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Understanding Advanced Filtering (AND/OR Logic) in Custom Feeds

Custom Feeds help you segment website visitors and identify the most relevant companies. With Advanced Filtering, you can create precise queries across multiple groups using AND/OR logic to target high-intent leads more effectively.

Vicent Llongo avatar
Written by Vicent Llongo
Updated yesterday

Key Concepts of Advanced Filtering

The filtering system is built on two main concepts: Inclusion and Exclusion groups and selectable AND/OR logic.

  1. Inclusion and Exclusion Groups You can organize your filters into "Inclusion" and "Exclusion" groups to build precise queries.
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    • Inclusion Groups: These groups define the primary criteria for companies you want to see in your feed. A company must match the conditions in at least one Inclusion group to appear in the results.

    • Exclusion Groups: These groups allow you to remove companies that match certain criteria from your results. Any company matching the conditions in an Exclusion group will be filtered out, even if it matches an Inclusion group.

2. Logic within a Filter Group (AND/OR) Within each Inclusion or Exclusion group, you can add multiple filter conditions. You have the choice to combine these conditions using either AND or OR logic.

  • AND: Requires a company to match all conditions within the group. This is useful for finding companies that meet several specific criteria.

  • OR: Requires a company to match any of the conditions within the group. This is ideal for broadening your search to include companies that meet one of several possible criteria.

3. Logic between Filter Groups

  • Multiple Inclusion groups are joined by OR. This means a company will be included if it matches the criteria in the first Inclusion group OR the second Inclusion group, and so on. This structure allows for building complex queries, such as (A AND B) OR (C AND D).

  • Exclusion groups always apply to the entire feed. They act as a final step to remove any unwanted companies from the results gathered by your Inclusion groups.

Common Use Cases and Examples

Here’s how you can use Advanced Filtering to solve common use cases that were previously difficult or impossible to achieve in a single feed.

Example 1: Find companies that visited multiple specific pages. You want to find highly engaged leads that have viewed both your pricing and demo pages.

  • Setup:

    • Create one Inclusion group.

    • Inside the group, add the following conditions joined by AND:

      • Page URL contains pricing

      • AND

      • Page URL contains demo

Example 2: Find companies that meet one of two distinct criteria. You want a feed of companies that either (A) visited both the pricing and demo pages OR (B) had a visit lasting longer than 10 minutes.

  • Setup:

    • Create a first Inclusion group for criteria (A):

      • Page URL contains pricing AND Page URL contains demo

    • Add a second Inclusion group for criteria (B):

      • Visit length is more than 10 minutes

Example 3: Exclude irrelevant companies from a broad search. You want to target companies in Germany or Austria but want to exclude existing customers and anyone visiting your careers page.

  • Setup:

    • Create one Inclusion group:

      • Company Country is Germany OR Company Country is Austria

    • Create one Exclusion group to remove unwanted leads:

      • Tag is Customer OR Page URL contains jobs

Note: All existing Custom Feeds have been automatically migrated to the Advanced Filtering structure. You do not need to take any action to update them. You can edit your old feeds to take advantage of these powerful features.

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