Step 1: Invite your colleagues
Adding your colleagues to Snitcher is a great way to ensure that a high-value lead will never slip by unseen! That's why we recommend inviting all your relevant team members into Snitcher. Don't worry – unlimited team members is a feature included with all our plans 😄
Step 2: Hide companies you're not interested in
Removing irrelevant companies from your results will help keep your inbox tidy and keep your team focused on the best leads. Better yet: any profile you remove from your results will not count toward your monthly quota and help reduce the cost of your subscription!
Step 3: Configure Smart Segments
Smart Segments are a great way to keep an eye on your most valuable leads. We recommend creating segments with filters to match your Ideal Customer Profile (ICP).
Step 4: Configure reporting
Change your digest email settings to stay up-to-date on all new identifications, configure automated segment reports to make sure detailed reporting is sent to the right people, or connect with Slack through Zapier for instant updates on high-value accounts.
Step 5: Add high-value companies to your watchlist
When you're working on a high-value account, it may be helpful to be notified immediately when they return to your website. Add leads to your watchlist to receive instant email notifications when they return or use Snitcher's Zapier app to receive alerts on Slack or Microsoft Teams.
Step 6: Does your company run Google Ads? Don't forget to enable campaign tracking inside Snitcher!
Snitcher automatically picks up on any campaign that uses UTM parameters in the destination URL. However, your Google Ads may require some additional configuration to correctly append the UTM parameters to your destination URLs:
Step 7: Configure integrations
Easily connect Snitcher data with over 4,000+ apps such as your CRM, Business Intelligence tools, Slack, or many others using Snitcher's Zapier app:
👉 Connect with 4,000+ apps using Zapier
Our real-time identification API (Spotter) empowers you to create advanced integrations & personalized web experiences:
👉 Connect with Spotter – our real-time identification API
Programmatically manage your account & access historical identification data using our Dashboard API:
👉 Dashboard API (available upon request)
Now that you're all set up for success, you may want to check out:
ℹ️ How to follow up on Snitcher identifications for salespeople