Building Your First Audience
1
Define Your Goal
What do you want to accomplish? (e.g., “Engage high-intent accounts not being worked”)
2
Select Base Criteria
Start with Fit Score to ensure you’re targeting the right accounts
3
Add Intent/Signal Filters
Layer on engagement or signal criteria (website visits, new hires, etc.)
4
Add Exclusions
Remove competitors, customers, or accounts already in opportunities
5
Preview Results
Check audience size and review sample accounts to validate criteria
6
Save and Name
Give it a clear, descriptive name for future reference
7
Attach to Play
Connect the audience to an automated play for execution