What are behaviour-based filters?

Behaviour-based filters allow you to segment records according to how recipients interacted with an email campaign.

You can easily identify:

Which users received a campaign
Which contacts opened the email
Which recipients clicked links
Which users unsubscribed
Which emails could not be delivered

This helps create more accurate and engagement-based audience segmentation.

Where to use campaign filters

Campaign filters are available across different areas of Sage Sales Management.

You can use them from:

Companies
Contacts
Opportunities
Orders
Activities

This helps connect marketing and sales within the same workflow.

Access campaign filters

Go to any compatible list and open the filter panel.

You will find a new section related to:

Campaigns

From there you can select campaigns and specific engagement actions.

Available filter types

Sent campaigns

Allows you to identify records included in a specific campaign.

Useful for:

Reviewing audiences
Analysing campaign reach
Creating follow-up actions

Delivered emails

Displays recipients whose emails were successfully delivered.

This helps teams:

Verify deliverability
Exclude bounced emails
Analyse valid deliveries

Opened emails

Filters users who opened a campaign.

This filter helps identify:

Interested contacts
Active audiences
Leads with initial engagement

Clicked emails

Displays recipients who clicked one or more email links.

This is usually one of the most valuable filters for sales and marketing teams.

It helps identify:

Highly interested customers
Better qualified leads
Users interested in specific products

Unsubscribes

Allows teams to identify records that requested to stop receiving communications.

This helps:

Manage communication preferences
Review underperforming campaigns
Analyse audience fatigue

Bounces

Filters emails that could not be successfully delivered.

Useful for:

Cleaning databases
Detecting invalid addresses
Reviewing deliverability issues

Cross-entity filtering

Behaviour filters are not limited to Companies or Contacts.

They can also be reused across other CRM entities.

Practical example

A manager can:

Filter contacts who clicked a campaign
Review related opportunities
Analyse associated orders
Measure campaign commercial impact

This helps connect campaigns with real business outcomes.

How sales teams can use these filters

Sales teams can use campaign filters to:

Prioritise more engaged leads
Detect recent opportunities
Prepare personalised follow-ups
Build lists of interested customers
Improve sales segmentation

How marketing teams can use these filters

Marketing teams can:

Analyse more engaged audiences
Detect higher-performing campaigns
Create new audience segments
Optimise future campaigns
Identify genuine customer interests

Benefits of behaviour-based filtering

Engagement-based filtering helps teams:

Improve segmentation quality
Create more relevant campaigns
Increase conversions
Coordinate marketing and sales
Measure campaign ROI
Work with real engagement data

Best practices

To make better use of filters:

Combine opens and clicks
Prioritise recently engaged contacts
Regularly review bounces and unsubscribes
Use filters for follow-up campaigns
Segment audiences based on genuine behaviour

Common issues

Filters are not showing results

Check that:

The campaign has been sent
Engagement activity exists
The user has the appropriate permissions

Some interactions are missing

This may happen if:

Metrics are still synchronising
The recipient did not actually interact
Visibility restrictions exist

I cannot reuse filters across other entities