Key Definitions & Filter Types
These filters aggregate all customer-facing documents attached to a lead into searchable text (excluding vendor purchase orders). Because they aggregate names across documents, contains and does not contain are the recommended operators.
| Filter Field | Description | When to Use | Recommended Operator |
|---|---|---|---|
| Lead Document Names | Matches any customer document attached to the lead (waivers, contracts, custom uploaded PDFs). | Finding leads that require or include a specific form. | contains / does not contain |
| Lead Signed Document Names | Matches signable documents that have been digitally signed by the customer. | Post-signing follow-ups, confirmations, or event readiness verification. | contains / is set |
| Lead Unsigned Document Names | Matches signable documents that have not yet been signed (pending customer signature). | Sending automated signature reminders via email or SMS. | contains / is not set |
Note on System Behavior:
- Zero Documents: These fields handle leads with no documents gracefully. Filtering by does not contain or is not set will safely include leads that have no documents attached without throwing query errors.
- Vendor Documents: Vendor Purchase Orders are automatically excluded from all three filters.
Procedure
Part 1: Setting Up the Lead Filter
- Go to Settings -> Filters
- Click Add Filter.
- Give the filter a name.
- Filter Type: Lead
- In the field name dropdown, locate the desired document filter:
- Lead Document Names
- Lead Signed Document Names
- Lead Unsigned Document Names
- Select "contains"
- In the value field, enter the exact or partial document title (e.g., Waiver).
- Permissions / Sharing: Choose whether this filter is visible only to you or shared with your team/workers.
- Apply the filter.
Part 2: Reviewing the Filter
- Review the returned leads to ensure the criteria match your expectations.
- On the leads page, search for the filter.
Part 3: Creating an Automated Signature Reminder
Combine your saved filter with InflatableOffice Automations to automatically prompt customers for outstanding signatures.
- Navigate to Settings -> Automations.
- Click Add Automation (or edit an existing pre-event workflow).
- Under the Trigger / Condition section:
- Set the trigger schedule (e.g., 3 days before Event Start Date).
- In the Filter dropdown, select your saved filter.
- Under the Action section:
- Choose Send Email or Send SMS (must have IO Phone for texts).
- Select your email/SMS template.
- Click Save to activate the automation.