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Filtering with persona insights

Use filtering to reveal which visitors you can identify

If you have persona insights enabled, you now have the opportunity to use filtering and segments to quickly see which visitors you can identify.

There are 3 ways of filtering by identified visitors:

 1. Persona Insights

Filtering by 'Has Persona Insight' is True will show you all of the website visitors that Leadinfo has been able to identify.  

persona insights true helpcentre

2. Form Tracking

If the visitor has filled in a form on your website, you can filter by 'Has Form Tracking' to see all visitors that have filled in a form.

form submission true helpcentre

3. Leadbot Submissions

Selecting 'Has Leadbot Submission' will filter all visitors that have created a Leadbot submission.

Leadbot true filter helpcentre