Segments and filters are powerful tools that help you organize and prioritize your website visitors. This guide shows you how to use them effectively to focus on the leads that matter most to your business.

Before diving in, it's important to understand the difference between filters and segments:

To start filtering your leads, navigate to your Reveal dashboard where you see all your identified visitors.

HappierLeads provides multiple filter types to help you find exactly what you're looking for. Here are the main filters you can use:

Filter companies by number of employees to target specific business sizes:

Select specific industries to focus on verticals that are ideal for your product or service. You can select multiple industries at once.

Filter by geographic location to focus on markets you serve. You can filter by country or region.

Filter by engagement level to prioritize hot leads:

Filter by specific pages or page types to find visitors interested in particular products or content. For example, filter for visitors who viewed your pricing page or product demos.

Filter by when visitors came to your site (today, yesterday, last 7 days, last 30 days, or custom date range).

The real power comes from combining filters to create highly targeted lead lists. Here's how to combine filters effectively:

 "Show me enterprise companies (1000+ employees) in the Technology industry, located in the United States, with a hot lead score, who visited my pricing page in the last 7 days."

Once you've created a filter combination you want to use regularly, save it as a segment:

Your saved segment will now appear in the segments dropdown at the top of your Reveal page, making it easy to access anytime.

You can manage your saved segments to keep them organized and up-to-date:

Get the most out of segments and filters with these proven strategies:

Here are some popular segment examples used by successful HappierLeads customers:

Master segments and filters to organize your leads, create targeted lists, and focus on high-value visitors that matter most to your business.

How to Use Segments and Filters

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