Filtering Prospects

Why filter Prospects?

Digging through a huge number of prospects can be taxing.
That's why you can use filters to narrow down your prospect list and easily find the prospects you're looking for.
Aside from being a time-saver, using filters can also help you find your prospects more accurately than doing it manually. 

How to filter Prospects?

If you want to filter prospects, you can start by going to your Prospect list and clicking "add filter".

To narrow down your Prospect list, there is a number of different filters that you can use individually or combined.

1. The Prospects Filters

In the Prospect tab, you can filter prospects based on whether they are marked as Do Not Contact or not.
Using the Prospect filters, you can also filter prospects based on the validity of their emails (invalid, not verified, valid, risky, unknown).
Additionally, you can also filter prospects by the date of creation under the Prospects tab.

2. The Tags Filters

Prospects can have multiple tags. Some examples of tags you can use to segment prospects are the industry the prospect belongs to (IT, food, and Hospitality), their department (sales, HR, research & development), as well as their location (New York, Los Angeles, Austin).

Under the Tags tab, you can filter prospects based on the tags that they have and the tags they don't have.

So in filtering prospects, you can also use multiple tags to narrow down your prospects even more.
For example, by selecting Food and sales under "must have those tags" and Austin under "must not have those tags", 
you can filter sales professionals from the food industry in all of the cities you cover except Austin.

3. The Bucket Filter

 In the Buckets tab, a Bucket can be selected to narrow your prospect list down to prospects who are in a specific Bucket.

This can be useful if you want to check the remaining prospects in the bucket and add the prospects manually to a campaign.
You can also use the Bucket filters if you want to manually move a specific prospect from one bucket to another.

4. The Campaigns Filter

In the Campaigns tab, you can filter prospects based on the campaigns they are in.
From this tab, you can also choose a minimum or maximum number of Campaigns a Prospect has been through or is in.
So from the Campaigns tab, you can filter prospects that ran multiple campaigns and know which campaigns they are currently in.

5. The Journeys Filter 

The Journeys filter allows you to narrow down your prospects based on the minimum and/or maximum numbers of Opens, Clicks, and Replies the prospect did. Under Journeys filter, you can also filter prospects based on their Journeys (e.g. replied, bounced, completed). 
You can also use the Journeys filter to narrow down your list to prospects who have or have not had any errors in their journeys.
Additionally, you can also use the Journeys filter to narrow down your list based on their labels.

This is helpful when you want to identify "hot leads" or prospects that have multiple opens and clicks.

6. Combined filters

You can also use multiple filters to narrow down your list even more.
For example, you can filter hot leads from a specific city in a certain campaign
by using Tags, Campaigns, and Journeys filters.

After choosing which Filter(s) to be included, simply use the Apply Filters button in the bottom-right corner, and QuickMail will display the filtered prospect.