In general in ProspectSafari if we store a website url we are interested in the domain (eg Acme.com) as this is a company website. Web scraping starts at this top level and drills down to other website pages.
With a Listing Website however we are interested in the precise url that holds the company or contact profile that interests us. Examples of Listing Websites include Linkedin, Facebook, Tripadvisor, Instagram, Twitter, etc.
Social sites such as Linkedin, Facebook and Instagram, and review sites such as Trustpilot and Tripadvisor, are recognised automatically.
These and any Listing Websites that you add in Settings are recognised during file upload, or web scraping or when entered using the ProspectSafari extension (typically by right-clicking on a listing website link).
You can paste in a url from any Listing Website under "Company urls:" in the "Update prospect" popup, which opens when you click the pencil beside the prospect's name;
Click the prospect edit icon
Click "Add company url" to add a new listing website url;
Click + to add a company url.
ProspectSafari recognises if it is a known listing website and picks the icon from the address.
Similarly if you add a contact or click on a contact name to edit it, you can add contact urls under "Contact urls:" ("Add contact url") in the "Update contact" popup:
Click + to add a contact url
When stored in a prospect or contact profile the respective icons will be displayed in Prospect View. Clicking on these icons will open the link in the social window on the left.
Click on the Listing Website icon to open the link
Admins can add another Listing Website in Settings: find "Listing websites" on the "Link manager" card and click "+ New". In "Create listing website" enter its "Name", "Domain" and "Description". The domain can't be changed after saving.
Add a new Listing Website in Settings
The Listing Website icon is added automatically. The listing website also has a search, set in the same popup:
- "Search base url": by default a Google search limited to that site.
- "Main search parameter": search by "Company name" or "Company domain".
- "Include parameter": "Append to url", "Copy to clipboard" or "Url and clipboard".
- "Search url active": on for a new listing website; the site then also works as a search tool.
The pencil opens "Update listing website"; the bin deletes it.
Search Tools
You can choose to add the Listing Website as a search tool. Open the "Search tools" popup and select the search tools you wish to add:
The search icon is then added to ALL prospects, and clicking it searches the Listing Website for the company name (or domain, as its "Main search parameter" says). The search used can be changed by editing the Listing Website's "Search base url".
For the youtube search tool for example, the search url is https://www.youtube.com/results?search_query=COMPANYNAME.
Capture & add Listing Website pages
With the Listing Website added, you can upload a list of prospects or customers which includes this Listing Website url. Map this header to the company's links (most headers are paired for you from what the column holds). During the upload process, ProspectSafari will recognise the Listing Website url and the relevant icon will be displayed in the Prospect View.
A more common way of capturing a profile page from Linkedin, Facebook or any Listing Website is to click the search tool to display a list of relevant links (eg contact profiles in Linkedin, restaurant profiles in Tripadvisor, videos in Youtube, company profiles in G2, etc).
Click on a Search Tool to get a list of listing website links.
With the ProspectSafari extension, right-click any of these links (or an empty spot of a Listing Website profile page) and pick "Add URL" to add the url to the prospect. On Linkedin, "Add contact" adds a contact to the prospect.
Right-click any of the links to add it to the prospect.
When the url is added, the relevant icon (Facebook, Youtube, etc) appears and replaces the search tool icon. Clicking this will open the saved link/profile page in the “social window”.
By sizing the ProspectSafari window such that an appropriate space is available to the left of it you are thus able to view the company and contact details and CRM activities and timeline on the right, the website in the centre and view the Listing Website profile on the left.
This will also work for most cloud-based CRM, ERP, Accounting, Customer Support etc systems where the company page url can be stored. Many users find it very useful to display the company record from the accounting system (eg Quickbooks) next to the ProspectSafari data and website in this way with 1-click.
Dynamic URL
In some cases you will have the unique identifying number (UID) from the internal cloud-based system (used for ERP, CRM, Accounts, Support, etc). For example this UID might be a column in a customer list file you wish to upload. In this case, Prospect Safari can create the appropriate Dynamic URL when the relevant icon is clicked.
The Hubspot integration is an example of this type of dynamic url. The Hubspot UID is stored as a result of the API connection and the dynamic url is created when the Hubspot icon is clicked.
Contact Support if you would like to integrate a similar cloud-based system to display next to your ProspectSafari data.