You got a fever for predictions? The prescription is more contacts.
Summary: A contact list is a list of people you're looking to gain insights into. Just drag or import your CSV into Guidon, map your CSV into Guidon, and upload.
1. To add a contact list, go to my.boodle.ai and sign in to your account:
2. Once you're in, you'll land on the "contacts" tab:
3. In the top right corner, click the "Add Contact List" button:
4. Drag and drop your file in the contact list CSV or excel file, or click in the white space to upload your contact list file from your computer:
5. Map the fields of your data set to make sure all of the data gets accounted for. If you have data with no field, map it as "metadata". When you mark a field as metadata, it will save the information from that column in your file as-is. Once completed, press continue:
6. Then press "next" to move to step 2, creating your contact list:
7. Name your contact list, and click "next" to review your dataset and contact list name:
8. Last step! Review your work, and click "Enrich Contacts" and "Understood".
9. Once your contact list is ready, you'll get an e-mail directing you to the app. The app will look like this:
And now you're ready to use your contact list!
Tips and Tricks
Here are some tips and tricks we use when we run into complications:
Formatting your file for best results:
If Guidon cannot read your file properly, it may make mistakes during record enrichment that can throw off your prediction results. Even machines make mistakes sometimes! Here are four basic rules to make sure your file is formatted in the most optimal way for Guidon:
Rule Number One: Ensure your file includes required identity data points
We want to ensure Guidon is able to find the right person during enrichment, so these required data points are very important to include in your file:
- Unique Identifier for each record (e.g. generated by your CRM or customer/donor management tool)
- First name and Last name (you can split these up into two columns, or have one column with full name)
Plus at least one (ideally both) of the following:
- Email address(es)
- Address (home/mailing)
- Phone number
- Social handles (e.g. Facebook, Twitter, Instagram, LinkedIn)
- Birth date (mm/dd/yyyy)
Rule Number Two: Ensure your file is properly formatted
Any cells containing an individual's name should contain only ONE name.
Any cells containing an individual's address should contain only ONE address.
Any cells containing an individual's email or phone number should contain only ONE email or phone number.
You know the drill. If any email addresses or phone numbers are listed out in the same cell, Guidon cannot read them. Make sure you separate these into their own columns before you upload them!
Ensure identity data points are not mixed in together
For example, we sometimes see full name and full address combined into one cell. Guidon unfortunately cannot read this. You will need to separate full name and full address into their own columns.
Also ensure that all the columns in your file contain the information described by the column header. For example, if there is a phone number in the email address column, you will need to make sure that phone number gets moved to the phone number column.
Other formatting tips for best results
Omit special characters from all cells (e.g. ? ! ~ *)
Omit any entry that does not describe an individual person - e.g. corporation or organization names, anonymous entries, entries with blank first or last name, entries with blank address AND email, etc.
Omit any cell that does not describe the personal details of an individual - e.g. a fake email address or an auto assigned email address (e.g. an amazon marketplace or facebook email address), etc.