Smart Lists is a tool that allows you to bulk import either companies or email domains to match your data against RainKing’s and create a List, which can be exported to Excel or used as a filter throughout the RainKing application.
How it can help
- Import Named Accounts
- CRM Match
- Match a Marketing List
- Match a list of current customers, competitors, target accounts
Steps to Create
Start by clicking on the “Tools” link on the RainKing dashboard and go to Smart Lists
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)
You will initially be given the option of choosing your country geography (this step is optional). For company-level matching, you can either paste or type your list of company names in the open text box or save and import a .csv file. Please make sure when importing that your Excel file is saved as a .csv and has one of the correct headers.
Next, you will need to name this project. We recommend using something familiar so it will be easy to remember it later.
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 doesn’t want us to capture this, uncheck the box.
When you are ready to begin the matching process, click the Start Import button.
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 top of the results page will display your import details above the results grid. Action buttons (Add to Group, Export to Excel) and additional navigation are displayed at right.
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 term 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 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.