Managing Intent Data Settings

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Intent data is information about web users’ behavior and content consumption that suggests they’re in the market to buy particular products and services.

This article provides instructions for an InsideView Account Administrator to select Intent topics that are relevant to their business. 

Note: These settings define which Intent topics can be leveraged by end-users to build lists in InsideView Insights, InsideView Target, and InsideView Apex.

Step Description Details
1 Open the Account Admin page Click on Account Admin in the InsideView menu from the CRM View or Web View to access the Account Admin page.

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On the Admin page, go to Account Settings > Intent Settings to add Intent topics that are relevant to your business. The best topics will be related to search terms that your ideal customers will use to find your products/services.

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2 Add Intent topics

On the Intent Settings page, click the Plus (+) sign to select the desired topics and click Save.

Note: Intent topics are visible only when you purchase an InsideView Elite license or Enterprise license with the Intent add-on. Contact your InsideView customer success manager (CSM) to upgrade your Intent plan to add more topics.

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Use filters on the left or the search box to quickly find relevant Intent topics. . For example, select the Accounting category to quickly filter out all topics except those in Accounting, such as Accounting Automation, Account Receivable, or Account Payable.

3 Apply Intent settings

Once you have selected the Intent Data topics, click Save.

4 Edit Intent settings

Once you save your Intent topics, you will need to contact Support or your account team to modify your intent settings. Click the InsideView Support link to contact them and modify the Intent topics that you have selected.Screenshot_2021-05-27_at_8.21.33_PM.png

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