Leadspace On-Demand: Discovery

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

• Segment Name: Name your segment (activity) - this will be the title of the Segment card later shown in the Segments dashboard
• Select Companies: Exclude known contacts (sometimes referred to as "Suppression List") - allows the user to indicate known/existing contacts, and thus to exclude them from the results. Previously saved lists are stored for 28 days.
  • This could be done in one of 2 ways:
    1. Uploading a file (which will require mapping the headers). Only supports .csv files
    2. Choose from previously uploaded files

• Uploading company list: The user needs to choose the companies from which new contacts would be discovered. Only supports .csv files.
• Persona to retrieve: - users chooses which Persona should be used. The list contains your organization’s custom personas, as well as Leadspace’s entire persona library.
• Number of contacts per company: 1-10.
• Find contacts in their company location: Yes/No.
• Apply contact location filters: Regions, countries, or US states. By default “All” is selected.
• Minimum persona score - indicates the minimum persona score that should be allowed in the results (inclusive).

• 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.
• Map file headers - indicate which column has the “company name”, “company website”, etc… Please note: the more fields a user maps, the better the results will be.

Upon clicking “Run”, 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

Get Started

1. Name your segment (description) - this will be the title of the Segment card later shown in the Segments dashboard
2. Select source - the user needs to choose a “seed” of companies of which new look-alike companies would be discovered. This can be done in one of 2 ways:
1. Upload file - only supports .csv files, up to 2k records.
2. Companies by name - entering company names manually, separated by new lines. A minimum of  5 companies is required.

Map Fields (only available if you upload a file)

1. Map file headers (only if uploaded a file) - indicate which column has the “company name”, “company website”, etc. Please note: the more fields a user maps, the better the results would be.

Filter Results (New! as of 2/15/2021)

1. Filter Results - customers can apply additional filters when utilizing discover companies by lookalike:

• • Location
  • Industries
  • Revenue (USD)
  • Employees

Adjustments

1. Limit results - allows the user to limit the amount of new companies discovered. 
2. Mark Known Companies - 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. Uploading a file (which will require mapping the headers). Only supports .csv files
2. Choose from previously uploaded file from the last 28 days

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.