How to Use the Explore Module

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

Here are the steps to link Explore Module to CDP.

Here are the steps to link the CDP to Explore Module.

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: