Saved search is getting a makeover. Your view may differ from what you see here as we roll out the new experience. Stay tuned for further updates.
Overview
A saved search allows you to quickly access and action a group of filtered people or companies. You can prospect from saved searches, share searches with your team, and set search alerts to access up-to-date insights about any new people or companies that match your search criteria.
Check out the following sections to learn about saved searches and search alerts.
Save and Share a Search
To save a search:
- Launch Apollo and click Search > People or Companies.
- Add any filters that you want to include in your search.
Check out Search Filters Overview to learn about all the available filters, including how and when to use each one.
- Click Save Search.
- Give the search a descriptive name.
- Click Public to share the search with your teammates, or click Private if you don't want anyone else to have access.
- Check Pin saved search to the sidebar to make it easier to access.
- Next, set a search alert to receive email alerts when new people or companies match your search criteria. You can be alerted daily, weekly, or monthly so you can follow up on new prospects.
Once a search alert is enabled, the first alert arrives in your inbox a day, week, or month later. Apollo sends alerts in the morning. You only receive alerts if Apollo finds new contacts or accounts that match your saved search criteria. You can turn off saved search alerts at any time.
- Finally, select a search table layout to determine the look of search results.
- When finished, click Save search.
With your saved search, you can reach out to prospects through sequences and emails, export search results to a CSV, or save people and companies to a list.
Access a Saved Search
You can access your own saved searches, as well as searches that have been made public by your team.
To access a saved search:
- Launch Apollo and click Search > People or Companies.
- Click Saved Searches, then choose between pinned, private, or public:
- Pinned: Saved searches that have been pinned by you for easy access.
- Private: Saved searches only visible to you.
- Public: Saved searches visible to you and your teammates.
- Search by name or browse the list, then click the saved search.
- Apollo loads the most recent search results for your search criteria. To review any new results that fit your search criteria, click Net New.
With your new prospects, you can reach out to people through sequences and emails, export search results to a CSV, or save people and companies to a prospect list.
Set a Search Alert
When you set a search alert, Apollo sends you notifications about the newest people or companies that fit your saved search criteria. You can subscribe to daily, weekly, or monthly email alerts so you can follow up on new prospects.
The buying intent filter is a great fit for search alerts. Filter for your buying intent criteria on a saved search, then subscribe to a search alert. Apollo will send you email notifications when new companies match your buying intent criteria. Cha-ching!
To subscribe to a search alert:
- Launch Apollo, and click Search > People or Companies.
- Click Saved Searches, then choose between pinned, public, or private to find your saved search.
You can only set search subscription alerts on the saved searches you own. To subscribe to another person's saved search, duplicate the search. Click ... beside the saved search > Duplicate, then set an alert.
- Click ... > Search Settings for the saved search.
- Adjust the frequency you receive notifications of new matches. To deactivate the alert, select Turn Off.
- When finished, click Update Search.
You will receive email alerts when Apollo detects new people or companies that match your saved search criteria.
With your new prospects, you can reach out to people through sequences and emails, export search results to a CSV, or save people and companies to a prospect list.