Prospects, Audiences, and Filters
What are Audiences?
Audiences define the entry criteria for Prospects to be added to a campaign. Because of this, audiences will always be the first step in a campaign.
You can think of audiences as a CRM report of all the prospects UserGems has found and created, which can then be further filtered to trigger a specific action.
How to Create an Audience
- Navigate to the Prospect Audiences tab using the left-side panel, or create an audience from a new workflow.
- Apply your filters to define who should qualify for this campaign and the corresponding actions. For a complete list of filter values and their meanings, see the "Filter Descriptions" section.
- Example: If you're building an audience for an Accounts w/ Funding campaign, you might add the following filters:
- Company Signal: Select "Funding" to capture funded accounts.
- People Signal: Select "Multi-Thread" to identify key buying committee members.
- Has Email: Select “Yes” Ensure contacts have valid email addresses.
- Last Activity Date: Empty or before X mos ago
- Name your audience and save it in a folder
- Override existing: Replaces the filters in the current audience. Use this only if you want to update the existing audience.
- Create new: Saves it as a completely new audience.
Filter Descriptions
| Filter | Filter Description | Filter Selection Options |
|---|---|---|
| Account Owner Name | Filter to companies based on owner name | Contains, does not contain, is, is not, is empty, is not empty |
| City | Filter to prospects based on their city location ex: New York | Contains, does not contain, is, is not, is empty, is not empty |
| Closed Lost Opp Contact Eval Month | Filter to companies based on the month they started the evaluation that closed lost | Contains, does not contain, is, is not, is empty, is not empty |
| Closed Lost Opp Contact Eval Year | Filter to companies based on the year they started the evaluation that closed lost | Contains, does not contain, is, is not, is empty, is not empty |
| Companies With | Filter to companies certain people level signals ex: Companies with New Hires | Is/Is Not Multi-Picklist |
| Company | Filter to companies with certain company level signals ex: Funding | Is/Is Not Multi-Picklist |
| Company Category | Filter to companies based on their specific category ex = Target | Is/Is Not Multi-Picklist |
| Company City | Filter to companies based on their city location ex: Nashville | Contains, does not contain, is, is not, is empty, is not empty |
| Company Country | Filter to companies based on their country location ex: United States | Contains, does not contain, is, is not, is empty, is not empty |
| Company Country Code | Filter to companies based on their country code ex: United States | Contains, does not contain, is, is not, is empty, is not empty |
| Company Domain | Filter to companies based on their website/domain | Contains, does not contain, is, is not, is empty, is not empty |
| Company Estimated Revenue | Filterr to companies based on their estimated revenue. This is a formula based on number of employees. If you have external revenue we recommend mapping it. | >, < , =, is empty, is not empty, between |
| Company Industry | Filter to companies based on their LinkedIn industry ex: Software | Contains, does not contain, is, is not, is empty, is not empty |
| Company LinkedIn URL | Filter to companies based on their LinkedIn URL | Contains, does not contain, is, is not, is empty, is not empty |
| Company List | Filter to compamies based on the specific list/report they exist on | Is/Is Not Multi-Picklist based on listed uploaded in tracked accounts. |
| Company location matches person location | Filter to prospects based on if their personal location is the same as their company location. | Yes / No |
| Company Name | Filter to companies based on their name | Contains, does not contain, is, is not, is empty, is not empty |
| Company Number of Employees | Filterr to companies based on their LinkedIn number of employees | >, < , =, is empty, is not empty, between |
| Company Score | Filter to companies based on their UserGems Company Score | >, < , =, is empty, is not empty, between |
| Company State | Filter to companies based on their country location ex: California | Contains, does not contain, is, is not, is empty, is not empty |
| Company State Conde | Filter to companies based on their state code ex: CA | Contains, does not contain, is, is not, is empty, is not empty |
| Company Sub-Industry | Filter to companies based on their LinkedIn industry ex: Data Management & Analytics | Contains, does not contain, is, is not, is empty, is not empty |
| Company Zip | Filter to companies based on their country location ex: 55555 | Contains, does not contain, is, is not, is empty, is not empty |
| Contact Current Relationship | Filter to prospects based on an active relationship | Contains, does not contain, is, is not, is empty, is not empty |
| Contacted | Filter to prospects based on whether they have been contacted or not (have an activity logged) | Yes / No |
| Country | Filter to prospects based on their country location ex: United States | Contains, does not contain, is, is not, is empty, is not empty |
| Country Code | Filter to prospects based on their country code ex: United States | Contains, does not contain, is, is not, is empty, is not empty |
| CRM ID | Filter to prospects based on CRM ID | Contains, does not contain, is, is not, is empty, is not empty |
| Current Email | Filter to prospects based on email address | Contains, does not contain, is, is not, is empty, is not empty |
| Department | Filter to prospects based their department function ex: Marketing | Is/Is Not Multi-Picklist |
| First Name | Filter to prospects based on first name | Contains, does not contain, is, is not, is empty, is not empty |
| Funding Amount | Filter to companies based on the most recent funding amount | >, < , =, is empty, is not empty, between |
| Funding Date | Filter to companies based on the most recent funding date | last week, last month, last 3 months, last 6 months, last yr, before, empty or before, after, between, is empty, is not empty |
| Funding Round | Filter to companies based on the most recent funding round type | Contains, does not contain, is, is not, is empty, is not empty |
| Has Closed Lost Opp Contact At Account | Filter to companies that have closed lost opportunity contacts | N/A |
| Has Email | Filter to prospects based on if UserGems found an email for them. | Yes / No |
| Has Open Opp Contact At Account | Filter to companies that have open opportunity contacts | N/A |
| Hiring | Filter to companies based on hiring for specific roles | Is/Is Not Multi-Picklist |
| In CRM | Filter to prospects based on if they exist in your CRM yet or not. | Yes / No |
| In SEP | Filter to prospects based on if they’ve been added to your SEP | Yes / No |
| In Sequence | Filter to prospects based on sequence enrollment. | Yes / No |
| Job Ended Date | Filter to prospects based on the date their last job ended | last week, last month, last 3 months, last 6 months, last yr, before, empty or before, after, between, is empty, is not empty |
| Joined Date | Filter to prospects based on the date they joined their current company | last week, last month, last 3 months, last 6 months, last yr, before, empty or before, after, between, is empty, is not empty |
| Last Activity (Company) | Filter to companies based on presence or date of last activity in CRM. | last week, last month, last 3 months, last 6 months, last yr, before, empty or before, after, between, is empty, is not empty |
| Last Activity (Prospect) | Filter to prospects based on presence or date of last activity in CRM. | last week, last month, last 3 months, last 6 months, last yr, before, empty or before, after, between, is empty, is not empty |
| Last Name | Filter to prospects based on last name | Contains, does not contain, is, is not, is empty, is not empty |
| Filter to prospects based on LinkedIn URL field | Contains, does not contain, is, is not, is empty, is not empty | |
| LinkedIn About | Filter to companies based on LinkedIn About text | Contains, does not contain, is, is not, is empty, is not empty |
| LinkedIn Bio | Filter to prospects based on LinkedIn BIO text | Contains, does not contain, is, is not, is empty, is not empty |
| Mobile Phone | Filter to prospects based on mobile phone | Contains, does not contain, is, is not, is empty, is not empty |
| Moved Date (referral) | Filter to prospects based on the date they left a target account of yours. | last week, last month, last 3 months, last 6 months, last yr, before, empty or before, after, between, is empty, is not empty |
| Number of Activities | Filter to prospects based on presence or number of activities in CRM, | >, < , =, is empty, is not empty, between |
| Open Opp Contact Eval Month | Filter to companies based on the month they started the active evaluation | Contains, does not contain, is, is not, is empty, is not empty |
| Open Opp Contact Eval Year | Filter to companies based on the year they started the active evaluation | Contains, does not contain, is, is not, is empty, is not empty |
| Owner | Filter to prospects based on certain contact owners. | is, is not, is empty, is not empty |
| Past Champions and Users Count | Filter to companies based on how many past champions and past users exist at the account. | >, < , =, is empty, is not empty, between |
| Past Relationship Category | Filter to prospects based on their past relationship to your company ex: User | Multi-Picklist based on your relationship categories in tracked contacts. |
| People | Fitler to prospects with certain people level signals ex: Past Champions. | Is/Is Not Multi-Picklist |
| Persona | Filter to prospects based on specific persona(s) created in UserGems | Is/Is Not Multi-Picklist |
| Persona Match | Filter to prospects that match any active persona created in UserGems | Yes / No |
| Personal Phone | Filter to prospects based on personal phone | Contains, does not contain, is, is not, is empty, is not empty |
| Relationship | Filter to prospects based on certain relationships ex: Champion | Is/Is Not Multi-Picklist |
| Role Started Date | Filter to prospects based on the date they started their current role. Use this field for promotion start dates. | last week, last month, last 3 months, last 6 months, last yr, before, empty or before, after, between, is empty, is not empty |
| Seniority | Filter to prospects based their seniority level ex = C-Level | Is/Is Not Multi-Picklist |
| State | Filter to prospects based on their country location ex: United States | Contains, does not contain, is, is not, is empty, is not empty |
| State Code | Filter to prospects based on their country location ex: USA | Contains, does not contain, is, is not, is empty, is not empty |
| Title | Filter to prospects based their department function ex: Marketing | Contains, does not contain, is not, is empty, is not empty |
| Top Customer Competitor | Filter to companies based on their top competitor(s) | Contains, does not contain, is, is not, is empty, is not empty |
| UG Sourced | Filter to prospects based on if UserGems identified a new prospect not in your CRM or created the new prospect in your CRM | Yes / No |
| Workflow Status | Filter to prospects based on status of a workflow action (pending, ok, failed) | Is/Is Not Multi-Picklist |
| Zip | Filter to prospects based on their country location ex: 55555 | Contains, does not contain, is, is not, is empty, is not empty |