This section explains how to enrich companies and/or people via a file upload to the Leadspace On-Demand application.
Enrich via Leadspace On-Demand Steps
Click "Create Segment +" at the top right corner and select an enrichment type from under "Enrich".
Step 1
The file enrichment form (Step 1) has the following fields:
- Segment Name: this will be the title of the Segment card later shown in the Segments dashboard
- Upload File: this is where you will attach your file. There are minimum requirements and best practices for the file used:
- Companies: File must include either Company Name or Company Website. Best practice to include both.
- People: File must include First Name, Last Name, Email, and Company Name or Company Website. For best results, it's recommended to use a lead/contact business email if available.
- File does not contain hidden columns or text wrapping.
- File is plain CSV file, UTF-8 encoded.
- Column names in file are unique.
- Up to 1M records.
- Records: See total number of available credits for Enrichment
Click ‘Next’ to upload the file and go to Step 2
Step 2
In Step 2, for each input field that Leadspace requires to perform enrichment, select the corresponding header in your file from the list of headers.
Please note that you cannot map the same header to more than one input field. If this occurs, the application will yield an error message.
In some cases (for example, predictive models) Leadspace may require additional custom fields, in addition to those required for basic enrichment.
You can add custom fields using the names defined on your Leadspace backend, and map them to headers in your uploaded file.
Companies
- Minimum required mapped field: Campany Name or Company Website.
- Best practice: map as many fields as possible to increase accuracy.
People
- Minimum required mapped field: Person First Name, Person Last Name, and Business Email, Company Name, or Company Website
- Best practice: map as many fields as possible to increase accuracy.
Click ‘Create’ to start the enrichment process of the companies in the file you uploaded.
Enrichment Success & Processing Times
- If both steps 1 and 2 were completed correctly, a green status bar will confirm that the request was successfully submitted.
- In case of errors, a red status bar will provide a detailed explanation.
- The results will be sent to your email.
- The duration of the enrichment process depends largely on the size of the file you uploaded.
- Please expect large files to take a few hours to be enriched.
Viewing Leadspace Enrichment results
The results of every enrichment you start from Leadspace On-Demand are sent directly to your email and available in your Leadspace On-Demand dashboard.
Open the email sent from Leadspace (support@noreply.export.leadspace.com) titled: “Leadspace On-Demand - Your enrichment is done!”
The email notification provides the following information:
- The status of your enrichment activity - how many records were successfully enriched by Leadspace
- A link to download the enrichment results .csv file
The .csv file will contain your enrichment results, showing the various fields added by Leadspace.
The results file also shows the specific status for each record. Possible statuses are:
- Success - The record was enriched successfully
- Transaction limit has been reached - not enough credits to complete the enrichment
- Invalid input - the input that was sent in the uploaded file was invalid
- Internal error - an internal error occurred in the enrichment process. Resending the record may result in success.
- Missing response - The request was timed out for some reason, or response could not be delivered. Resending the record may result in success.
Important to note that Leadspace allows you to download the results file for 28 days. To learn more about Segment Card display, click here: https://support.leadspace.com/hc/en-us/articles/360017337499-Leadspace-On-Demand-How-long-do-we-display-keep-Segment-Cards-visible-