How to filter your leads
Certain filters, such as the sending status, verification status, or tags, can be helpful in setting up new and follow-up campaigns. You can filter your leads from inside your campaign when adding recipients to your Audience or directly from the Leads section.
Add leads by filtering them in Campaigns
You can add leads to new or existing campaigns from the Audience section in your email campaign.
Simply click on + Add and choose the option From leads; this will allow you to filter your leads by specific criteria. The most common filters are displayed below:
Sending Status
The Sending status filter allows you to narrow down the leads that interacted with your email campaigns and those who didn't or bounced. You can choose one or multiple filters.
In the Sending status section of your Leads, you can filter by the following statuses:
Replied | The recipient replied to the email. |
Clicked | The recipient has clicked on a link inside the email. |
Opened | The recipient has opened the email. |
Sent | The message was sent, but none of the above statuses apply. |
Pending | The message has not been sent yet. |
Error | There was an error while sending the message. |
Bounced | The message bounced and did not reach the recipient. |
Unsubscribed | The recipient unsubscribed from your campaigns. |
Never contacted | You have never sent an email to this recipient. |
Verification status
The Verification status filter helps you understand which leads are valid and which might not be, which can increase the deliverability rate of your Campaigns.
Here are the possible Verification statuses:
Accept all | The email server has a policy of accepting all email addresses, which prevents this email from being verified. More on Accept all domains can be found here. |
Disposable | The email is temporary and should not be used. It has not been verified. |
Unknown | Something, such as a block or a timeout on the email server side, is preventing us from knowing the verification status. |
Valid | The email can safely be used. |
Webmail | The email is a webmail (gmail.com, yahoo.com, etc.) and has not been verified. |
Pending | The verification for this email was triggered but has not yet been performed. |
Not verified | The email has not been verified. |
Filter by tags
You can also filter your leads by tags you’ve created and assigned to them. This makes it easy to find exactly the people you’re looking for based on your personalized criteria.
💡 You can also filter your leads by Custom Attributes, which allows you to set up targeted email Campaigns.
Add leads to a campaign from the Leads section
You can also add leads to a new or existing campaign from the Leads section.
Filter your leads by clicking on + Add filter.
Select the chosen lead/s or Select all by clicking on the empty checkbox near the Full name column.
A blue actions menu will pop up. Now, select Add to a Campaign or click on the 3 dots to Create a new Campaign based on your preference, as shown in the image below.
