Advanced Filter Criterias

Advanced filter criteria

In addition to the main filter options—such as first name, email address, and campaign name—LeadsWithDemos allows you to refine your segmentation with more advanced filtering criteria. This enables you to create powerful and targeted lead segments.

Depending on the type of data or filter, we categorize the additional filtering criteria into specific groups. For example, if a filter is related to dates, it will belong to a group that includes relevant date-related criteria.

Here you have access to a comprehensive and advanced set of filter criteria:

Additional Filtering Criteria – Option A

This group of criteria is text-based, and allows you to filter leads based on text. The available criterias for this type are:

• Contain Exactly: Filters leads whose specified field contains the exact value entered (not case-sensitive). If multiple values are added, the filter uses OR logic. For multi-word values, use quotations (e.g., “New Sandbox”).
• Doesn’t Contain Exactly: Filters leads whose specified field does not contain the exact value entered.
• Is Known: Filters leads that have a known (non-empty) value in the specified field.
• Is Unknown: Filters leads that have an unknown (empty) value in the specified field.

Additional Filtering Criteria – Option B

This group of criteria is boolean, and allows you to filter leads based on true/false statements. The available criteria for this type are:

• Is Equal to: True/false statement filter. Leads are filtered based on whether the specified field exactly matches the set condition.
• Is Not Equal to: Filters leads based on the specified field not matching the set condition.
• Is Known: Filters leads with any known (non-empty) value in the specified field.
• Is Unknown: Filters leads with no known (empty) value in the specified field.

Additional Filtering Criteria – Option C

This group of criteria is selection-based and allows you to filter leads based on specific values from a dropdown list. If multiple selections are added, the filter uses OR logic. The available criteria for this type are:

• Is equal to any of: Allows multiple selections from a dropdown list. Filters leads that match at least one of the selected values.
• Is not equal to any of: Filters leads that do not match any of the selected values from a dropdown list.
• Is Known: Filters leads with any known (non-empty) value in the specified field.
• Is Unknown: Filters leads with no known (empty) value in the specified field.

Additional Filtering Criteria – Option D

This group of criteria is date-related and allows you to filter leads based on specific date conditions. The available criteria for this type are:

• Is: Filters leads based on a given date suggestion, including today, yesterday, this week, and so on.
• Is Equal to: Filters leads based on a specific date.
• Is Before: Filters leads with dates before a specified date.
• Is After: Filters leads with dates after a specified date.
• Is Between: Filters leads with dates falling between two specified dates.
• Is More Than: Filters leads based on dates that are more than a specified number of days in the past or in the future. This criterion helps in identifying leads whose interactions or activities occurred either a certain number of days ago or are scheduled for a specific number of days from the current date.
• Is Less Than: Filters leads based on dates that are less than a specified number of days in the past or in the future.
• Is Known: Filters leads with any known (non-empty) date value.
• Is Unknown: Filters leads with no known (empty) date value.

Additional Filtering Criteria – Option E

This group of criteria is numerical and allows you to filter leads based on specific numerical values. The available criteria for this type are:

• Is Equal to: Filters leads whose specified numerical field matches the entered value.
• Is Not Equal to: Filters leads whose numerical field does not match the entered value.
• Is Greater Than: Filters leads with numerical values greater than the entered value.
• Is Greater Than or Equal to: Filters leads with numerical values greater than or equal to the entered value.
• Is Less Than: Filters leads with numerical values less than the entered value.
• Is Less Than or Equal to: Filters leads with numerical values less than or equal to the entered value.
• Is Between: Filters leads whose numerical value falls between two entered numbers.
• Is Known: Filters leads with any known (non-empty) numerical value.
• Is Unknown: Filters leads with no known (empty) numerical value.

Applying Filters

After selecting a filter and then a filter criteria, the “Apply Filter” button becomes available. Click on the “Apply Filter” button to see the filtered leads. Furthermore, once you apply a filter or multiple filters, two additional options become accessible:

Create Audience List

Allowing you to create a new audience list and assign a name to it.

Reset Filters

Enabling you to reset all applied filters and start again.