A RainKing workflow that allows you to match and append a marketing list with valuable RainKing data fields using our Smart Lists tool.
How it can help
- Import companies from a tradeshow event.
- Import companies attending a webinar or hits off of your website.
- Import emails addresses to match who is in RainKing.
Steps to Create
Start by clicking on the “Import A Marketing List” link on the RainKing Dashboard.
Following the steps on the left hand side, begin with indicating whether you are looking for companies or contacts.
To match your list to RainKing’s data, we can use one of the following criteria:
- Website/URL (recommended – as we can match more precisely on this field)
- Company name (it’s best to use a clean, familiar expression for company names to increase the likelihood of matching)
- E-mail address (contact lists only)
The list MUST be in a .csv file format with the first row populated with field labels in order to import properly. If you are using the company name, you can also just paste or type the list of accounts in the specified window.
You will need to give your import a name.
*Note: With your permission, RainKing will capture the company name/URL from your import to identify accounts of interest to you that we do not profile yet. If you do not want us to capture this, just uncheck the box.
Depending on the size of your list, this may take a few minutes or even longer.
When the matching process is complete, the status will show as available. This is the signal that the results are ready to view. Click the “View Results” button to continue.
The match results from your imported marketing list are now displayed. The last step of this task is to review your results and create/save a list of matched marketing accounts that you can use throughout the RainKing application.
Import results will be retained and you can retrieve them by selecting the Smart List option from the Tools menu.
Note: You can perform other tasks while you wait for the accounts to be matched, but if you navigate away from this page, you will exit this workflow.
The top of the results page will display your import details above the results grid. Action button- Add to List- and additional navigation are displayed.
Understanding ‘Match Strength’
If your import included company names, your results will be marked with one of the following values based on the best match found in RainKing: Exact, Strong, Moderate, Weak, or Not Found. This match strength corresponds to a score (from 0 to 100) that reflects how closely your import matches a value in the RainKing database.
Strong: 85 – 99
Moderate: 60 – 84
Weak: 20 – 59
Not Found: < 20
If your import included only company website/URLs or DUNs, your results will be marked as either ‘Exact’ or ‘Not Found.’
Filtering you Company Matches
Use the match strenght filters to display/hide records based on their match strength so you can more easily scan them in groups.
As you review the results, click on the hyperlink button to view the next strongest matches in RainKing, or search for a specific contact/company; if one of these alternative records is a better match, click the + symbol to change the record.
Select all of the matching records you want to include; then click the Add to List be sure to name this something you’ll recognize so you can use it again.
Tip: For large lists, we suggest increasing the page size to the max (500 records). This will allow you to view more of your imported entries at once.
Making the Data Actionable
We highly recommend saving your matches as a list for easy access on your dashboard. You also have the option to refine your results by People or Inside Scoops along with signing up for alerts when we add new content that falls into your list.