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Using Contact Enrichment in RealScout

For using RealScout to "enrich" or update contact records. Especially helpful for reviewing contact information and accuracy. Update and verify contact details like names, addresses, and ownership status in RealScout.

Updated this week

Keep your contact records updated and complete with RealScout’s Contact Enrichment feature (still in beta).

This feature helps you confirm or update details like name, address, ownership status, and more, ensuring your outreach is more targeted and accurate.

What You’ll Learn

  • How to access and use the Contact Enrichment tool

  • Enriching a contact will move it from Awaiting Nurture to Nurtured

  • What details can be enriched

  • How to accept or update enriched data

  • Limits and best practices to avoid over-correction

  • How to follow up directly with a contact

Quick How-to Steps:

  1. Open a contact’s profile and click Enrich Contact.

  2. RealScout will check for updated name, phone, address, owner/renter status, and residence length.

  3. If enrichment data is available, it will display suggested updates.

  4. Click Accept to apply your approved changes.

  5. If needed, edit the contact (e.g., fix a name or phone number) and try enrichment again.

  6. Note: each contact can only be enriched twice per day.

  7. After accepting, review the contact in detail to confirm accuracy.

  8. Add any missing info manually from the Edit Contact screen.

  9. If address or name is still missing, use enrichment again or update it yourself.

  10. Use the Message button to reach out directly if confirmation is needed.


Detailed, guided steps with quick links to steps in the tutorial above, including timestamped quick-links

Enriching Contact Information in RealScout (w/ timestamp shortcut)

1. Initiate Contact Enrichment 0:00

  • Use the tool to enrich a contact's details.

  • Enrichment includes:

    • Name

    • Phone number

    • Address

    • Owner vs. renter status

    • Length of residence

2. Check for Available Enrichment Data 0:14

  • Click 'enrich contact' to check for available data.

  • The tool verifies if the address and name are up-to-date.

  • If updates are needed, such as a zip code, they will be indicated.

3. Accept Changes 0:33

  • Accept the changes to update the contact immediately.

  • The information is deemed reliable, enhancing the contact's profile.

4. Refresh Enrichment Data 0:47

  • If you need to make further updates (e.g., phone number, name, email), you can refresh the enrichment data.

  • Note: A contact can only be enriched twice a day to prevent over-correction.

5. Self-Verify Information 1:17

  • After accepting changes, verify the information by pulling up the lead.

  • Edit and add any additional information directly from the contact details page.

6. Update Contact Information 1:33

  • Use the enrichment tool to update any outdated information, such as name or address.

7. Directly Contact the Lead 2:10

  • If needed, reach out to the contact to verify or request information.

  • Use the message button in RealScout to send a direct message, which will be delivered via email and app notification.

Tips & Reminders

  1. Enrichment is limited to two attempts per contact per day (100 daily enrichments total across your account)

  2. Always verify major changes before accepting (especially address corrections)

  3. You can pick and choose which enriched data to accept: name, phone number, and address are all optional

  4. Enriched contacts count toward your Nurtured Contacts if they interact with alerts or are updated

Where do you gather data for Contact Enrichment?

Contact enrichment merges your first-party data (like names and emails) with information from public databases, social media, specialized data providers, and other external systems to provide verified contact details.

Enrichment Sources: We are currently evaluating different vendors for contact enrichment, so you may see changes in data sources going forward. Please share feedback based on your experience using the support messenger in your RealScout account.

Troubleshooting

Nothing enriched?

  1. Make sure the contact has a valid email and at least a partial name or address

  2. Your contact may have a very small digital footprint that our sources couldn't find

  3. Try editing and refreshing enrichment after a small manual update

Seeing unexpected data?

  1. Decline enrichment and correct it manually, or message the contact to confirm

  2. Remember: enrichment data must be accepted before owner/renter status appears in the contact record

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