In the top left of any “search” screen, navigate to the “module” section and select the desired module from the drop-down.
You can retrieve prospects by job title using your own keywords (or uploaded CSV file of same). Most customers also like to use job level to for instance select contacts above a manager level or director level. Finally, you can use our pre-built job function buckets which use popular keywords for the most popular functions. Important note: Keywords searched can be run as “exact” or “contains”. Thus, if you search for “HR” as a “contains” search, you’ll return titles like antHRopology and “cHRonic care”. If you run it as an exact search only titles that are exactly “HR” will be returned.
All those options can be found in the “company” section of any module in the LeadPorte system. Vertical market can be chosen via SIC (2 and 4 digit), SIC description or industry. Size can be selected based on revenue or employee size ranges, as well as exact values. At the time of this writing, we track approximately 2,800 installed technologies.
You can exclude something from a search using our “omit” function. Let’s use the “state” selection under the “geography” section as our example. You can either scroll to the bottom of the list or start your search query with a hyphen to bring up choices in red that mean “omit”. Thus, if you want all states but Alaska and Hawaii, you don’t have to select the 48 states you want, just the 2 you do not want. This also works in the industry and job-related fields. The quantity indicated next to the record is the quantity remaining in the entire DB with that item removed.
Under the “ABM” section in every module, there are three search boxes wherein you can search for companies. These three are: email domain, company website and company name. You can retrieve target accounts from these three groups either by typing in the name of the company and choosing the company that best fits or by uploading a CSV. If you choose to upload a CSV, you have a choice to select “exact” or “contains” match logic. Exact match logic will only return matches for items that match your input exactly. Contains match logic will return matches when what you are searching for is contained in the value. For example, if your input list of company names has lots of , INC. and CORP. and LLC you might opt for contains logic since unless our database formatting exactly matches yours, an exact match would not return as many records. Conversely, contains logic searches can sometimes return unanticipated results. An example of this would be searching for “church” and getting records back for “church’s chicken”. PROTIP: Contains works great as an additional “industry” type selection when you’re after a niche market. For example, roofing construction businesses tend to have the word “roof” or “roofing” in their company names / website names and are underrepresented in SIC industry coverage.
This also works for making sure you don’t download names you already have from another provider, as well as opt-ed out accounts/people. Under our suppression section, you can upload a CSV list of email addresses or domains. You can also suppress past downloaded records to avoid downloading a given record twice.
The “Max Per” function found in the “Max Per” section allows you to set the maximum number of contacts that will come from a given domain or company name. The system defaults to selecting the highest job level, highest quality record first.
Under the “quality” section with the “NTC” dropdown.
Using the “download type” function, you can select “all” which will deliver for download the full results of the search. You can select “Nth random percent” which will deliver your choice of 1% - 99% of the records, randomized. Finally, you can select “Nth top count” to have as many records as you like delivered highest quality, then highest job level first.
Yes. First, run your search. Then, scroll past the preview records where you’ll find the “download” button and a “Review 1 by 1” button. Click “Review 1 by 1”. This will pull up a carousel where you can review records one by one and select records for good and bad fits for your marketing program in seconds. When you thumb up a record, it will be added to your download queue. When you thumb down a record, our system will note that and compare it to your search criteria to be checked for errors. The record will be removed from your download queue.
Under my account tab in the upper right.
Users with non-custom plans may upgrade or downgrade their package through the My Account section. Users with custom plans must submit a cancellation request through the support tab.
Exporting the data to CSV and opening with excel causes the field to be seen as a number and since numbers can’t start with zero, the number is dropped. This also effects SIC and NAICS.
This can be fixed with excel function “concatenate” and formatting the field as text.
Step 1: Insert a column next to the desired field to be fixed containing the character “0”.
Step 2: Insert a blank field next to the “0” column.
Step 3: In the blank column, start the excel formula with =concatenate then reference your “0” and truncated fields. Example: =concatenate(b2,c2)
Step 4: Copy the concatenated values, paste as plain text over the truncated values.
