How to use the filters with Prospectin

Published by Guillaume Portalier on

In this brief article, we will go over the different filters that you can use with ProspectIn. From basic filters to the most advanced filters, including keyword filters, you will master everything. 😉

Basic filters

The basic filters are quick to access, these are the following 3 filters:

  • Status (connected, not connected, pending)

To send a connection request, the prospect’s status must be “not connected”. To send a message, the prospect’s status must be “connected”. If the prospect’s status is “pending”, you can neither send him a connection request (you have already sent him one, which is awaiting acceptance) nor send him a message, since you are not yet connected.

  • Message (message sent, no message sent)

This filter allows you to view prospects who have already received a message via ProspectIn and those who have never received a message via ProspectIn.
Please note: these are only messages sent with ProspectIn, we do not collect information on the messages you manually send on LinkedIn.

  • Replied (Has replied, hasn’t replied)

This filter allows you to distinguish the prospects who sent you a message from those who never sent you a message.
Be careful, here again, these are only the messages received since the prospect was exported in ProspectIn. We do not retrieve past conversations that have already taken place on LinkedIn before the prospect was exported. So if you export a prospect with whom you have already spoken on LinkedIn, it will appear on ProspectIn as “not responding”.

Advanced filters

  • Account type (Classic, Premium, Job Seeker, Influencer)
  • Visit (has been visited, has not been visited)

Like the “message” and “replied” filter, we do not retrieve information prior to export, so these are only visits made with ProspectIn.

  • Follow (is followed, is not followed)
  • Scenario (Is in a scenario, is not in a scenario)

As a reminder: if a prospect is in a scenario, you cannot send an action (visit/follow/connection/message) with this prospect.

  • Queue (Has an action in the queue, has no action in the queue)
  • Message sent: allows you to display only prospects who have received a certain message
  • Note sent: allows you to display only prospects who have received a certain note
  • Tags: allows you to select prospects based on their tags

The filter system is an “AND” system and not an “OR” system. For example, if you select the filters “is connected” and “Premium”, the result will return all the prospects with whom you are connected AND who have a premium LinkedIn account and not all the prospects with which you are connected + all prospects with a premium LinkedIn account.

Search filters by keywords

Finally, with ProspectIn, it is possible to filter by keywords. This filter allows you to refine the low quality of LinkedIn searches by reprocessing the data.

Its use is very simple, you enter a keyword in the search bar, then you select the place where the keyword will be searched (first name, last name, title or company) and finally you choose the function (“contains” or “does not contain”).

If you check all the boxes under “keywords” (as in the screenshot above), the keyword will be searched for in all of these elements.

If you want to select only the people who have the word “marketing” in their title, you just have to enter the keyword “marketing” in the search bar and then select the keyword “title” and the method “contains”

Keyword filters are a great way to sort prospects after export, indeed for those who don’t use the Sales Navigator, LinkedIn’s standard search function (see: How to do a good LinkedIn search) can prove to be very imprecise. Using the search by keyword featured in ProspectIn, therefore, makes it possible to guarantee higher quality in prospecting.

There you go, you know everything about filters. Do not hesitate to contact us if you have other filter ideas to implement.😃

Categories: Tutorials