Last verified: 4/27/2021

Leadspace On-Demand allows you to discover net new leads and accounts based on how they fit a target persona or set of accounts, respectively.

Select "Create Segment +" at the top right corner and, under Discover, select "People by Persona" or "Companies by Lookalike".

 

 

People by Persona

Select "People by Persona"

• • Note: Select "Records" to see how many Net New credits are available 

Step 1: Get Started

• • • Segment Name: Name your segment (activity) - this will be the title of the Segment card later shown in the Segments dashboard
    • Select Companies: Select companies to discover new contacts against. 
      • This could be done in one of 2 ways:
        1. Uploading a file (which will require mapping the headers). Please make sure your file:
           1. does not contain hidden columns or test wrapping;
           2. is a plain CSV file, UTF-8 encoded;
           3. column names in file are unique; and,
           4. is not uploaded directly from Salesforce. Copy the text into a new CSV file and upload it.
        2. Choose from an existing segment

Step 2: Map Fields (only available if file was uploaded)

• • Leadspace Fields > File Fields: Map your field names in the CSV file to Leadspace fields.
    • Required: Map at least Company Name or Company Website.
    • Best practice: Map as many fields as possible to increase accuracy. 

 

Step 3: Persona Settings

• • Persona: Users choose which Persona/s should be used. The list contains your organization’s custom personas, as well as Leadspace’s entire persona library.
    • Max of 5 personas
    • Indicates the minimum persona score that should be allowed in the results (inclusive): 30/50/70/90
  • Department: Find contacts in specific department/s (New! as of 4/27/2021)
  • Level: Find contacts in specific job level/s (New! as of 4/27/2021)
  • Job Function: Find contacts in specific job function/s (New! as of 4/27/2021)
    • We display the first 100 but you can use the search box to find additional job functions.
  • Location: Apply contact location filters - Regions, countries, or US States. By default, "all" is applied.

Please note:

1. If you select a specific location, you must also select against an additional filter of Persona, Department, Level, or Job Function in order to proceed to the next step.
2. Between all filters (department, level, job function, location) there is an “AND” condition.

 

Step 4: Adjustments

• Required Contact Details: Indicate whether direct email, company phone, or direct phone are mandatory.
  • Please note: this might have a significant effect on the number of results.
• Contacts Per Company: 1-25 (Increased! as of 4/27/2021)
• Exclude Contacts: Allows the user to indicate known/existing contacts, and thus to exclude them from the results. This could be done in one of 2 ways:
  1. Choose from previously uploaded files from the last 28 days.
  2. Uploading a file (which will require mapping the headers). Please make sure your file:
     1. does not contain hidden columns or text wrapping;
     2. is a plain CSV file, UTF-8 encoded;
     3. column names in file are unique;
     4. max of 2 million rows in file; and,
     5. is not uploaded directly from Salesforce. Copy the text into a new CSV file and upload it.

Upon clicking “Create”, the user will be taken back to the Segments dashboard, where a new Segment card will be created with an indicator showing progress toward completion.

 

Companies by Lookalike

Select "Companies by Lookalike"

Step 1: Get Started

• Segment Name: Name your segment (description) - this will be the title of the Segment card later shown in the Segments dashboard
• Select Companies: The user needs to choose a “seed” of companies of which new look-alike companies would be discovered. 
  • This could be done in one of 2 ways:
    1. Uploading a file (which will require mapping the headers). Please make sure your file:
       • does not contain hidden columns or test wrapping;
       • is a plain CSV file, UTF-8 encoded;
       • column names in file are unique;
       • max 2,000 records; and,
       • is not uploaded directly from Salesforce. Copy the text into a new CSV file and upload it.
  • Choose from an existing segment

1.  

Step 2: Map Fields (only available if you upload a file)

• Leadspace Fields > File Fields: Map your field names in the CSV file to Leadspace fields.
  • Required: Map at least Company Name or Company Website.
  • Best practice: Map as many fields as possible to increase accuracy. 

Step 3: Filter Results

• Filter Results - customers can apply additional filters when utilizing discover companies by lookalike:
  • Location
  • Industries
  • Revenue (USD)
  • Employees

Step 4: Adjustments

• Limit Results: This allows the user to limit the number of new companies discovered: 0-2600
• Mark Known Companies: This allows the user to indicate known/existing companies, and thus to exclude them from the results. This could be done in one of 2 ways:
  1. Choose from previously uploaded files from the last 28 days.
  2. Uploading a file (which will require mapping the headers). Please make sure your file:
     1. contains at least company name or company website (providing both is highly recommended);
     2. does not contain hidden columns or text wrapping;
     3. is a plain CSV file, UTF-8 encoded;
     4. column names in file are unique; and,
     5. is not uploaded directly from Salesforce. Copy the text into a new CSV file and upload it.

Upon clicking on “Create”, the user would be taken back to the Segments dashboard, where a new Segment card would be created with an indicator showing progress toward completion. 

 

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.