How to Filter Contacts within your Campaign

Hey Skyleaders! 🌟

Effortlessly filter your leads in Skylead before exporting to CSV! Just head to the All Leads dashboard and click the Funnel Icon to filter by name, company, email status, and campaign step. Combine filters like statuses and steps to refine your list for optimal tracking and exporting. Start filtering like a pro and streamline your Skylead experience! 🚀

1. Find the Magic Funnel 🧙‍♂️

You can access lead filters directly from the Campaigns dashboard. 

Simply go to your Campaigns page, open the campaign whose leads you want to check, and access the leads from there. Once you’re inside the campaign leads view, click the Funnel icon to start filtering.

2. Filter Like a Pro 🕵️‍♂️

Click the funnel icon, and voilà! You’re now in the lead filtering zone. This is where the magic happens. Customize which leads you want to see and export by applying these filters:

• Advanced Filters: Bring up filtering to another level! Make your life easier by filtering leads by Full Name, Company, Occupation, or Headline to get precise results 🎯
  
  
   

• Statuses: Mix and match multiple lead statuses to get a more refined lead list.
  
  

   

• By Connections: You are able to separate your leads on those who are connected with you or not.

  
   

• Email Statuses: Want only verified emails? No problem! Filter by verified or unverified email addresses.
  
  
   

• Current Step: Zoom in your campaign sequence and select specific step which you wish to filter. This will separate only leads which are currently located on that step.

  NOTE:  This options is available only if filtering is made for an individual campaign, not for All Leads.
  
  
   

• Statuses + Current Step Combo: Get the best of both worlds by combining a lead status with a step filters.
• Multiple Steps: Select more than one step if you want a broader view of your leads. The more, the merrier!

Perfect for Tracking Connections 🔗

Want to focus on leads who’ve accepted your connection request? Easy! 

Apply the filters just like on this example and you’ll have a neat list of new connections ready to export.

⚠️ Remember: Leads in the 'Finished' status are off the campaign track—they’ve completed their journey, so no further steps will apply.

And there you have it! Filtering leads is like having a superpower in your Skylead toolkit. We hope this guide helps you navigate Skylead like a pro. Keep filtering, keep shining! 🌈🚀

Happy Skyleading! 💫