May 17th, 2017 | by

A RainKing workflow that allows marketing users to generate a new output of accounts and/or prospects to initiate a campaign.

How it can help:

  • You have complete control over the output generated based on the criteria you input
  • Easily gather all key details about prospects in one convenient place
  • Setup Daily Alerts for new companies, people, or scoops as they are added to RainKing
  • List criteria can be saved dynamically if you wish to receive updates when new content is added to RainKing that aligns with your campaign

Steps to create:

Start by clicking on the “Build a Marketing Campaign List” link on the RainKing dashboard.

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Using the available picklist values Common, Company, People, or Scoops, you can build reports with content specific to your territory.  You can use filters to further refine results based on firmographic details (including specific sector/industry information, revenue, employee size, etc.) as needed depending on your unique territory alignment. 

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Click on “Save Criteria” in the upper right to set this as the default for your daily alert.  You’ll also have the option to sign up for alerts when we add other types of content (companies & people) that fit your search criteria.

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Click on “Build List” if you’d like to view your results.

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After building the list, the output will show results matching your selected criteria. The parameters used to build the search will be shown at the top of the screen and can be modified by clicking on the “Refine Search” button at  upper right. We highly recommend saving your searches for future access.  You can also set up alerts for new or updated records.

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Click on the different tabs to view other content based on the search criteria.

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Using the bulk action buttons above the results,  you can than export the information to Excel or your CRM (if enabled), Add to or remove from List, or run a segmentation report.

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