In this article, you’ll find:
What Are UpLead Filters?
Filters in UpLead are tools that help you narrow down your search results by applying specific criteria to the data you're seeking. These filters are available for various categories, ranging from job titles and company locations to technologies and funding amounts. By applying these filters, you ensure that the contacts you retrieve are highly relevant to your sales or marketing efforts.
Key Filters You Can Use on UpLead
UpLead offers several key filter categories that allow you to define your search parameters and find exactly what you're looking for. Here’s a breakdown of the most important ones:
1. Name or Title
Job Title: Filter contacts based on specific job titles (e.g., CEO, Marketing Director, Sales Manager).
Contact Name: Search by contact name using either "includes" or "exact match."
Job Function: Filter by broader roles such as Marketing, Sales, or Engineering.
Each Job Function contains Job Subfunctions, which can be accessed by clicking the downward-facing arrow. This allows for more granular targeting within broader functions.
Management Level: Narrow your search to different levels of decision-makers, C-Level, VP, Director, or Manager.
Contact Skills: Search for contacts based on specific skills they possess, such as "Sales," "Python," or "Public Speaking."
These filters help you identify people in key roles at companies who are likely to be decision-makers or have influence within their organization.
2. Location
Country, Region, State, City, County, Zip Code: Filter by location at various levels.
Metro Area: Target specific metropolitan areas for more precise geographic filtering.
Upload Lists: You can upload lists of states or zip codes to expand your search efficiently.
This filter ensures that you find contacts within the geographical area you are targeting.
3. By Company
Company Name: Target contacts at specific companies.
Company URL: Search by the company’s website URL.
Upload a URL List: Upload a list of company URLs to focus on specific businesses or industries.
These company-based filters are ideal if you’re looking to target specific accounts or industries for B2B sales.
4. Industry
Industry Category: Filter by broad industry categories, such as Technology, Healthcare, or Finance.
Each Industry Category has subcategories that can be expanded using the arrow on the left for more precision.
Industry Name: Based on the NAICS naming convention, allowing for standardized industry classification.
Industry Tags: A broader classification system that can be used for wider scope searches.
SIC Code and NAICS Code: Use standardized industry classification codes to refine your search to companies within a specific industry sector.
This is perfect for businesses who want to connect with professionals in a particular sector.
5. Type of Business
Public, Private, Government, Nonprofit: Refine your search by company structure.
Fortune Ranking: Filter by Fortune rankings, such as targeting Fortune 100, Fortune 500, or Fortune 1000 companies.
Show Only Subsidiaries: When expanding By Type you get presented with the checkbox to display only subsidiary companies which excludes headquarters or parent entities.
These filters are essential if your product or service is best suited for a particular type of business or organizational structure.
6. Employees
Company Size by Employee Count: Filter by the number of employees a company has, from small businesses with fewer than 50 employees to large corporations with 10,000+ employees.
This helps to focus your search based on the scale of the organization, allowing you to tailor your outreach to small, medium, or large enterprises.
7. Revenue
Annual Revenue Range: Filter companies by their annual revenue, whether you’re looking for small businesses under $1 million or large corporations with revenues over $1 billion.
This filter is crucial for businesses looking to target companies within specific revenue ranges.
8. Technologies
Currently Using: Filter companies based on the technologies they are currently using, whether that’s CRM tools, cloud services, or other enterprise software.
This is particularly useful for identifying potential clients who use competing or complementary technologies.
9. Funding
Total Funding Raised: Filter companies based on the amount of funding they have raised, which can indicate growth stage and investment readiness.
This filter is valuable for targeting startups or companies in expansion phases.
10. Other Filters
Presence of Social Links: Filter contacts who have associated social media profiles, such as LinkedIn or Twitter.
Year Founded: Filter companies based on their founding year to target startups or established businesses.
How to Use Facet Filters for Advanced Searches
UpLead's facet filtering system allows you to apply multiple filters simultaneously to refine your search results. By combining different filters, you can create highly targeted lists that match your ideal customer profile.
For example, you can search for Marketing Directors (Job Title) in the Healthcare industry (Industry Category) located in the Greater New York City area (Metro Area) working at companies with over 500 employees (Employees).
This advanced filtering capability ensures that your outreach efforts are focused on the most relevant prospects.
Key Considerations
Use Job Subfunctions: Utilize the expandable job subfunctions within each job function for more precise targeting.
Leverage Contact Skills: Incorporate specific skills to identify contacts with particular expertise.
Upload Location Lists: Uploading lists of states or zip codes can streamline your geographic targeting.
Expand Industry Categories: Use the expandable industry subcategories for more detailed industry segmentation.
Understand Industry Classifications: Differentiate between NAICS-based industry names for standardized classification and broader industry tags for wider searches.
Target Subsidiaries: Use the "Show Only Subsidiaries" option to focus on branch offices or subsidiary companies.
Next Steps
Still need help? Contact UpLead Support for assistance.