Configuring a finder based on a LinkedIn Sales Navigator saved search

You can configure a saved search for contacts in LinkedIn Sales Navigator and then retrieve the results.

Quick setup

Create a new finder, then apply the following configuration:

1. Select LinkedIn Sales Navigator saved search as the source type.

2. Select Contacts as the output type.

3. In the Owner field, select the member who has a LinkedIn Sales Navigator license.

4. In the Search field, select the saved search containing the results to retrieve.

5. Give your finder a name in the Name field in order to easily identify it.

6. Click the Save finder button.

Parameters

Saved search template

This section allows you to delegate another workspace member's saved search and apply it to the finder owner.

Owner

Workspace member with the saved search on their LinkedIn Sales Navigator account that you want to use as a template for the finder. The Me option allows you to select a saved search in your own LinkedIn Sales Navigator account without necessarily being a member of the workspace.

Search

Saved search that you want to use as a finder template.

Finder configuration

Name

Finder's distinctive name.

Owner

Finder owner. This is the account that will be used to perform the saved search and retrieve the results. The selected member must therefore have a valid LinkedIn Sales Navigator license. The contacts found will also be marked as seen in the finder owner's LinkedIn Sales Navigator account.

Additional members

Additional members whose LinkedIn accounts will speed up the retrieval and enrichment of the profiles returned in the saved search results. These members don't need their own LinkedIn Sales Navigator licenses.

Additional members can also use the finder search results for their own campaigns.

pageManaging finder members

Audience size

Allows you to view the number of results in the LinkedIn saved search.

The number of results may vary depending on the owner of the finder. It depends on the distance between the finder owner and the people found in the search (level 1, 2, 3, or non-network contacts) as well as on exclusion criteria such as people already seen or already contacted.

Finder status

A finder can be started or stopped. If started, it will continue to retrieve new results according to its scheduling parameters. If stopped, no more new search results will be retrieved.

pageScheduling a finder

Query details

Exclude viewed

If this option is enabled, the parameter to exclude already seen contacts from search results is forced, regardless of its value in the LinkedIn saved search configuration to which the finder is associated.

By default, LinkedIn Sales Navigator only allows you to access the first 2500 search results. If your search exceeds this limit, results beyond the hundredth page won't be accessible to you. The finder will automatically mark the recovered contacts as seen. By activating the Exclude viewed option, results already seen will be automatically excluded from the search, thus allowing you to access the results outside the originally visible range.

Filter on company

Allows you to limit search results to people holding a position in one of the companies listed in a segment. After activating this option, you must select a segment of companies configured in your workspace.

This option is recommended for account-based marketing approaches.

You can create a segment of companies by creating a finder configured to search for companies.

pageFinding companies

LinkedIn Sales Navigator allows you to search for contacts in companies registered in an account list. However, depending on your Sales Navigator license type, this list is limited in size. The Filter on company option does not impose any such limit.

Parameters

The parameter list allows you to access search filters formatted according to the LinkedIn Sales Navigator syntax.

Delegating a saved search

It's possible to configure a saved search in one of the workspace member's LinkedIn Sales Navigator account and then apply it to another workspace member's finder.

Both of these members must have a valid LinkedIn Sales Navigator license.

This feature is useful if you're unable to configure the saved search from the LinkedIn account of the member who owns the finder, or if you want to apply the same search criteria to several members in your workspace.

1. In the Saved search template section Owner field, select the member who has the saved search in their LinkedIn Sales Navigator account. You can select Me if the saved search is in your own LinkedIn Sales Navigator account.

2. Select the saved search in the Search field.

3. In the Finder configuration section Owner field, select the member who will be the finder owner and will inherit the criteria of the saved search selected in step 1.

When you delegate a saved search, the search isn't saved as a saved search in the finder owner's LinkedIn Sales Navigator account.

Updating saved search criteria

If you want to update the criteria of a saved search associated with a finder, you can edit a finder then follow the instructions below:

1. Expand the Settings > Saved search template section.

2. In the Owner field, select the member who has the saved search with the up-to-date criteria in their LinkedIn Sales Navigator account. They can be the finder owner or another workspace member, or you can select Me if the saved search is in your own LinkedIn Sales Navigator account. The finder owner can't be changed, however.

3. In the Search field, select the saved search containing the modifications.

4. Click the Save contacts finder button to apply the modifications.