How to Follow Companies from an Audience in GTM One

Learn how to follow every company in a saved company Audience at once.

Overview

You can fill your Activity Feed by following the companies in a saved company Audience instead of adding them one by one. When you follow an Audience, GTM One adds the companies it holds to your followed companies, so their signals and updates appear in your feed.

The dialog you open with Manage followed companies is titled "Follow companies to generate new signals in your feed every day." At the top of the dialog you see these options:

• Add from Audience (marked Recommended) follows the companies in one or more saved company Audiences.
• Connect your CRM syncs accounts from your CRM. It appears only when your organization has a CRM linked, and its line names that CRM (e.g., "Sync from HubSpot.").
• Upload a CSV imports a CSV file of accounts.

Before you start, make sure you have a saved Audience of companies. To build one, see How to Build an Audience in GTM One.

Follow the Companies in an Audience

1. In the left navigation panel, click Feed.
2. In the left rail, click Manage followed companies. If you do not follow any companies yet, click Add from Audience in the middle of the page instead, then skip to step four.
3. At the top of the dialog, click Add from Audience.
4. Select the checkbox beside each Audience you want to follow. To find an Audience, type its name in the Search Audiences box.
5. Click the follow button at the bottom of the dialog (e.g., Follow 2 Audiences).

The Add from Audience dialog lists your company Audiences with the folder each one is in and the number of records it holds. The count above the list shows how many Audiences match your search. Audiences built from your CRM accounts or from ZoomInfo companies appear. Contact Audiences do not.

If you already follow companies, the bottom of the dialog also offers a replace option that shows how many companies you follow (e.g., Replace your 25 followed companies). Select it to replace your current followed companies with the companies in the Audiences you pick. Companies matched from your CRM stay followed either way.

While the Follow Runs

After you click the follow button, a progress window shows "Reading your Audiences" and then "Following companies," with a percentage and a count of companies. A large Audience can take several minutes.

1. To keep working while the follow continues, click Run in background.

The follow keeps running after you minimize the window. When it ends, a message tells you how it went (e.g., "120 companies followed"). The companies then appear in the list of followed companies in the Manage followed companies dialog.

Create a New Audience to Follow

If you do not have an Audience that holds the companies you want, you can build one first.

1. In the Add from Audience dialog, click Create new Audience.
2. In the new browser tab that opens, build and save the Audience.
3. Return to the feed tab. The Add from Audience dialog is still open, and the new Audience is now in the list.

Each time you come back to the feed tab after clicking Create new Audience, the list reloads, so the Audience you just created appears without a page refresh.

Limits

• You can follow up to 10 Audiences at a time. When you have selected 10, the other Audiences cannot be selected until you clear one.
• An Audience that holds more than 10,000 companies cannot be followed. Point to the Audience in the list to see why it cannot be selected.
• Only company Audiences appear in the list.

If you see an error

• "No company Audiences match that search." No company Audience matches what you typed. Clear the search box or check the Audience name.
• "You can follow 10 Audiences at a time. Clear one to pick another." You have selected the most Audiences allowed. Clear one, then pick another.
• "This Audience holds more than 10,000 companies, which is more than one follow can take." The Audience is too large to follow. Follow a smaller Audience, or build one with fewer companies.
• "Couldn't follow those Audiences. Try again." The follow did not start. Click the follow button again, and contact ZoomInfo support if it keeps failing.
• "None of those records match a ZoomInfo company, so there was nothing to follow." None of the records in the Audiences could be matched to a ZoomInfo company. Follow an Audience that holds companies ZoomInfo can identify.
• "Those Audiences hold no companies yet." The Audiences you selected are empty. Add companies to the Audience, then follow it again.
• "This is taking longer than expected. The companies will keep being added; check back in a few minutes." The follow is still running. Check your followed companies again in a few minutes.
• "Lost the connection to this follow. The companies may still be added in the background; check back in a few minutes." The window stopped getting updates. Check your followed companies in a few minutes before following again.
• "companies followed. The rest could not be saved. Try again to pick up the remainder." (after a count such as "80 of 120"). Only part of the companies were followed. Follow the same Audiences again to pick up the rest.
• "no ZoomInfo match." Some records could not be matched to a ZoomInfo company. The message shows how many were followed and how many were not. Records without a match are not followed.