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Leadspace Discover Contacts on-demand - Step By Step

With Leadspace Discover Contacts on-demand web app, you can practice ABM by identifying the best contacts in your target accounts, on demand, based on your desired person profiles, using the Leadspace simple-to-use web application.

The app allows you to upload a file with your target accounts, choose the person profile that makes good contact, and get the top contacts that fit this profile for each company you uploaded.


To start enjoying the benefits of Leadspace On-Demand Contact Expansion:

  • Open the ‘Discover contacts’ app (your view might appear slightly different, based on your Leadspace subscription) 


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Step One - Suppression

The first step is adding an activity name - a name for the current enrichment process, to help you identify it later when reviewing the enrichment results.

The second step the option to choose whether to exclude ("suppression") your known contacts from the new audience. This is an optional step but highly advised. 

You can do this by either:

  • Uploading a .csv file with the email addresses of the contacts you wish to exclude (we currently support up to one million records) 
  • Selecting a list of contacts you uploaded in your earlier projects

Notes:

  • Every list you create by uploading a file must have a unique name, to help you use it again in future audiences.
  • Lists of known contacts are shared in your organization. You can use your colleagues' lists and they can use yours.
  • Known contacts lists are kept for 28 days before the data is completely removed from Leadspace servers.
  • Currently, you cannot delete or modify an existing list. You can only add new lists to be used. This will change in the future.

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  • Excluding known contacts is turned on by default, but you can disable this option and skip this step.

Once the suppression file is uploaded, we will need to map the fields. The mapping is done by selecting the right header for each of the Leadspace fields on the left.

The only mandatory field to map is the Person Email, but if your file holds more information, please map it as well.

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Step two - Expansion details

  • Upload file - upload your list of companies or people to be enriched. You can only upload a .csv file, with up to one million records.
    * You must upload a file to continue to the next step.
  • Persona to retrieve - Select the persona profile, by which to rank the contacts before choosing the best
    • Profiles can be either custom profiles or Leadspace library profiles
    • Custom profiles are secured - only people in your organization can see them
      *You must choose a persona profile to continue to the next step.
  • Contact region - filter the results by the contact’s region location
  • Contact country - filter the results by the contact’s country location
  • Contact state - filter the results by the contact’s state location
  • Number of contacts to expand per company - the number of contacts to be retrieved per company.
    * The default number of contacts is 3; currently we limit to up to ten contacts per company
  • Contact Persona score - if you only wish to discover contacts with Persona score higher than a certain score, use this field to define the minimal score
  • Required contact details - which contact details must be verified for the contacts
    • Company email, company phone, and a direct phone can be marked as required
      Note: If a direct phone is marked as required, this may reduce the discovery rate

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Click ‘Continue’ to upload the file and go to Step three

Step three - Field mappings

In Step three, for each input field that Leadspace requires to perform expansion, select the relevant header in your file from the list of headers
Company name or Company website are required to expand your accounts

If you checked the flag for getting contacts in their account’s location, you must also map the company country field.

Please note that you cannot map the same header to more than one input field. In such a case an error message will be displayed.

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Click ‘Run Now’ to start the contact expansion process of the companies in the file you uploaded.

If all mandatory steps were completed correctly, a green status bar will confirm that the request was successfully submitted.

In case of an error, a red status bar will provide an explanation.

The results will be sent to your email, and will also appear in the ‘My Audiences’ app.

The duration of the contact discovery process depends largely on the size of the file you uploaded.

 

Viewing Leadspace Contact Expansion On Demand results

The results of every contact discovery you start from Leadspace On Demand are sent directly to your email and ‘My Audiences’ application.

Email

Open the email sent from Leadspace (support@noreply.export.leadspace.com) titled: “Leadspace On-Demand - Your contact expansion is done!”

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The email notification provides the following information:

  • The status of your contact expansion activity - how many companies were successfully expanded by the Leadspace expansion
  • A link to download the contacts .csv file


The .csv file is holding your contact expansion results, showing the various fields added by Leadspace.
Note: the format of the results file is identical to the file that is provided by Leadspace data analysts

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