This article contains the following sections:
- What's the difference between the People page and the Companies page?
- What represents Total, Net New and Saved?
- Which filters I have available to prospect?
- How can I clear the filters used?
- How do I request contact information?
- How can I add contacts to Sequences (email campaigns)?
- How do I keep current contacts from entering my sequences? How do I not re-request contact information for contacts I already have?
- What is a Saved Search?
- What is a List?
- How can I provide feedback or ask questions?
What's the difference between the People page and the Companies page?
The People page would allow you to browse for the contacts you are looking to target for your business, and from this page, you have the option to combine our 30+ filters available, related to contacts and companies, to narrow down your search as much possible, and from here is where you would be able to save the people's contact information (emails and dials, which will cost you credits).
As for the Companies page, it's purpose is to allow you to search and manage only the accounts you would like to prospect, and from here you only have available specific filters related to companies' information you would need to narrow down your searches. From this page, you have the option to save as many companies as needed, and you would not be charged credits for it.
What represents Total, Net New and Saved?
Over the People and Companies page, at the top center menu, we will identify as Net New the number of contacts/accounts that you haven't reach out yet and you still don't have saved.
The Saved link, will give you access to the number of contacts/accounts that you have saved by requesting their contact information (emails and direct dials), and also the records that you have imported from your CRM or CSVs, so you can always find them there.
And then, Total is the sum of the Net New records plus the Saved ones.
Which filters I have available to prospect?
Over the People and Companies page, at the Filters section on the left-hand side, you'll have available the most basic options you should consider when browsing for contacts and accounts.
Then, by clicking at the More Filters button, at the left-bottom side, you'll be able to access our full list of filters that would include some advance options (some of which would only be available in our paid subscriptions).
While using the filters and enter specific choices, you'll see the total number of contacts/accounts that match your search updating at the right-upper corner of the Filters window. Then, once you're ready, you can Apply Filters and Close, to see your results back at the main page.
And from the People page, we have combined the Contacts and Account filters, so you can toggle between them in each individual filter that can apply to a contact or an account.
How can I clear the filters used?
Once you have filters applied, you'll be able to see the selections you've made on the Filters section, at the left-hand side, or by clicking on the More Filters button.
Then, to clear the filters you're using, you have the option to click on the X, next to each one of the filters applied, or to remove all filters, click on the X next to the Filters header at the left-upper corner.
How do I request contact information?
After using our variety of filters and identifying the type of contact you would like to reach, you have to save the contacts so we can reveal their email addresses (and direct dials if specifically requested). This process will cost you credits (credits are an internal currency on Apollo used to save contacts and request their information). Our free accounts and paid subscriptions include a specific number of credits. You can verify how many credits you have available in your account by going to Settings > Credit Usage. Also, you can check out our article How Do Data Requests Work?, to know more about how we process the contact information requests.
You can request Net New contacts in batches of 25 contacts a time (per page), to save them to your Apollo account, but you also have the additional options of choosing to Add to Lists, Add to Sequences, Assign Owner, include Direct Dials, or Export as CSV.
Or just select individual contacts and ask for their Emails or Request Direct Dials, directly from the results page.
The number of Direct Dials included in our paid subscriptions is limited and has a different cost than our email credits. To verify how many direct dials you have available in your account go to Settings > Credit Usage. If you would like to increase the number of direct dials included in your subscription, please reach out to our Sales team to talk more about this.
Once the contacts have been requested, you'll be able to find them available over the Saved link, at the top center menu, and from there you'll see their contact information and will have the option to perform specific Actions, like emailing directly from this page, calling from our Apollo Dialer to the phone numbers available, and Add to Lists or Sequences.
How can I add contacts to Sequences (email campaigns)?
You can add contacts to a sequence after all of them have been requested beforehand (you should have spent credits on them already).
You have the option to Add to Sequence by the time you Save People.
Or you can add them to sequence by going to the Saved link, finding the people you're looking for, selecting them, and clicking on the Sequence button.
You can read more about this in our article Creating a Sequence.
How do I keep current contacts from entering my sequences? How do I not re-request contact information for contacts I already have?
Filtering out groups of contacts can easily be done by using the Stage filters in combination with the Net New and Saved tabs (also shown below). Since the Saved tab will only show contacts that you have already added to Apollo, you can identify the contacts that you haven't reached over the Net New tab.
What is a Saved Search?
A Saved Search is a collection of filters that you could save so you can retrieve a specific search easily, without having to enter all filters each time. One particularity about Saved Searches is that it would include Net New contacts (people that you haven't reached yet) and Saved contacts (the ones that you have already requested contact information from).
You can manage saved searches by clicking on the Load button, next to the Filters header at the left-hand side, or you can click on the Saved Searches link to check out the details from each of them.
What is a List?
A list is a way to organize contacts and accounts based on certain information that's important to you. However, on important thing about lists is that they can only be created after you have Saved the contacts (you cannot create lists for Net New people. In that case you can use a Saved Search to retrieve Net New contacts easily).
Lists can be filtered and can be managed over the Lists link at the left-upper corner.
How can I provide feedback or ask questions?
Please do! As always, feel free to reach out to email@example.com with any questions, feedback, or concerns. We will be happy to help!