Plays LibraryPre-Sales
Cold / New LeadsIntermediateMedium Impact

Social Activity Targeting

Generate and warm net-new demand

Sales Stage

Pre-Sales

Difficulty

Intermediate

Impact

Medium

Channels

Overview

Social media channels are not only great for building brand awareness and a community of advocates for your company. They are also a great source of leads for your marketing efforts.  When you see engagement on your social media channels, either positive interaction with your brand or negative interactions with a competitor’s brand, start up a conversation with the commenters. Take note of where they work and send a relevant follow up campaign to the main point of contact and the buying committee.

Key Features

Contact DiscoveryABM Audiences

Data Types

Buying CommitteeCompany DataContact Data

Triggers

  • Identify companies or people's comments, likes or shares post from social media account interacting with your brand or content

Actions

  • Discover expanded set of contacts which meet your persona definition
  • Send records to your CRM
  • Assign to a Account Owner
  • Send notification to Social Activity Slack channel (to join social conversation)
  • Enroll in Social Activity Campaign
  • Generate content to leverage and amplify that content on professional and social networks

Default Natural Language Configuration

When social media engagement with your brand or content is detected for any company, then:

  • Discover up to [number] ZoomInfo contacts that meet select criteria for persona definition
  • Export to select system as record type
  • Assign to select Account Owner
  • Send notification to Social Activity Slack channel
  • Enroll in Social Activity Campaign
  • Generate content to leverage and amplify on professional and social networks

Standard Operating Procedure

1. Monitor Social Media Engagement

  • Set up social listening tools for brand and competitor mentions
  • Track engagement metrics across platforms

2. Identify High-Value Interactions

  • Define criteria for significant social activity
  • Flag interactions meeting these criteria

3. Expand Contact Discovery

  • Use ZoomInfo to find additional contacts at engaged companies
  • Focus on contacts matching ideal customer persona

4. CRM Integration

  • Export discovered contacts to CRM
  • Assign leads to appropriate account owners

5. Internal Notification

  • Set up automated alerts to Social Activity Slack channel
  • Provide context for social interactions to team members

6. Content Generation

  • Analyze successful social posts for trends
  • Create similar content tailored to recent interactions

7. Multi-Channel Amplification

  • Distribute new content across professional and social networks
  • Leverage employee networks for wider reach

8. Targeted Campaign Enrollment

  • Design Social Activity Campaign based on interaction type
  • Enroll identified contacts in relevant campaign

9. Multi-Channel Outreach

  • Implement coordinated outreach across email, text, phone, etc.
  • Personalize messaging based on social activity context

10. Performance Analysis

  • Track engagement and conversion rates from social-sourced leads
  • Adjust strategy based on performance metrics

Yield Model

Yield in $ Formula

Potential Yield = (TAV * CR / 100) * ADS

Key Drivers

Conversion Rate (CR)Average Deal Size (ADS)Target Account Volume (TAV)

Driver Definitions

Conversion Rate (CR) This metric indicates the proportion of leads that convert into customers. A higher conversion rate suggests a more effective engagement and follow-up strategy.

Average Deal Size (ADS) This refers to the average revenue generated from each successful deal. Maximizing the average deal size is essential for increasing overall revenue, especially when the number of conversions is limited.

Target Account Volume (TAV) This is the total number of target accounts that are identified for this strategy.

AI Agent Prompt Template

I. Prompt Instructions - Overview

This email template targets prospects or contacts who have recently engaged with your brand or content on social media platforms. The goal is to capitalize on this social activity by reaching out with personalized content, strengthening the relationship, and moving them further along the sales funnel.

II. Information Included

The email will include personalized information between <context></context> for proper dynamic insertion:

  • Social Activity Details: Information about the specific social media interaction (e.g., comment, like, or share).
  • Company Information: Insight into the prospect's company, including identified pain points and behavior from engagement history.
  • Signals & Behavior: Details on the account's engagement history and recent intent signals.
  • Account History: Includes documented CRM account history along with a complete history of conversation data recorded via Chorus Conversational Intelligence.
  • Contact Information: A group of five contacts across the buying committee, including the contact's role, persona information, and other details to personalize the email.
  • Content Library: Relevant content, such as upcoming webinars, whitepapers, or downloadable content that can be included as part of the follow-up.
  • Messaging: A comprehensive messaging library that addresses persona-specific and segment-specific pain points, delivering tailored content that aligns with the account's segment and the contact's role, making the outreach more relevant and impactful.
  • Copilot AI Account Summary: A summary that merges ZoomInfo data, customer CRM data, email communications, and call recordings, offering a clear overview of the account's pain points and strategic goals, along with actionable next steps.

III. Email Structure

<email> <subject>{{Personalized Subject Line}}</subject> <body> <p>Hi {{Contact.FirstName}},</p> <p>I noticed your recent {{SocialActivity.Type}} on our {{SocialActivity.Platform}} post about {{SocialActivity.Topic}}. It's great to see you're interested in {{SocialActivity.Topic}}!</p> <p>Given your engagement, I thought you might find value in {{ContentLibrary.RelevantContent}} that dives deeper into this subject. It addresses some common challenges we've seen {{CompanyInformation.Industry}} businesses face, such as {{CompanyInformation.PainPoint}}.</p> <p>I'd love to hear your thoughts on this. Do you have 15 minutes this week for a quick chat about how {{Sender.Company}} could potentially help {{CompanyName}} with {{CompanyInformation.PainPoint}}?</p> <p>Looking forward to connecting!</p> <p>Best regards,</p> <p>{{Sender.Name}}</p> <p>{{Sender.Title}}, {{Sender.Company}}</p> <p>{{Sender.ContactDetails}}</p> </body> </email>

IV. Context

<context> <Social Activity Details> **`{{Social Activity Details}}`** </Social Activity Details> --- <Company Information> **`{{Company Information}}`** </Company Information> --- <Signals & Behavior> **`{{Signals & Behavior}}`** </Signals & Behavior> --- <Account History> **`{{Account History}}`** </Account History> --- <Contact Information> **`{{Contact Information}}`** </Contact Information> --- <Content Library> **`{{Content Library}}`** </Content Library> --- <Messaging> `{{Messaging}}` </Messaging> --- <Copilot AI Account Summary> **`{{Copilot AI Account Summary}}`** </Copilot AI Account Summary> </context>

V. Optimizations

  • Subject Line Personalization: E.g., "{{Contact.FirstName}}, let's continue our {{SocialActivity.Platform}} conversation"
  • Engaging Opening: Reference the specific social media interaction to create an immediate connection.
  • Value-Driven Content: Offer relevant content that expands on the topic they engaged with, demonstrating your company's expertise.
  • Call to Action: Invite the prospect to a brief conversation, tying it back to their demonstrated interest.
  • Polished Close: Keep the tone friendly and open-ended to encourage further engagement.

Merge Tokens Used

{{Personalized.SubjectLine}}{{Contact.FirstName}}{{SocialActivity.Type}}{{SocialActivity.Platform}}{{SocialActivity.Topic}}{{ContentLibrary.Content}}{{Company.Industry}}{{CompanyInformation.PainPoint}}{{Sender.Company}}{{CompanyName}}{{Sender.Name}}{{Sender.Title}}{{Sender.ContactDetails}}

Play Description for LLM

<play> **PLAY NAME** Social Activity Targeting --- **🔁 Triggers** - Identify companies or people's comments, likes or shares post from social media account interacting with your brand or content --- **⚡️ Actions** - Discover expanded set of contacts which meet your persona definition - Send records to your CRM - Assign to a Account Owner - Send notification to Social Activity Slack channel (to join social conversation) - Enroll in Social Activity Campaign - Generate content to leverage and amplify that content on professional and social networks --- **✅ Goal / Problem to Solve** ✅ Cold / New Leads --- **➡️ Channels** ✉️ Email, 💬 Text, 📪 Mail, 📅 Events, 📢 Ads, 🖥 Chat, 📞 Phone --- **✏️ Summary** Social media channels are not only great for building brand awareness and a community of advocates for your company. They are also a great source of leads for your marketing efforts.  When you see engagement on your social media channels, either positive interaction with your brand or negative interactions with a competitor’s brand, start up a conversation with the commenters. Take note of where they work and send a relevant follow up campaign to the main point of contact and the buying committee.  --- **✏️ Default Natural Language** When **social media engagement** with **your brand or content** is detected for **any company**, then: - Discover **up to [number]** ZoomInfo contacts that meet **select criteria** for persona definition - Export to **select system** as **record type** - Assign to **select Account Owner** - Send notification to **Social Activity Slack channel** - Enroll in **Social Activity Campaign** - Generate content to **leverage and amplify on professional and social networks** --- **Explainer-Video-Script** Want to make the most out of the engagement you’re seeing on social? Use the social activity targeting play! First of all, if you’re not tracking your potential customers on LinkedIn, you’re missing out. Seeing them engage positively with your brand or negatively with your competitors are great jumping-off points for you to get in touch and start a conversation. When you see this activity, find both the main point of contact and the entire buying committee at the company, and use this social activity to send a relevant follow-up campaign. Now you’ll be leveraging their own opinions to start your relationship off on the right foot. --- **🏷Features)** Contact Discovery, ABM Audiences --- **🏷️ZoomInfo Data Types)** Buying Committee, Company Data, Contact Data --- **📁 Sales Stage** Pre-Sales --- **🚦 Difficulty** 🟦 - Intermediate --- **🧪Standard Operating Procedure (SOP)** ## 1. Monitor Social Media Engagement - Set up social listening tools for brand and competitor mentions - Track engagement metrics across platforms ## 2. Identify High-Value Interactions - Define criteria for significant social activity - Flag interactions meeting these criteria ## 3. Expand Contact Discovery - Use ZoomInfo to find additional contacts at engaged companies - Focus on contacts matching ideal customer persona ## 4. CRM Integration - Export discovered contacts to CRM - Assign leads to appropriate account owners ## 5. Internal Notification - Set up automated alerts to Social Activity Slack channel - Provide context for social interactions to team members ## 6. Content Generation - Analyze successful social posts for trends - Create similar content tailored to recent interactions ## 7. Multi-Channel Amplification - Distribute new content across professional and social networks - Leverage employee networks for wider reach ## 8. Targeted Campaign Enrollment - Design Social Activity Campaign based on interaction type - Enroll identified contacts in relevant campaign ## 9. Multi-Channel Outreach - Implement coordinated outreach across email, text, phone, etc. - Personalize messaging based on social activity context ## 10. Performance Analysis - Track engagement and conversion rates from social-sourced leads - Adjust strategy based on performance metrics --- **🪙 RAG Inputs Used (Broad)** Social Activity Details, Company Information, Signals & Behavior, Account Data, Contact Information, Content Library, Messaging, Copilot AI Account Summary --- **🪙 Email tokens Used** Personalized.SubjectLine, Contact.FirstName, SocialActivity.Type, SocialActivity.Platform, SocialActivity.Topic, ContentLibrary.Content, Company.Industry, CompanyInformation.PainPoint, Sender.Company, CompanyName, Sender.Name, Sender.Title, Sender.ContactDetails --- **🟨 Yield in $ Formula** Potential Yield = (TAV * CR / 100) * ADS --- **🟨 Yield Key Drivers** Conversion Rate (CR), Average Deal Size (ADS), Target Account Volume (TAV) --- **🟨 Yield Driver Definitions** Conversion Rate (CR) This metric indicates the proportion of leads that convert into customers. A higher conversion rate suggests a more effective engagement and follow-up strategy. Average Deal Size (ADS) This refers to the average revenue generated from each successful deal. Maximizing the average deal size is essential for increasing overall revenue, especially when the number of conversions is limited. Target Account Volume (TAV) This is the total number of target accounts that are identified for this strategy. --- </play>