The Enrich accounts action uses the attributes gathered by Predictive Insights to learn about specific companies in a dataset.

You need a Predictive Insight dataset and a propensity model.

You can enrich a dataset only once.

To create an enrichment action:

  1. Create a new enrichment action.
  2. Select the source.
  3. Select attributes to import into the module.
  4. Review your selection and create the module.

Create a new enrichment action

  1. In Home > Predictive Insights, select Actions > Enrich accounts in the left-side panel, then New enrichment.
  2. Type an Enrichment action name.

Select the source

  1. Select your Predictive Insights Dataset.
  2. Type a new Module name.
  3. Select Step 2: Select attributes.

Select attributes to import into the module

You can select up to 500 attributes.

  1. Optionally, select an attribute group in the left side panel.
  2. Select attributes from the list to the right.
  3. Select Step 3: Review.

Review your selection and create the module

  1. Review your selections from earlier steps.
  2. Optionally, select Back to change them, or to remove an attribute, hover over it and select the trashcan .
  3. Select Finish to create the module with enriched data.