Qualification

Match each contact to a persona

Names which persona a contact is for this campaign, or rules them out, quoting the roles and the company that decided it. It reads the profile a LinkedIn visit wrote, so place it after one.

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More from Qualification

Ask a yes-or-no question about each companyEnrichmentAsks your question about each company and answers yes, no or unknown with the reason, quoting its own data. You choose for each answer whether the company stays on the list or is taken off.
Sort companies into your own bucketsEnrichmentSorts each company into one of the buckets you wrote for this campaign. The verdict stays inside the campaign, and a bucket can end the campaign for that company.
Sort contacts into your own bucketsEnrichmentSorts each contact into one of the buckets you wrote for this campaign. The verdict stays inside the campaign, and a bucket can end the campaign for that contact.
Filter companies on their own dataEnrichmentSorts each company into a bucket by reading the text of its own fields, with no model and no credit. Put it ahead of the paid one so only what already qualifies gets judged.
Filter contacts on their own dataEnrichmentSorts each contact into a bucket from its own fields, its company's and what an earlier step of the list answered, with no model and no credit, so a paid step after it only sees the contacts that already qualify.
Match each contact to an audienceEnrichmentPicks the one audience of your strategy a contact behaves as, and writes it on them. An audience you set by hand is never overwritten.
Match each company to an ICPEnrichmentPicks the one ICP of your strategy a company fits, and writes it on them. An ICP you set by hand is never overwritten.
Match each contact to an ICPEnrichmentPicks the one ICP of your strategy a contact fits, and writes it on them. An ICP you set by hand is never overwritten.
Score each company against your fitEnrichmentJudges a company against the fit you write in this step, criterion by criterion, quoting its own data. A failed eliminating criterion takes the company off the list and says why.
Score each contact against your fitEnrichmentJudges a contact against the fit you write in this step, criterion by criterion, quoting their own data. A failed eliminating criterion takes the contact off the list and says why.
Standard sector and industryEnrichmentRanks a company into a standard sector and industry from its public profile. Run it early so the steps that judge relevance have clean data to read.
Seniority, function, sector and locationEnrichmentRanks a contact by seniority, function, sector and location from public data. Run it early so the steps that judge relevance have clean data to read.

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