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What are the Predefined Triggers? (MA)

May 12, 2026
5Β min read

Predefined Triggers are ready-to-use signals that require no keyword setup. Just toggle them on and set your lookback window.

πŸ’‘ Each trigger has one setting: "Activity happened within the last (months)". The default varies by trigger β€” adjust it to match how fresh you want the signal to be.

Achievements

  • Award β€” The prospect won an award (default: 9 months)
  • Certification β€” Prospect completed a certification (default: 9 months)

Company Activity

  • Article β€” An article posted by or about the prospect's company (default: 3 months)
  • Acquisition β€” The company completed an acquisition (default: 9 months)
  • Partnership β€” Prospect's company started a partnership (default: 3 months)
  • Product Launch β€” Prospect's company launched a new product (default: 3 months)
  • Company Anniversary β€” The company celebrated its anniversary (default: 9 months)

Events

  • Event Speaker β€” Prospect is going to publicly speak at an event (default: 9 months)
  • Physical Event β€” Prospect is participating in a physical event (default: 9 months)
  • Web Event β€” Prospect is participating in a web event (default: 9 months)

Financial

  • Financial Report β€” Spear found relevant data in the company's financial reports (default: 9 months)
  • Funding Round β€” Company announced a funding round (default: 3 months)

Interviews

  • Video β€” Prospect appeared in a video (default: 9 months)
  • Interview β€” Prospect was interviewed (default: 9 months)

Job Status

  • New Job β€” Prospect has recently started a new job (default: 6 months)
  • New(ish) Job β€” Prospect has started a job not too long ago (default: 9 months)
  • Promotion β€” Prospect got a promotion (default: 6 months)

LinkedIn

  • Friend's List β€” The prospect is connected to you on LinkedIn (default: 9 months)
  • LinkedIn Event β€” Prospect is attending a LinkedIn event (default: 9 months)
  • LinkedIn Group β€” The prospect is part of a LinkedIn group (default: 9 months)

Social Media

  • Medium β€” Prospect is following an influencer on Medium (default: 9 months)
  • Instagram β€” Prospect posted on Instagram (default: 9 months)
  • YouTube β€” Prospect appeared on YouTube (default: 9 months)
  • Threads Hub β€” Prospect posted on Threads (default: 9 months)

How do I activate a Predefined Trigger?

  1. Go to Triggers in the left menu.

Β  Β 2. Scroll to the Predefined Triggers section.

Β  3. Click Edit on the trigger you want to configure.

  1. Set the number of months in the lookback window.

Β  Β  Β 5. Click Save Changes.

Β  Β  Β 6. Toggle the trigger ON.

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