What You’ll Learn:
Overview: What Are "AND" and "OR" Logic?
In UpLead, "AND" and "OR" are logical operators that shape your search results. They define whether contacts or companies need to meet all or just any of your selected criteria, impacting both the quality and volume of your leads.
Key Definitions:
"AND" Logic: Narrows your search by requiring results to meet all conditions.
Example: Searching for "Software" industry AND "California" location will only return companies that fit both criteria.
"OR" Logic: Broadens your search by including results that meet any of the conditions.
Example: Searching for "Software OR Marketing" industries will return companies from either industry.
💡 Pro Tip: Choose "AND" for precise targeting when you need highly specific results, and "OR" to broaden your search when you want a wider pool of leads.
How Does Logic Work in UpLead Filters?
UpLead automatically applies "AND" and "OR" logic depending on how you structure your filters. Here’s how it works:
Within a Single Filter:
Default Logic: "OR"
Behavior: When you select multiple values within a single filter (e.g., Industry), UpLead will return results that match any of the selected options.
Exception: When you select multiple values within a single filter (e.g., Industry), UpLead typically returns results that match any of the selected options (OR logic). However, the combination of 'Industry Name' and 'Industry Tag' may not follow this pattern, and the tag filter may act as an OR filter, increasing the number of results instead of narrowing them.
Example: Choosing "Healthcare OR Finance" under Industry will return companies from either industry.
Across Multiple Filters:
Default Logic: "AND"
Behavior: When you combine filters (e.g., Industry + Location), UpLead requires results to meet all the selected criteria.
Exception: When you combine filters (e.g., Industry + Location), UpLead generally applies 'AND' logic, but in the case of Industry Name and Industry Tag, the result may behave differently, acting as an 'OR' filter and expanding the results.
Example: "Software" industry AND "New York" location will return only companies that meet both criteria.
Real-World Examples: How to Use "AND" vs. "OR"
Example 1: Narrowing Results with "AND"
Scenario: A sales team wants to find IT Directors at mid-sized companies in Texas.
Filter Setup:
Job Title: "IT Director"
Employee Size: "501–1,000"
Location: "Texas"
Logical Operator Applied: AND
Outcome:
✅ Included: IT Directors at mid-sized Texas-based firms.
❌ Excluded:
IT Directors at smaller/larger companies.
IT Directors outside of Texas.
Example 2: Broadening Results with "OR"
Scenario: A recruiter seeks candidates based in San Francisco or Seattle, with expertise in cloud computing or AI.
Filter Setup:
Location: "San Francisco OR Seattle"
Skills: "Cloud Computing OR Artificial Intelligence"
Logical Operator Applied: OR
Outcome:
✅ Included: Candidates in either city with expertise in either field.
❌ Excluded: Professionals outside these cities or lacking the specified skills.
💡 Pro Tip: Use "AND" for high-precision targeting, especially when combining multiple criteria. Use "OR" when you want to cast a wider net across industries, roles, or locations.
Step-by-Step Guide: Applying "AND" and "OR" Logic in UpLead
Here’s how to apply these logical operators effectively:
Step 1: Access Filters
Log into UpLead and open the Prospector Tool.
Click "+ Add Filter" to begin adding criteria (e.g., Industry, Location, Job Title).
Step 2: Apply "OR" Logic Within a Filter
Choose a filter category (e.g., Industry).
Select multiple values (e.g., "Manufacturing OR Retail OR Logistics").
UpLead will automatically apply "OR" logic, returning results from any of the selected industries.
Step 3: Combine Filters with "AND" Logic
Add a new filter (e.g., Revenue = "$10M–$50M").
The results will now meet both the industry and revenue criteria.
Step 4: Refine Your Search
Narrow geography (e.g., from country to state to city).
Use exclusion filters (e.g., "-Non-Profit") to remove irrelevant results.
💡 Pro Tip: Save your successful filter combinations as templates for quick reuse.
FAQs
Q: If I select different subcategories within one filter, does it work with "and" or "or" logic? For example, Under the Industry Filter if I select "Health Care" under Industry Category and "Staffing and Recruiting" under an Industry Tag, would this work as an "AND" or "OR?"
A: This would work as an "AND," meaning you'll find companies that fall under both "Health Care" and "Staffing and Recruiting." This is especially useful if your targeted industry isn't available in the predefined industry filters.
Q: Can I use both "AND" and "OR" in one search?
A: Yes! You can combine "OR" logic within a filter (e.g., multiple industries) and "AND" logic across filters (e.g., Industry + Location).Q: Why are my results too narrow?
A: Too many "AND" filters may restrict your results. Switch some filters to "OR" or remove unnecessary criteria.Q: How do I broaden my search?
A: Select more options within a filter (e.g., more locations) or reduce the number of filters you’re using.
Troubleshooting Common Issues
Issue | Solution |
Too few results | Reduce the number of filters, switch from "AND" to "OR", or broaden geographic/role criteria. |
Irrelevant results | Refine your filters by adding specific "AND" filters or using exclusion criteria (e.g., "-Non-Profit"). |
Missing remote workers | Use "Contact Location" = "Remote" alongside other criteria. |
Next Steps
Experiment: Test different combinations of "AND" and "OR" logic (e.g., "Industry = A OR B" + Location = X AND Y) to balance precision and volume.
Analyze: Track the effectiveness of your filters by measuring response rates and fine-tuning your approach over time.
Need more help? 🛠️ Visit UpLead’s Support Center for additional assistance.
Reference Table for UpLead's Filter Categories
Search Criteria | Filter Options |
Name or Title | Job Title, Contact Name, Job Function, Management Level, Contact Skills |
Location | Country, Region, State, County, Metro Area, City, Zip Code |
By Company | Company Name, Company URL |
Industry | Industry Category, Industry Name, Industry Tags, SIC Code, NAICS Code |
Type | Type, Fortune Ranking |
Employees | Number of Employees |
Revenue | Sales Revenue |
Technologies | (Filters related to technologies used by companies) |
Funding | Total Amount of Funding Raised, Any |
Other | Presence of Social Links, Year Founded |
Exclusions | Exclude by Keyword, Exclude EU Contacts & Companies (EEA), Upload a List, Select From My Lists, Exclude Connected List Contacts, Exclude From Previous Downloads |
Intent | (Filters related to buyer intent or interest) |