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Introduction to Data Enrichment

Note: This feature is currently only available for customers using our new User Interface. Please contact support@workbooks.com if you would like to be included in the ‘early adopters’ program for this. 

We have partnered up with FullContact to provide you with the ability to enrich your Workbooks data, which enables you to create highly personalised and effective marketing communication. 

FullContact uses API data from sites such as Facebook, Twitter, LinkedIn, Google etc. to bring in more information about a Person, Organisation or Sales Lead.


What fields can be populated from FullContact?

The table below shows which fields can be populated using information from FullContact.

PEOPLE_0.png  PERSON Name, Photo, Job Title, Biography, LinkedIn profile, Facebook profile, Twitter profile, Skype name, Telephone, Postcode
ORG.png  ORGANISATION Name, Logo, Biography, LinkedIn profile, Facebook profile, Twitter profile, Skype name, Telephone, Postcode
LEAD.png  SALES LEAD Name, Photo, Job Title, Organisation name, Logo, Biography, LinkedIn profile, Facebook profile, Twitter profile, Skype name, Telephone, Postcode

 

How it works

The Enrich button appears on People, Organisation and Sales Lead records where there is more information available for the Record. If the button does not appear, it is because there is no further information available.

1 ENRICH BUTTON_0.png

Clicking on the Enrich button will show you what information is available. You can either choose to keep your current data or replace it with the information from FullContact.

2 ENRICHED_0.png

If this field already has data in it then by default 'Current' will be selected so that you have a chance to review the information and manually select the changes.

If you search for an email address or domain name that doesn't exist in your database and the information is available via FullContact, then you will be prompted to create a new Person or Organisation Record.

3 SEARCH.png