Enriching data with ClearbitUpdated 08/12/2019

Clearbit is an enrichment tool that helps companies find more information about customers in order to increase sales and reduce fraud.

We support the following services from Clearbit: Clearbit Enrich, Clearbit Reveal and Clearbit Prospector.

Note that a User or an Account that was pushed to any those services whether it was enriched successfully or not will be tagged with a clearbit/fetched_at attribute.

How to enrich Users and Accounts with Clearbit Enrich

The Enrich API allows to retrieve over 85 data points based on an email or domain on a User or an Account.

To start using Clearbit Enrich, select the segments of Users and Accounts that you want to send to the Enrich API. To do so, go to the Enrich section.

First, select the segments of Users and Accounts that you want to send to Clearbit Enrich inside the following dropdowns:

Second, select the segments the Users and Accounts that you want to exclude from enrichment. This is what we call blacklisting. You can select the corresponding segments inside the following dropdowns:

⚠️ Note ⚠️

• A User or Account enriched by Clearbit Enrich will be tagged with an enriched_at attribute
• If you want to perform recurring enrichment, you can enable refreshing enrichments from Clearbit whenever a User or Account has been updated by enabling the corresponding toggle button:

We suggest including in your Segments definition a criteria that will include enriched_at > xx days ago to force a Clearbit refresh on Users and Accounts that have not been enriched after xx amount of time

How to refresh enrichments Users and Accounts

By default, the connector will only attempt to enrich users and accounts once, in order to save Clearbit API Credits. However, you can design a custom strategy to repeatedly enrich those Users and Accounts by configuring the Whitelists, Blacklists and enable the Refresh enrichment data checkbox.

For instance, here's how to enrich active leads data every 30 days:

Define the following segments in the User List

• "Users to Enrich"
  • email has any value
  • let's say you have an attribute called demo_requested and another one called lifecycle_stage. You'd add demo_requested=true and lifecycle_stage=lead
• "Clearbit Enrich exclusion"
  • clearbit/enriched_at is less than 30 days ago

Clearbit connector configuration

• Add Users to Enrich to the User Enrichment Whitelist - this will mark any user who asked for a demo and is a lead to be enriched.
• Add Clearbit enrich exclusion to the User Enrichemnt Blacklist - this will exclude users from being enriched if they have been enriched in the past 30 days
• Refresh enrichment data: active - This is a global enrich setting that enables re-enrichment. If inactive, users will be skipped if they have ever been enriched.

As a result, 30 days after the enrichment, if the user is still a lead, it will move out of the Blacklist, and be enriched again.

How to reveal Anonymous Users with Clearbit Reveal

Clearbit Reveal allows you to retrieve attributes on a User who came to your website but did not leave any pieces of information. Clearbit Reveal will use the IP address to reveal a domain of the company and more data points.

To start using Clearbit Reveal, go the Reveal section and select the segments of Anonymous Users that you want to send to the Reveal API. For example, select the Anonymous Users who visited at least three times the pricing page.

Then, if you want to exclude some Anonymous Users, select blacklist segments in the dropdown below:

⚠️ Note ⚠️

• A User or Account successfully enriched by Clearbit Reveal will be tagged with a revealed_at attribute

How to fetch Users from Clearbit Prospector

Clearbit Prospector allows you to create Users in Hull fetched from automatic Clearbit Prospector Searches based on specific Titles, Roles and Seniority in Companies of your choice.

To start using Clearbit Prospect, go to the Prospector section and select the segments of Accounts that you want to send to the Prospector API.

Then, go to the Account Prospector blacklist section and select segments that you want to blacklist.

Now, you need to select the criteria you want for prospecting Users in the Accounts you selected above. You will have dropdowns for Titles, Roles and Seniority.

Finally, select the maximum number of leads to fetch per company

⚠️ Note ⚠️

• A User or Account successfully enriched by Clearbit Prospector will be tagged with an prospected_at attribute

How to limit the number of prospected Users for a given Account

When performing searches, the prospected_users counter will be incremented by the number of found prospects. You can use this to exclude Accounts that have above a certain number of Prospects already.

[Optional] Mapping attributes between Clearbit and Hull

Once you have set-up your Clearbit connector, you will start enriching Users and Accounts with around 85 new attributes.

The default mapping should work for most use cases and will allow you to see what will be captured in Hull. However, if for some reason you need to change this mapping, you can do so. Keep in mind that the Clearbit results will still be sandboxed to the clearbit group and you can't write them to any other group. The Platform does allow large number of attributes, and the attribute consolidation step should be performed separately.

⚠️ Note ⚠️

You can choose either to Overwrite or Set If Null an attribute.

In the first case, every time a new value of the Clearbit data point is fetched, it will overwrite the value of the corresponding attribute.

In the second case, the corresponding attribute will only take the value of the Clearbit data point if that attribute was empty. It will not be overwritten by new values of that data point.