Setup Nova
Let's start setting up our sales pipeline and sign up for Nova.
Creating Automations
Here we can setup the requirements our lead needs to fulfill to be a part of the list.
In the Automations tab, click Create.
Specify Conditions
You should be prompted with a form. Here you can enter the name of your list, and conditions a lead must fulfill.
In the example above, we are creating an automation for our Fintech Startups list.
Any "Fintech Statups" lists created will contain leads at companies:
- With < 100 employees
- An annual revenue of < $1M
- Founded after 2020
- Title of either CEO, CTO, or founder
- Use NextJS
- Is funded
Create an automation for each segment of the market you want to target.
Running Automations
All automations are run automatically when a CSV is uploaded or the Nova Extension is used.
Nova will automatically segment the leads to their appropriate list. Any leads that do not meet the requirements of any list will be added to an "Unsegmented Leads" list.
You will get an email once your lists are ready to be downloaded.
Export to Email Automation Platform
You can download all your lists in the "Lists" tab of the dashboard.
The list will be in a CSV format that we will import into campaigns of our Email Automation Platform (Instantly in this case).