How to Build a People List

  • Updated

Build a list of targeted people at a set of companies to share your marketing campaigns.​

Step Description Details
1 Launch InsideView Target 

Click the Build a List link in the InsideView Sales application.

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2 Enter the people list criteria

On the Build a List page, enter the search criteria for your people list.people_job3_small.png

3 Search with Job title, function, and level  Use the InsideView Target to search for executives according to the following criteria:
    • Job Title: Search for people with specific keywords in their title. 

      For example, enter the Job Title as “business development” and press enter. You can enter multiple job title keywords.

    • Job Function: Search for people by their role or department. 

      For example, select Finance or Human Resources. You can enter multiple job functions.

    • Job Level: Search for people by seniority in their role.

      For example, select C-Level, Vice President, and Senior Executive to build a list of people in senior management roles. 

      people_job_smalll.png 

Note: Here and throughout, the number of people available in the InsideView database changes automatically based on your search criteria.
4 Search with Contact Location The Contact Location filter allows you to search for contacts based on their location.

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Enter the name of a city, state, or  country select from the type ahead suggestions to choose locations as illustrated:

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If you have entered values for a company location, employee count, industry, revenue, or other company search criteria and you wish to modify them or add more filters, read the article How to Build a Company List article in our Knowledge Base.

5 Search with Contact Info Use the Contact Info list to search for people according to the following criteria:

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  • Select the Email option to search for executives with an email validation status of Valid Email and Valid Domain.
  • You can also select the Direct Phone or Corporate Phone to search executives with phone numbers.
  • Select the Direct Phone search filter to find contacts that have a direct phone number available in the InsideView database.
6 Add other search criteria

Click the plus (+) button to open the Filters dialog and add the additional search criteria filters.

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You can enter the following people search filters:

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  • Job Function – Select the job function of an executive from the list. 
  • Job Level – Select the job level of an executive from the list. 
  • Social Network– Use this list to search only for those executives who are on one of the following social networking sites: Twitter, LinkedIn, or Facebook.
8 Start search

Click Search.

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9 View search  results

On the search results page, click on an executive's name to view a summary of their details.

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10 Modify search criteria

Open the Filters dialog by clicking the plus (+) button in the left pane to modify your search criteria or add additional search criteria.

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11 Sync with Marketo 

If you want to sync the People list with your Marketo application, click Export to Marketo. For more information, read the article Syncing a People List into Marketo Application in our Knowledge Base.

12 Export results

You can also export the search results to an Excel or CSV file, by clicking the Export button.

 

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