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The filter panel is a tool designed to filter subscribers on the Leeloo.AI platform. The panel allows filtering by various selected parameters: name, tunnel, lead generation tool, phone number, etc.
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By default, only basic filters are visible. To expand the panel and access all available filters, click the “More” button in the upper-right corner of the screen.
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How to use Filter Subscribers in Leeloo.AI?
To filter subscribers, set the desired filtering parameters (tag, tunnel, etc.), and click the “Filter” button.
The “Clear” button resets all filtering parameters in the filter panel.
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Clicking the “More” button will open a side filter panel. In the dropdown list, select the elements by which you want to filter subscribers:
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Filtering by Logical AND/OR
When using multiple filters, the "Logical AND" principle is applied by default. Each filter represents a specific condition for collecting results. The results will only include items that meet all the specified filters. If at least one filter condition is not met, the item will not appear in the results.
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If the “Match All” function is turned on (default), the system will only select subscribers who are subscribed to the tunnel "test" and have placed the order "10 test", meaning those who meet both conditions.
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Inverting the Filter (Reverse Filter)
To invert the selected filter, click the "Invert" button in the chosen filter parameter.
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For example, if you select one sales tunnel, click the "Invert" button, and apply the filter, the result will show subscribers from all tunnels except the specified one.
Filters
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By Phone Number
Filters by phone number. Returns all subscribers who have the specified phone number in their profile.
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By Email
Filters by email address. Returns all subscribers who have the specified email address in their profile.
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By customers
Filters by a specific subscriber or several subscribers.
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By Tunnel
Filters by a specific tunnel. Displays subscribers from the selected tunnels.
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By Lead Generation Tool
Filters by a specific lead generation tool. Displays users who subscribed through the selected lead generation tools.
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By Traffic Source
Filters by "Traffic Source" (LGT).
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By Communication Channel
Filters by the communication channel (chatbot) the subscriber is connected to.
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By Connection Status
Filters by the subscriber's connection status.
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Has credit card
Filters users who made payments using a credit card.
(Card data is not stored on the platform, only the payment ID with the last four digits of the card is saved.)
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By ordered offer
Filters by the presence of created orders for selected offers.
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By Purchases
Filters by the presence of successful purchases for selected offers.
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By Tags
Filters by the presence of specific tags assigned to the subscriber.
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Days after last message
Filters by the time of the last message in the chat with the subscriber.
Displays all subscribers who have sent a message within the specified period.
This filter helps identify users who are still within Facebook’s or WhatsApp’s 24-hour rule, allowing you to send messages without restrictions.
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Had chat with
Filters by the presence of a chat with a specific platform user (manager).
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By Creation Date
Filters by the time the subscriber appeared in the system.
Two dates must be specified: From and To.
Returns all subscribers who appeared in the system during the specified period.
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By Custom Fields
Allows filtering people by custom fields.
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By succeed sender
Filters by sent smart sender.
If you need to filter clients who received a smart sender, use the "Sent Sender" filter.
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By failed sender
Filters by failed smart sender.
If you need to filter clients who did not receive a smart mailing, use the "Failed Sender" filter.
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By Sent Buttons
Filters users who received a specific button sent via the platform.
By Clicked Buttons
Filters users who clicked on the selected button in the filter.
By Webinars
If you use webinar service integrations and want to filter your subscribers based on webinar attendance, apply this filter.
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"Duration" — Filters by the length of webinar viewing.
For example, if you set 30 to 45 minutes, the filter will show all webinar attendees who watched the webinar for 30 to 45 minutes.
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Has purchases
This filter displays clients who made at least one purchase.
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By Webinar Room
The Webinar Room filter becomes available after integrating the webinar service and creating webinar rooms.
You can filter by multiple rooms and set a date or time range.
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By Visited Sites
Filters users who visited the site.
This filter activates after installing the inite code on the website.
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By Page Subscription
The "By Page Subscription" filter works correctly only for Instagram.
To ensure it works correctly, you also need to apply the "By Communication Channel" filter and select the Instagram bot.
By AI Assistant Status
Filters by the status of the AI Assistant for the subscriber: "Active" or "Inactive".
By AI Assistant
Filters by the specific AI Assistant assigned to the subscriber.
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Special Filters in the "Orders and Sales" Section
Filters are applied to three subsections of Orders and Sales:
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By customers
Filters by the client's name. You can specify multiple names at once.
By Payment System Account
Allows you to select the required merchant (payment systems).
By Tunnel
Filters by a specific tunnel. Displays subscribers from the selected tunnels.
By Lead Generation Tool
Filters by a specific lead generation tool. Displays users who subscribed through the selected tools.
By ordered offer
Filters by the presence of created orders for selected offers.
By ordered offer category
Filters by the category of offers (Offers).
By Creation Date
Filters by the time the order was placed. You need to specify both dates. Returns all orders created within the specified period.
By Price
Filters by the price of the created order. You need to specify two numbers. Returns orders that fall within the specified price range.
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By Sales Manager
A new filter in the "Orders and Sales" section, "By Sales Manager", displays all sales assigned to the specified manager.
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Order verification status
Filters by the order's status.
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