Recommended workflow
- Refresh first (optional). If the data may be stale, refresh the profiles with Live profile update so the results are current. See Refresh profile data.
- Choose your method once. Pick the workspace’s preferred enrichment method, and set up Waterfall Enrichment if you use your own providers.
- Select who needs it. Filter Contacts to the people you actually plan to contact, then select them.
- Enrich. In the bulk actions, choose Find and enrich > Enrich email / phone.
- Keep working. Enrichment runs in the background. A progress indicator shows on each profile.
- Check the result. If nothing more was found, the profile says so.
- Do it inside outreach. Put an Enrich Email & Phone step before email and SMS actions in a sequence, so you only enrich contacts you will really contact. Follow it with a Condition (such as Has email) so contacts it couldn’t enrich take a different path. See the enrichment pro tip.
- Keep an eye on credits. Review Credits and usage regularly.
Enrich contacts
- From Contacts. Select contacts, then choose Enrich email / phone from the bulk actions under Find and enrich.
- From a profile. Request enrichment on a contact’s profile.
- Inside a sequence. Add an enrichment step before an outreach action. See Smart sequences.
Choose your enrichment method
Workspaces can select a preferred contact enrichment method. A guided setup lets you compare the methods and preview the options before you confirm. The method you save becomes the workspace default for your team, and it affects data quality and the credits enrichment uses. For finer control, configure Waterfall enrichment under Settings > Data enrichment. It lets you connect providers and set the order Jobin queries them. See Waterfall Enrichment.Refresh profile data
Contact details change, so you can refresh profiles in bulk at any time. Select contacts, or select everyone who matches your current filter or saved search, then open the bulk actions and choose Live profile update:- Update profiles refreshes each contact’s profile data.
- Update + contact info also refreshes contact details. It’s slower and rate limited, so use it mainly for your 1st connections. You can adjust the limit in the Throttle dashboard.
Keep company data fresh
When you open a contact’s Current Company tab, Jobin refreshes company information that’s more than a month old, and enriches the company when employee-count data is missing.Track what enrichment uses
Enrichment uses shared credits. The credits and usage report shows how many credits went to enrichment and the enrichment results they produced.How-to guides
Quick, step-by-step answers for common tasks:- How to automatically update candidate profiles
- How to find email addresses and phone numbers for contacts
- How to enrich contacts inside a sequence
- How to set up waterfall enrichment with your own providers
- How to prioritize a large operation
Related
Waterfall Enrichment
Connect providers and set their order.
Credits and usage
See where your credits go.
