How to use filters with ProspectIn

Published by Amandine on March 26, 2021 5/5 (189 votes)

3 min

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. They are as follows: 

  • 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 them a connection request (you have already sent him one, which is awaiting acceptance) nor send them 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 have never sent you a message.
Be careful, as once again, these are only the messages received after the prospect was exported into ProspectIn. We do not retrieve conversations that took place on LinkedIn before the prospect was exported. So if you export a prospect with whom you have already spoken with on LinkedIn, it will appear on ProspectIn as “no message sent”.

Advanced filters

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

Much 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) to 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, as opposed to showing you all the prospects with which you are connected with (but don’t have a premium account), and all prospects with a premium LinkedIn account (but you are not connected with).

Search filters by keywords

Finally, with ProspectIn, it is possible to filter by keywords. This filter allows you to refine your LinkedIn searches so as to get more relevant results.

It’s very simple to use. You enter a keyword in the search bar, then you select the section of the profile you want the the keyword to be in (first name, last name, title or company). Finally, you choose the function (“contains” or “does not contain”).

If you check all the boxes under “keywords” (as in the screenshot above), the system will search for the keyword in all of these sections/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 option “contains”

Keyword filters are a great way to sort prospects after export. Especially for users who don’t have a Sales Navigator subscription, seeing as LinkedIn’s standard search function (see: How to do a good LinkedIn search) can be very imprecise. Using the search by keyword feature in ProspectIn makes it possible to attain better quality results.

There you go, you now know everything about filters. Do not hesitate to contact us if you have other ideas related to filters that you’d like us to implement.😃