Types of Searches

A search determines the target audience of a campaign's outreach. It answers the question, "Whom do you intend to connect with?" There are six different types of searches that can be utilized within the software based on a user's target audience. This card will provide instructions on how to successfully complete an upload for each search method.

• Creating a New Search
• Naming a New Search
• Types of Searches
• Standard Search, URL Search, Sales Navigator Search, Group Search, Email Import, URL Import
• Uploading a Search
• Connecting a Search to a Campaign



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How Does It Work?

Creating a new search

No matter what type of search you are uploading, you always start by navigating to the search page:

1. From your dashboard, click on the Search tab

2. Click on Start New Search

Naming a new search

You are required to name every new search, regardless of the upload method. Your search's naming convention and/or title should represent the filters utilized to build it.

(i.e. Human Resources - CXO - 51-500hc - US - 2nd)

Types of Searches

Standard Search

A standard search is only recommended when pinpointing a specific person. For example, you could search "George Glass AND Amazon."

If you are searching for more than one person within an organization, the search must be very broad, such as "Amazon," and then becomes less effective in pinpointing your target audience. In this case, another search criteria will likely be a better fit; See additional options below.

URL search

A URL search utilizes your general LinkedIn account, not Sales Navigator. Through this method, you are able to search by an extensive list of filters including connection degree (i.e. 1st, 2nd, or 3rd), location, current company, past company, school, industry, and many, many other profile details.

LinkedIn will only allow you to pull 1,000 contacts at a time. In other words, you want to refine your search parameters as much as possible with this approach. Your quantitive amount of search results is displayed on the left-hand side of your browser, right below the header of filters. Any results that succeed the 1000 contact threshold, will not be captured within the platform.

Once your search is finalized, you will copy the URL from LinkedIn and paste it back into the platform's search pop-out under "URL Search."

1. Go to www.linkedin.com and start a new search
2. Click on All filters

3. Choose search filters. Click on Show Results & copy LinkedIn URL

4. Go to salesconnector.com and navigate to the Search tab
5. Click on Start New Search

6. Create a title for your search. Click on URL Search. Paste the LinkedIn URL & click on Add Search Task.​

Sales Navigator search

A Sales Navigator search is highly recommended and the most frequently utilized as you are able to pinpoint a target audience that is highly specified. In order to conduct a Sales Navigator search, the account is required to have a Sales Navigator Core subscription.

A Sales Navigator search allows you to apply the same filters as a LinkedIn search with the addition of specific titles, years of experience, specific companies, company headcount, and seniority level to name a few.

It is imperative that you hit "Enter" on your keyboard once your filters are finalized. This resets the URL that can be copied and pasted into the software under "Sales Navigator search."

1. Navigate to LinkedIn's Sales Navigator. Put your cursor on Search and click Enter.

2. Click on Expand Filter Panel

3. Choose search filters & copy LinkedIn URL from the header of your browser.

4. Go to salesconnector.com and navigate to the Search tab
5. Click on Start New Search

6. Create a title for your search. Click on Sales Navigator search. Paste the LinkedIn URL & click on Add Search Task.

Group search

A group search applies your desired search filters to contacts within a designated LinkedIn group. To utilize this search method, your account must have a Sales Navigator subscription and be a member of the group. Group searches are unique as there is no limit to the amount of messages you can send to contacts who are within a mutual group.

The first, and arguably most important, step is to join as many groups as possible that align with your target audience.

The setup of a group search will mimic that of a standard Sales Navigator search. The key difference is that the "Group" filter must align with the group names that you want to target. Lastly, you will want to copy and paste the URL at the top of your browser into the software under "Group search."

1. Navigate to LinkedIn's Sales Navigator. Put your cursor on Search and click Enter.

2. Click on Expand Filter Panel

3. Choose search filters & input Groups. Copy the LinkedIn URL from the header of your browser.

4. Go to salesconnector.com and navigate to the Search tab
5. Click on Start New Search

6. Create a title for your search. Click on Group Search. Paste the LinkedIn URL & click on Add Search Task.

Email Import

An email import search allows you to utilize email addresses to pinpoint a specific list of contacts. This option is most commonly used by users who have access to an internal database and/or lead generation platform.

One detail to keep in mind is that LinkedIn users often link their accounts to a personal email address. Alternatively, a prospect list typically has an emphasis on corporate email addresses. When utilizing an email list, some contacts will be unable to be identified due to this discrepancy.

Please visit Email Import for more information.

URL import

A URL import allows you to create a contact list based on standard LinkedIn URLs. Alternatively, this search option does not allow for Sales Navigator URLs to be uploaded.

Please visit URL Import for more information.

Uploading a search

After selecting your search method, complete the designated fields and click "Add search task." The software will automatically refresh and you will see your new search on the far right-hand column.

The search will take up to 30 minutes to upload, depending on the amount of contacts being imported. If you see the text "waiting" or "in progress" beneath your search title, the upload has not been completed yet. If you see a time stamp (i.e. 2 minutes) beneath your search title, that indicates the software has completed its work on the backend.

ADDING a search to a campaign

Once a search is complete, you are ready to add the contacts to a campaign. You will simply click on the desired search and navigate to "Add all new people to Connector campaign." Next, you will choose the corresponding campaign.

You will notice each contact's status will update from "Add to Campaign" to "In Queue." That is an indication that all contacts were successfully added from the search into a campaign.

1. From the Search tab, click on Add all new people to Connector Campaign

2. Choose the corresponding campaign & click on Add to Connector Campaign.

Feature Attributes

Contacts can only live in a search or a campaign once. When a new search is loaded, the software will never double up on a contact. If you need to adjust a search, it is recommended you delete the previous search and reload one in. If a contact is moved to a campaign but the search is deleted, the contact will stay within the campaign and not be re-pulled into a search.

Related Topics

• Sales Navigator Targeting
• Email Import
• URL Import

For more information, contact Claire Morrison at claire@rolldigital.com