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Building Referral Lists Using AI Mapped Connections


In this guide, we'll walk you through the process of building referral lists using AI mapped connections.

Important

Please be mindful that based on your Aidentified subscription plan, you may not have access to all Aidentified filters and trigger events. SEE HERE for a plan comparison

  1. Ensure First-Degree Connection:

    When filtering through a person's Ai Mapped connections, you'll want to ensure that person has been added to your account as your first-degree connection.

  2. View 1st Degree Connections:

    To see your 1st degree connections, start in the Prospect Finder and click on the Your Network button towards the top. If you have yet to import your network, please do so using the Import/Export tab at the top.

  3. Find the Person:

    To find the person whose Ai Mapped connections you would like to analyze, type their name into the Name filter along the left-hand side of the Prospect Finder.

  4. Analyze Ai-Mapped Connections:

    Within your contact's profile, head down to the Ai Mapped connections section. The relationships presented will vary based on Inferred Relationship Strength and Inferred Relationship Pathway.

  5. Filter Connections:

    Within the Ai Mapped connections section, you have the ability to filter through these individuals. You can filter by Relationship Strength and Path, and Income and Wealth.

  6. View in Prospect Finder:

    Select the View in Prospect Finder button to take the group of people over to the Prospect Finder. You can further filter this list using filters along the left-hand side of the Prospect Finder.

  7. Analyze Specific Connections:

    As you go to any of the profiles, you can learn exactly how they are connected to your contact from the Relationship Path bar.

  8. Ensure First-Degree Network:

    If you ever want to prospect through somebody's Ai Mapped connections, ensure that person is part of your 1st degree network. You can manually add people to your 1st degree network by clicking on the blue Add to My Network button next to their name.

Watch Next: Saving Searches & Setting Up Triggers, Importing LinkedIn Connections

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