How to Configure Target Followers and Notifications

Last updated: June 4, 2026

Follower settings define who gets updates about specific targets—including signal notifications, visibility in your Target Report, and access to Signals Center. Instead of a single "contact owner," you can assign multiple followers. This is especially useful when both an SDR and AE own a target, or when leaders need oversight of how signals are being used.

Who should be a follower?

Followers should be:

People who act on signals when a prospect shows intent (BDRs, AEs, sales reps, etc.)
People who need visibility into how others are using signals (sales managers, operations leaders, etc.)

This guide walks you through configuring followers so the right people receive and act on buyer signals, including Slack and Microsoft Teams notifications.

Before you start

You need admin access to configure follower settings
Your CRM (Salesforce, HubSpot, Salesloft, Outreach, or MS Dynamics) must be connected to Influ2

Steps

1. Navigate to Follower Settings

Go to Settings
Open the Account tab
Scroll to the Follower Settings block

2. Set up Default Followers

The Default Settings block contains global follower rules that apply to all audiences unless overridden by program rules. Admins can define up to 20 mapping rules.

Choose a source for followers:

Option 1: Contact-Level Fields
- Select a field like "BDR Owner" on the Contact object
- Result: Anyone listed in that field becomes a follower for that contact
Option 2: Account-Level Fields
- Select a field like "Account Owner" on the Account object
- Result: The Account Owner becomes a follower for all contacts at that account

Please note: For options 1 and 2 above, users can only select Salesforce fields with User reference type in their CRM. See Salesforce documentation for more information.

Option 3: Named User
- Select a specific user from your CRM
- Result: This user is assigned as a follower to all contacts (useful for leaders who need oversight)

Default follower rules by CRM:

Salesforce: Contact Owner
HubSpot: Contact Owner
Salesloft and Outreach: Read-only owner fields
MS Dynamics: Owner (read-only)

3. Configure Signal Followers

Under Signal Followers, define who gets assigned as a follower using CRM fields or specific Influ2 users. You can assign unlimited followers.

This works the same way as default settings—choose your data source (contact-level field, account-level field, or named user), and followers are assigned automatically based on that source.

How followers are assigned for Influ2 suggested audience signals

Some signals come from people Influ2 discovered through audience expansion -- contacts who aren't in your CRM, but work at accounts you're already targeting. Since there's no CRM record to pull a follower from, Influ2 looks at who's already working that account in your audience and assigns them as the follower instead.

This applies to search intent, content intent, new hire, company joined, and website visitor signals.

For example:

If a search intent signal comes in for someone at Acme Cop, and you have two contacts at Acme Corp in your active audience followed by Alice, the Influ2 suggested signal gets assigned to Alice as well, so she is aware that someone in her target accounts is showing interest.

Your existing follower settings apply with no extra configuration needed. Influ2 uses your default follower rules and any overrides already in place.

If Influ2 can't find any matching contacts at the account, the signal will appear as Unassigned.

4. Set Up Notification Channels

The Notifications section defines where followers receive signal alerts.

Email Notifications

Toggle on Email to send notifications directly to followers. Emails come from team@influ2.com with the subject line "New {signal type} signal in Influ2."

Slack Notifications

Click Connect next to Slack
Follow the prompts to authorize Influ2
Choose whether to send notifications to:
- A specific Slack channel, or
- Direct messages to individual users
Keep in mind: if a Slack channel is configured, Unassigned signals (signals where no follower can be derived) will also be sent to that channel.
Optional: Enable Mention Follower to tag the user directly in Slack (so they don't miss the notification)

For Private Slack Channels:

Once your Slack instance is connected, public channels appear by default. To make private channels available:

Open the private Slack channel → view members → Integrations tab → Add an App → Search for Influ2 → Add

Or:
- In Slack, go to Tools → Apps → Search for Influ2 → Select Influ2 Signals Center

Microsoft Teams Notifications

Click Connect next to Microsoft Teams
Follow the prompts to authorize Influ2
Select which Teams channels to send notifications to
Remember: Microsoft Teams doesn't currently support private channels. All channels selected for Teams notifications must be public.
Choose between channel posts or direct messages
Keep in mind: if a Teams channel is configured, Unassigned signals (signals where no follower can be derived) will also be sent to that channel.

5. Set Up Program Rules (Optional)

Each Program's Cohort Tab combines one or more audiences via Include and Exclude blocks. Program Rules below still apply to those underlying cohorts/audiences regardless of which Program they belong to, so existing rules carry over without any changes needed.

How it works:

Program rules take priority over default rules. Create rules based on:

"Program is" — select up to 5 specific programs
"Program name contains" — use text matching for dynamic rules

If multiple rules apply, followers are merged (duplicates removed). Changes apply retroactively.

Example 1: If program name is "Current Customers," assign a specific user (like your Customer Success lead) as the sole follower for that program.
Example 2: If program name contains "Enterprise," assign specific followers for all enterprise account segments.

You can also set program-specific notification rules—these override general notification settings.

What you'll see

Once followers are configured, they'll start receiving notifications. Each notification includes:

Tagged followers — showing who's tracking this contact
Clear context — what the engagement means, so teams can craft relevant outreach
Key contact details — identifying which target the signal is from
Additional context — if multiple buying group members are engaged
Quick access — links to signal guidance and the target report in Influ2 or Salesforce
Feedback option — so you can help Influ2 improve signal quality