Enrich Contact & Company Data

Article author
Tin Yam Lee - Espiritu
  • Updated

Create Your New Campaign 

From the Launch Points screen, under Enrich Contact & Company Data click the Launch Campaign button, and choose From CSV or From SalesForce or Outreach depending on your integration.

Upload the CSV or select the Salesforce report (or Outreach tag) you would like to use.

Give your campaign a name (you can change it later), choose the region and click Next.

 

Mapping Your CSV Fields

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  1. Choose whether you would like to map a field.
  2. For fields, you don’t want us to enrich, choose whether those fields are account fields or contact fields. These fields will show as restricted on our end, and will not be enriched.
  3. For fields, you would like us to enrich, select the enrichment rule for the field. 
    • The default rule is set as “Only update field when empty”. You may choose to set it to “Always update and overwrite field” using the radio buttons provided.
  4. Select the appropriate LeadGenius field to map your CSV field.
    • Our Smart Mapping will automatically select a field, in most cases. Confirm the mapping if it is correct, or choose another field if it is not correct.
    • If you cannot find an appropriate field in the list, you can click Add Field to create a new custom field.
  5. After you have mapped your fields, click Next.

 

Mapping Your Salesforce Fields

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  1. Choose whether you would like to map a field.
  2. Fields you don’t want us to enrich will show as restricted on our end, and will not be enriched.
  3. For fields, you would like us to enrich, select the enrichment rule for the field. 
    • The default rule is set as “Only update field when empty”. You may choose to set it to “Always update and overwrite field” using the radio buttons provided.
  4. Select the appropriate LeadGenius field to map your Salesforce field.
    • Our Smart Mapping will automatically select a field, in most cases. Confirm the mapping if it is correct, or choose another field if it is not correct.
    • If you cannot find an appropriate field in the list, you can click Add Field to create a new custom field.
  5. After you have mapped your fields, click Next.

 

Choose Whether to Add Contacts

On this screen, you can choose whether or not you would like us to add contacts. 

If you would like us to add contacts, click Add Contact Prioritymceclip1.png

If you do not wish us to add contacts, click Next.

 

Number of Contacts and Titles

  1. If you chose for us to add contacts, choose the maximum number of contacts per company that you would like here. 
  2. Choose the seniority level for your 1st priority title or keyword.
  3. (Optional) Select a title keyword for your 1st priority contact. You can also type custom keywords here if the given ones don’t fit your needs.
  4. If you would like to add additional title/keyword priorities, click Add Contact Priority to add another row, and repeat steps 2 and 3 for that row.
    • You can also drag & drop the rows to rearrange the priority.
  5. When you are satisfied with your selections, click Next.

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Additional Data Points (CSV)

On this page, you can see which data points have been selected for your new campaign.

  1. Click on the accordions to view data points for companies and for contacts. 
    • You can also select any data points here that have not already been selected.
  2. If the data point you need isn’t already present, you can click Add Custom Data Point to add a custom data point, as per the directions on the following slide (Optional).
  3. Click Next.

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Additional Data Points (CRM)

On this page, you can see which data points have been selected for your new campaign.

  1. Click on the accordions to view data points for companies and for contacts. 
  2. You can also select any data points here that have not already been selected. 
  3. Click Next.

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NOTE : If the data point has a broken icon follow the animation below to see how it can be mapped and selectedwizardfieldmap.gif

 

Review Your Campaign

You can review the campaign selections on this page

  1. The fields that were added to the campaign
  2. If there is anything you need to go back and change, click the relevant icon at the top of the page, and you will be able to go back to that section of the wizard to make your changes.
  3. Click Submit for Review to submit the campaign

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Add Custom Data Points

  1. Name your custom data point.
  2. Select whether this data point is for contacts or for companies.
  3. Select the data type. This should match up with the type of information we are to add to this field.
    • If you are using Salesforce, the data type given here should match the data type of the field in Salesforce.
  4. Select the matching LeadGenius data point.
  5. Give your custom data point a description. 

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