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Overview

Filters help you narrow the visitor table. Saved views help your team reopen the same slice of data. Segments let you reuse those rules in automations like webhooks and integrations.

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Common filter areas

Leadpipe groups filters around the decisions your team needs to make:
  • Professional & Company
  • Location
  • Acquisition
  • Intent & Engagement
  • Contact, Demographics & Recency
1

Start with one question

Build the view around a concrete question, such as who viewed pricing recently or which visitors came from a specific channel.
2

Apply only the filters you need

Keep the first version narrow and understandable. It is easier to refine a focused view than untangle an overloaded one.
3

Save the view

Save useful filters as a view so you and your team can return to the same working set quickly.
4

Promote repeatable logic into a segment

When the same rules should drive webhooks or integrations, save them as a segment instead of keeping them as a one-off view.

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Views vs. segments

ToolBest for
Saved viewReopening a useful table configuration inside Leadpipe
SegmentReusing a rule set across automations and destinations

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Good first segments

  • Recent pricing page visitors
  • High-intent visitors from paid or social sources
  • Visitors from target industries or company sizes
  • Visitors from one specific pixel or domain