This guide is intended for customers that have set up their integration between the Explore Module and CDP. Please complete these steps first:
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: