Understanding how category-based filtering works

OutboundSync has a feature called category-based filters. The way it works is that OutboundSync will capture all data related to a lead—emails sent, replies, opens, etc.

OutboundSync will "hold" on to those webhook payloads until a Lead Category Update payload is received that matches the allowlist or included categories. Once received, we release all the related webhook payloads.

Below you will find a video walkthrough and a step-by-step explanation. 

Video walkthrough

Step-by-step explanation

First, review this visual flowchart that shows how it works:

Here's an example case:

1. Smartlead sends us a payload for example SENT_EMAIL.
2. We save the campaign_id, lead_id and our webhook_id from Smartlead .
3. Smartlead sends us a payload for example OPEN_EMAIL.
4. We save the campaign_id, lead_id and our webhook_id from Smartlead. (We save all paylaods from Smartlead.)
5. If we get LEAD_CATEGORY_UPDATED payload from Smartlead then we save the campaign_id, lead_id and lead_category_id.
6. Only LEAD_CATEGORY_UPDATED payload can change lead_category_id
7. We check if the lead_category_id matches what you set for your approved lead categories. If yes, then we find all payloads for this lead_id and campaign_id and send all payloads to your final destination.