InfiniGrow has a powerful filtering engine that allows you to answer a ton of business questions that will help you realize your business goals.
And to provide you with such capabilities, InfiniGrow’s filters may be slightly different from the filters you came across on other platforms.
Below, we’ll explain how InfiniGrow’s filters work, and go over each filter’s definition.
InfiniGrow filters journeys, not contacts or accounts
InfiniGrow’s analysis capabilities start with how it unifies and organizes data.
InfiniGrow structures your data into customer journeys on a contact, account, and company level, to provide you with unique attribution and measurement capabilities.
This idea is different from the type of analyses that you may be used to, which are usually based on contacts, companies, or in cases like Google Analytics, Page views, and events.
This leads to unique filters that, once you understand them, they’ll give you the ability to slice and dice your data in ways you’ve never known possible. For example, you can look at journeys that include a specific touchpoint from a specific channel.
Now, let’s review the filters and capabilities to better understand how Filters work.
How to Access InfiniGrow's Filters
To filter your data:
Start by clicking on the Filters dropdown at the top right of the screen
Then, click on the blue Add Filters button to add a new filter
Save, apply, and clear filters and presets
You can easily save a frequently used filter after applying it, using the Save Filters button in the Filter menu. You can also clear filters (individual filters or all filters) just as easily from the same menu.
You can also apply, rename and delete saved presets by tapping on the Saved Presets tab.
Filtering types
Prior to diving into the capabilities of each filter, let's look at the default filtering types that appear throughout most existing filters. Additional filtering capabilities will be covered per filter, later in this document.
Include any of: Show all journeys (and all additional data points from those journeys) that meet least one of the selection criteria.
Selecting this rule will show data from any journey that fits the filtered criteria, and will not hide any additional data that these journeys include.
Show only: Show only the data for the selected criteria.
As opposed to the Show Any Of filter, this rule will not exclude journeys from showing up in the Analyze view. Instead, it'll focus the view to show all journeys, but only selected activities (and hide any additional information).
This won't have any effect on the Journeys tab but will affect Channels and Campaigns.
Include all: Include all journeys (and all additional data points from those journeys) that meet the selection criteria.
Selecting this rule will show data from any journey that fits the filtered criteria, and will not hide any additional data that these journeys have.
Don’t include: Do not include all journeys (and all additional data points from those journeys) that meet least one of the selection criteria.
This will filter the view to show only journeys that meet your criteria and their associated data.
Include only: Include only the journeys that meet the selected criteria.
Selecting this rule will show data only from journeys that fit the filtered criteria, but will not hide any additional data that these journeys have.
Important: The order of the activities impacts the filter’s results. i.e., the selection criteria should reflect the chronological order of the customer’s journey for accurate results.
Hide: Hide data based on the selected criteria.
This rule will not exclude journeys from showing up in the Analyze view. Instead, it'll focus the view to show all journeys, but only selected activities (and hide any additional information).
This won't have any effect on the Journeys tab but will affect Channels and Campaigns.
Don’t include only (only available for specific filters): Don't include the journeys that contain only the exact specified criteria.
This will filter the view to consider only the journeys that fit the criteria and will ignore any additional associated data.
Additionally, most filters also provide these two additional conditions:
Before funnel conversion
Add an additional condition to your filter, requiring that the shown journeys will include a specific funnel transition following the filter criteria. For example, you can use this rule to show only journeys that include an SEO touchpoint before converting to an MQL.
Custom Date
Add an additional condition to your filter, that limits the timeframe in which the selected conditions must occur.
For example, you can use this rule to show only journeys that include an SEO touchpoint during the month of February.
Now that you’re caught up with the basic filtering functionalities, let’s review the available filters and how they differ from one another.
InfiniGrow’s available filters
Let’s look at each one of the available filters to understand how you can use them to gain insights into your journeys.
1. Funnel stages:
Filter journeys based on the funnel stage transitions within those journeys.
The Funnel Stages filter provides filtering types that are different from those of other filters.
Here are the available filtering types:
Became one of: Include only journeys with at least one of the selected stage transitions in the chosen timeframe.
Include any of: Only include journeys if their most advanced funnel stage is one of the selected values. This will exclude a journey if its most advanced stage is not one of the selected values.
Is currently: Only include journeys if their current funnel stage is one of the selected values. This will exclude journeys if their current stage is more or less advanced than the selected stage.
Ever been a: Include journeys that had at least one of the selected stage transitions regardless of time frame.
You can also apply the additional conditions detailed in the Filtering Types section of this article, in addition to the above filters.
2. Channels
Filter journeys based on the channel of touchpoints within those journeys.
Channels/ Categories dropdown
Choose whether you’d like to filter specific channels or channel categories (such as Paid Social, PR, Paid Search, etc.)
Please refer to the information regarding filtering types for more details about how you can filter based on channels.
3. Campaigns
The Campaigns filter offers similar functionality to the Channels filter, but instead of filtering channels and channel categories, it filters campaigns.
Please refer to the information regarding filtering types for more details about how you can filter based on campaigns.
4. Content
Filter journeys based on content touchpoints within those journeys.
The Content filter offers similar functionality to the Channels filter, but instead of filtering channels and channel categories, it filters content.
Please refer to the information regarding filtering types for more details about how you can filter based on content.
You can filter based on a content piece’s name, URL, or based on content type (such as blog articles, whitepapers, etc.)
5. Forms
Include all journeys (and all additional data points from those journeys) that meet at least one selection criteria. For example, show all journeys that have converted via a specific form.
Selecting this rule will show data from any journey that fits the filtered criteria, but will not hide any additional data that these journeys have.
6. Marketing Vs. Sales
Filter journeys to show journeys that were either marketing-generated (first touchpoint was a marketing touchpoint), Marketing-assisted (at least one touchpoint was a marketing touchpoint, over the entire journey), or Sales Only (Meaning, the entire customer journey was Sales driven).
The Marketing Vs. Sales filter offers similar functionality to the Channels filter, but instead of filtering channels and channel categories, it filters journeys based on marketing and sales credit.
Please refer to the information regarding filtering types for more details about how you can apply this filter.
7. CRM Sources
The CRM Sources filter gives you the ability to filter your data based on your CRM’s lead source fields.
Please refer to the information regarding filtering types for more details about how you can filter based on CRM sources.
8. CRM Fields
The CRM Fields filter gives you the ability to filter your data based on custom CRM fields that you send to InfiniGrow.
You can send any CRM field to InfiniGrow and slice and dice your data accordingly, using the default filters provided across all filters.
Please refer to the information regarding filtering types for more details about how you can filter based on CRM fields.
9. Velocity
Filter journeys based on the time passed between a specific funnel stage transition and another funnel stage transition.
For example, you can filter your data to show only journeys in which the time between MQL and SQL was under 1 month.
Please refer to the information regarding filtering types for more details about how you can filter based on Velocity.
10. Revenue
Filter journeys based on the amount of revenue generated. For example, you can show only journeys which resulted in revenue higher than $30,000.
The cost filter
Unlike all of the above filters which filter based on journey data, the cost filter applies filtering conditions based on cost. Cost filters are located in the bottom part of the filter popup.
Campaign filtering
In the campaign cost dimension, you can filter the cost of your campaigns based on campaign attributes.
Filter campaigns cost based on:
Campaign label for integrated channels' campaigns
Campaign type and name for SFDC campaigns
Campaign source (channel) for non integrated channels.
When applying a cost campaign filter, the filter will only affect the cost data of the selected campaigns, and won’t affect other campaigns' performance or cost.
For example, if you filter LinkedIn ads campaigns cost to include campaign Label equals “APAC”:
LinkedIn ads campaigns will only include the cost for APAC campaigns. While all other LinkedIn campaigns cost will zero out.
Other campaigns - won’t be affected
Use the OR and AND operators to create complex conditions.
Campaigns cost filtering
The second tab allows you to filter campaigns based on their numerical value.
In this filter, you can also add a “custom date” constraint.
