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Trigger Conditions

Filter Criteria

Filters allow you to choose which leads you want to run the action on. Filtering data will run the action sequence only on leads that fall within the parameters of the filters you have selected.

Require/Exclude

Select require to require the parameters of the filter query. Click exclude to exclude the filter parameters of the filter query. For example, if you want to view all the leads between specified dates that are not attributed to a specific campaign , you would include a date range, and exclude a campaign.

Possible Trigger Conditions

Below is a list of possible filters that you can use to  trigger your action sequences

Basic

  • Date Range
  • Group/User
  • Status/Substatus

Advanced

  • Affiliate
  • Campaign
  • Form
  • Campaign Telephone Number
  • Client
  • Lead Pricing
  • Referring URL
  • Website
  • Search Engine
  • Search Phrase
  • Lead Attention™
  • Product:
  • Postal Code:
  • A Complete Search of All Data
  • The Contents of a Specific Field
  • Event Content
  • Hour of the Day
  • Day of the Week
  • Day of the Month
  • Month of the Year
  • Shared Filter Result Count
  • Lead Age
  • Active Clients
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