Custom feeds in Leadfeeder allow users to create customized segmentation of site visitors based on their online behaviour, demographics, or other essential data.
If you love data, this is going to be your favourite feature.
Let's say you have two sales teams — one in Germany and one in England. Your German sales team can create a custom feed for German-based companies, while your English team focuses on those in the U.K.
The quality of your identified companies varies widely. You might have some job seekers on your site, or your blog might attract readers from all across the globe, but you only serve the German market. Custom feeds allow you to drill down and access only the most relevant companies for each specific user.
Using Advanced Filters
With advanced filters, you have more flexibility to create feeds that precisely match your needs. This powerful functionality allows for more complex queries within a single feed, reducing the need to create multiple feeds for a single use case.
The key features of advanced filtering are:
Inclusion and Exclusion Groups: You can create "Include" groups to define the criteria for companies you want to see, and "Exclude" groups to filter out companies that match specific criteria. This provides a more intuitive way to manage your filters.
AND / OR Logic: When adding multiple conditions to a filter group, you can choose to combine them using AND (all conditions must match) or OR (any of the conditions can match). This allows you to achieve common use cases, like finding companies that have visited both a pricing page AND a demo page in the same time frame.
Types of Custom Feed Filters
There are several types of filters you can mix and match to create custom feeds, including:
✅ Behavior: Actions the visitor took on your website, such as the number of pages visited.
✅ Acquisition: How the visitor reached your sites, such as a campaign or social media.
✅ Company info: Filter based on location, industry, size, language, etc.
✅ Dealfront activities: View visitors assigned to a Dealfront user, emailed or shared via Slack.
✅ CRM activities: If you've integrated your CRM, you can create feeds based on their stage or status in your CRM.
✅ Email marketing integrations: Integrate with Mailchimp or ActiveCampaign to see visits coming from your email campaigns.
You can read more about the Leadfeeder filter options here.
How to Create a Custom Feed
This guide explains how to create a custom feed. It will take you less than 1 minute to control the quality of the identified companies you see in Leadfeeder. You can create as many feeds as you need.
STEP 1: Log in to Leadfeeder. In the left panel above existing feeds, click Create custom feed.
STEP 2: Name the feed and select if you'd like to place it within a folder.
You will then see two boxes checked by default:
The first automatically registers you to receive weekly email updates about new companies identified in this feed. We'll explain notification options further in Step 5.
The second shares this feed with everyone who has access to this account. Without this option selected, the feed becomes private. We'll explain sharing options further in Step 7.
STEP 3: Select and combine your desired filters using the advanced filtering options.
By default, you will start with an "Include" group. This group defines the criteria for companies you want to see in your feed.
When you add your first filter, you can then add more conditions using AND or OR logic.
Use AND if you need the company to match all the conditions. For example, Page URL contains 'pricing' AND Page URL contains 'demo' will show companies that visited both pages.
Use OR if the company only needs to match any of the conditions. For example, Country is 'Austria' OR Region is 'Hamburg'.
You can also add an "Exclude" group to remove companies that match certain criteria. For example, you could create an "Include" group for companies in Germany and an "Exclude" group to remove any companies where the Page URL contains 'jobs' to filter out job seekers.
STEP 4: Once you're happy with your filter settings, just click Save Feed.
STEP 5: You can then set email notifications to alert team members when new companies meet your criteria. If you have left the default box checked, you will be automatically included in this list. You have the option to choose both Weekly and Daily notifications. Select the Email tab in the right-hand panel.
STEP 6: As well as notifications, you can also add automation. For example, you can automatically send companies from this feed to your CRM.
📌 Pro Tip: The CRM option is only listed if a CRM is connected with Leadfeeder.
Head to the Automation tab. Then, select the action you want to occur and adjust the frequency. You can learn more about automating custom feeds here. If you don't want to automate your custom feed, click Save feed.
STEP 7: When you create a new custom feed, the box 'Make this feed public' is checked by default. This gives all users of this account editor access to this feed.
If you uncheck this box, the custom feed will be 'Private' and only visible to you. You can share it with specific users or manage permissions after saving the feed by using the Share button at the top right of the custom feed window.
You can define who can see and edit your feed using one of three options:
Owner: Can add or remove users, plus edit the feed filters.
Editor: Can edit the feed filters.
Viewer: Can only view the feed data.
How to Edit a Custom Feed
To edit a feed, select it from the list in the left panel. From there, select 'edit feed' on the right-hand side to open all feed settings. Once you are done, be sure to save your changes.
Use the edit view to modify the feed settings. You can rename the feed, change the filters using the advanced filtering logic, change email notification settings and automation settings.
To Delete, Duplicate or Copy the feed, select the 'Cog' symbol near the bottom of the Edit feed panel and choose which option you'd like.
Questions, comments, feedback? Please let us know by contacting our support team via live chat or by sending us an email at support@dealfront.com.
RELATED:
