Prospect Viewer

The Prospect Viewer in Bear IQ offers expansive insights into a comprehensive prospect universe by contrasting your upcoming event's registrants with potential attendees who have interacted with your brand previously. This tool empowers users to filter prospects based on behavior and demographic criteria, thus streamlining the creation of targeted engagement strategies. Users need to familiarize themselves with the filtering options to maximize the utility of this feature.

Tip: Leverage filter combinations effectively to fine-tune and craft a precise audience list before making an export.

Heads Up: Always align your filtering criteria with your event goals for more strategic prospect selection.

Exploring Features:

Comprehensive Prospect Analysis:

Access a full-scale prospect list that excludes your current event registrants. This feature provides insights into potential attendees who have shown previous interest but have not signed up.

Advanced Filtering Options:

Utilize filtering tools to narrow down the prospect pool based on key criteria such as Alumni Lead Score and Geographic Distribution. For example, you can filter those attendees who have participated in past events but haven’t registered yet.

Dynamic Data Preview:

Before finalizing your export, use the Preview button at the bottom of the pane to review detailed prospect information. This includes all data fields that will be present in the exported file, ensuring you have complete visibility.

Streamlined Export Process:

Once your prospect list is refined and reviewed, initiate the export using the Export button located at the bottom right. This simplified process ensures efficiency and accuracy, paving the way for effective target engagement strategies.

By utilizing the Prospect Viewer, Bear IQ users can make informed decisions, optimize outreach efforts, and potentially boost event registrations through strategic data analysis and target refinement.