How do I filter leads by specific criteria?

Modified on Thu, 4 Dec at 11:32 AM

How do I filter leads by specific criteria?

This article explains what you can filter, how filtering works, how to save views, and when to use campaign filters.

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Hubhus provides two ways to filter leads inside a campaign:

  1. Lead-table filters – simple, fast, and used for everyday segmentation

  2. Campaign filters – reusable filters for dashboards, advanced segmentation, and internal logic

This article explains what you can filter, how filtering works, how to save views, and when to use campaign filters.


1. Lead-table filters (everyday segmentation)

The lead table includes a built-in filter bar where you can filter leads using system-defined dropdowns.

Supported filter types include:

  • Status

  • Assigned to

  • Created / Updated at

  • Has event / Has no event

  • Event type

  • Event starts at (today, tomorrow, next week, etc.)

  • Booking form

  • Booked by

  • References

  • Has value in (field is filled)

  • Has no value in (field is empty)

  • Follow-up

  • Has uploads / Has no uploads

  • Has relation / Has no relations

  • Email sent / not sent / received

  • HTTP sent / HTTP code / Triggered by

  • Deleted at

  • Optimal time

  • Status history filters (has had / has not had status)

These options reflect all the filter categories shown in the filter bar:

(Screenshot: /mnt/data/Skærmbillede 2025-11-22 kl. 16.17.36.png)

Important limitations

The lead table cannot filter on:

  • numeric ranges

  • resource tags or user tags

  • JSON/data fields beyond “is empty / is filled”

  • complex OR logic

  • partial text searches (only global search field supports this)

Lead-table filters are designed to be simple and fast.


2. Filtering by select fields

Select values are created under:

Campaign → Selects

When a select list is used in the campaign, it appears automatically in the filter bar.

Rules:

  • Filters are based on labels, not slugs

  • You can select multiple values (multi-select)

  • Perfect for segmentation by source, region, type, category, etc.

  • No partial matches or custom expressions


3. Filtering by statuses

Statuses appear automatically in the filter bar under:

  • Status

  • Has had status

  • Has not had status

  • Status set

Statuses are created under:

Campaign → Statuses

Status filtering is one of the most powerful built-in filter options.


4. Using “Has value in” / “Has no value in”

These let you filter on campaign fields:

  • Has value in → field is filled

  • Has no value in → field is empty

Works with:

  • text

  • number

  • date

  • select

  • JSON/data

  • checkboxes

Does not support numeric ranges or partial matching.


5. Saving filters as custom views

When you apply filters in the lead table:

  1. The Save filter button appears

  2. Give the view a name

  3. It becomes available as a selectable view in the lead table

Saved views are ideal for:

  • follow-up lists

  • process-specific queues

  • operational dashboards

  • keeping track of segments

Saved views are UI-only and do not affect campaign-level filters.


6. Campaign filters (advanced segmentation)

Campaign filters are created from:

Campaign settings → Filters → New filter

(Screenshot: /mnt/data/Skærmbillede 2025-11-22 kl. 16.29.35.png)

A campaign filter is a reusable, structured filter, more powerful than lead-table filters, and can be used as:

  • a data source for dashboards

  • internal segmentation logic

  • a reference inside HTML components

  • an internal “GET” command

  • a foundation for advanced views or internal tools

How to create a campaign filter (short version)

  1. Go to Campaign settings → Filters

  2. Click New filter

  3. Give it a name

  4. Add one or more conditions from the dropdown

  5. Click Create

Campaign filters use AND logic — all conditions must match.

Available filter blocks include:

  • Status

  • Assigned to

  • Calendar event / Has no event

  • Event starts at

  • Created at / Updated at

  • Has uploads

  • Has relation

  • Field empty / Field filled

  • Follow-up

  • Email sent / not sent / received

  • Booking form

  • Booked by

  • Triggered by

  • References

  • Status history (has had / has not had)

These reflect the same categories as the lead-table filters — but campaign filters can be reused and referenced internally.


7. When to use campaign filters instead of lead-table filters

Use lead-table filters when you need:

  • quick, temporary filtering

  • simple segmentation

  • on-screen sorting

  • user-level views

Use campaign filters when you need:

  • advanced segmentation

  • stable, reusable data slices

  • dashboards

  • Send out filtered data

  • internal logic based on hh-data.leads

  • predefined conditions for internal teams

Campaign filters are effectively a UI tool for constructing structured filters without writing hh-data manually.


8. Advanced filtering with hh-data.leads (short note)

For filtering needs that go beyond the UI — such as:

  • numeric ranges

  • JSON key/value logic

  • combined field + event + file logic

  • OR logic

  • partial string matching

  • multi-level conditions

— use hh-data.leads inside HTML components, internal dashboards, or custom logic blocks.

Campaign filters can act as the input structure if you do not want to write parameters manually.


Learning outcome

After reading this, you understand:

  • How to use all filter types in the lead table

  • How select fields and statuses affect filtering

  • How to save custom filter views

  • How campaign filters work and when to use them

  • The difference between everyday filtering and advanced segmentation

  • How hh-data.leads enables the most advanced filter logic

? Common searches

lead management • lead tracking • customer management

? Also known as

customer • contact • prospect

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