Core Enrichment
- Data enrichment — fetch missing lead information from Scrapin, Waterfall.io, and other providers to fill job title, company, email, and location gaps.
Job-Related Processing
- Job function categorization — standardize job titles into Product, Engineering, Marketing, Sales, and other core functions.
- Job level assignment — map titles to CxO, VP, Director, Manager, IC, and more.
- Job level assignment (enriched) — improved hierarchy detection when enriched titles are available.
- Job role mapping — align titles with prioritized technical roles like SOC or Incident Response.
- Job role mapping (enriched) — use enriched titles for more precise role placement.
- Job title standardization — fix spelling, punctuation, capitalization, and translations.
Data Standardization
- Full name splitting — break full names into first/last components.
- Phone number formatting — convert phone numbers to E.164.
- Syntax standardization — clean categorical values and translations.
- Location standardization — normalize countries, states, and postal codes.
- Industry normalization — align industries to standard categories.
How Pre-Built Steps Work
Automatic Detection
Mary automatically analyzes your CSV data and recommends appropriate processing steps based on:- Data quality issues detected
- Missing information that can be enriched
- Inconsistencies in formatting or categorization
- Your campaign requirements and goals
Intelligent Processing
Each step uses AI-powered algorithms to:- Identify patterns in your data
- Apply standardization rules
- Enrich missing information
- Validate and clean existing data
- Ensure compatibility with your marketing automation system
Customizable Application
You can choose which steps to apply based on:- Your specific data quality needs
- Campaign requirements
- Time constraints
- Data privacy considerations
Benefits of Pre-Built Steps
Improved Data Quality
- Consistent formatting across all contact fields
- Reduced data entry errors and inconsistencies
- Enhanced lead scoring accuracy
- Better campaign segmentation capabilities
Time Savings
- Automated processing eliminates manual data cleanup
- Reduced time from list upload to campaign launch
- Fewer errors requiring manual correction
- Streamlined campaign preparation workflows
Enhanced Targeting
- Better lead segmentation through standardized categories
- Improved personalization with enriched data
- More accurate account-based marketing targeting
- Enhanced lead scoring and qualification
Getting Started
To use pre-built steps:- Upload your CSV file through the List Upload interface
- Mary will analyze your data and recommend appropriate steps
- Review and approve the suggested processing steps
- Monitor the processing progress and results
- Review the cleaned and enriched data before final upload
Next Steps
- Review the Setup Guide for configuration options
- Explore individual feature pages above for detailed information on each processing step