Beacon

This guide explains how to use Beacon to centralize and manage your Articles, Gated Assets, Contacts, Contact Groups, and Topics—all in one place.

Beacon is a unified intelligence hub that allows you to:

• Search and filter through our entire contact database

• Add custom tags to key contacts

• Build reusable contact groups for campaigns or outreach

• Export and integrate with your CRM

It offers real-time insights into who is engaging with what content, how topics are trending, and how you can leverage these relationships for more effective outreach.

Key Benefits

• Streamlined Content Discovery: Quickly filter articles or assets by topic or relevance.

• Centralized Contact Engagement: See how each contact or group interacts with your organization’s content.

• Actionable Insights: Identify high-priority topics and contacts for targeted campaigns.

Who Should Use It?

• Marketers & Outreach Teams who need to track lead engagement.

• Sales & Business Developers looking for real-time signals on potential opportunities.

• Researchers & Analysts monitoring trends in specific topics or policy areas.

Best Practices

• Regularly Review Trends: Check which topics are on the rise. If certain topics show a spike in engagement, consider creating targeted campaigns or contact groups.

• Use Filters Wisely: Combine date range and topic filters for a laser-focused view of articles or assets.

• Collaborate with Contact Groups: Group key stakeholders or leads by subject matter interest. This ensures timely and relevant communication.

• Cross-Reference Engagement: If a high-value contact has strong interest in multiple topics, share that information with your sales or outreach teams for personalized follow-up.

Frequently Asked Questions (FAQ)

1. How do I see which contacts read a particular article?

   1. Open the article detail view. There should be a section listing or linking to “Contacts Who Viewed,” or you can cross-reference in the contact’s own profile under Articles.

2. Can I manually add topics to an article?

   1. For now, topic extraction is automated. Users are allowed to tag Articles for manual ordering.

3. Why don’t I see certain articles or assets in Beacon?

   1. They might not be pulled in yet if the source is not integrated, or the content may be outside your organization’s subscription. Contact support if you suspect an integration issue.

4. Do I need special permissions to create contact groups?

   1. No, all Users under the Account can manage contact groups.