Route named engagers (when they’re ad-qualified)

Vector

Most paid clicks never convert, and most marketing teams call that a dead end. But not all signals are equal and not every click deserves a handoff.

This playbook shows you how to set an ad-qualification threshold in Vector so only the right contacts (multiple engagements + ICP fit) get routed to Sales.

The result: Sales stays informed, not overwhelmed.

The Vector way

Traditional routing sends every click into CRM—flooding Sales with noise.

Vector flips that.

With Ad Reveal, you can:

See named contacts engaging with your ads.
Apply ICP filters + activity thresholds (e.g., 2+ ad clicks in 14 days + buyer-activity match).
Route only ad-qualified leads into CRM, Slack, or SDR workflows.

Your sales team gets a steady stream of high-quality signals, not a flood of noise.

When to use this play

Use when you want to:

Capture contacts who’ve engaged with ads multiple times
Keep Sales visibility on who’s active, without overwhelming them
Align paid media engagement with CRM qualification rules
Trigger timely outreach that feels contextual, not random

Goal

Route only ad-qualified contacts into Sales tools, turning named engagement into actionable meetings—without drowning SDRs in low-quality clicks.

Objectives

Define a clear threshold for ad qualification
Push only high-fit contacts into CRM, Slack, or sequencers
Track meetings set from ad-qualified lists
Collect SDR feedback to refine thresholds over time

Use case

You’re running paid campaigns on LinkedIn and Google. Instead of sending every click to Sales, Vector tracks ad engagements and reveals the names. You set a threshold (e.g., 2+ ad clicks in 14 days + ICP fit) and only those contacts get routed into Outreach, Salesforce, or Slack—giving Sales confidence in lead quality.

Play type: Mid-funnel | Paid media activation | Sales enablement Estimated time to execute: 30–60 minutes setup + ongoing automation

How it works:

Step 1: Track named ad engagement

Use Vector Ad Reveal to surface named contacts engaging with ads.
Tag engagements by campaign + page.

Step 2: Define qualification logic

Example threshold: 2+ engagements in 14 days from ICP contact showing buyer-activity X.
Apply CRM filters (title, company fit, region).

Step 3: Build an “Ad-Qualified” segment

Dynamic segment inside Vector with your threshold applied.
Label as “Ad-Qualified – [Campaign Name].”

Step 4: Push into CRM + Slack

Route ad-qualified names into Salesforce, HubSpot, Outreach, Salesloft, or Slack.
Include campaign source + asset viewed for context.

Step 5: Trigger warm follow-up

SDRs run personalized outreach referencing the ad’s theme or campaign topic.
Marketing continues to nurture with mid-funnel ads (case studies, solution guides).

Step 6: Monitor + refine

Track meetings set from ad-qualified lists.
Collect SDR feedback on quality.
Adjust thresholds (frequency, activity type) for fit.

Best practices

✅ Don’t route every click. Set a threshold to qualify ad engagement
✅ Sync regularly with SDRs to ensure signal quality
✅ Include campaign context in CRM/Slack handoffs for relevance
✅ Refresh logic quarterly to match evolving buyer behavior

Wrap up: qualify before you route

With Vector, you don’t need every ad click to hit Sales. You define thresholds, route only ad-qualified contacts, and keep Sales focused on the right names. The result: cleaner signals, better meetings, and more pipeline from your paid media.