Overview
Leadspace offers your teams to suppress profiles of people and companies in net-new use cases. Those use cases include:
- Person & Contact Discovery
- Company Discovery
- Lookalike
Until recently, the user provided a CSV file containing people or company input and this list was saved independently as a “suppression list” for a period of 28 days. We've updated the functionality for a more seamless, streamlined experience in Studio.
How does suppression work?
Suppression Types
There are different mechanisms for people suppression and company suppression:
- Company suppression - employs statistical methods to compare different company names and domains. Thus the ability to handle significant inputs is limited (currently up to 1M inputs).
- Company suppression is a complex task due to the fact that companies have multiple subsidiaries (named differently), different office locations, etc. Also, companies sometimes have parent-child relationships that could be changed due to merger and acquisition events.
- If you would like more details, you can contact your CSM.
- Company suppression is a complex task due to the fact that companies have multiple subsidiaries (named differently), different office locations, etc. Also, companies sometimes have parent-child relationships that could be changed due to merger and acquisition events.
- Contact Suppression- uses exact matches between people’s email addresses.
What's New?
We replaced the original Studio suppression list mechanism with Segments, so now you can either use an existing segment for suppression or upload a new file that will save permanently in the system also as an ingested segment.
How to use this feature?
We have two options to provide an ingested segment as input for suppression, you can review the helpful videos below on the most effective way to leverage suppression lists:
Using existing segment:
- Discover Contacts
- Find the Discover People by Persona configuration box through two different methods
- From the Discover Screen
- From the Discover screen select Discover Contacts
- A dialog box will then appear which will allow you to enter the criteria
- From the Segment Dashboard
- Find a Company Segment you’d like to Discover Contacts for
- From either the vertical dot menu on the segment card, click Menu > Discover Contacts
- Otherwise, from the menu on the Segment Details, click Menu > Discover Contacts
- From the Discover Screen
- Input your Personas Settings
- Be sure to define your Persona Settings
- Go to Adjustments
-
Configuring your Persona Criteria: Adjustments
- The last step to Discovering Contacts by Persona is to adjust your results by key criteria, including excluding contacts.
-
- Find the Discover People by Persona configuration box through two different methods
Exclude Contacts
To suppress contacts, you have three main options:
Select from Existing Segment
-
- Ensure you toggle 'Exclude Contacts' toggle to "On"
- Once that's done, click the drop down to find an existing Person / Contact Segment to suppress from your discovery criteria
- Find the Segment you want to suppress and select that segment
- Click Create at the bottom to Create your Segment
Upload a CSV
-
- Upload file by dragging a CSV or clicking browse files > upload
- Note: only supports .csv files, up to 1M records
Once your upload is complete, enter your Segment Name
- Note: only supports .csv files, up to 1M records
- Upload file by dragging a CSV or clicking browse files > upload
Ingest a Segment and Suppress
- Getting Started with Ingestion
- You can ingest an uploaded list of people or companies from the segment tab by clicking on the Create New button, and select Ingest
- After you've gone through the Ingestion Flow and once you’ve completed your field mapping, click Ingest to start the ingestion process.
- Suppress Ingested List
- Once your Ingested Segment is created, go through the Discovery and Suppression steps listed in Select from Existing Segment