There are five different types of filters to use in your custom feeds. They are grouped in segments including behaviour, acquisition, company info, Leadfeeder activities, and CRM activities (if a CRM integration is set up). Depending on the selected filter, it can either include or exclude leads and supply the desired leads to a custom feed. Below are the feed types and options, as well as some definitions and use case examples that may help you create your perfect custom feeds.
Definition: Any name registered in the DNS is a domain name. You can think of it as the home for a website. For example Leadfeeder.com is the domain for https://www.leadfeeder.com/product/
Example: If you have multiple sites but want to see the leads for individual sites you could use this filter to set up custom feeds for each domain.
*Please see note on page and url filters below.
First visit occurred
Definition: The first timestamp is the time of the first visit by a user or the time when the Tracker cookie was first set for the user.
Example: You just updated content on your site and you only want to see leads that have seen the new content. You would set this filter to the date when the update was made and connect in order to gauge if this new content creates a warmer lead.
Definition: A landing page is the first page viewed in a session. A landing page is the entry point to your website.
Example: You are interested only in leads that came into a specific marketing landing page. You would set this filter to the URL of that page to see what type of leads were reached by the campaign.
*Please see note on page and url filters below.
Definition: Page title is the actual title of a web page, shown in the title tag in the HTML of the page. This may not always match the URL of a page.
Example: You want leads that have visited your /services page so that you know they are interested in your services and you want to connect on this point.
Definition: A page URL is a specific URL for a page. This is what you find in the address of a webpage.
Example: You want leads that have seen your contact page but left without leaving their information. For example, you know that after a visitor leaves their contact information they see a /thank-you page. This could be set up to see if a page is visited and then followed by one that contains /thank-you.
*Please see note on page and url filters below.
Pageviews per day
Definition: A pageview is each time a visitor views a page on your website. This is a filter based on total views per day.
Example: You know that the best leads for your business come from visitors that have seen several pages on your site. Set this filter to set the bar for the leads coming in.
Definition: A visit is defined as a sequence of consecutive page views without a 30-minute break, or continuous activity for 12 hours.
Example: You want to see leads that have had at least 5 visits to your site.
Pageviews per visit
Example: You want to connect with leads that have visited at least 3 pages during one visit.
You want to view leads that only match up to the Leadfeeder Quality score of 5 or up, a combination of visits, pageviews, last visit, and bounces.
Example: You want to see leads that spent at least 3 minutes on your site.
Acquisition includes filters that are based on the traffic sources:
Example: You want leads that have seen your utm_content in order to gauge how effective it has been.
Example: You want to see leads that have followed a particular campaign to gauge the effectiveness of the campaign as well as route it to the correct sales agent. Campaigns can be 'named' in a number of different ways. It may look like this "d0rh56ed1e-email_campaign_2016_12_16", "*tl - search - branded", or be a simple name, "business-to-business". Your marketing team should know which campaigns were supposed to be bringing in leads and how!
Definition: A keyword, in the context of search engine optimization, is a particular word or phrase that describes the contents of a Web page.
Example: You want to connect with leads that have used a particular keyword. A keyword can be a product or service that you provide. Directing traffic from that keyword into a custom feed means you can separate it from other opportunities, and then send it directly to the right sales person in your organization.
Definition: The origin of your traffic, such as a search engine (for example, Google) or a domain (example.com). Medium: the general category of the source, for example, organic search (organic), cost-per-click paid search (cpc), web referral (referral).
Example: You want to see leads that visited you directly by typing in your web address. Source = Direct
Definition: the general category of the source, for example, organic search (organic), web referral (referral).
Example: You want to see leads based on the origin of your traffic, such as a “organic” (unpaid search), “referral” (referral), “email” (the name of a custom medium you have created), or “none” (direct traffic has a medium of “none”).
Source / Medium
Example: You want to see leads based on a combination of Source and Medium, for example, leads who found you though unpaid Bing searches. “Bing (source) / organic (medium)”.
Definition of UTM used in example: A UTM parameter is a tag added to the end of a URL which, once clicked, sends data back to Google Analytics.
Example: You have entered into a partnership with an organization that is directing traffic to your site. Use this filter with the URL of the referring site to see the traffic that was directed from the URL. You could also set up a filter based on a UTM parameter in order to track the effectiveness of marketing campaigns.
Company info includes filters related to the lead information we offer to you:
Example: You have an event planned in a city and you want to connect with Leads that are local while at the event. (The cities available are based on the leads that have appeared already in Leadfeeder.)
Example: You want to keep a close eye on a company you are working with so that you can reach out at appropriate times or if they visit key areas of your site. For example cancelation information. This can help you maintain relationships with current customers.
Example: Your sales organization has Country representatives. By setting up specific Country filters you can focus only on the Country needed. (The Countries available are based on the leads that have appeared already in Leadfeeder.)
You are focused on working with relatively small, flat organizations. Filtering leads by employee count may be good to help find the right companies for you to reach out to.
Imported company list
You can use this filter to include or exclude companies that are listed in Imported list.
Please see all industries listed here
Example: Your organization works in business verticals and seeing only leads in those specific verticals would be beneficial to clear through some noise and focus on only what you are responsible for.
Example: Your sales organization has regional representatives. By setting up specific region filters for example by US-state, you can focus only on the regions needed. (The regions available are based on the leads that have appeared already in Leadfeeder.)
See the World Region listing here.
Example: Your marketing team is doing a global marketing push, they want to see what broad regions they have seen success in. By setting up world region filters for different areas, you can compare reach and impact.
Leadfeeder activities defines if a lead belongs to a custom feed or not based on an activity made on Leadfeeder.
Example: You are interested in what leads are being assigned to you within Leadfeeder. You can set the assignee to ‘is you’.
You want to see all leads that have been emailed to track if they are being properly followed up on.
Example: Your process requires that each company has a follower in order to gain new sales but also maintain current clients. You can set this to find which leads are not being followed by setting follower to ‘is nobody’.
Sent to Slack
Example: You want to monitor if Slack is being used as a sales tool and if leads are being shared via that method. You can see all of the leads that have been shared via Slack.
Example: You use tags in your organization to help organize leads. You can set up a feed to follow a tag when a traditional custom feed may not catch everything you want. For example, Leads are tagged when the first contact is made. You could filter by ‘first contact’ to see those leads future actions on the site.
CRM Activities are defined if you are connected to a CRM supported by a native integration. Not all CRM integrations will have every filter.
Connection to CRM
Example: You want to view leads that are not connected in your CRM already in order to add them.
CRM company created in Leadfeeder
Example: You want to see what companies have been created by Leadfeeder to measure effectiveness.
CRM company owner
Example: You want to find who owns certain leads by user in order to follow up or assess contact points
CRM deal created in Leadfeeder
Example: You want to see leads that do not have deals created in your CRM yet.
CRM deal owner
Example: You want to see that there are deals owned by various sales agents.
CRM deal stage
Example: You want to see only deal in a particular stage, such as dead, or in the ‘paper pipeline’.
CRM deal status
Example: You want to see all deals shown as ‘lost’ to watch for future visits on the site that may open future opportunities.
CRM task status
Example: You want to see leads that have open tasks associated with them.
These are just a few of the cases that may apply to your organization given as examples, yours may be different.
If you have Mailchimp or any CRM connected to Leadfeeder, you are also able filter leads also based on their information
NOTE ON PAGE AND URL FILTERS*
When using any of the page or URL oriented filter you may have the best success by using 'contains' with the relevant content of the path of your page. If set up with contains you can leave out the 'www' and 'http' portions of the URL.
If you do use the full URL please use only 'http' - not 'https', even if your site is 'https'. Leadfeeder converts all of the page views to display as http in order to assure we see all of the relevant visits. If 'https' is used you will not see any results. This has no impact on your site, it is an internal process that we run in order to keep all visits orderly.
NOTE ON FILTER LOGIC: When setting up or editing custom feeds the logic is to use 'or' within single filters and 'and' between different filters within the same feed. For example you could use a filter to capture visits to domains that contain: lead, feed, app, and it would pull Leads that visited any page with the domain that contained any of those terms. If another filter is added to the same feed, such as 'location' set to 'France' the feed would collect leads that visited the domains that contained lead, feed, or app AND came from Leads located in France.