Help Center

Contact Filters in Workflows

Contact Filters help you control which contacts continue through a workflow. They allow you to narrow the workflow to the right audience based on contact details, stages, tags, custom fields, dates, and more.

What Contact Filters Do

A Contact Filter checks whether a contact matches the conditions you set. If the contact matches, the workflow continues. If not, the workflow stops for that contact at that point.

This is useful when you want the same trigger to behave differently for different types of contacts.

How to Add a Contact Filter

1. Open the workflow builder.
2. Click the + button where you want to add a step.
3. Under Logic, select Contact Filter.
4. Add one or more filter conditions.
5. Click Apply.
6. Save the workflow.

How Contact Filters Work

Each filter row checks one condition. You can combine rows using:

• AND — the contact must match all conditions
• OR — the contact can match any one of the conditions

You can also use grouped logic when you need more advanced combinations.

Types of Fields You Can Filter By

Basic Contact Fields

• First name
• Last name
• Email
• Phone
• City, State, ZIP
• Company
• Job title

Pipeline and Ownership Fields

• Stage
• Category
• Source
• Medium
• Owner
• Scheduler / BD
• Office location

Date Fields

• Created at
• Updated at
• Client Since
• Date of Birth
• Closed At
• Termination Date
• Engagement Signed Date

Financial and Advisor Fields

• Client status
• Expected revenue
• Actual revenue
• Probability to close
• Estimated total assets
• Estimated investable assets
• Net worth

Custom Fields

Custom fields in your account can also be used in Contact Filters. These usually appear grouped by their custom field section.

Tags and Keywords

You can also filter by contact tags, keywords, and other list-based fields to target more specific groups.

Available Filter Operators

The available operators depend on the type of field you choose. Common options include:

• Equals
• Does not equal
• Contains
• Does not contain
• Starts with
• Ends with
• Is greater than
• Is less than
• Exists
• Does not exist
• Is one of
• Is not one of

Use Age in Contact Filters

You can filter contacts by Age in workflow filters. Age is calculated automatically from the contact’s Date of Birth.

Available conditions include:

• Equals
• Does not equal
• Is greater than
• Is less than
• Exists
• Does not exist

Important: Age is calculated in whole years. If a contact does not have a Date of Birth, they will not match age-based filters except Does not exist.

Use Month in Contact Filters

For date-based fields such as Date of Birth or Client Since, you may also see month-based filtering options. This is useful for workflows tied to birthdays, anniversaries, or seasonal milestones.

Example uses:

• contacts with birthdays in January
• clients whose Client Since month is June

Using Audience Segments in Workflows

If you already have a saved audience segment, you can use it as part of your workflow targeting strategy. This helps you reuse the same audience logic across workflows, campaigns, and other areas of LeadCenter.

Use segments when:

• the same audience is used in multiple places
• your targeting logic is complex
• you want a single place to maintain the audience definition

Common Workflow Uses for Contact Filters

• send a workflow only to contacts in a specific Stage
• target contacts from a specific Source or Medium
• exclude existing clients from new-lead automation
• trigger different paths for contacts above a certain Age
• filter by tags, custom fields, or owner
• run anniversary or birthday workflows based on month filters

Best Practices

• Place Contact Filters early in the workflow so the wrong contacts do not continue.
• Use clear logic and avoid adding more conditions than necessary.
• Test filters carefully when using AND / OR groupings.
• Use saved audience segments when the same audience is reused often.
• Review filters regularly as your pipeline stages, sources, and custom fields change.

Frequently Asked Questions

What happens if a contact does not match the filter?

The workflow stops for that contact at the Contact Filter node.

Can I use custom fields in a Contact Filter?

Yes. Custom fields can be used as long as they are available in your account.

Can I use Contact Filters with any trigger?

Yes. Contact Filters can be used in workflows triggered by contacts, forms, appointments, and other supported triggers as long as a contact is available in the workflow context.

Should I use a Contact Filter or an Audience Segment?

Use a Contact Filter when the logic is specific to that workflow. Use an Audience Segment when you want to reuse the same audience in multiple places.

If you need help setting up Contact Filters in workflows, contact support@leadcenter.ai.