How To Score And Enrich Accounts

Summary

Scoring and enriching accounts (or contacts) with Lattice Predictive Insights enables marketers
to run more targeted campaigns. Lattice provides a rating that can drive prioritization as well as
third-party attributes that can drive targeted messaging.

Prepare Your File

1. In Excel, create a file containing the Accounts, Contacts or Leads that you would like to
   score and/or enrich.
   • To score Accounts, your file needs to include a column for each of the following: ID,
     Company Name and Website.
   • To score Contacts or Leads, your file needs to include a column for each of the following:
     ID, Company Name and Email.
     
     
2. Include additional columns for DUNS, City, State, Postal Code, Country and Phone
   Number. While these fields are not required, they are recommended for improving data
   match rates.
3. Also include fields that were used as predictors in the model (such as Job Title, Lead
   Source, etc.).
4. Save the file as a CSV (Comma delimited).

Select Attributes For Enrichment

1. Visit app.lattice-engines.com and log in to Lattice with your Email and Password.
2. Navigate to Data Cloud Explorer via the menu on the left side of the screen.
3. Using the search bar on the upper left side of the screen, search for the attributes you
   would like to append to your file.
4. A button below the attribute description notes the attribute’s enrichment status, either
   Enrichment Enabled or Enrichment Disabled. Click the button to toggle the setting.
   Your changes will be saved automatically each time you enable or disable an attribute.

Score And Enrich Your File

1. Once you have enabled all attributes you would like to append to your file, navigate to
   Models via the menu on the left side of the screen.
2. Select the model you would like to score by clicking anywhere on the model tile.
3. Select Scoring from the menu on the left side of the screen.
4. Click the Score a File button located on the upper right side of the screen.
5. Click on the upload bar. Then navigate to and select the CSV file you would like to score.
6. Once the file is uploaded, click the Next button.
7. Map the fields to the appropriate Field Name. Lattice will automatically recognize and map
   many column headers by default.
   Reminder: An ID, Company Name and Email are required if you are scoring Leads
   or Contacts. An ID, Company Name and Website are required if you are scoring
   Accounts.
8. Once all fields are mapped, click the Next button.
9. Once all fields are mapped, click the Next button.
10. If you would like to append only the numeric score and letter rating to your file, select
    Score. To append this information along with the attributes you enabled in Data Cloud
    Explorer, select Score & Enrich. Then click the Score button.
11. Your job will automatically begin to process. To view the progress of your job, click the
    arrow icon located on the upper right side of the screen.
12. You will receive an automated email when the job is complete.

Download Your File

1. Once the job is complete, download the file by signing in to Lattice, clicking the arrow icon
   located on the upper right side of the screen and clicking the Download button associated
   with the appropriate Bulk Scoring job.
2. The downloaded file will show the numeric score, letter rating and any additional
   enrichment data you selected to append to each row.