Queries, groups, and criteria
Queries are made up of groups and individual criteria:- Criteria — a statement that evaluates to either true or false for a given contact (e.g.,
Job Title = "CEO"). - Groups — one or more criteria joined with AND or OR logic.
Operators
The available comparison operators depend on the field’s data type.
String
String
| Operator | Description |
|---|---|
| Equals | Field equals the given value |
| Does not equal | Field does not equal the given value |
| Is known | Field has a value |
| Is not known | Field does not have a value |
| Contains | Given value is a substring of the field’s value |
| Does not contain | Given value is not a substring of the field’s value |
| Contains any of | Any of the given values is a substring of the field’s value |
| Does not contain any of | None of the given values is a substring of the field’s value |
| Is any of | Field matches any of the given values |
| Is not any of | Field does not match any of the given values |
String comparisons are case insensitive.
Number
Number
| Operator | Description |
|---|---|
| Equals | Field equals the given value |
| Does not equal | Field does not equal the given value |
| Is known | Field has a value |
| Is not known | Field does not have a value |
| Is greater than | Field is greater than the given value |
| Is greater than or equal to | Field is greater than or equal to the given value |
| Is less than | Field is less than the given value |
| Is less than or equal to | Field is less than or equal to the given value |
Boolean
Boolean
| Operator | Description |
|---|---|
| Equals | Field equals the given value |
| Does not equal | Field does not equal the given value |
| Is known | Field has a value |
| Is not known | Field does not have a value |
A boolean value of
false does not mean the field is unknown.Date
Date
| Operator | Description |
|---|---|
| Equals | Field equals the given date |
| Does not equal | Field does not equal the given date |
| Is known | Field has a value |
| Is not known | Field does not have a value |
| Is after | Field is after the given date |
| Is on or after | Field is on or after the given date |
| Is before | Field is before the given date |
| Is on or before | Field is on or before the given date |
Date and time
Date and time
| Operator | Description |
|---|---|
| Equals | Field equals the given datetime |
| Does not equal | Field does not equal the given datetime |
| Is known | Field has a value |
| Is not known | Field does not have a value |
| Is after | Field is after the given datetime |
| Is on or after | Field is on or after the given datetime |
| Is before | Field is before the given datetime |
| Is on or before | Field is on or before the given datetime |
Criteria types
Contact
Filter by contact field values. Select a field, an operator, and enter a value to compare against.Company
Filter by the contact’s company fields. Select a field, an operator, and enter a value to compare against. Each contact either has company data directly attached or has a linked company.Opportunities
Match contacts linked to opportunities, either through their company or an Opportunity Contact Role. You can narrow results by adding field and role constraints.| Setting | Description |
|---|---|
| Fields | Filter on opportunity field values such as amount, stage, or close date. Select a field, an operator, and enter a value. You can specify any number of fields the opportunity must match. |
| Role | Specify the contact’s role on the opportunity: primary contact, not primary contact, a specific role, or no role. |
Audiences
Filter contacts based on the audiences they belong to or do not belong to. You can select any number of audiences in a single criterion.Campaigns
Filter contacts based on the campaigns they are members of or not members of. You can select any number of campaigns in a single criterion.Page visit
Filter contacts based on the web pages they have visited. Toggle between Has visited and Has not visited to filter for contacts who have or have not visited a page.Website activity tracking is limited by cookie policies and settings. Conversion can only track activity when the pixel is loaded during a contact’s session.
| Setting | Description |
|---|---|
| URL contains | Filter on text within the page visit URL (e.g., pricing) |
| UTM source contains | Filter on text within the UTM source field (e.g., google) |
| UTM campaign contains | Filter on text within the UTM campaign field (e.g., mopsapalooza-conference) |
| UTM term contains | Filter on text within the UTM term field (e.g., product-data) |
| Frequency | Minimum number of times a contact must have visited the page (e.g., at least 1 time) |
| Time frame | Optional time window for when the visit occurred, configured relative to the current timestamp (e.g., within the past 4 weeks) |
- Has been sent
- Has not been sent
- Opened
- Has not opened
- Clicked a link
- Has not clicked a link
All email activity has bots filtered out by default.
| Setting | Description |
|---|---|
| Emails | Select specific emails to filter on. The criterion matches contacts with the selected activity for any of the chosen emails. Leave blank to match any email. |
| Frequency | Minimum number of times the activity must have occurred (e.g., at least 1 time) |
| Time frame | Optional time window for when the activity occurred, configured relative to the current timestamp |
Form submission
Filter contacts based on form submissions tracked in Conversion. Toggle between Has submitted and Has not submitted to filter for contacts who have or have not submitted a form.| Setting | Description |
|---|---|
| Forms | Select specific forms to filter on. The criterion matches contacts who submitted any of the selected forms. Leave blank to match any form. |
| Frequency | Minimum number of times the form must have been submitted (e.g., at least 1 time) |
| Time frame | Optional time window for when the submission occurred, configured relative to the current timestamp (e.g., within the past 30 days) |
Custom event
Filter contacts based on custom events tracked via the Events API. You can toggle between Has occurred and Has not occurred to filter for contacts who have or have not had a specific event tracked. EventEnter the name of the custom event to filter on (e.g.,
LOG_IN, feature_activated).
FrequencySpecify the minimum number of times the event must have occurred. (Example: at least 1 time.) Time frame
Optionally add a time frame to filter on when the event occurred. Time frames can be configured relative to the current timestamp. (Example: event occurred within the past 7 days.)
Workflow
Filter contacts based on workflows they have entered or exited in Conversion. Select whether a contact has entered or has exited a workflow.| Setting | Description |
|---|---|
| Workflows | Select specific workflows to filter on. The criterion matches contacts who entered or exited any of the selected workflows. Leave blank to match any workflow. |
| Frequency | Minimum number of times the contact must have entered or exited the workflow (e.g., at least 1 time) |
| Time frame | Optional time window for when the entry or exit occurred, configured relative to the current timestamp |