VICIdial Lead Filter: Complete Optimization Guide

Quick Reference

Setting Name

lead_filter

Default Value

NONE

Recommended

Configure based on campaign targeting needs

Impact Level

High

Location in VICIdial

Admin > Campaigns > [Campaign] > Lead Filtering

What Lead Filter Does

A SQL WHERE clause expression applied to lead records before they enter the hopper. Allows granular filtering by any lead field — state, zip, custom data fields, source, etc. This enables precise targeting without managing separate lead lists for each segment.

Center Size Recommended Value Notes
10–25 Agents Configure based on campaign targeting needs Start conservative, monitor for 48 hours before adjusting
25–100 Agents Configure based on campaign targeting needs Scale gradually — larger operations amplify effects of misconfiguration
100–500 Agents Configure based on campaign targeting needs Consult ViciStack optimization team for enterprise-scale tuning

How to Change This Setting

  1. 1 Navigate to Admin > Campaigns
  2. 2 Select campaign
  3. 3 Find Lead Filter field (or Lead Filter ID)
  4. 4 Create filter expressions in Admin > Lead Filters
  5. 5 Reference the filter ID in this field
  6. 6 Test with a small list before going live
  7. 7 Submit

Common Problems

Overly restrictive filters empty the hopper unexpectedly

SQL syntax errors in custom filters cause campaign to stop dialing

Filters not updating when lead data changes mid-campaign

dial_status_filter Dial Status Filter Campaign lead_order Lead Order Campaign list_order List Order Campaign manual_dial_filter Manual Dial Filter Campaign

ViciStack Module

How ViciStack Optimizes Lead Filter

ViciStack's List Management & Optimization module automatically monitors and optimizes lead_filter based on real-time performance data from your operation. Instead of manual tuning, ViciStack continuously analyzes call outcomes, agent performance, and contact rates to recommend and implement optimal values — often catching configuration drift before it affects your numbers.

Learn About List Management & Optimization →

Frequently Asked Questions

What does lead_filter do in VICIdial? +
A SQL WHERE clause expression applied to lead records before they enter the hopper. Allows granular filtering by any lead field — state, zip, custom data fields, source, etc. This enables precise targeting without managing separate lead lists for each segment.
What is the recommended value for lead_filter? +
The recommended range for lead_filter is Configure based on campaign targeting needs. The out-of-box default is NONE. Note that optimal values vary by operation size, campaign type, and carrier — use ViciStack's automated tuning to find your exact optimal configuration.
Can ViciStack automatically optimize lead_filter for me? +
Yes. ViciStack's List Management & Optimization module monitors lead_filter continuously and alerts you when the value drifts outside optimal range. On qualifying plans, ViciStack can automatically adjust this setting based on real-time performance data — no manual intervention required.

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