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Filter Search Results

⚠️ This page content is deprecated (kept only as reference for legacy users)

Filtering has been upgraded. The new version classifies directly by email validity (valid / unknown / invalid) — no more complex filter conditions needed.

  • Views help you quickly filter customers after search tasks complete, and let you continuously accumulate conditions to make filtering ever more efficient.
  • Entry point: 【Bulk Search Task】
  • Advanced usage: 👉 📚Efficient Filtering Guide
👉 Friendly reminder!
  • Exclude large companies: large companies are only suitable for precision development. If you're doing bulk development, target small and medium customers.
  • How to exclude large companies: employee count and prospect email count recommended to be capped at 100.
  • 🔔 Saving too many emails from large companies wastes resources and causes severe blocking.
  • Typical case: 32 customers with 8,399,237 emails — clearly involves super-large companies. 👉 Solution: see Exclude Anomalous Data

Linking super-large companies caused abnormal email count

Diagram: A few customers linked to large numbers of emails — suggesting super-large companies in the data.

1. View Search Results

  • 📚Bulk Search Task: view created search tasks here.
  • View task results: after the task completes, click 【Results】 to view task results

View bulk search task results

Diagram: Click "Results" on the bulk search task page to view completed tasks.

  • Task result preview: in the results you can see customer info found, such as name, country, social media, website, industry, page count, website title, website description, company introduction

Task result preview

Diagram: Task results page showing the detailed customer info found.

2. View Filter Customers

1. Create a New View

  • After entering the task, click 【Create New View】, enter a view name, and click 【Submit】 to finish creation.

Create new view

Diagram: Create a new filter view on the task results page.

2. Common Settings

  • Click the ⚙️ gear icon to open the view's common settings

Open view common settings

Diagram: Click the gear icon to access view settings.

  • You can see four function buttons: 【Set as Default】, 【Unpin】, 【Rename】, 【Delete View】

View common settings function buttons

Diagram: The four main function buttons in the view settings menu.

  • Feature description:
    • 1️⃣ Set as Default: when entering the task, this view opens by default.
      • You'll see a marker appears in front of this view, and it opens by default instead of "All Contacts".

        Default view marker

        Diagram: After a view is set as default, a special marker appears in front.

    • 2️⃣ Unpin: after unpinning, the view disappears from the current bar.
    • 3️⃣ Rename: modify the name of this view.
    • 4️⃣ Delete View: delete the current view.

3. Condition Settings

  • 1️⃣ Select view: enter the view you want to set conditions for
  • 2️⃣ Click filter: click 【Filter】 in the top-left corner to start setting conditions
  • 3️⃣ Add condition: click 【Add Filter Condition】 to start adding conditions

Add filter condition

Diagram: Use the "Filter" button to add filter conditions.

  • 4️⃣ Select field: select the field you want to set conditions on, like Country/Region
  • 5️⃣ Set condition: set the condition as needed — for example, to exclude China companies, set as shown below
  • 6️⃣ Preview condition: after clicking confirm, you can see the active conditions

Set and preview filter condition

Diagram: Set a filter condition to exclude specific countries.

  • 7️⃣ Pin condition: if you want to use the condition long-term, click 【Save】 on the view

Save filter condition

Diagram: Click "Save" to permanently pin the filter condition to the current view.

4. Filter Logic

  • Filter logic: logical relationship between conditions

Filter logic relationship diagram

Diagram: "AND" vs. "OR" filter logic illustration.

  • 1️⃣ "AND" relationship
    • Relationship is AND: only matches when all conditions are met
  • 2️⃣ "OR" relationship
    • Relationship is OR: matches when any condition is met

3. Filter Condition Examples

1. Exclude Specific Regions

Filter settings to exclude specific regions

Diagram: Filter condition configuration to exclude multiple specified countries or regions.

2. Exclude Specific Websites

news;videos;blog;B2B Database;business data;B2B data;digital marketing;trade databases;global trade;

Filter settings to exclude specific websites

Diagram: Configure filter conditions to exclude specific keywords in website titles and descriptions.

3. Exclude Anomalous Data

  • 1️⃣ Spot the issue:
    • Problem description: 1,922 companies but 11,955,618 emails — the results hit many super-large companies

Anomalous email count data

Diagram: A few companies linked to extremely large numbers of emails — indicates anomalous data.

  • Locate the issue: we enter the results and sort by prospect emails or website emails.

Locate issue by sorting by email count

Diagram: Sort by email count in descending order to quickly locate anomalous companies.

  • 2️⃣ Analyze the issue: some sites have too many emails — there's no point bulk-marketing to these sites
    • 👉 Solution: we cap website email count and prospect email count at 100.
  • 3️⃣ Filter settings: click 【Filter】 in the top-left, set conditions to: website email count and prospect email count both less than 100.
    • 👉 Notes: conditions have an "AND" relationship, and the view should be saved as a new view for later use.

Set email count cap filter conditions

Diagram: Cap both website email count and prospect email count at 100.

  • Check conditions: sort by email, confirm conditions are active

Check if conditions are active

Diagram: Sort again to verify — companies with more than 100 emails have been successfully excluded.

tip
  • Please note:
  • 1️⃣ Condition accumulation: if you already have other commonly used views, add the above conditions to those views.
  • 2️⃣ Cap number: 100 is just a demo value — you can set 200 or 50 based on your situation.

4. More Filter Examples

👉 Filter goal

4. Further Reading and Resources

1. FAQ

  • ❓ I set a condition to exclude China, but the results still include Chinese companies?

    • A: Check your filter logic. If you used "OR" logic and also included other conditions that allow all countries, Chinese companies may still appear because they meet other conditions. Make sure the exclusion is in an "AND" logic group, or as a standalone exclusion rule that must be satisfied.
  • ❓ How many views can I save?

    • A: You can create and save multiple views to quickly switch in different search tasks and filtering scenarios. We recommend creating an independent view for each commonly used filter logic combination, with clear naming.

2. Learning Tips

  • Iterative optimization: filtering isn't a one-shot operation. Start from a baseline view, and based on the quality of each search result, continuously add or adjust filter conditions to gradually optimize your customer filtering model.
  • Periodic review: regularly review your saved views, especially the default view. As your market and customer understanding deepens, old filter conditions may need updates to ensure you're always efficiently targeting the most precise customer groups.
  • Combine exclusion and inclusion: efficient filtering combines "exclusion" and "inclusion". While excluding invalid info (specific regions, junk sites), also actively use "inclusion" conditions to lock in high-quality customers with clear features (industry words, technical words).
  • 📚"Efficient Filtering Guide": deep-dive into more advanced and complex filtering techniques and strategies — maximize your customer targeting efficiency.
  • 📚"Save Customer Emails": learn how to effectively save target customer emails to the system after filtering — preparing for the next step of email marketing.
  • 📚"Bulk Search Task": understand how to create a bulk search task from scratch — the prerequisite and foundation for all filtering work.

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