This guide is intended for customers that have set up their integration between the Explore Module and CDP. Please complete these steps first:
Sending Data from the Explore Module to the CDP
When you navigate to the Explore Module, you will begin on the "Dashboard" Page where you can review your data, segments and insights in bulk:
To start getting data added to your CDP, you should click "Search & Build a Segment" and choose "Custom Search":
From Custom Search, you can start finding new companies or contacts that meet your filter criteria. A few examples:
- Find any companies that meet firmographic, intent or growth criteria (all companies in one industry, on a positive growth trajectory, in Canada). This can be done with no data in your Explore Module, or no prior connection to the CDP.
- Find the contacts on the companies that meet specific firmographic criteria (all contacts at a specific set of companies)
- Find contacts that meet both contact and company criteria (only contacts with a campaign verified email, with specific titles):
- Find companies and/or contacts related to segments and campaigns in your CDP (you've sent a set of data from your CDP that you want to expand):
Once you've identified this list of companies or contacts, you can save it as a segment. Once saved, you can send to the CDP. Note - while the export to CDP takes <30 minutes, the data will not be available in the CDP until the next P&A job runs. This is usually overnight.
You can send companies to add to your CDP RUM:
Or send contacts, either adding to existing companies in your CDP RUM, or create new companies:
Sending Data from the CDP to the Explore Module
It is best practice to keep your Explore Module and CDP records in sync. This will prevent you from acquiring net new accounts or contacts that you already have under your Records Under Management (RUM). To do this, you must set up a campaign in CDP with the account and contact records to send to the Explore Module.
A segment with the account criteria "Created Date" = "Ever" will capture all the account and contact records in your CDP as shown below.
Use your segment to create a campaign. Then click "launch" for the Explore Module connection.
You may select contacts or accounts to launch. When selecting contacts, accounts associated to those contacts will be launched as well.
You can configure a schedule for your Explore Module campaign launches so that your records are synchronized on a regular cadence. Additionally, the "Keep target system in sync" checkbox can be selected so only newly added records are launched in following campaign launches. This reduces the records launched for quicker campaign launches.
Your records sent from the CDP will be loaded into the Explore Module within the next few hours; the amount of time will depend on the amount of records launched. These will appear as "CDP Import" in your Explore Module Import History.