Filter Criteria (Historical Events)

Overview

Historical Events are actions and/or behaviors that have occurred in the past. For example, if you'd like to nurture only prospects who have submitted a specific form you would select the "Submitted Form" Historical Event and drag and drop it to the canvas. Below is a description of all Historical Events. 

Autoresponder Sent

  • Description = Selects people who have been sent an Autoresponder
  • Example = Select people who have been sent Autoresponder A
  • Operators:
    • is (when the name of the Autoresponder equals a certain value)
    • is not (when the name of the Autoresponder is not equal to a certain value)
    • is any (any Autoresponder)
    • is any but not (is any Autoresponder but not a certain value)
    • is empty (not sent an Autoresponder)
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Opened Autoresponder

  • Description = Selects people who have opened an Autoresponder
  • Example = Select people who have opened Autoresponder A
  • Operators:
    • is (when the name of the Autoresponder equals a certain value)
    • is not (when the name of the Autoresponder is not equal to a certain value)
    • is any (any Autoresponder)
    • is any but not (is any Autoresponder but not a certain value)
    • is empty (not sent an Autoresponder)
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Clicked Link in Autoresponder

  • Description = Selects people from the Lead Liaison Prospect Database who have clicked a link in an Autoresponder. 
  • Example = Select people who have clicked a link in an Autoresponder called "Summer 2020 Tradeshow in Chicago".
  • Operators:
    • is (when the name of the Autoresponder equals a certain value)
    • is not (when the name of the Autoresponder is not equal to a certain value)
    • is any (any Autoresponder)
    • is any but not (is any Autoresponder but not a certain value)
    • is empty (no Autoresponder)
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Not Clicked Link in Autoresponder

  • Description = Selects people from the Lead Liaison Prospect Database who have not clicked a link in an Autoresponder
  • Example = Select people who have not clicked a link in an Autoresponder called "Summer 2020 Tradeshow in Chicago".
  • Operators:
    • is (when the name of the Autoresponder equals a certain value)
    • is not (when the name of the Autoresponder is not equal to a certain value)
    • is any (when the name of the Autoresponder is any name)
    • is any but not (is any Autoresponder but not a certain value)
    • is empty (no Autoresponder)
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Website Activity

  • Description = Selects people from the Lead Liaison Prospect Database who have visited your website within a certain period of time. 
  • Example = Select people who visited our website within the past two months. 
  • Operators:
    • equals (website visits on a specific day)
    • does not equals (website visits not on a specific day)
    • less than (website visits before a certain day)
    • less than or equals (website visits on or before a certain day)
    • greater than (website visits after a certain day)
    • greater than or equals (website visits on or after a certain day)
    • empty (no website visits)
    • not empty (any website visits)
    • within time frame (website visits within a certain time frame)
    • less than (or empty) (website visits before a certain day or no website visits at all) 
    • less than or equals (or empty) (website visits on or before a certain day or no website visits at all) 
    • not within time frame (website visits not within a certain time frame)
  • Screenshot:

Clicked Link in Email

  • Description = Selects people from the Lead Liaison Prospect Database who have clicked a link in an email. 
  • Example = Select people who have clicked a link in our email campaign called "Summer 2020 Tradeshow in Chicago".
  • Operators:
    • is (when the name of the email campaign equals a certain value)
    • is not (when the name of the email campaign is not equal to a certain value)
    • is any (any email campaign)
    • is any but not (when the name of the email campaign is any name but not a certain value)
    • is empty (no email campaign)
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Not Clicked Link in Email

  • Description = Selects people from the Lead Liaison Prospect Database who have not clicked a link in an email. 
  • Example = Select people who have not clicked a link in our email campaign called "Summer 2020 Tradeshow in Chicago".
  • Operators:
    • is (when the name of the email campaign equals a certain value)
    • is not (when the name of the email campaign is not equal to a certain value)
    • is any (when the name of the email campaign is any name)
    • is any but not (when the name of the email campaign is any name but not a certain value)
    • is empty (no email campaign)
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Member of List

  • Description = Selects people from the Lead Liaison Prospect Database who are in a list. 
  • Example = Select people who are in a contact list called "Summer 2020 Tradeshow in Baltimore".
  • Operators:
    • is (when the name of the List equals a certain value)
    • is not (when the name of the List is not equal to a certain value)
    • is any (any List)
    • is any but not (when the name of the List is any list but not equal to a certain value)
    • is empty (no List)
  • Screenshot:

Member of Workflow

  • Description = Selects members of a Workflow (nurture process, lead distribution, etc.)
  • Example = Select people who are in the "3 month nurturing process" Workflow
  • Operators:
    • is (when the name of the Workflow equals a certain value)
    • is not (when the name of the Workflow is not equal to a certain value)
    • is any (any Workflow)
    • is any but not (when the name of the Workflow is any Workflow but not equal to a certain value)
    • is empty (no Workflow)
  • Screenshot:

Downloaded Content

  • Description = Selects people who have downloaded content (media). 
  • Example = Select people who have downloaded my datasheet, my-datasheet.pdf
  • Operators:
    • is (when the name of the content downloaded equals a certain value)
    • is not (when the name of the content downloaded is not equal to a certain value)
    • is any (any content was downloaded)
    • is any but not (when the name of the content downloaded is any content but not equal to a certain value)
    • is empty (no content was downloaded)
  • Screenshot:

Emails Opened

  • Description = Selects people from the Lead Liaison Prospect Database who have opened any number of emails. 
  • Example = Select people who have opened 3 or more email messages. 
  • Operators:
    • equals (when the number of opened emails equals a certain value)
    • does not equals (when the number of opened emails is not equal to a certain value)
    • less than (when the number of opened emails is less than a certain value)
    • less than or equals (when the number of opened emails is less than or equal to a certain value)
    • greater than (when the number of opened emails is greater than a certain value)
    • greater than or equals (when the number of opened emails is greater than or equal to a certain value)
    • empty (included prospects who have not opened emails)
    • not empty (includes prospects who have opened emails)
    • less than (or empty) (when the number of opened emails is less than a certain value and includes prospects who have not opened emails)
    • less than or equals (or empty) (when the number of opened emails is less than or equal to a certain value and includes prospects who have not opened emails)
  • Screenshot:

Email Sent

  • Description = Selects people from the Lead Liaison Prospect Database who have been sent specific email messages. 
  • Example = Select people who have been sent an email message called "Software Release - April 2013".
  • Operators:
    • is (when the name of the email marketing message sent is equal to a certain value)
    • is not (when the name of the email marketing message sent is not equal to a certain value)
    • is any (any email marketing message sent)
    • is any but not (when the name of the email marketing message sent is any name but not equal to a certain value)
    • is empty (when no email marketing message has been sent)
  • Screenshot:

Opened Email

  • Description = Selects people from the Lead Liaison Prospect Database who have opened specific email messages. 
  • Example = Select people who have opened the email message called "Software Release - April 2013".
  • Operators:
    • is (when the name of the email marketing message is equal to a certain value)
    • is not (when the name of the email marketing message is not equal to a certain value)
    • is any (any email marketing message)
    • is any but not (when the name of the email marketing message opened is any name but not equal to a certain value)
    • is empty
  • Screenshot:

Pages Visited

  • Description = Selects people from the Lead Liaison Prospect Database who have visited any number of pages during a single visit
  • Example = Select people who have visited more than 5 pages during a visit (screen shot below).
  • Operators:
    • equals (when the number of pages viewed in a visit are a certain value)
    • does not equals (when the number of pages viewed in a visit are not equal to a certain value)
    • less than (when the number of pages viewed in a visit are less than a certain value)
    • less than or equals (when the number of pages viewed in a visit are less than or equal to a certain value)
    • greater than (when the number of pages viewed in a visit are greater than a certain value)
    • greater than or equals (when the number of pages viewed in a visit are greater than or equal to a certain value)
    • empty (included prospects who have not viewed any pages during a visit)
    • not empty (includes prospects who have viewed pages in a visit)
    • less than (or empty) (when the number of pages viewed in a visit are less than a certain value and includes prospects who have not viewed any pages during a visit)
    • less than or equals (or empty) (when the number of pages viewed in a visit are less than or equal to a certain value and includes prospects who have not viewed any pages during a visit)
  • Screenshot:

Removed from List

  • Description = Selects people from the Lead Liaison Prospect Database who have been removed from a List. 
  • Example = Select people who have been removed from a List called "Summer 2020 Tradeshow in Beijing".
  • Operators:
    • is (when the name of the List equals a certain value)
    • is not (when the name of the List is not equal to a certain value)
    • is any (any List)
    • is any but not (when the name of the List is any list but not equal to a certain value)
    • is empty (no List)
  • Screenshot:

Removed from Workflow

  • Description = Selects people from the Lead Liaison Prospect Database who have been removed from a Workflow. 
  • Example = Select people who have been removed from a Workflow called "3 month nurturing process".
  • Operators:
    • is (when the name of the Workflow equals a certain value)
    • is not (when the name of the Workflow is not equal to a certain value)
    • is any (any Workflow)
    • is any but not (when the name of the Workflow is any list but not equal to a certain value)
    • is empty (no Workflow)
  • Screenshot:

Responded to S&T Email

Send & Track

Send & Track is Lead Liaison's email client plug-in for Outlook. See this section for more information on Send & Track.

  • Description = Selects people from the Lead Liaison Prospect Database who have clicked a link in an email sent using Send & Track. 
  • Example = Select people who have clicked a link in an email sent with Send & Track.
  • Operators:
    • True (has responded to any Send & Track email by clicking a link inside any email sent with Send & Track)
    • False (has never clicked a link in an email sent with Send & Track)
  • Screenshot:

Submitted Form

Hosted or Existing

This Future Event (Trigger) applies to web forms that are built and hosted on Lead Liaison's infrastructure as well as existing web forms that are mapped to Lead Liaison Standard or Custom Fields.

  • Description = Selects people from the Lead Liaison Prospect Database who have submitted a web form. 
  • Example = Select people who have submitted a form with the name "30 Day Trial Form".
  • Operators:
    • is (when the name of the web form equals a certain value)
    • is not (when the name of the web form is not equal to a certain value)
    • is any (any web form)
    • is any but not (when the name of the web form submitted is any list but not equal to a certain value)
    • is empty (no web form submitted)
  • Screenshot:

Used Search Terms

Understanding Search Terms

A Search Term is the phrase used by a website visitor in a search engine (Google, Yahoo!) when they initially found your companies website.

  • Description = Selects people from the Lead Liaison Prospect Database whose search words / search terms were a certain value. 
  • Example = Select people who used "best project management software" in a search engine which brought them to our company's website.
  • Operators:
    • equals (when the search term equals a certain value)
    • does not equals (when the search term is not equal to a certain value)
    • contains (when the search term contains certain words)
    • does not contain (when the search term do not contain certain words)
    • starts with (when the search terms start with specific characters)
    • does not start with (when the search terms do not start with specific characters)
    • ends with (when the search terms end with specific characters)
    • does not end with (when the search terms do not end with specific characters)
  • Screenshot:

Visited Web Site

  • Description = Selects people from the Lead Liaison Prospect Database who visited your website.  
  • Example = Select people who visited our website at least 3 or more times (example below in screen shot). 
  • Operators:
    • equals (when the number of website visits equals a certain value)
    • does not equals (when the number of website visits is not equal to a certain value)
    • less than (when the number of website visits is less than a certain value)
    • less than or equals (when the number of website visits is less than or equal to a certain value)
    • greater than (when the number of website visits is greater than a certain value)
    • greater than or equals (when the number of website visits is greater than or equal to a certain value)
    • empty (included prospects who have not visited your website)
    • not empty (includes prospects who have visited your website)
    • less than (or empty) (when the number of website visits is less than a certain value and includes prospects who have not visited your website)
    • less than or equals (or empty) (when the number of website visits is less than or equal to a certain value and includes prospects who have not visited your website)
  • Screenshot:

Visited Web Page

  • Description = Selects people from the Lead Liaison Prospect Database who visited a web page anytime during their visit(s). 
  • Example = Select people who visited our pricing page (http://www.leadliaison.com/revenue-generation-solution/lead-liaison-pricing/).
  • Operators:
    • is (when the URL of the web page equals a certain value)
    • is not (when the URL of the web page is not equal to a certain value)
    • is any (any URL)
    • is any but not (when the name of the URL is any list but not equal to a certain value)
    • is empty (no URL)
  • Screenshot:

Played Video

  • Description = Selects people from the Lead Liaison Prospect Database who played a video anytime during their visit(s). 
  • Example = Select people who played a video named "Lead Liaison Video Explainer" (as shown below).
  • Operators:
    • is (when the video played is a certain video)
    • is not (when the video played is not a certain video)
    • is any (when any video is played)
    • is any but not (when the name of the video played is any video but not equal to a certain value)
    • is empty (when no video has been played)
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Watched Video (> 75%)

  • Description = Selects people from the Lead Liaison Prospect Database who watched more than 75% of a video anytime during their visit(s). 
  • Example = Select people who watched more than 75% of a video named "Lead Liaison Video Explainer" (as shown below).
  • Operators:
    • is (when someone watches more than 75% of a certain video)
    • is not (when someone did not watch more than 75% of a certain video)
    • is any (when any video was watched more than 75%)
    • is any but not (when any video is watched more than 75% but not equal to a certain video)
    • is empty (when no video has been watched more than 75%)
  • Screenshot:

Converted via Video

  • Description = Selects people from the Lead Liaison Prospect Database who entered their email address while watching a video during their visit(s). 
  • Example = Select people who entered their email address while watching a video named "Lead Liaison Video Explainer" (as shown below).
  • Operators:
    • is (when the conversion occurred for a certain video)
    • is not (when the conversion occurred and was not for a certain video)
    • is any (when the conversion occurred for any video)
    • is any but not (when the conversion came from any video but not equal to a certain video)
    • is empty (when the conversion has not occurred at all)
  • Screenshot: