WhatsApp Filtering Tutorial

产品最新动态 2025-10-28 15
筛号系统

1、Feature Overview and Important Notes

If you do not have phone numbers available for filtering, please contact customer service to request the [Global Phone Number Generator] tutorial to obtain sample data.
If you already have numbers, please proceed with the following steps.

This tutorial uses the WhatsApp platform as an example. The filtering process and functions are generally the same across other platforms or apps, so you may follow the same steps shown in this video.


Filter by Activation: Checks whether a phone number is registered on the platform. Numbers that are not activated have limited marketing value.

Filter by Activity: Analyzes how active each number is on social platforms. The more active the user, the higher the marketing reach and engagement potential.

Filter by Gender and Age: Intelligently identifies the user’s gender and age, allowing for more targeted marketing strategies based on customer profiles.

Filter by Banned Status: Detects numbers that have been banned, improving the efficiency of bulk messaging and reducing the risk of account restrictions.

Data Repository: Used to manage all filtering tasks and store previously executed filter data.

Filtered Data Sharing: Select multiple [Filter Data] items from different products and share them with your team, staff, or partners through a ticket link. Everyone can view and download the marketing data together. No need to send TXT files or ZIP folders, making data sharing faster and more secure.


2、Create a Data Repository (Required)

Click Popular Recommendations - [WA Detection]

Click [Create Database]

Note: [Data Repository] is used to manage all filtering tasks and store previously executed filter jobs. Stored data is retained for 12 months.

Enter a repository name, select the corresponding country for the numbers, and confirm creation

After creation, view the related filtered data in Data Repository

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3、Account Status Filter

Before starting the filtering process, please read the service guide. It helps you quickly understand the process and resolve most common issues.

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1.Select the corresponding data repository, then click [WA Register Check].

2.Enter the task name.

3.Choose the data volume to be filtered. Note that the deduplication method will vary depending on your selection.

4.Select the Data Sources:

  • Option 1: Upload local data for filtering.

  • Option 2: Use existing system data for filtering.

5.Enable Hot & Cold Detection and Task Flow Detection as needed.

6.Select the deduplication range:

  • Current Repository: Deduplication applies only within the selected repository.

  • Global Repository: Deduplication applies to all repositories under the same country.

  • Note: A larger deduplication range will increase processing time. Please select according to your needs.

7.Click [Submit] to start filtering.

Note: A minimum of 1,000 records (after deduplication) is required to run the filter.

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Once the submission is successful, go to [Register Check] to view the filtering progress.

You can check the task details, including configuration settings and data status.

Click [More Actions] to export the data format according to your usage needs.

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4、Filter by Activity

1.Select the corresponding data repository and click [WA Active Check].

2.It is strongly recommended to complete the Active Check before filtering by activity.

This helps avoid inaccurate results, such as too few active numbers, which may actually be due to unregistered or invalid numbers.

3.Enter a task name.

4.Select the Model Selection. Choose to filter by activity level [High / Medium / Low] or by active days [1 / 2 / 3 / 5 / 7 / 10 / 15 / 30 days].

5.Select the Data Sources:

  • Option 1: Upload local data for filtering

  • Option 2: Use existing data stored in the system

6.Choose whether to use all repository data or data from a specific task.

7.Select the dataset you wish to filter by activity.

8.Enable Hot & Cold detection if needed.

9.Click [Submit] to start filtering.

Note: A minimum of 1,000 deduplicated entries is required to begin filtering.

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After submission, go to [Active Check] to check the filtering progress.

Here, you can view the task configurations and data details.

Click [More Actions] to export the data in the appropriate format based on your usage needs.

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5、Gender Filter

1.Select the corresponding data repository, then click [WhatsApp Gender & Age Check].

2.Enter the task name.

3.Choose the data size.

4.Select the Data Sources:

  • Option 1: Upload local data for filtering.

  • Option 2: Use data from the system for filtering.

5.Choose whether to filter all repository data or data from a specific task.

6.Select the dataset you wish to apply the Gender Filter to.

7.Enable optional features as needed: Hot/Cold Detection, Image Recognition, or Task Flow Filtering.

8.Upload the data and click [Submit] to start the filtering process.

Note: A minimum of 1,000 records (after deduplication) is required to begin filtering.

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After submission, go to [Gender & Age Check] to check the filtering progress.

Here, you can review detailed task configurations and data status.

Click [More Actions] to export the data in the format best suited for your use case.

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6、Banned Account Filter

1.Select the corresponding data repository and click [WhatsApp Ban Number Check].

2.Enter the task name.

3.Choose the Data Sources:

  • Option 1: Upload local data for filtering.

  • Option 2: Select data already available in the system.

4.Select either all data in the repository or data from a specific task.

5.Choose the dataset you want to filter for banned accounts.

6.Enable Hot/Cold Detection if needed.

7.Click [Submit] to start filtering.

Note: The minimum data size for filtering is 1,000 records (after deduplication).

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After submission, go to [Ban Number Check] to view the filtering progress.

Here, you can check the task configuration details and data status.

Click [More Actions] to export the data format based on your usage needs.

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7、How to Acquire Leads After Filtering

After filtering, the data can be used for lead generation through various methods such as contact engagement, friend-adding, bulk messaging, or group marketing (creating or managing active groups).

If you are using iMX Cloud Control or SCRM Champion System, you can quickly connect the filtered data using an [Access Key] instead of exporting and re-uploading files.

1.Click [Data Key Setting]

2.Enable Open Key and set the validity period to save it.

3.Click [iMX Cloud Control] or [SCRM Champion System] to access the corresponding backend system directly.

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8.Sharing Data with Team Members or Friends

If you want to share filtered data with your team, employees, or friends for viewing and download, you can use a [Database].
This method is faster and more secure than sending TXT files or ZIP archives.

1.Click [Create Data Wok Order]

2.Enter the Data Work Order Name and select the Associated Data.

3.Set Link Permissions, Link Validity Period, and Password Access, then confirm creation.

4.Once created, share the link and password with others. They can view and download the data directly through the shared link.

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