Filter Criteria (CRM)

Overview

CRM Filter Criteria is used to select Prospects who match specific Salesforce.com attributes, such as queues and campaigns. 

Filters

Salesforce.com Queues

  • Description = Selects people in a Salesforce.com queue. 
  • Example = Select anyone in a specific queue. 
  • Operators:
    • is (when the name of the queue equals a certain value)
    • is not (when the name of the queue is not equal to a certain value)
    • is any (any queue)
    • is any but not (is any queue but not a certain one)
    • is empty (not sent to a queue)
  • Screenshot:

Member of SFDC Campaign

  • Description = Selects people in a Salesforce.com campaign. 
  • Example = Select people in the Salesforce.com campaign named Test Campaign. 
  • Operators:
    • is (when the name of the Salesforce.com Campaign equals a certain value)
    • is not (when the name of the Salesforce.com Campaign is not equal to a certain value)
    • is any (any Salesforce.com Campaign)
    • is any but not (is any Salesforce.com Campaign but not a certain one)
    • is empty (not sent to a Salesforce.com Campaign)
  • Screenshot:

SFDC Campaign Status

  • Description = Matches anyone with a specific Salesforce.com Campaign status. Combine it with Member of SFDC Campaign.
  • Example = Select everyone who is in the Test Campaign with a status of Responded. 
  • Screenshot: