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Use GTMCanvas - Applying Qualifiers

Updated

Qualifiers allow you to set specific criteria for your agentic workflows.  Each qualifier can be used with one or more different signal types. Qualifiers are typically optional, except when using a Job Change signal. In this case, the qualifier is required to input the contacts (champion list) to be tracked.

Learn about each Qualifier

  • Filter Against a Saved Search - Allows you to add a Saved Search to narrow down your company results. This qualifier avoids flooding your CRM or email workflows with data that doesn't meet your ICP needs, allowing you to focus on data that matters. Available with:
    • SalesIntel PredictiveIntent
    • Bombora Intent
    • Website Visitors
    • New Technology
    • Growth Signals
    • News Mentions
  • Add Buying Center Contacts - To hone in on the contacts you are most interested in, you will need to select a buying center. Even if you use the saved search qualifier, you need to specify the contacts of interest using this option. Available with:
    • SalesIntel PredictiveIntent
    • Bombora Intent
    • Website Visitors
    • New Technology
    • Growth Signals

A special note on Ideal Customer Profile signals. With this signal type, the saved search and buying center come directly from the search referenced when setting up the signal, so there is no need of qualifiers.

Signal-Specific Qualifiers

  • Topic Threshold - Set a buying intent topic minimum and/or maximum score threshold, or minimum surging topic count (based on the topics selected for your automation). If not specified, all scores that indicate surging behavior will be included, as long as at least one topic is showing surge behavior. Once you use this qualifier, you can set one or both values. Available with:
    • SalesIntel PredictiveIntent
    • Bombora Intent
  • Upload a Champion List - Use this qualifier with a Job Change signal to upload the list of champions who you want to follow on their journey. This step is required for Job Change signals. You'll need a list of email addresses available to upload in csv format. A list can only contain 10,000 records per upload, but multiple lists of 10,000 can be added to your automation. At any time, you can come back to this automation and add more contacts by uploading additional lists; those lists will be added in to your automation for tracking, as long as you are below your tracking limit. 
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