Checking prospects found per company in a play

When running a Play, our logs will indicate how many prospects we're able to identify based on your configured personas.

Check logs for prospects found per company

1. In the Plays tab, click into the play.

2. Navigate to the "Logs" section and find the companies you'd like to check. You can do this by scrolling through the logs or searching up the name of the specific company.

3. If you click into a specific company, you can scroll to the log of prospects found. If the play did not identify anyone based on your personas, you'll see a "None found" message displayed in this step.

Best practice for monitoring

To stay informed about instances where no prospects are found:

1. Regularly check the logs for your Plays.

2. Look for entries indicating that 0 prospects were found for a company.

3. If we cannot find prospects for a company, investigate the following common causes:

Using the analytics tab for aggregate monitoring: You can also monitor prospect find rates across all plays using the prospecting analytics tab. Navigate to Analytics > Leading > Prospecting and sort by Play to see aggregate data for each play. A healthy find rate is typically 45-50%. If you're seeing rates around 28% or lower, this indicates there may be room for adding more title variations to your personas.

Persona and title configuration:

• Unify uses fuzzy matching for persona titles, which matches on common keywords in any order, ignores capitalization and punctuation, and filters out extraneous words. For example, "Vice President Marketing" will match "Vice President of Marketing" and variants with extra context like "Vice President of Marketing - Blue Apron at Wonder." You don't need to list every variation—focus on core keywords and Unify handles variations.

• Important: When using "Exclude titles," exclusions take precedence over inclusions. Due to fuzzy matching, a broad exclusion like "director" will exclude all titles containing that term, including "Executive Director" or "Director of Marketing"—even if those are explicitly listed in "Include titles." To avoid unintentionally excluding desired prospects, use specific exclusion terms (e.g., "Director of Operations," "Facilities Director") rather than broad terms.

• Add title variations to cover different naming conventions and specific titles like "CTO" and "Chief Technology Officer"

• While fuzzy matching handles most variations automatically, expanding personas to include 60+ title variations can improve coverage for edge cases and non‑standard naming conventions. If your play's find rate is below 45-50%, consider adding more title variations to improve coverage.

• Add both abbreviated and full versions of titles (e.g., “VP Data” and “Vice President of Data”) to improve matching when troubleshooting low prospect counts.

Prospect node settings:

• Check your "Max per company" limit - if set too low, it may fill from the first persona before trying others

• Review persona ordering - the node fills from the first persona before moving to subsequent ones

• Verify whether "Include existing People" is enabled if you want to match people already in Unify/CRM

Exclusions and routing:

• Review organization or sequence exclusions that might filter out matches

• Check for "No routing target" issues

• Verify max enrollments per company settings

Company data:

• Confirm the company domain is correct on the company record

• Note that we use multiple data providers but don't pull from LinkedIn directly, so some prospects may not be in our database

• Some companies may have limited data provider coverage or use non-standard titles

Alternative approaches:

• If you know a specific person should be prospected, you can use the Chrome extension to add them directly to a sequence without running them through the play

• If your play has completed all its runs, editing personas or audience filters will not automatically generate new prospects. To apply changes to targeting criteria, duplicate the play and run the new version.