start when you're not sure exactly what you're looking for.

Use standard field filters when you want to:

• See everything sent in a particular date range
• Pull all records for a specific Application or channel
• Check what's bounced, opened, unsubscribed or is still pending

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Filter by multiple fields

Sometimes one filter isn't enough. When you need to get more specific, you can stack multiple filters together to narrow your results down to exactly what you want. For example, you might want to see all email records from the last 30 days, for a specific Application, where the recipient has a particular surname. Each filter you add tightens the result set, so you can keep layering until you've zeroed in on what you need.

Stacking filters is especially handy when you're dealing with high-volume Applications where a single filter still returns thousands of records.

Use search wildcards

If you only know part of what you're looking for, wildcards are your friend. They let you match on partial values using the % symbol as a stand-in for any combination of characters.

Here's how it works:

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Wildcards work in any search field, so you can use them on names, account numbers, reference codes, or anything else you're searching by. They're particularly useful when you can't quite remember the full spelling, or when you want to capture variations of a name or code in one go.

Need a quick reminder?
‍Click the Search help icon in the filter panel at any time to see wildcard examples without leaving the page.

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Search by clicked links

If you're trying to find records based on recipient engagement rather than the data you sent, you can filter by the links recipients have clicked. This is a different angle on the archive — instead of asking "what did we send?", you're asking "what did people interact with?".

This filter is useful when you want to:

• Identify recipients who clicked a particular call-to-action
• Review which links in a campaign drove the most engagement
• Build follow-up lists based on demonstrated interest

It's a quick way to turn archive data into something actionable, without needing to cross-reference your reporting separately.

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Putting it all together

You don't have to pick just one filter type. The real power comes from combining them — start with a standard field filter to set your scope, layer in a few more fields to tighten the results, drop in a wildcard if you're searching on a partial value, and add a clicked-link filter if engagement matters.

That's it — once you've got your filters set the way you want, the archive list updates straight away, and you can export, open, or action records from there.

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