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Creating Your First Enrichment Profile

Enrichment profiles are reusable configurations that define how to enrich your leads. You can attach these profiles to Skills and Flow steps across different workflows.
1

Access Enrichment Settings

  1. Navigate to Settings in the main menu
  2. Click Enrichment to view your enrichment profiles
  3. Click Create Enrichment Profile to start
2

Choose Your Enrichment Mode

Advanced Enrichment (Recommended)
  • Uses allGood-managed web search and multiple data providers
  • Higher hit rates and data quality
  • Automatically finds LinkedIn profiles first
  • Best for comprehensive lead enrichment
Basic Enrichment
  • Single data provider lookup
  • Lower cost per enrichment
  • Predictable data sourcing
  • Best when you have a preferred provider
3

Configure When to Run

Always
  • Enriches every lead, even if data is already complete
  • Good for data validation and updating existing records
  • Higher cost but ensures freshest information
Only when missing data (Recommended)
  • Only enriches leads with empty fields
  • More cost-effective for partial datasets
  • Skips leads that are already complete
4

Set Up Data Providers (Basic Mode Only)

If you chose Basic Enrichment:
  1. Select Provider: Choose from available data sources
    • ZoomInfo: Business contact database
    • LinkedIn: Professional profile data
    • Clearbit: Company and contact information
  2. Choose Lookup Method: Select how to find leads
    • By email address (most reliable)
    • By name and company
    • By LinkedIn URL
5

Configure Data Elements (Advanced Mode Only)

Professional Email Discovery
  • ✅ Enable for B2B campaigns requiring work contacts
  • Uses specialized email finding providers
  • Replaces personal emails automatically
Phone Number Discovery
  • Enable only when phone outreach is critical
  • Significantly increases enrichment costs
  • Searches across multiple phone number providers
6

Select Fields to Enrich

Choose which fields should be enriched:Essential Fields
  • LinkedIn URL (highly recommended for unique identification)
  • Email (if you need professional contacts)
  • Job Title
  • Company
Additional Fields
  • First Name / Last Name
  • Phone (only if phone discovery is enabled)
  • Industry
  • Company size/employee count
  • Location (City, State, Country)
Field Configuration Options
  • Instructions: Specific guidance for each field
  • Overwrite: Whether to replace existing data
7

Add Metadata Fields

Metadata fields store information about the enrichment process itself:Useful Metadata Fields
  • Enrichment Source: Which provider found the data
  • Confidence Score: How confident the system is in the data
  • LinkedIn Profile Found: Whether a LinkedIn profile was located
  • Enrichment Date: When the enrichment occurred
8

Write Custom Instructions

Provide specific guidance for the enrichment agent:Example Instructions
Focus on technology companies with 100+ employees.
Only use LinkedIn data for C-level executives.
Prioritize finding professional email addresses over phone numbers.
Skip enrichment for leads from educational institutions.
9

Save and Test

  1. Name your profile with something descriptive like “Standard B2B Enrichment”
  2. Add a description explaining when to use this profile
  3. Save the configuration
  4. Test with a small sample of leads first

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Using Your Enrichment Profile

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In Worksheets

  1. Add an “Advanced Enrichment” step to your workflow
  2. Select your enrichment profile from the dropdown
  3. Run a test with sample data

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In Skills

  1. When configuring agent skills, attach your enrichment profile
  2. The agent will use these settings automatically during execution

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Multiple Profiles Strategy

Create different profiles for different scenarios: High-Value Leads Profile
  • Advanced mode with email and phone discovery
  • Comprehensive field enrichment
  • Always enrich (even if data exists)
Bulk Processing Profile
  • Basic mode with preferred provider
  • Essential fields only
  • Only when missing data
Event Leads Profile
  • Advanced mode focused on professional contacts
  • Custom instructions for event context
  • Metadata tracking for event attribution

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Next Steps

  • Monitor Performance: Track enrichment hit rates and costs
  • Optimize Profiles: Adjust settings based on results
  • Scale Up: Apply successful profiles across more workflows
  • Advanced Features: Explore custom field mappings and validation rules

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Troubleshooting

  • Add LinkedIn URL as a field (improves matching accuracy)
  • Use Advanced mode for better provider coverage
  • Check custom instructions for overly restrictive criteria
  • Switch to Basic mode for budget control
  • Disable phone number discovery
  • Use “Only when missing data” setting
  • Enable overwrite for fields that need updating
  • Add validation metadata fields
  • Use custom instructions to specify quality requirements
  • Check data provider API key configuration
  • Verify you have sufficient credits with the provider
  • Try switching to a different lookup method