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Updating old lead filters

We've made some changes to the way you're able to filter leads in Funnel. By logging and navigating to Leads > Filter in the top navigation, you'll notice that the lead field type has been split into categories that better suit the filter you've selected.

 

Screen_Shot_2020-11-30_at_3.16.08_pm.png

 

It's important to note that you're using a saved lead filter view where several conditions are using a legacy filter, these filters will be removed or migrated soon, so please choose a different filter. A pop-up notification like the one below will indicate if you've selected a legacy filter.

 

Screen_Shot_2020-12-02_at_3.27.29_pm.png

 

Below, we've included some examples to help you convert your old lead property filter into this new format. 

 

Old lead property filter New lead property filter
Lead > Stage Pipeline Stages > {Stage} > Contact is in stage
Guardian > First Name Guardian Properties > First Name
Guardian > Last Name Guardian Properties > Last Name
Guardian > Email Guardian Properties > Email
Guardian > Phone Guardian Properties > Phone
Guardian > Gender Guardian Properties > Gender
Guardian > Disallow Communication Guardian Properties > Disallow Communication
Data Sources > Source Form Lead Sources > Form > {Form}
Data Sources > Source Form Entry Status Lead Sources > Form > Entry Status
Data Sources > Action
Data Sources > Source Type
Data Sources > Occurred at
Lead Sources > {Source Type} > {created|updated} > {Date Range}
Data Sources > Entry ID Lead Sources > Form > Entry ID
Activity > Type
Activity > Logged By
Activity > Occurred At
Lead Activities > {Activity Type} > {Logged By|Occurred At} > {Value}
Events > Event Name Events > {Event Type} > {Event} > Contact registered for event
Events > Event Type Events > {Event Type} > {Any} > Contact registered for event
Events > Start At Events > {Event Type|Any} > {Event|Any} > Starts At
Events > Location Events > {Event Type|Any} > {Event|Any} > Location
Events > Attendance Events > {Event Type|Any} > {Event|Any} > {Attendance}
Events > Registered At Events > {Event Type|Any} > {Event|Any} > Registered At

 

If you need a hand with updating your old lead filters, please contact Digistorm Support: support@digistorm.com

 

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