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What are the Predefined Triggers? (MA)

Calendar icon marking the date this article was publishedMay 12, 2026
Clock icon marking how long this article takes to read5 min read

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

💡 Each trigger has one setting: "Activity happened within the last (months)". The default varies by trigger — adjust it to match how fresh you want the signal to be.

Triggers page with the predefined triggers heading highlighted and the triggers icon highlighted in the side rail, showing the achievement and company activity cards

Achievements

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

Company Activity

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

Events

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

Financial

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

Interviews

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

Job Status

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

LinkedIn

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

Social Media

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

How do I activate a Predefined Trigger?

  1. Go to Triggers in the left menu.
Triggers highlighted in the side navigation, beside the connection and social media trigger cards, each with its own on and off switch

   2. Scroll to the Predefined Triggers section.

Predefined triggers heading highlighted above ready made trigger cards for awards, certifications, articles, acquisitions, anniversaries, partnerships and product launches

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

Predefined triggers section with the edit button of the award trigger highlighted, above the company activity triggers for articles, acquisitions and anniversaries
  1. Set the number of months in the lookback window.
Award trigger dialog with the time window field highlighted, opened over the dimmed triggers page

     5. Click Save Changes.

Award trigger dialog asking within how many months the award was won, with the save changes button highlighted

     6. Toggle the trigger ON.

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