Filters allow you to focus on the leads that are important for a particular task.
Perhaps you want to see just visitors who meet your ideal customer profile, or those who have visited particular pages on your website, or even those who are at a specific stage in your sales cycle?
Quick Filters
The quick filters tab makes it easy to set a filter by clicking the checkboxes next to the various criteria. For example, you could include visitors from the UK or the US by checking the 'include' boxes on the left in the country box, but exclude companies with more than one thousand employees by checking the relevant exclude boxes on the right in the number of employees box.
Clicking apply will then show the matching businesses in the visitor list.
Note: that when a filter is active, a red dot will appear both in the filter icon on the left and in the header of the visitor list itself.
Whilst Quick Filters makes it easy to set a filter, it can be useful to move to the Advanced tab to see at a glance the details of the current filter.
Advanced Filters
The Advanced view also gives you extra criteria to add to your filters.
For example, you might want to further focus on visitors who viewed your pricing page. To do this, click the 'add criteria' button, select 'page viewed' and include then enter the page that you want to track. This can be specified as a full-page link, which will match a single page, or, as in this case, a shorter piece of text which can then match multiple pages, any of which contain the text in their link.
Having added this, the filter will now show all visitors who are not in those larger employee bands, but are from either the US or UK, and viewed a page which has the word pricing in its page URL.
If you want to remove one of the criteria, simply hover over it and click the cross.
If you want to add more options to one of the existing criteria, for example, add more countries, click the 'add criteria' button, select 'country' and 'includes', and then select the additional countries.
Note that if you type into the country box, it will narrow the list of options.
If you select 'add more criteria' before you add your update, then when you click 'add', you can see that the new countries have been added, but the box has stayed open to allow you to keep adding criteria.
If you're adding criteria which are specified as text, then you can add multiple values at once.
For example, to match to postcodes starting with specific characters, simply add the characters separated by commas, and these will be added as individual entries in the filter specification. However, if you are wanting to create multiple regions for your filters, please use the region setup found under Setup > Regions.
To save the current filter, click the 'save as' button and give it a name. Filters are personal by default, but if you want to share them with other users, then click the share button before you click okay, and your saved search will now appear in the left-hand list for future use.
Once a filter is saved, you can use this menu to toggle whether it's shared or not, mark or unmark it as a favourite, or delete it altogether.
If you have a lot of filters, marking the ones you use most as favourites makes them much easier to find in the favourites tab.
To activate a saved filter, simply select it in the list.
If another filter is already active when you make your selection, then you'll be shown the definition of the new filter and offered the opportunity to either replace the current filter with the new one, or to add the new filter conditions to the existing one.
You can bypass the replace pop up if you clear the current filter before selecting the new one.
Finally, you can add automated actions to a filter.
These actions will be performed whenever a visit to your website matches the filter criteria.
Possible actions are to assign the visit to a user, create a lead for the user, add a category to the visiting business, or notify one or more users either in real time or on a daily, weekly or monthly schedule.
Because filters are the underpinning of trigger reports, you will see all your saved filters in the trigger report list under the setup menu.
This screen can be used to edit and update your filters and their actions and also provides an at a glance summary of the notifications set up for each of them.