You can easily filter leads based on lead status, lead owner, and special conditions.
Go to the Campaign - Leads tab
Click on the Filter button
Filter leads by status
You can filter leads by the following predefined lead statuses or any custom lead statuses you created.
Reply received
Link clicked
Completed, No reply
Email Opened, No reply
No email opened
Unsubscribed
Bounced
Skipped
Contacted
Not yet contacted
Risky
Invalid
Valid
In subsequence
Completed
Interested
Meeting completed
Meeting completed, not closed
Won
Out of office
Lost
Not interested
Wrong person
Filter leads by lead owner
If you assigned the lead owner when importing leads, you can filter leads by lead owner in the campaign.
Filter leads by lead ESP
You can filter leads by their email providers and set up Provider Routing when needed to improve deliverability. Available filters are:
Google
Microsoft
Zoho
Yandex
Other
Not Found
Checking email provider
Filter leads by lead ESG
You can filter leads by SEGs(Secure Email Gateways) and choose not to contact them. These are email firewalls that make it difficult to reach contacts who use them via email.
Barracuda
Mimecast
Proofpoint
Cisco
Filter leads by conditions
You can filter leads further by adding conditions for the number of times these have occurred (how many times opened) and within a specific date range (in the past X days).
Opened an email
Clicked a link
Replied to an email
Last contacted
You can also combine different conditions to filter out the leads, for example:
Opened an email 3 times in the past 7 days + clicked the link 3 times in the past 10 days to follow up accordingly with these leads.
Filter leads by variables
You can filter leads by variable in the CRM. Here are the steps:
Open a list or a campaign in the CRM
Click on the 'Filters' button
Select 'Data fields' to filter leads by variables
Important: This filtering option is currently only available in the CRM, not in the campaign dashboard.
Sort leads by variables
You can sort leads by variables in the CRM. Here are the steps:
Open a list or a campaign in the CRM
Click on the 'No sort' button
Select the variable and choose Ascending(A->Z) or Descending(Z->A) order
Important: The sorting option is currently only available in the CRM, not in the campaign dashboard.
