Do you need a CRM to use the lead generation software?
No, you do not need any CRM to use the software. Our lead generation software is an independent app that does not rely on any other system for it to properly function.
When are the credits used?
We are committed to making lead generation efficient and transparent. Our AI Lead Search feature uses a straightforward credit system to help you manage your prospecting efforts. Here’s how you can utilize your credits across the different search functionalities.
People Search
Usage: 3 credits when contacts are added to a list. No credits are used if no contact data is found.
Details: This search targets individuals based on description and location [optional]. Advanced filters are also available to help you better describe who you're looking for.
Company Search
Usage: 1 credit per company (with at least one validated email)
Details: This search targets companies based on geographical location. You will be charged 1 credit for each company where at least one valid email address is successfully retrieved.
Domain Search
Usage: 1 credit per email
Details: Target specific domains to find email addresses associated with them. Each email found under the targeted domain costs 1 credit.
Can you send search results to multiple accounts?
Yes. you can connect multiple accounts to the lead generation tool. Each campaign can be connected to multiple CRM accounts as well.
Can you resend search results to a CRM?
Yes. After you send the results across to the CRM, if you wish to add more emails from your searches to the CRM, you can go into the 'Sent Results' option, choose the additional emails, and resend.
Will records duplicate if we send them again?
No, the CRM won't allow duplicate results to be created (this is dependent on turning 'OFF' allowing duplicate contacts in your CRM settings)
Where do the results go after we send them to CRM?
Clicking on a campaign will show you a list of 'Unsent Results' by default. As you select your contacts and send them across to your CRM, those results will move to the list of 'Sent Results'. Changing the drop-down, from Unsent to Sent will show you a list of the results that have already been sent across to your CRM.
How long will the system keep looking for results?
We have a set range of sources that we check on each search, so while it may appear that the searches will keep going, after checking all of our available sources, the system will show emails found, or emails not found. Depending on the current usage of the lead generation tool this search may be almost instant or may take up to 60 seconds to complete.
How long does it take for results to show in the CRM?
Depending on your CRM, it should have a built-in limiter on the amount of results that it can handle per minute, for contact creation. So, depending on the amount of results you are sending at any one time, this can be anything from a minimum of 30 seconds up to several minutes.
Will I get charged for duplicate results?
No. The search will not add duplicate results to a single campaign, and you only get charged for the results in the campaigns. So no duplicates will cost you credits.
Exception: The 'no duplicates' ruling is on a campaign-by-campaign basis. If you create an additional campaign, and add the same search results to it, you will be charged credits in that example. the 'no duplicates' rule is campaign by campaign.
Will the credits roll over if I don't use them?
Yes. Credits are rolled over each month on the anniversary of your billing date. If you want to make sure you use the credits before the anniversary day of payment, you can run searches and add those results to campaigns. Once the results are added to campaigns, they aren't removed.
Troubleshooting
My API Key won't connect
Sometimes, if it's the first time the API key has been connected to anything, it may need to be reset before it can be used.
Steps to resolve:
Open your settings, and go to the business info tab.
Click on the reset button next to the API key.
Follow the prompts to confirm.
Once the key has been reset, copy the new key to the clipboard and paste it into the integrations tab within the lead generation app.
I've added my API key but the system isn't sending the leads to my CRM
Double-check that the specific campaign has the correct API Key or integration selected.
I sent it to the CRM and now I've lost my results
The results don't ever disappear from the system. They will move to the tab titled 'Sent Results' after you've sent them across to the CRM. Click on the campaign you are looking for, and in the center of the screen change the drop-down from 'Unsent results' to 'Sent Results'
It shows as sent, but it didn't send
Occasionally the throttling of the CRM system with incoming results will cause a 'time out' and the contacts won't send over (even though they say they have). In this case, simply go to the 'sent results' tab, reselect the contacts you are looking to send over, and hit the 'Resend to CRM' button.