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LeadsWithDemos Documentation

Advanced Filters

Advanced Filter Options in LeadsWithDemos

LeadsWithDemos offers a powerful filtering system that allows you to segment your leads based on their interactions with your unique lead magnets as well as their detailed information. These filters are essential for creating tailored LeadsWithDemos Audience Lists and refining lead segmentation.

With these filters, you can develop customized audience lists based on various criteria, including contact details, demographics, interests, and behaviors. This capability enables precise audience targeting, significantly enhancing your marketing campaigns.

By clicking the filter button, a side window will appear, displaying all available filter options for your convenience.

Real-Time Filter Application

Applying a filter, such as selecting a first name, will show the results in real time. For example you can select the filter “First name”, then select one of the filters criterias, lets say “is Known”, then click on the “Apply filter” button, you will inmmediately notice the number of leads containing that specific filter specification.

Creating Audience Lists

Once a filter is applied, the following two buttons become available:

Create Audience List

The “Create Audience List” button allows you to create a new audience list. When clicked, you can assign a name to the newly created list.

Reset Filters

On the other side, you have the “Reset Filters” button, which enables you to reset all applied filters and start over. After clicking the “Reset Filters” button, a popup window will appear, requesting you to confirm your action.

Understanding LeadsWithDemos Advanced Filter Logic

AND Logic

If you apply multiple filters, the ‘AND’ logic requires that lead information must meet all the applied filters. The “AND” logic filters are part of a group.

OR Logic

This allows a lead to match any one of the applied filters. The “OR” logic filters are part of two different groups.

Difference between AND vs OR Logic to use LeadsWithDemos filters

AND Logic

It refers to a condition where all specified criteria or specifications must be met for a lead to be included in the results. Essentially, it demands that ‘this AND that’ criteria must both be true. When applying AND logic in filtering, you are refining your search to include only those leads that satisfy every one of the given conditions. This method is particularly useful for narrowing down a large set of leads to a more targeted group that meets specific, combined requirements.

Example of AND Logic

As a user of LeadsWithDemos, you want to identify leads where both the first name and the email address exist. To do this, you will apply two filters using AND logic

Filter 1: First name

Once you click on the “First Name” filter, you can select the condition “is Known.” Afterward, click on the “Apply Filter” button. Once the filter is applied, you can proceed to click on the “AND” button to select Filter 2.

Filter 2: Email address

Once you click on this filter, you can specify the criteria “is Known.” Then, click the “Apply Filter” button again.

These filters will look for leads who have a first name and at the same time that the email address exist.

OR Logic

It refers to a condition where any of the specified criteria or specifications need to be met for a lead to be included in the results. Essentially, it is a way of saying “this OR that” may be true. When you apply OR logic, you are broadening your filter to include items that satisfy any one of the given conditions, not necessarily all of them.

Example of OR Logic

As a user of LeadsWithDemos, you want to identify leads where either the first name or the email address exists. To do this, you will apply two filters using OR logic.

Filter 1: First name

Once you click on the “First Name” filter, you can select the condition “is Known”. Then, click the “Apply Filter” button.

Filter 2: Email Address

Once you click on this filter, you can specify the criteria “is Known”. After that, click the “Apply Filter” button again.

This set of filters will look for leads who have a first name, or an email address, meaning any leads that meet at least one of the specified criteria will be included in your results.

Duplicating, Editing and Deleting

Discover effective strategies for managing applied filters in LeadsWithDemos. Duplicate, edit, or delete filters to enhance your lead search and organization.

Default Filters

Explore our comprehensive documentation on LeadsWithDemos default filters, empowering you to efficiently organize leads based on vital characteristics and behaviors.

Advanced Filter Criterias

Utilize advanced filter criteria in LeadsWithDemos to refine your lead management. Learn to create focused segments that elevate your marketing efforts.

Sandbox Demo vs Demo Copy

Understand the key distinctions between Sandbox Demo and Sandbox Demo Copy. Optimize your LeadsWithDemos experience and boost lead engagement effortlessly!