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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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