Enriching contacts from a CSV file in DealSignal is a streamlined process that leverages a powerful wizard to ensure your data is accurate and comprehensive. Here’s a concise guide to walk you through this process.
Initiating Contact Enrichment from CSV
Initiating the enrichment process for contacts in DealSignal can be done straightforward:
Navigate to the "Enrich" tab in the main menu.
Select the "Contacts" tab and then click on the "Enrich Contacts" button
Launch an enrichement
The regular enrichment from CSV consists of three steps:
Upload the CSV file
Map file to DealSignal fields
Enrichment Settings
Step 1: Upload CSV file
In the opened Enrichment wizard, ensure that the Data Type is Contacts and the selected Contact Source is From CSV
Upload your CSV file to start the enrichment process. The file should be comma-separated and no more than 10 MB in size.
If everything is done right, once the file is uploaded and pre-processed by the system, you will see the preview of the data and estimated records count for enrichment on the right.
Step 2: Map CSV fields
Click on the Continue with this file button and map your CSV columns to DealSignal fields on the next Mapping page.
Ensure that mandatory fields like First Name, Last Name, Company Name, and Email are correctly mapped. This step is crucial for accurate data processing. Mapping is required to find your contacts in our and our partners' databases.
The minimum required for mapping contact is to provide:
First Name + Last Name + Company Name (all columns added together)
AND/OR Email
AND/OR LinkedIn URL
As more data you provide, as more accurately we will match contacts and enrich them.
Step 3: Enrichment settings
Once mapping is done, click the Save Mapping button to proceed with enrichment settings.
In the Enrichment settings tab, you will find a bunch of settings on the right and a preview of all Verification settings on the left.
Let's go through several steps to set up your Enrichment.
Review criteria
In the Criteria section, double-check that you have uploaded the correct file and it is mapped properly.
Contact enrichment settings
In this mandatory settings group, you need to define which contact data you want to receive after verification.
By default, you will always get the refreshed contact profile: contacts company, position, education, and so on. Additionally, you could set these important details:
Work Email: Discover and verify the work email address
Corporate Phone: contacts corporate phone
Direct & Mobile Phone: direct corporate phone or mobile phone
Personal Email: personal, not related to company email. In some cases, people directly share personal emails in the public data like on LinkedIn so we have a few of these. However, DealSignal is not directly collecting personal emails and we do not recommend using personal emails for any email marketing or sales campaigns.
Discover and collecting work emails or phones will cost you additional credits per every contact for which we will do the verification.
In the additional options for the verification, you could also select the "must have" options:
Must have verified work email — if enabled contacts for which we were not able to find and verify work emails will be excluded from the final results. Even, if their profiles were enriched and verified or had other contact data: phones, etc.
Must have direct or mobile phone — if enabled contacts for which we were not able to find and verify direct or mobile phones will be excluded from the final results. Even, if their profiles were enriched and verified or had other contact data: corporate phones, work emails, etc.
Must have personal email — if enabled contacts for which we were not able to find personal emails will be excluded from the final results. Even, if their profiles were enriched and verified or had other contact data: corporate phones, work emails, etc.
Company enrichment settings
In this mandatory settings group, you need to define which company data you want to receive after verification. These will be those companies that are associated with contacts that we verified for you.
By default, you will always get the refreshed company profile: company name, LinkedIn URL, size, industry, and so on. Additionally, you could set up getting financial, fundraising, intent, technologies, or job posting data.
Enrich with Intent
Using this options block you could define Intent topics that you are interested in. If the contact is working in a company that has such an Intent, then this contact and the relevant company will be enriched with Intent data related to these topics
To set Intent enrichment the user needs to:
Select specific Intent topics
Define Intent Score which illustrates the general strength of Intent in the company. 0-60 is low Intent, 60-90 is normal Intent, and 90+ is high intent.
Enrich with ICP and Persona score
If you have already created an ICP or added a Persona in DealSignal, then with the "Enrich with ICP and Persona score" options group you could select one and compare contacts to them.
This means, that when the enrichment is completed there will be an additional column with a score against the relevancy of contacts or company to the selected ICP or Persona.
Track contact changes
During the enrichment, the contacts profile will be refreshed. This means by default, DealSignal could track if there were important changes happened with contacts from your list:
Flag if a contact changes the Company — contact joined a new company
Flag if a contact changes the Job Title — job position is changed (could be also a promotion within the same company)
Flag if a contact changes the Location — the person has relocated somewhere
Suppression, duplicate handling, and other settings
As an option, you could manage additional settings:
Company Suppression: Exclude or add companies to suppression lists after the verification process execution
Contact Suppression: Exclude or add contacts to suppression lists after the verification process execution
Notifications: Enable email notifications upon completion (currently always on).
Flag Duplicates: If duplicates are getting into the result, e.g. same person is in the list twice, it will be marked with a flag.
Launch enrichment
Before launching the enrichment, on the right, you could preview how many companies and contacts will be verified or how many verification credits and/or intent credits will be consumed with the current enrichment settings.
If everything is right, just click the Launch List Verification button, and the enrichment process will start immediately.
Depending on the number of contacts to enrich, the process could take up to 24 hours. You will receive notification emails on the process start and process completion.