Set Up and Use Signals in Apollo

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Overview

Signals enable you to prospect based on demographic and behavioral filters of your choosing. This enables you and your team to find prospects using a consistent, repeatable criteria. Relevant signals display for all people and companies that match your criteria, which means you can easily spot your ideal prospects.

For example, if you want to consistently target companies with at least 10 million dollars in revenue and high or medium buying intent, set up a signal with that filter configuration.

You can also add talking tips to your signals to ensure your team is prepared for the right conversations with the right prospects.

Refer to the sections below to create, filter by, and locate signals for your saved contacts and accounts.

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Create Signals

To create a signal:

1. Launch Apollo and click Settings > Signals.
2. Click Create signal.
3. Choose to target People or Companies.
4. Name the signal. You can also provide a description to give your team more context about its purpose.
5. In the Configuration section, click Add filters. Add the filters you want, then select Save filters.
6. (Recommended) Add talking tips or snippets to share or standardize information about the prospects targeted by your signal.
    

   Custom fields means custom signals

   Are you importing metrics from Salesforce or HubSpot via Apollo's integrations? Have you created and mapped your custom fields to hold that data?
   
   If so, you can add your custom fields as filters when you create a signal.
   
   
7. Click Save changes.

Apollo lists your newly created signal on the signals page. It is immediately available for use as a filter when you search for people and companies.

 

Delete Signals

To delete a signal, go to the signals page, click additional options (...) on the right side of the signal, then click Delete signal.

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Filter by Signals

Once you have created a signal, use it to filter your prospects:

1. Go to the Search tab and click People or Companies.
2. Open the Signals drop-down on the left. If you know the name of the signal you want to use, search for it directly.
    

   Different Filters for Different Searches

   From the People search page, you can filter by people and company signals. Use the People and Companies tabs to narrow the available options.
   
   From the Companies search page, you can only filter by company signals.
   
   

3. Select the signals you want to use as filters. Results populate immediately for the selected filters.
4. (Optional) To reuse the same filters in future searches, select Save at the top of the filters list. For more information, see Create and Subscribe to Saved Searches.
5. Click the name of a contact or company to find the signals they match.
6. Scroll to the Signals & Communication Advice section. This section lives in the Overview tab for companies. Click on a signal to view more details about it.

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Use Signals in the Apollo Chrome Extension

With the Apollo Chrome extension installed, you can access the signals you've created in Apollo everywhere that the Chrome extension can be used, including Gmail, LinkedIn, and many company websites.

To find and use your signals in the extension:

1. Access the Apollo Chrome extension. For LinkedIn and company websites, click the Apollo icon on the right side of the website. For Gmail and Google Calendar, the icon is found next to the names of calendar invitees and email recipients.
2. In the extension, click the Insights tab. This tab shows the signals for the contact or company that you are currently viewing.
3. Click the symbol for a signal to access more information about it.
   
   If you want to view all of your signals in Apollo, click Manage signals. Otherwise, click Done to return to the rest of your signals in the extension.

For more information about the many ways you can use the Chrome extension, refer to Apollo Chrome Extension Overview.

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