Filtering Prospects

Need a step-by-step guide for filtering prospects? Check out this guide.

Why filter Prospects?

Digging through a huge number of prospects can be taxing.

That's why you can use filters to narrow down your prospect list and easily find the prospects you're looking for.

Aside from being a time-saver, using filters can also help you find your prospects more accurately than doing it manually. 

How to filter Prospects?

If you want to filter prospects, you can start by going to your Prospect list and clicking "Advanced filter".

Upon clicking Advanced filter, the filter selection will collapse.

To narrow down your Prospect list, there is a number of filters that you can use individually or combined.

1. The Prospects Filters

In the Prospect tab, you can filter prospects based on whether they are marked as Do Not Contact or not. Using the Prospect filters, you can also filter prospects based on the validity of their emails (invalid, not verified, valid, risky, unknown). Additionally, you can also filter prospects by the date of creation under the Prospects tab.

2. The Tags Filters

Prospects can have multiple tags. Some examples of tags you can use to segment prospects are the industry the prospect belongs to (IT, food, and Hospitality), their department (sales, HR, research & development), as well as their location (New York, Los Angeles, Austin).

Under the Tags tab, you can filter prospects based on the tags that they have and the tags they don't have.

So in filtering prospects, you can also use multiple tags to narrow down your prospects even more. For example, by selecting Food and sales under "Has ALL of the following Tags" and Austin under "Has NONE of the following Tags",  you can filter sales professionals from the food industry in all of the cities you cover except Austin.

3. The Buckets Filters

In the Buckets tab, Buckets can be selected to narrow your prospect list down to prospects who are and are not in specific Buckets.

You can also filter prospects that are not in any bucket by ticking the checkbox "Only show prospects without any Bucket

This can be useful if you want to check the remaining prospects in the bucket and add the prospects manually to a campaign. You can also use the Bucket filters if you want to manually move a specific prospect from one bucket to another.

In this example, I'm filtering the prospects who are in the buckets ABC Bucket or Buckethead, but not in the Bucket DEF.

4. The Campaigns Filters

In the Campaigns tab, you can filter prospects based on the campaigns they are in.  You can also select multiple campaigns to filter the prospects that have or have not started any campaigns.

From this tab, you can also choose the minimum or maximum number of Campaigns a Prospect has been through or is in. So from the Campaigns tab, you can filter prospects that ran multiple campaigns and know which campaigns they are currently in.

In this example, I'm filtering all prospects who have run all of my campaigns so I could know which prospects hasn't run any campaigns yet.

5. The Journeys Filter 

The Journeys filter allows you to narrow down your prospects based on the minimum and/or maximum numbers of Opens, Clicks, and Replies the prospect did. Under Journeys filter, you can also filter prospects based on their Journeys (e.g. replied, bounced, completed).  You can also use the Journeys filter to narrow down your list to prospects who have or have not had any errors in their journeys. Moreover, on the Journeys tab, you can also filter prospects on specific campaign steps. Additionally, you can also use the Journeys filter to narrow down your list based on their labels.

This is helpful if you want to identify "hot leads" or prospects that have multiple opens and clicks.

In this example, I'm filtering prospects who are in the Step 3 of my campaign and have opened at least one of the emails in my campaign.

Note: You can also put 0 on the Maximum Step Number to filter prospects who are already in the campaign, but hasn't started their journeys yet.

6. Combined filters

You can also use multiple filters to narrow down your list even more. 

In this video, I want to filter prospects who are on Step 2 of the Sample Campaign and opened an email, but didn't reply to and didn't unsubscribe from the campaign. 

To do this, I go to the Prospects tab and clicked Does NOT have "Do Not Contact" because I only want to see prospects who haven't unsubscribed from the campaign yet.

Next, I go to the Campaigns tab and select Sample Campaign.

To filter prospects who opened an email from the campaign but didn't reply, I go to the Journeys tab and put 1 in the minimum opens and 0 in the maximum replies.

And finally, I click Apply filters.