What's new on Prospect.io

Prospect.io news feed and changelog.

July 01, 2021

Relative Dates in Filters

Now you have a choice between absolute (an exact date) and relative dates (more/less than x days ago).

Create new segments or use the new filters with relative dates in the enrollment conditions of your workflows.

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September 01, 2020

Lists Improvements

Have you noticed that the Lists page disappeared from the menu? Don’t worry, everything is in order! We are glad to present to you the updated Lists.

Where are my Lists?

The lists have moved to the Prospects page, just below the Segments section.

What exactly happened?

We have changed the logic behind the Lists.

Previously, they were similar to folders. This way of using lists was quite limiting your options. For example, you could not add a prospect to more than one list at a time. If you wanted to put a prospect into a new list, they needed to be removed from their initial list.

From now on, the lists are more like tags or labels. This gives you more flexibility in managing your prospects.

How does it change my work?

Multiple list at the same time

After the update, you can add prospects to multiple lists at the same time. As if you were putting multiple tags of your prospects.

Now, if a prospect already is on a certain list, you can simply add them to a new list, without removing from the previous one.

This makes your import easier too! When uploading your file, you can select multiple lists for your prospects. Also, if a prospect from the file already exists in your account, they won’t be removed from their current list, but simply added to a new one.

Sorting of lists and segments

Now you can easily navigate between your lists and segments with the new sorting options.

You have two types of sorting available:

  • Choose to display the lists in alphabetical order, or sorted by last created or last used date.
  • Filter by the user who created the list or segment.

Favorite lists and segments

For your convenience, we have added an option of quick access to certain lists and segments. The Favorites section is placed above the other segments and lists, so you don’t need to scroll or search for the lists that you use frequently. Just add them to Favorites and have them at hand.

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May 05, 2020

Multiple Events Tracking

See how many times each prospect opened an email, replied, or clicked a link, and get notified to take immediate action.

Have you ever wondered if your prospects open your emails more than once? Do they come back later and review your offer as they promised? Do they follow the links again to get more details? Now you don’t have to guess! From now on, Prospect.io tracks how many times a prospect opened your email, replied, or clicked a link.

How can you benefit from this?

With more details on prospects’ engagement, you can segment the prospects accordingly and further personalize your sales funnel.

For example, you can filter out those prospects who opened many of your emails but never responded. Knowing that they are interested in the content of your emails, you may consider sending them a special offer. Or if you see that a prospect has opened your latest email three times already, you may want to give them a call or follow up, offering more details.

Where to look at?

The number of events is displayed directly on a prospect’s page and on the corresponding icons in the list view. For your convenience, we added new filters: total opens, total clicks, and total replies. To understand how to use filters, check out this article. Moreover, if you have notifications enabled, you’ll also receive an email every time a prospect interacts with your emails.

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