Enrich a list of Emails or Names and Addresses
Locate the LeadPost Enrichment app within your account.
After you've opened the app, 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. 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.
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.
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 back to the LeadPost 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.
Enrich a Contact via LeadPost Enrichment Automatically via Workflows
Click Automation within your account.
Then, click the +Create Workflow button and select Start From Scratch.
Click Add New Trigger and select the trigger. We will be using the trigger of Contact Created for this example.
Click Save Trigger.
Click the + button below the trigger and select action.
Locate the LeadPost Enrichment from your action options and select Enrich Contact.
Select whether you would like to enrich your contact based on Contact Email Address or Contact Name & Address.
Select your Enrichment Data Output preference.
Select your Enrichment Options.
If you select Auto Update Contact and save that action, your contact will be updated with the enriched data after a successful enrollment.
If you select Map Action Output for Update, then you will need to create an additional action.
Click + button below the Enrich Contact trigger and select the Update Contact Field action.
Click Add Field to map out the Enrichment Fields to your desired contact fields.
In the left field, select the field you would like to fill from the dropdown.
In the right field, select LeadPost Enrichment and select the enriched data point you would like to populate the field selected. Then click Save Action.
Your contact will be updated with the enriched data after a successful enrollment.