⚠️ Do not confuse with report filters. While the functionality is similar, in the context of cascades filters determine whether a lead should be offered/send or not.
Filters can be exported using the code icon (</>) or imported via the “+ Filter from template” button.
They work on the basis of logical OR and AND conditions and can be grouped or nested for complex setups.
Available Filters
- Offer if lead is not from an Affiliate partner
- Offer if lead is from an Affiliate partner
- Offer if a field value meets a condition
- Any field from the form can be compared using operators: equals, starts with, ends with, contains, does not equal, greater than, or less than a specific value.
- Offer if the ratio between values meets a condition
- Calculates the % ratio between two numeric values from the form.
- Offer based on history
- Do not use the offer if the lead has already been:
- sent to this offer
- rejected by this offer
- accepted by this offer
- rejected for a specific reason (requires selecting both the period and the reason)
- Do not use the offer if the lead has already been:
- Offer if an external server request returns 200
- Offer if the lead creation time is not within a restricted period
- Restrict by specific days of the week (e.g., Sunday) or time ranges.
- Limit the number of sold clicks/leads
- Set a maximum number per period