The Sales Automation Contact Audience search filters are broken out into five types:
- Most Common Filters
- Company Lists
- Financials
- Technographics
- More Contact Details
How you decide to filter contacts is going to affect the overall reach of the audience you're building.
- Going too narrow with too many filters might mean you can't get as many contacts as you'd like.
- Creating too broad of an audience might mean your message doesn't resonate with the contacts, and your ROI suffers.
It's best to intimately know your target audience, play around with the filters, and run some tests to see what works best for you.
When choosing filters for your audience, remember that you are answering the question "Who are you targeting?" Filters can define who to target and also who to avoid.
For instance, you may want to target contacts in retail companies except for managers, so you would filter first by Company - Industry "Retail" and then by Contact - Job Title "Manager." You would leave the Company - Industry "Retail" filter set to "Include" and change the Contact - Job Title "Manager" to "Exclude." You'll also notice that when you type in "Manager" into the Job Title bar you'll get suggestions such as "Mgr." as well. This is the system recommending titles that mean the same but exist in the system differently.
Note: RollWorks offers similar filter suggestions based on what you've already inserted. Our database is massive and data is compiled from a variety of sources. So, sometimes labels differ internally, but our A.I. understands that they mean the same thing.
Watch what happens when I filter for companies in San Francisco, CA below. You'll notice that at first, I can't jump straight to the city without choosing the country. When I type in "United States," it also recommends "United States of America." To target the contacts I want, I need to choose both. After choosing country, I can change the drop-down to include a specific "City" so I'll start to type San Francisco here. When I start to type "San Francisco," it recommends another "San Francisco" as well because there are contacts that have a slight text difference, perhaps a space in this case or a neighboring city, in the data. Again, I need to choose both to get the contacts I want.
Some filters will have a checkbox below them that will allow you to include or exclude similar or related results in some way. I'll go into more detail in each filter description below.
There are colored circles next to popular filter tags such as Job Title and Industry. The colors next to the tags you insert indicate the estimated reach of the resulting pool:
- Green: This tag is very common and is likely to return a large number of results
- Yellow: This tag is common
- Red: This tag is not as common and may not return a large number of results
Most Common Filters
Industry
Find companies based on the industry they operate in. You can include multiple industries to broaden the search.
We recommend inserting a company that you'd like to engage in LinkedIn and see how they've tagged themselves. For example, if you search up PandaDoc on LinkedIn they've tagged themselves as Computer Software.
Every company has a primary industry as well as sub-industries, which define the company’s specialties.
For example, McDonald’s primary industry is “Restaurants”, but its sub-industries include “real estate”, “supply chain”, “franchising”, and more. An e-commerce company may have its primary industry listed as “Internet” and sub-industry listed as “E-Commerce”. You can see the industry and sub-industries by clicking “view” beside each search result.
Job Title
Find contacts based on their specific job titles.
You should include as many variations of the job titles as you can think of. You can also search by role (e.g. marketing, sales) in one row and seniority (e.g. manager, VP, director) in a second row. There can be multiple title variations for any job, so searching by role and seniority in separate rows can capture more leads and job title combinations.
By default, each filter you add is going to be inserted as 'Include'. You can toggle this filter to 'Exclude' if there are particular job titles, locations, industries, and technologies you do not want to include in your search.
Contact Location
Find contacts based on their location. You can filter by Country, and Region / City (for example, "San Francisco Bay Area").
HQ Location
Find companies based on the location of their headquarters. You can filter by Country, State/Province, City, and Zip/Postal Codes.
Company Size
The number of employees at the company.
If there is an increment not listed in the company size dropdown menu that would be extremely useful for your audience searches, please contact your Customer Success Manager.
Company Keywords
Find companies based on keywords mentioned in their company descriptions or company names. This is useful for more niche types of companies. For example, "boutique hotels" or companies with "LLC" in their name.
Company Lists
Account Lists
Account lists allow you to build lists of companies that match specific criteria such as Industry, Year Founded, Company Size etc. These lists can be saved to be used in Audience searches to find leads from your saved company lists. Learn how to build an account list here.
Company Domain
Find specific companies by typing in their domains (e.g zendesk.com) or upload a CSV list to add Company Domains in bulk. Searching specific companies by domain is more accurate than searching by Company Name.
Note: Double-check that your domains do not include any extra characters such as www., http, https:// etc.
Popular Lists
Search for companies that are included in popular lists such as "Fortune 500" or "2017 Top 100 Innovative Companies" and many more.
Company Name
Find specific companies by typing in their exact Company Names, or upload a CSV list to add company names in bulk.
Note: Company Names must have exact spelling to find a match.
Financials
Total Funding Amount
Find companies based on the total amount of funding they have raised to date.
Note: Companies without public funding data will automatically be excluded from your results.
Most Recent Funding Date
Find companies that have recently raised money, or companies that have not raised money in a while.
Year Founded
Find companies based on when they were founded by providing a specific year or range of years.
Revenue
Find companies based on their estimated annual revenue.
Note: Companies without revenue data will be automatically excluded from your results.
Ownership Type
Find companies based on their type of ownership -- for example: public, private, or non-profit.
Note: We may not have the above data for every company in our database. Companies without this information will not be included in your results if you use this filter.
Technographics
Technology Used
Find companies based on specific web-based technologies they use.
Note: This filter will narrow your search significantly. Any companies that don't use the technology you enter will be excluded from the results.
Alexa Global Rank & Country Rank
Find companies based on their website's Global and Country Alexa Traffic Rank. A site’s ranking is based on a combined measure of Unique Visitors and Page views. The higher the rank, the more popular the site. Learn more about Alexa Ranking here.
More Contact Details
Education
Find contacts with specific educational backgrounds. You can choose from 3 different education filters including 'School', 'Year Graduated', and 'Program Name'.
Contact Keywords
Find contacts based on keywords in their online bios or descriptions, their listed skills, and their job titles.
