LeadPro Filters
This guide explains how to create, refine, and manage filters in Leadpro so you can route leads to the right workflows / questionnaires, segment communications, and keep follow-ups relevant.
What are filters in LeadPro?
Filters are rule-based conditions that evaluate lead data and decide what happens next. You’ll use them to:
Qualify which leads enter a responder workflow.
Control follow-ups by re-checking conditions before each step.
Qualify which leads are sent which qualifying questionnaires to complete.
Creating Filters
As an admin user, open Leadpro and go to Account > Filter & Journeys.
Create a new filter with the ‘New filter’ action.
Specify conditions of the filter.
Save your filter, and assign it to workflows or questionnaires through the ‘Lead Responder’ menu item.
Common filter fields and operators
Field | Use |
|---|---|
Type | Specify if a lead is or is not a particular lead type (Let, Sale, Landlord, Vendor, Mortgage). |
Source | Specify if a lead did or did not come from a particular source (portal source, API source, IVT etc.) |
Office | Specify if a lead is or is not assigned to a particular office. |
Meta | Check if a metadata value on the lead does or does not equal a particular value. A metadata field name (path) must be specified to check against. Be mindful that metadata is a dynamic object that may or may not be present on any individual lead. |
Office Open | Specify if the assigned office is or is not open at the time of filter evaluation. Office opening times can be configured by admin users on the office settings page. |
Is parent | Specify if a lead is a parent lead or not. All leads created from external sources (portal leads, API leads, IVT leads) are parent leads. Leads created from questionnaire responses are child leads. |
UTM | Check if a UTM attribute accompanying a lead does or does not equal a particular value. A UTM value to check must be specified from the available dropdown. |
Status | Check if the lead’s status does or does not match a particular status. |
FAQ Condition grouping
Multiple filter conditions can be grouped using the ‘Add condition group’ action and specifying your desired conditions within that group. Each group, as well as the ‘base’ group can be adjusted to match conditions by ‘all’ or 'any.
All of the following conditions apply
The filter will resolve as a match if ALL conditions within it are met.Any of the following conditions apply
The filter will resolve as a match if AT LEAST ONE condition within it is met.
Where filters can be used in Leadpro
Lead responder workflows initial filter
Responder workflows require an initial filter to decide if a newly created lead can be processed in that workflow. See Lead Responder Workflows Guide.Lead responder workflows follow-up filters
The follow up email / SMS campaigns can be optionally assigned filters to check if the lead is still applicable to receive follow up campaigns. See Lead Responder Workflows Guide.Questionnaires
Leadpro questionnaires can have optional filters applied to qualify if a lead is suitable to receive that questionnaire.