NEW Buyer Persona

Last updated: January 7, 2025

This article provides step-by-step instructions on setting up and using Warmly's new Buyer Persona functionality.

With this feature, you can define the exact job titles of your ideal customer profile (ICP) for auto-prospecting using Orchestrator. Additionally, you can apply Buyer Personas to Warm Visitors and Slack channels, allowing you to refine your lead lists and notifications for more precise targeting and engagement.

Building a Buyer Persona

Navigation:

  1. Begin by going to your Warmly Account Settings > Segments 2.0 > Buyer Persona > Create Segment > Buyer Persona

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  1. Title your Buyer Persona and begin searching for job titles that match who you typically sell to. See examples of the titles you've selected!

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NOTE: The titles listed are job titles of real people that Warmly has identified.

  1. Select your operator:

    1. Is any of: results will be exactly any of the selected titles (exact match)

    2. Is none of: results will not contain any of the selected titles (exact match)

    3. Exists: results will include only people whose job titles Warmly is able to identify, regardless of what the titles are

    4. Does not exist: results will include only people who do not have a job title

    5. Contains: results will contain any words from the selected titles (approximate match)

    6. Does not contain: results will not contain any of the words from the selected titles (approximate match)

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  1. Select Other Relevant Filters

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Applying your Buyer Personas in Orchestrator

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NOTE: If you select multiple Buyer Personas within the same Orchestration, the number of prospects pulled is calculated per persona, not as a total. For example, if you select 2 Buyer Personas and set the "number of prospects" to 4, the system will pull up to 4 contacts for each persona. This means the maximum number of contacts pulled per company would be 8 (4 for each of the 2 personas).

Applying your Buyer Personas in Warm Visitors

Apply your Buyer Personas to the Warm Visitors tab to narrow down your search results and reach out to the right people.

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Applying your Buyer Personas in Slack

Apply your Buyer Personas to the Warm Visitors tab to narrow down your Slack notifications and Warm Call/live chat with the right people.

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Examples of Buyer Personas:

Warmly Example: Sales Leaders

  • Chief Revenue Officer

  • CRO

  • Head of Sales

  • VP of Sales

  • Vice President of Sales

  • Director of Sales

  • Sales Manager

Warmly Prospector vs. Apollo Credits

Warmly recommends utilizing Warmly Prospector 2.0 for contact prospecting through the Orchestrator. With its advanced waterfall-style search functionality, Prospector 2.0 is designed to deliver a near-zero bounce rate, ensuring high-quality results. To determine the number of Prospector credits available to you, please refer to your Warmly contract.

Warmly also integrates with Apollo via your Apollo API key, enabling customers to utilize their Apollo persona enrichment credits directly within Warmly. (for setup, see this Help Center article).

This article was written by the Customer Success team at Warmly. Please feel free to reach out to your CSM directly or [email protected]