Overview

Intent topics in Predictiv help you identify prospects showing interest in specific areas relevant to your business. This guide provides step-by-step instructions to set up intent topics and explains how you can modify them after they’re established.

How to Set Up Intent Topics

 

Step 1: Log in to Your Predictiv Account

Visit the Predictiv login page and enter your credentials.

Step 2: Access Settings

Click on your profile icon in the top-right corner.

Select Settings from the dropdown menu.

Step 3: Navigate to Intent

In the Settings menu, click on Intent.

Step 4: Choose Topics

Select the topics relevant to your business.

Set up triggers to define how Predictiv will track intent for these topics.

Step 5: Save Your Topics

Once you’ve selected your topics and configured the triggers, click Save.

Use Intent Topics for Prospecting

 

Step 1: Go to the Prospect page.

Step 2: Use the Intent filter to refine your search:

  • Adjust the Intent Score.
  • Select/deselect topics based on your criteria.
  • Choose how recent the data should be.
  • Click Search to see your refined list of prospects.

How to Change Your Intent Topics in Predictiv

If you need to modify your Intent Topics after setting them up, follow these simple steps:

 

Step 1: To access Settings, click on your profile icon in the top-right corner.

From the dropdown menu, select Settings.

Step 2: Navigate to the Intent Section

In the Settings menu, find and click on Intent.

Step 3: Request a Change

Look for the “Request to Change” button in the top-right corner of the Intent page.

Click the button to open a dialog box.

Step 4: Provide a Reason for the Change

In the dialog box, clearly state your reason for requesting the change.

Submit the form once you’ve added your details.

Step 5: Wait for Support Teams Approval

If your request is accepted, a member of the Predictiv support team will contact you.

Monthly Change Window

  • Predictiv offers a monthly Intent change window for added flexibility.
  • During this period, you can update your topics without submitting a request.
  • Notifications will be sent via email alerts to inform you when the window opens.

Plan Ahead

  • To keep your tracking relevant, plan updates to align with your evolving strategy.
  • Take advantage of the monthly change window to refine your intent topics regularly.

Need Help?

If you have questions or need further assistance, contact us at: Email: [email protected]