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.