Understanding campaign filters and sources
Campaign filters and sources in Hubhus help you organize, categorize, and segment your leads so you can run structured workflows, control visibility, and tailor communication.
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Campaign filters and sources in Hubhus help you organize, categorize, and segment your leads so you can run structured workflows, control visibility, and tailor communication. This is essential when multiple teams, partners, or workflows operate inside the same campaign.
When to use this
You want to categorize leads using select fields or statuses
You need to segment leads for automations, dashboards, or partner access
You want to filter which leads external collaborators can view
You are building structured campaign flows with branching logic
What are sources and why use them?
Table of Contents
A source identifies where a lead came from. It might represent:
A booking form
A web form
An imported list
An integration (e.g. Zapier or custom API feed)
Sources help you:
Track lead origins
Segment reporting
Trigger automations based on how a lead entered the campaign
Prioritize incoming leads
What are filters and how do they work?
Filters let you limit, segment, or group leads inside a campaign.
Filters are especially powerful because they can be used in:
Automations
Views and dashboards
hh-data queries
Partner dashboards (to limit visibility to only certain leads)
Examples of what filters can do:
Show only leads in a specific status
Limit an external subcontractor to only the leads assigned to them
Trigger an email only when a specific select value is chosen
Display only leads created within the last 24 hours
Important: Filters can restrict which leads an external partner is allowed to see—ideal for collaboration without exposing the full database.
SELECT fields for categorization
SELECT fields allow you to classify leads using predefined options.
Typical uses include:
Lead type
Priority
Project category
Product selection
Region or team assignment
These fields can then be used in:
Automations
Filters
Dashboards
Reports
Conditional email content (
@if(@select[field,slug] == value)){ IF TRUE }@else{ NOT TRUE }@endif
SELECT fields ensure consistent categorization and help avoid errors from free-text input.
Filter logic basics
Filters follow simple expression rules. You can filter based on:
Status
Field value
Select value
Assigned user
Created/updated timestamps
Calendar events
UTM data
Checklist submissions
And more (depending on campaign setup)
Use the Editor to test logic and find placeholders instantly
In any input field inside the editor, you can press:
CTRL + K (Windows)
CMD + K (Mac)
This opens the placeholder search modal, where you can quickly look up:
Lead placeholders (name, email, phone, address, etc.)
Event placeholders (date, time, ICS links, resource emails, duration, etc.)
HTML components (buttons, signatures, branding blocks)
Links to pages (
@page[...])Booking forms
Custom fields (API-based placeholders)
Assigned person & brand placeholders
You can search using natural words like:
“lead name”, “address”, “event date”, “signature”, “brand contact”.
Using this tool is the fastest and safest way to locate the correct placeholder and ensure your logic is valid.
Learning outcome
After reading this, you should understand:
What sources are used for and how they classify leads
How filters help organize, segment, and control access
How select fields support categorization
The basics of filter logic in Hubhus
Common patterns for real-world filtering scenarios
? Common searches
campaign setup • project management • workspace configuration
? Also known as
project • workspace • pipeline
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