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  • Examples of Signals: First Touch may come with a set of common signal types you can toggle on:
    • A known contact or account visits your website (anonymous visitor identification turned into a lead).
    • A company announces funding or some news (perhaps via integration with a news source or sales intelligence feed).
    • A prospect changes jobs or roles (e.g., a lead got promoted or moved to a new company).
    • A target company hires for a certain role (indicating growth or investment in an area).
    • A prospect engages with your content on social media (e.g., likes your LinkedIn post, indicating interest).
    • Basically, any measurable event that could indicate a good time to reach out is a signal.
  • Enabling Signals: In the Signals section of the app, you’ll see a list of available signal types (Website Visit, Funding Event, Job Change, etc.). Each signal has a toggle switch – by default signals are off (inactive). To use one, you turn it on and configure it.
  • Linking to Flows: When you turn a signal on, you’ll be asked to associate it with a specific flow. For example, you might link the “Website Visit” signal to your “Hot Lead Follow-Up Flow.” This means whenever someone in your database triggers that signal, they will automatically be enrolled into that flow.
    • Some signals might allow conditions – e.g., “Website Visit to pricing page” could be a more specific variant, and you link it to a particular flow for high-intent visitors.
  • Running Signals: Once active, First Touch monitors for those events. For instance, if integrated with your web analytics, it will listen for known contacts hitting your site; or it might integrate with a third-party intent data provider or your CRM for other triggers. When an event occurs (e.g., Jane Doe from Acme Inc visited the site), First Touch checks if Jane Doe is known, and if so, it will fire the signal: enrolling Jane into the linked flow immediately, with no manual work from you.
  • Managing Signals: You can turn a signal off anytime, which stops new triggers from enrolling people. Turning off a signal does not remove people already enrolled due to past triggers; those will continue in the flows unless you manually remove them. You can also change which flow a signal is linked to on the fly – for example, if your “Funding” flow proves ineffective, you can link the Funding signal to a different flow next week.
  • Use Case: Suppose you have a signal for “Key Prospect Changes Job Title.” You link it to a flow that sends a congrats email and then a follow-up sequence about how your product can help in their new role. Whenever a contact in your database gets a new title (sourced perhaps via LinkedIn integration or a data provider), First Touch would auto-enroll them into that flow – you’ll see an Action Plan generated ready for approval or sending. This kind of timely touch can dramatically improve engagement, since it’s contextually relevant.
  • Intent Data Integration: First Touch’s power with signals often comes from integrating various data streams (website tracking snippet, LinkedIn signals via a connected account, third-party intent data). Setting those up might require some one-time configuration (like installing a tracking pixel on your site or connecting a LinkedIn account for listening). Once set, the signals are mostly hands-off.
  • Reminder: Signals won’t do anything until you turn them on and attach to flows – so by default, nothing unexpected will happen. You can start with one or two signals that you know are high yield for your business (website visit is usually a good one) and add more as you get comfortable.
In essence, Signals let First Touch work for you even when you’re not actively prospecting – it watches for the right moments and engages prospects at just the right time, increasing your chances of connecting when the interest is highest.