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Use this page to see how the parts of B2B Signals fit together, and which actions reach another person.

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The loop

1

Sources find people

Sources bring people in. Radar, our AI, looks for people with a reason to hear from you. Watchlists follow people and companies you choose. You can also add people yourself. Nothing is sent at this step.
2

People holds everyone

Everyone lands in People, with the reason they came up and a stage that shows where they are with you.
People table with the All, To review, Ready and In outreach tabs, each row showing a reason, source and stage

People: the tabs All, To review, Ready and In outreach, with a reason and a stage on every row.

3

You review them

People from a source with review turned on wait in People › To review. You mark each one Good fit or Not a fit. Radar learns from your answers.
4

Campaigns write to them

A campaign is a set of steps, such as an invite, a message and a follow-up, sent from one of your senders. Each campaign starts a limited number of new people a day.
5

You approve what goes out

Depending on the campaign, messages wait in Approvals for your yes. If a sender has no connected LinkedIn, they wait in Manual sends for you to send by hand.
6

Replies land in your Inbox

Replies come into the Inbox, and the person’s stage moves on its own.
7

Reports show what worked

Reports show replies and results, so you can adjust your brief and your campaigns. Then the loop goes on.

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Good fit and campaigns

Marking someone Good fit doesn’t put them in a campaign unless a route is set. Without a route, they wait in People › Ready until you add them yourself.
Good fit says you’d like to write to this person. It also teaches Radar to bring more people like them. It never sends a message by itself. When you mark someone Good fit, we check whether an active campaign would have taken them on its own. They join if one of these routes applies: Your plan must include sending, and every other check still applies. Someone on Do not contact, or already in another running campaign, doesn’t join.

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How to tell what happened

Read the message that appears after you mark someone on their page:
  • If it ends with “Added to a campaign automatically.”, the person joined a campaign.
  • If it doesn’t, no route applied. The person is in People › Ready.
To write to someone in Ready, select them, click Add to campaign and choose a campaign. We check everyone first and tell you who would be skipped and why. See Add people to a campaign.
Add to a campaign dialog: 4 people will be added, 2 will be skipped, with the reasons In another campaign and Waiting for your review

The check before anyone joins: 4 will be added, 2 skipped, with each reason under why?.

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When review applies

Each source has its own review setting. While review is on, a person whose stage is still New can’t start a campaign, even if you add them by hand. Mark them Good fit first. This only affects the first message of a campaign. With review off, people can join campaigns without being marked. A campaign can still ask for more through Who joins on their own in its settings, for example Only people I marked Good fit. A person has to pass both the source’s review and the campaign’s rule. Good fit passes both. Joining a campaign doesn’t mean the first message goes out that minute. Everyone waits for their day, based on the campaign’s New people a day and its sending days.

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What sends a message

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Who decides when messages go out

Each campaign has its own approval setting, shown when you launch it: You approve every message, You approve once per person, You approve each person’s first message or Messages send without your approval. Your First campaign from sign-up uses the first one. Safety limits apply on top. A sender has daily limits and sending hours, and a new sender starts slowly. Some problems pause sending on their own.

Review people

Good fit, Not a fit and what each one does.

Add people to a campaign

Every way someone gets into a campaign.

Stages

Where each person is with you.

Troubleshooting

Why someone was skipped or nothing is sending.