Utilizing Dynamic Lists
A Dynamic List is one of the two ways you can collect and track companies in DataFox: Lists and Dynamic Lists.
There are various ways to create them, using the complex filters provided.
Step 1: Build your prospect list.
Here is an overview of how to use DataFox search and company filters:
Step 2: Save your search.
From your Company Search results page, click "Create Dynamic List". You will do this after you have selected certain Filters. At least 50,000 companies must be available before the Dynamic List can be created:
Step 3: Name your search. You can also mark it for Account Scoring, if so desired.
Step 4: Choose alert settings.
Note: A Dynamic List can serve three different purposes, depending on how you set up your alerts.
Option A: Get Alerted When a New Company Meets Your Search Criteria
After applying your search criteria, you can save the search by clicking the Save Dynamic List button and toggling off all the Alert options except 'New Companies' Matching Your Criteria.
Note: be sure to set this up as an 'Email' alert, as 'New Companies' do not appear in Slack Alerts.
When will you get alerted? When either (a) a new company is added to our database that meets your criteria, or (b) an already existing company hits a milestone or newly fits within your filtering criteria.
Option B: Signal Alerts on Companies in Your Dynamic List
Use this to receive Signal alerts on the companies in your Dynamic List. Here are more details on DataFox Signals and customizing Signal Alert preferences:
Option C: Bookmark Only, No Alerts
Use this if you do not want any alerts, but want to return to your search later.
Click "Delete This Alert." From now on, you can find your new Dynamic List on your home dashboard, but will not receive alerts for it.
New Company Alerts on Dynamic Lists
You can see when new companies meet your search criteria over the last week, month, year, etc. The Date Added column shows the date a company met your search criteria.
You can sort the Date Added column to see when new companies met your search criteria over a certain period of time. The Date Added column will default to the second column on any Dynamic List:
Now that you understand how to create Dynamic Lists, you can take advantage of this extremely powerful feature.
Still have questions? Reach out to email@example.com.