Overview
Perlon AI's Prospect Search lets you use a variety of filters to start searching for the ideal set of prospects utilising our database of more than 830,000,000 contacts.
To be able search and add the prospects to your campaign you must have Credits. Depending on your contract you might have a number of Credits already included from the get go. Alternatively, you can always reach out to us and purchase your Credits directly.
Filters Explained
You can filter by one or multiple terms at a time. Each filter lets you add additional terms as well. We recommend starting your search with broader terms and slowly narrow it down by adding additional filters until you are satisfied with the results.
Adding too few filters can result in a wide variety of prospects that might appear too general and non specific to your campaign, however adding too many filters at once runs the risk of filtering out too many potential prospects and potentially missing out on suitable leads.
All in all, we suggest playing around with the Prospect Search filters and saving multiple filter groups before deciding on the final prospect list and adding them to your campaign.
First Name
Lets you add a first name filter. Once applied, only prospects with the specified first name will appear in the search results. For example, adding “Sam” will only return prospects with this exact name.
Last Name
Lets you add a last name filter. Once applied, only prospects with the specified last name will appear in the search results. For example, adding “Smith” will only return prospects with this exact surname.
Location
Lets you narrow down your prospect search by the location of the person. Specifying a country or a region will only display results from the selected location. We recommend running this filter on a Country level for better results.
Job Title
Lets you both include and exclude specific job titles from your prospect search. For example, we can include all prospects with a “CEO” job title and exclude prospects with a “Specialist” title.
NOTE: Searching by Job Title is very specific and could exclude too many potential leads. We recommend using Seniority and/or Department filters instead. If you do want to use the Job Title filter, make sure to add exact titles or add a variety of similar titles to cover all the possibilities eg. Some companies might have different titles for what is fundamentally the same role: ‘Head of Product’, ‘Product Director’, ‘VP Product’ etc.
Seniority
Lets you refine the seniority level of your prospects depending on the needs and aim of the campaign you are running.
Department
Lets you narrow down your search by a specific department of any given company that better aligns with your campaign.
Company
Lets you both include and exclude companies by their name. For accurate results make sure to spell the company name correctly.
Company Location
Lets you narrow down the prospect search by the company location. We recommend utilising the other location filter instead to ensure that only the people and not the company itself are correctly targeted by the search.
Company Size
Lets you define the company size from a small startup to an enterprise business and anywhere in between.
Industry
Lets you pick a specific industry or multiple industries available in our database. All industries are listed alphabetically.
Revenue
Allows you to define the company revenue of your potential prospects.
Key Words
Lets you both include and exclude specific key words from your search. We do not recommend adding or removing too many key words from the search as it could affect potential results. This filter works best in tandem with the Industry filter allowing you even greater control over the results of your search.
Clear Filters
By clicking this button you can clear off the previously selected filters. You will see a total number of filters currently active next to the button.
Saving & Loading Filters
The Prospect Search feature lets you save and load your filter selection. You will also be able to review your selected filters for each saved entry under Saved Filters.
To save your filter selection:
Select the desired filters first
Click Save Active Filters at the top right corner of the page
Add a name to easily identify your selection and click Save
To load your saved filter selection:
Click on the Load Filter Group button
Select the desired saved filter selection from the dropdown
Run the search
To review saved filer selection:
Click on the Saved Filters button at the top of the page
Click on the desired saved filter selection to view the details
On the Saved Filters page you can also delete unwanted saves as well load the saved filters into the search.
Previous Searches
On the Previous Searches tab you can view all of the searches that resulted in you actually loading prospects into your campaigns. Here you can also monitor the current status of any prospect searches that are being processed to be added to any of your campaigns.
Clicking into any of the Done searches will display the search details including the number of prospects searched, added to the campaign as well as any credits that were refunded.
Adding Prospect to a Campaign
Once you are happy with the prospect list generated via the Prospect Search you can go ahead and load them into one of your campaigns.
Click on the + Add Prospect to Campaign button
In the popup, under Step 1 either manually enter the number of prospects you wish to load, select all available prospects, or add prospects based on the available credit amount
Under Step 2 select the desired campaign
Click Continue
On the next screen, tick off "I understand" and click Confirm
On the final screen you will see a confirmation, click Finish
You will be taken to the Previous Searches tab under Processing
You can monitor the progress here or wait for a confirmation email to be sent to your primary email address once your prospects are added to the campaign
NOTE: Depending on the amount of prospects being added it could take up 30 minutes for the prospects to get processed and added to your campaign.