8. Submitting Contacts for Enrichment

Be sure to have completed Step 7. Setting up Enrichment before completing this step

Submit a contact for enrichment

  1. 1. Click on Contacts

    Click on Contacts
  2. 2. Click on any contact you'd like to enrich

    Click on any contact you'd like to enrich
    1. 3. A. Click on Select under Yes, enrich my data

    2. 3. B. Choose the scoring model

    A. Click on Select under Yes, enrich my data B. Choose the scoring model
  3. 4. Select your scoring model

    Select your scoring model
  4. 5. Click on Continue

    Click on Continue
  5. 6. Click on Proceed

    Click on Proceed
  6. 7. After submitting, you can review the History

    After submitting, you can review the History
  7. 8. Click on Close

    Click on Close
    1. 9. A. Once the job has completed, you can review the history again

    2. 9. B. Click on History

    A. Once the job has completed, you can review the history again B. Click on History
    1. 10. A. Click on SUBMITTED DATE STATUS COMPLETED DATE JOB TYPE SUBMITTED BY…

    2. 10. B. Click on Close

    A. Click on SUBMITTED DATE STATUS COMPLETED DATE JOB TYPE SUBMITTED BY… B. Click on Close
  8. 11. You can view the results in the TitanX Enrichment Card you created

    You can view the results in the TitanX Enrichment Card you created

Navigate to TitanX Settings/Home Page

  1. 12. Click on Settings

    Click on Settings
  2. 13. Click on Connected Apps

    Click on Connected Apps
  3. 14. Click on Settings

    Click on Settings
  4. 15. Find and Click on TitanX App

    Find and Click on TitanX App

Submitting a Segment for enrichment

You can also send a segment of contacts for enrichment

    1. 16. A. Click on Select a segment...

    2. 16. B. Select the Segment you want to enrich

    A. Click on Select a segment... B. Select the Segment you want to enrich
  1. 17. Click on Submit Selected Segment

    Click on Submit Selected Segment
  2. 18. Click on Select and follow the same process as you normally would

    Click on Select and follow the same process as you normally would