Leverage insights from our Signals module across the companies and people in your saved lists in Firmable. Quickly track role changes, identify companies hiring for specific roles, funding updates, new hires, new contact detail alerts, c-level appointments, and more.
Create Signal agents to filter on specific signals for targeted lists to monitor changes for key accounts or different prospect segments.
Using signals effectively will help you monitor for changes that may indicate when it’s a good time to connect or reconnect with someone, and with a more relevant conversation starter.
Learn more:
Set up Signal agents
Prerequisites
- You are on a Teams or Teams Pro plan with Firmable. If you’re on an Individual plan and want to invite additional users, email support@firmable.com to upgrade.
- You have existing lists created. No lists yet? Learn how to create your first one here.
How to set up Signal agents
- To get started set up your list of companies or people you are currently prospecting or are within your areas of interest. For newly created list, signals can take up to 10 minutes to generate.
- Click Signals module in the top menu bar.
- By default, an All list signals agent is created for all lists across your organisation and all our signal events. This is a system agent and unable to be edited.
- To create a Signals agent, click + Create.
- Type an Agent title, to help you identify and manage the agent in the future.
- Select your preferred list/s to monitor signals across. You can choose up to five lists by selecting on the list name or the + icon.
- Apply up to five company signal types you want to monitor. Learn more about the company signal types available.
- Note: The list you selected must include companies to track people signal types.
- Once you select the company signal you want to track, click the down arrow then + Add condition to add precision targeting.
- Select from the dropdown what condition you want to target based on: Key topics, Summary and Recency.
- Key topics: Key words that describe what the signal is about. This can include areas such as project collaboration, new hires, or funding growth. Use key topics to narrow your agent to specific types of activity. For example: if you only want to see Recruitment and hiring signals related to sales roles, add sales as a key topic.
- Summary: The short sentence or paragraph describing the signal. You can search or filter summaries for specific words or phrases that match what you're looking for. For example: to find companies hiring in marketing, add marketing in the summary search.
- Recency: target signals based on how recent they are. You can choose to see signals from the last 7, 30, or 90 days to keep your insights up to date.
- If you apply more than one condition, click AND button to use logical operators to set your conditions:
- AND: Narrows your search so that all selected conditions must be met.
- OR: Broadens your search so that any selected condition can be met.
- To add another condition, click + Add condition. To remove a condition, click the X.
- If you have more than one company signal type selected, scroll down to apply conditions for each signal type and repeat steps above.
- Apply up to five people signal types you want to monitor. Learn more about the people signal types available.
- Note: The list you selected must include people to track people signal types.
- Once you select the people signal types you want to track, click the down arrow then + Add condition to add precision targeting.
- Select from the dropdown what condition you want to target based on: Department, Job title, Recency and Seniority.
- Department: Focus on people within a specific team or function. For example, sales or marketing department
- Job title: Target people by their current role or title. For example, CEO or Head of Sales
- Recency: target signals based on how recent they are. You can choose to see signals from the last 7, 30, or 90 days to keep your insights up to date.
- Seniority: Target people by their level or rank within the company. For example, Owner/Founder.
- To add another condition, click + Add condition. To remove a condition, click the X.
- If you have more than one people signal type selected, scroll down to apply conditions for each signal type and repeat steps above.
- Click Create to finish setting up your agent.
- The new agent will be created and displayed in your list. Select the Companies or People tab to view signals.
- Learn more on how to use Signal agents to gain insights on your prospects by watching this short video.
We hope this article has helped you understand how to set up Signal agents. If you have any other questions, don't hesitate to contact us at support@firmable.com.