There are five different types of filters to use in your custom feeds. They are grouped in segments including behaviour, acquisition, company info, Dealfront activities, and CRM activities (if a CRM integration is set up).

Depending on the selected filter, it can either include or exclude identified companies and supply these 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.

The five types of Custom Feed Filters:

This filter allows you to identify visits coming (or not coming) through a specific device type. Available types are desktop, smartphone, and tablet.

Definition: Any name registered in the DNS is a domain name. You can think of it as the home for a website. For example, dealfront.com is the domain for https://www.dealfront.com/platform/

Example: If you have multiple sites but want to see the identified companies 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.

This filter allows you to filter visitors to the feed based on if they downloaded a specific file on your site or any.

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 identified companies 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 company.

This filter allows you to filter visitors to the feed based on if a form was filled on your site.

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.

Include or exclude identified companies with a specific Goal from a custom feed.

Definition: This filter captures the identified companies that have at least one visit from the identified email address via Mailchimp, ActiveCampaign campaign, or HubSpot.

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 identified companies that came into a specific marketing landing page. You would set this filter to the URL of that page to see what type of companies were reached by the campaign.

*Please see a related note about this filter at the bottom of this article.

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 identified companies 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 identified companies 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.

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 identified companies come from visitors who have seen several pages on your site. Set this filter to set the bar for the companies coming in.

Definition: A page view is each time a visitor views a page on your website. This is a filter based on total views per visit.

Example: You want to connect with identified companies 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.

You want to view identified companies that only match up to the Leadfeeder Quality score of 5 or up, a combination of visits, page views, last visit, and bounces.

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.

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.

This filter allows you to filter by how long the visit was.

Example: You want to see identified companies that spent at least 3 minutes on your site.

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 companies that have had at least five visits to your site.

Example: You want to filter by identified companies that have seen your utm_content in order to gauge how effective it has been.

Example: You want to see identified companies 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 identified companies and how!

Definition: A keyword, in the context of search engine optimisation, is a particular word or phrase that describes the contents of a Web page.

Example: You want to connect with identified companies 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 organisation. 

Definition: 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 identified companies 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”).

Definition: The origin of your traffic, such as a search engine (for example, Google) or a domain (example.com).
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Example: You want to see identified companies that visited you directly by typing in your web address. Source = Direct

Please note: You might see unfamiliar websites as referrals. Leadfeeder cannot influence who will create links to your website that are then connected through the referrer header to your website.

Example: You want to see identified companies based on a combination of Source and Medium, for example, those who found you through unpaid Bing searches. “Bing (source) / organic (medium)”.

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 organisation 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.  

These filters are related to the company information we offer to you.

Example: You have an event planned in a city and want to connect with local identified companies while at the event. (The cities available are based on the companies that have appeared already in Leadfeeder.)

Example: Your sales organisation has continent representatives. You can focus only on the continent needed by setting up specific continent filters.

Example: Your sales organisation has Country representatives. By setting up specific Country filters, you can focus only on the Country needed. (The Countries available are based on the identified companies that have appeared already in Leadfeeder.)

You can use this filter to include or exclude companies from in a List.

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, e.g. cancellation information. This can help you maintain relationships with current customers. For the same purpose, you can also use Lists.

Example: Your sales organisation 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 identified companies that have appeared already in Leadfeeder.)

Example: Your company only sells to companies in the EMEA. You can set this filter to only show visits from this region.

Example: You are focused on working with relatively small, flat organisations. Filtering identified companies by employee count may be good to help find the right companies for you to reach out to.

Please see all industries listed here.

Example: Your organisation works in select business verticals; seeing only identified companies in those specific verticals would be beneficial to clear through some noise and focus on only what is of value.

Example: You have an event planned in a city and want to connect with local identified companies while at the event who have visited your site from an exact city.

Example: You are interested in including identified companies that visit your site from a specific continent in your feed.

Example: You are interested in including identified companies that visit your site from a specific country in your feed.

Example: You are interested in including identified companies that visit your site from a specific region, state, or province in your feed.

Note: For countries 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 companies.

Please see the world region listings 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.

This filter helps you to include or exclude companies with specific website addresses in your feed.

These filters define if a company belongs to a custom feed or not based on an activity made in Leadfeeder.

Example: You are interested in what identified companies are being assigned to you within Leadfeeder. You can set the assignee to ‘is you.’

You want to see all identified companies that have been emailed to track if they are being properly followed up on.

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 identified companies are not being followed by setting follower to ‘is nobody.’

Example: You want to monitor if Slack is being used as a sales tool and if identified companies are being shared via that method. You can see all of the companies that have been shared via Slack. (This filter is only available if you have Slack Integration set up)

Example: You use tags to help organise identified companies. You can set up a feed to follow a tag when a traditional custom feed may not catch everything you want. For example, companies are tagged when the first contact is made. You could filter by ‘first contact’ to see those identified companies' future actions on the site.

These filters are available if you are connected to a CRM supported by a native integration. Not all CRM integrations will have every filter.

Example: You want to view identified companies 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 Dealfront company could be connected with. To get these connected with a CRM entity, you need to choose the correct connection in lead details manually.

Connected means that Dealfront company is either manually or automatically (automating or feed automation) connected to an entity in your CRM.

Example: You want to see what companies have been created by Dealfront to measure effectiveness.

Example: You want to find who owns certain identified companies by the user in order to follow up or assess contact points

Example: use to include or exclude Leadfeeder companies from the feed based if there's a CRM deal connected to the company.

Example: You want to see identified companies that do not have deals created in your CRM yet.

Example: You want to see that there are deals owned by various sales agents.

Example: You want to see only deals in a particular stage, such as dead or in the ‘open pipeline.’

Example: You want to see all deals shown as ‘lost’ to watch for future visits to the site that may open future opportunities.

This filter is available for those Dealfront accounts that have HubSpot CRM integrated.

Example: You wish to create a feed of only companies whose lifecycle stage is "Customer", to identify which identified companies are your clients already.

Example: You want to see identified companies that have open tasks associated with them.

These are just a few of the examples uses for custom feed filters that may apply to your organisation, your own individual use cases may differ.

If you have Mailchimp or any EMS connected to Leadfeeder, you are also able to filter identified companies also based on the information from these providers.
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Please 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 '/'.

Please note: You cannot use Regex when setting up the filters!

Please 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 identified companies 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 companies that visited the domains that contained lead, feed, or app AND came from identified companies located in France. Find out more about custom feed logic here.

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