Enabling Enrichment
Within your agency account, navigate to Billing>Subscriptions and subscribe to the Enrichment plan that best fits your needs. Enabling overages will allow you to continue to enrich data after you’ve reached your monthly credit allotment.
Enrich Your List
Navigate to Enrich and click New Enrichment. From there you will be prompted to configure your enrichment options.
Step 1: Input Data. From the dropdown, select whether you want to enrich a list of email addresses or names & addresses.
Click Next.
Step 2: Enrichments. If you’d like to associate the enrichment with a client account for billing or tracking purposes, select them from the drop down. Otherwise, leave blank. Then select the data with which you’d like to enrich your list.
Click Next.
Step 3: Upload File. Upload a CSV or Excel file with your data to map your file input columns.
Click Next.
Step 4: Column Mapping. If uploading an Excel document, select which worksheet you’d like to import, and follow the prompts for column mapping. This step will not apply if you are uploading a CSV file.
Click Next.
Step 5: File Import. Our system will scan your file and display the number of records to process. You may proceed to the next step at any time. Processing will continue in the background, if not already complete.
Click Next.
Step 6: Credit Estimate. Review the credit estimate for your file. Note: the actual append rate could be higher or lower depending on the quality of the input data.
Click Next.
Step 7: Confirmation. Enter the email address where the Enrichment file should be sent and click Process Enrichment if you are ready to proceed. If you’d like to enter multiple email addresses, enter one email address per row.
Once you have clicked Process Enrollment, you will be taken to the Enrichment page which will show which files are processing and which ones are complete.
From there you can click the download icon to download your results.
Enabling Enrichment for Your Clients
If you wish to allow your clients to enrich their lists within their LeadPost account, you must first add the service to their account. To do so, head to the Clients tab and click the lock icon next to your client’s account, then head to Billing>Subscriptions and add the service to their account. Note that if your client logs into the account, they will not see the Billing tab.
From there, your client will be able to follow the same steps as above to enrich their customer lists.