Help Desk and How To Guide

How do I search for brands, companies, agencies, and/or contacts? 18

• Search by Name
• Advanced Search Overview
• How do I search by Company/Brand Spend?
• How do I search by Planning Period?
• Navigating the Winmo Dashboard

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WinmoEdge 5

• Access WinmoEdge content from any page on Winmo
• How Can I Setup WinmoEdge Alerts?
• How Does WinmoEdge Calculate the Vulnerable Account Index?
• How Come I'm Not Receiving WinmoEdge Alerts?
• Meet WinmoAnswers: Your Shortcut to Smarter Prospecting & Research in WinmoEdge

Understanding Search Results 7

• Where do I find Company/Brand Contacts?
• Where do I find Agency Contacts?
• How can I print a profile?
• How do I sort search results?
• How can I find a brand's competitors?

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Where can I get additional help? 4

• I'm stuck. How can I get additional help?
• Are there training sessions available for Winmo?
• How do I file a Research Request?
• How Can I Alert Winmo if I Find Errors?

Hints and Tips 3

• Ideal Browser
• How do I ensure Winmo has my updated agency info?
• Why Did My Email Bounce?

Guidelines/Regulations 0

Winmo Power User Series 14

• Taking advantage of WinmoEdge’s predictive analysis to get ahead of the competition
• Drilling down to top prospects via the Advanced Search
• Utilizing List Management and Saving Searches to refine your prospect list for maximum ROI
• Find out everything you can about your top prospects in our Profile Deep Dive
• Heads up! Set Alerts to get all your breaking news

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Make Winmo Uniquely Yours 11

• How can I save searches on my profile?
• How do I change my password?
• How do I create and manage Contact Lists?
• How do Winmo Recommendations work?
• How do I setup Alerts for Companies, Brands, and Agencies?

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Exporting from Winmo 10

• How do I export contacts via Contact Lists?
• How do I export contacts from Brand/Company/Agency profiles?
• Exporting to Salesforce
• How do I export from Advanced Search results?
• My Salesforce Export is Giving Me a Location Error. How Do I Fix it?

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Importing/Uploading to Winmo 1

• How can I upload a list of companies onto my Winmo profile?

The List Online 0

Winmo UK 0

Account Management & Usage Stats 2

• Can I monitor my Account Activity?
• How can I track my team's activity on Winmo?

What's New in Winmo 87

• Winmo Adds Event Sponsorship Data, Expands WinmoAnswers
• June 2025 WinmoTips Contest Winners
• Social Influencer Relationship Data Now in Sponsorship Package
• March 2025 WinmoTips Contest Winners
• Introducing Enhanced Brand-Specific Demographic Targeting

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Winmo Partnerships 13

• How do I view Demographic Info by brand?
• How can I use Winmo's iSpot.tv integration to find where my prospects are spending on TV?
• Where do I go to find advertisers spending on specific TV networks?
• How can I leverage Adbeat Enterprise access through Winmo?
• How can I take advantage of Winmo's partnership with Media Analytics?

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Winmo Web API 3

• Winmo Web API Documentation
• Does Winmo Have an API?
• Getting an API Key

WinmoTips 1

• WinmoTips Rules & Scoring System

Winmo Reveal 4

• What is Winmo Reveal?
• How to Install Winmo Reveal script in Wordpress
• Updating Privacy/Cookie Policy
• How to Add Reveal Script to Google Tag Manager