Build a job to identify Contact (people) or Account (company) records. The job needs to contain attributes for enrichment potential as follows. Attributes marked with an asterisk are required:
Contact records | Account records |
Email address* | Account name* |
First Name | Website |
Last Name | Country* |
Job Title | State |
City | City |
State | Phone |
Country | Number of Employees |
Company Name | IndustryCode |
Phone | AnnualRevenue |
Mobile | |
LinkedInURL |
The job should perform any data normalization needed for optimal analysis results. Please see the normalization recommendations below:
Data normalization requirements
- Contact records - matching is done by exact match only, so we suggest you match on a business email, or email and country only.
- State should be the fully spelled out version
- Country should be long format. For example "United States".
- Account records - matching is done by exact match only, so we suggest you match on Account name, country and optionally website only.
- Account name - if you’ve previously enriched records, please supply the enriched value for matching
- State should be the fully spelled out version
- Country should be long format. for example "United States".
- Website should have any http://, https:// and www. removed
After normalization, run the Match, Retrieve, and Analyze task as this is the method of evaluating your data when compared to our vendor’s data. Please see the help document for this task for configuration details HERE.
This task compares your data values to the values in our vendor database. The evaluation analysis results are stored in attributes automatically added to the job. Two new attributes named EnrichmentVendor and EnrichmentVendorId will be included, along with the new comparison attributes for each data value mapped in the Match, Retrieve, and Analyze task. These attributes are have a naming pattern ending with "Enrichment tag". For example, if "EmailAddress" is mapped, a new attribute named "EmailAddress - Enrichment tag" will be added to the job. The attributes ending with "Enrichment tag" will contain one of the following values that can be used to review the results:
-
- Enriched: original value is the same
- Enriched: original value is blank
- Enriched original value is different
- Not enriched: original value is blank
- Not enriched: original value is present
- The last task of your job needs to be an Export: create manual data source as the MDS created will be used when configuring the Targeted Enrichment app. We strongly recommend you select the Purge and Add option when configuring this task so the data evaluated will always be current.
- Create a bot to run the job