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.
Behavior-based filters
Device type
This filter allows you to identify visits coming (or not coming) through a specific device type. Available types are desktop, smartphone, and tablet.
Domain
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 a related note about this filter at the bottom of this article.
File download
This filter allows you to filter visitors to the feed based on if they downloaded a specific file on your site or any.
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 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.
Form fill
This filter allows you to filter visitors to the feed based on if a form was filled on your site.
Form ID
This filter allows you to filter visitors to the feed based on submissions tracked on a specific form on your site by using the form ID.
Goal
Include or exclude leads with specific Goal from a custom feed.
Identified visitors
Definition: This filter captures the leads that have at least one visit from the identified email address via Mailchimp, ActiveCampaign campaign, or HubSpot.
Landing page
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 a related note about this filter at the bottom of this article.
Page title
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.
Page URL
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 followed by one containing/thank-you.
*Please see a related note about this filter at the bottom of this article.
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 business leads come from visitors who have seen several pages on your site. Set this filter to set the bar for the leads coming in.
Visits
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 five visits to your site.
Pageviews per visit
Example: You want to connect with leads that have visited at least three pages during one visit.
Note: if a visitor visits only one URL but refreshes the site, that is counted as two page views even though only one URL was viewed during the visit.
Quality
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.
Video play
This filter allows you to include or exclude visitors from the feed (based on the YouTube URL link) that have watched any or a specific Youtube video on your site.
Video title
This filter allows you to include or exclude visitors from the feed (based on the YouTube video title) that have watched any or a specific YouTube video on your site.
Visit length
Example: You want to see leads that spent at least 3 minutes on your site.
The acquisition includes filters that are based on the traffic sources:
Ad content (utm_content)
Example: You want leads that have seen your utm_content in order to gauge how effective it has been.
Campaign
Example: You want to see leads that have followed a particular campaign to gauge the campaign's effectiveness and 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", "*to - 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!
Keyword
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 send it directly to the right salesperson in your organization.
Source
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
NOTE: You might see unfamiliar websites as referrals. Leadfeeder cannot influence who will make links to your website that are then connected through the referrer header to your website.
Medium
Definition: the general category of the source, for example, organic search (organic), or web referral (referral).
Example: You want to see leads based on the origin of your traffic, such as an “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 through unpaid Bing searches. “Bing (source) / organic (medium)”.
Referring URL
Definition of UTM used in the example: A UTM parameter is a tag added to the end of a URL that, 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 to track marketing campaigns' effectiveness.
Company info includes filters related to the lead information we offer to you:
Company city
Example: You have an event planned in a city and want to connect with local leads while at the event. (The cities available are based on the leads that have appeared already in Leadfeeder.)
Company continent
Example: Your sales organization has continent representatives. You can focus only on the continent needed by setting up specific continent filters.
Company country
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.)
Company name
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. For the same purpose, you can also use Imported lists.
Company region/state/province
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.)
Employee count
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 the Imported list.
Industry
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.
Visit city
Example: You have an event planned in a city and want to connect with local leads while at the event who have visited your site from an exact city.
Visit country
Example: You are interested in including leads that visit your site from a specific country in your feed.
Visit region/state/province
Example: You are interested in including leads that visit your site from a specific region, state, or province in your feed.
For countries with other than the English language, please use two filters - one for the English name of the region and one for the national language name of the region in one custom feed to include all leads.
Website address
This filer helps you to include or exclude companies with specific website addresses in your feed.
World Region
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. You can compare reach and impact by setting up world region filters for different areas.
Leadfeeder activities define if a lead belongs to a custom feed or not based on an activity made on Leadfeeder.
Assignee
Example: You are interested in what leads are being assigned to you within Leadfeeder. You can set the assignee to ‘is you.’
Emailed
You want to see all leads that have been emailed to track if they are being properly followed up on.
Follower
Example: Your process requires each company to have a follower to gain new sales and 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.
Tags
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.
Awaiting user confirmation means that there are multiple options in CRM that Leadfeeder lead could be connected with. To get these leads connected with a CRM entity, you need to choose the correct connection in lead details manually.
Connected means that Leadfeeder lead is either manually or automatically (automating or feed automation) connected to an entity in your CRM.
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 the user in order to follow up or assess contact points
CRM deal
Example: use to include or exclude Leadfeeder leads from the feed based if there's a CRM deal connected to the Leadfeeder lead.
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 deals 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 to the site that may open future opportunities.
CRM lifecycle stage
This filter is available for those Leadfeeder accounts that have HubSpot CRM integrated.
Example: Include to the feed only companies whose lifecycle stage is "Customer" to identify which leads are your clients already.
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 to filter leads also based on their information
NOTE: When using any of the page or URL-oriented filters, please use 'is' and the full page URL, or 'begins with' for the first part of the page URL, or 'ends with' if you just want to add the path after '/'.
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.
Please remember that you can not use Regex when setting up the filters!
NOTE: 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, and 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.