Navigating and Configuring Filters in the Campaign Builder

Overview

This guide provides step-by-step instructions for navigating to the campaign builder and configuring audience filters within a campaign. You will learn how to access the filter panel, expand filter categories, and prepare to add or adjust filter values to refine your campaign audience. Screenshots are included to illustrate each major step.

Prerequisites

You must have an existing campaign to edit
You need edit permissions for the campaign you wish to modify

Step-by-Step Instructions

1. Open the Campaigns Page

Navigate to the main “Campaigns” section from the left sidebar.
Locate the campaign you want to edit. In this example, the campaign is “Targeted Outreach for Software Sales Leaders.”

2. Open the Campaign in Edit Mode

Click the name of your campaign to open its details page.
On the campaign details page, click the Edit Campaign button in the upper right corner.

3. Access the Filters Panel in the Campaign Builder

You will be taken to the campaign builder interface. The Audience tab is active by default.
The Audience Filters panel appears on the left side, listing available filter categories such as Contact Details, Company Criteria, Location, Company Growth, Signals, Technology, Keywords, and Job Openings.

4. Expand a Filter Category

Click on a filter category to expand it. For example, click Location to reveal location-based filter options.
Expanded categories display specific filter fields. For Location, you will see Person Location and Company HQ fields.

5. Prepare to Add or Adjust Filter Values

Click into a filter field (e.g., Person Location) to activate the search and selection interface.
A tooltip such as “Start typing to search…” will appear, indicating the field is ready for input.
You can now type to search for values or select from the dropdown as options appear.

6. (Optional) Review and Adjust Additional Filters

Repeat the process for other filter categories as needed (e.g., Contact Details, Company Criteria, etc.).
The number next to each category (e.g., Contact Details (2)) indicates how many filters are currently applied in that category.
The lead count (e.g., “35,949 Leads found” in this example) updates in real time as you apply or adjust filters.

Verification and Success Criteria

The filter fields should display the correct search interface and tooltips.
The lead count updates as you add or remove filters, confirming that your changes are being applied.
You should see your selected filters listed in the panel, and you can remove them using the “Clear All” option or individual controls.

Troubleshooting

Filter field not responding: Ensure you are in the campaign builder’s edit mode. If the field does not activate, try refreshing the page or re-entering edit mode.
No results in dropdown: Double-check your search term for typos or try a broader term.
Lead count not updating: Wait a few seconds for the system to process changes. If it remains static, refresh the page.
Cannot remove a filter: Use the “Clear All” link at the top of the Audience Filters panel to reset all filters if individual removal is not working.

Tips

Use the search field within each filter to quickly find specific values.
You can add multiple values to a single filter field (e.g., several locations).
Removing a value or filter will immediately update the lead count and audience preview.

Expected Outcome

You have successfully navigated to the campaign builder, accessed the filters panel, and are able to add, adjust, or remove filters to refine your campaign audience. The system provides real-time feedback on the number of leads matching your criteria.