A static list can be created by uploading a data file. You can set up the match score in InsideView Apex, InsideView Diagnose, and InsideView Target products.
Here’s how you can create static lists with match score settings for the account (in InsideView Apex, Diagnose, and Target) and contact objects (in InsideView Diagnose):
|1||Log in to InsideView Apex||Log in to InsideView Admin Portal with user credentials.|
|2||Go to the List page||Click Apex in the left pane and select the Account Based Lists option. To create a new list, click New.
|3||Upload file to create a static list||Click Upload to select an .xlsx, .xls or .csv file with one or more of the following fields to create a company list:
Note: Make sure InsideView ID, Company Name or Website field is in the file because it is mandatory to include at least one of these fields for creating a static list. All other fields are optional.
Click Upload a file. In the Upload dialog, click Browse to select the file that you want to upload as illustrated below:
|4||Map fields||In the Map Fields page, select the fields that you want to map for companies uploaded. For example, select the Company Name and map it to the Account names that are pulled from the file that have uploaded.
By default, the Match Score Threshold setting is set to the account or contact object setting, which is defined in the Unified Portal Match Score page.
The Account match score setting is set for company matches. This setting is only available in InsideView Apex, Diagnose, and Target. The Contact match score is only available in InsideView Diagnose.
You can edit the match score setting by clicking the Pencil icon as illustrated:
In the Edit Match Threshold dialog, drag and change the Match Threshold value and click Save.
Note: The Match Score Threshold setting is editable only when you are creating the static list for the first time. You cannot edit the Match Score Threshold setting when you re-upload the data file once the setting is predefined.
|5||Start matching process||Click Next to start the matching process to find matches for companies in the InsideView database as illustrated below:
Once the matching process is complete, the match results appear.
|6||Review Matches||Click Review to view the details.
|7||Save||Review your list of matched companies and click Save.
In the Save dialog, enter the name in the List Name field. For example, enter US Software Companies.
Once the list is saved, you can view the Recommendations of similar companies and companies that your target in your market segment region as illustrated below:
Notice the number of companies that are in your market segment; this shows your whitespace. There are 1,309,6692 companies in whitespace which you can target for new business.