Creating a Contact Research Task in Coldlytics is a straightforward process that enables you to define your Ideal Customer Profile (ICP) and request a tailored list of verified contacts. Follow these steps to get started:
Step 1: Access the Task Creation Tool
Log in to your Coldlytics account.
Navigate to the Contact Research section in the main dashboard.
Click on New Task to open the task creation tool.
Step 2: Define Your Ideal Customer Profile (ICP)
This step is crucial to ensure you receive highly relevant contacts. Fill out the following details:
1. Target Industries
Specify the industries you want to target (e.g., construction, retail, software).
You can include multiple industries to broaden your outreach.
2. Geographic Locations
Choose the countries, states, cities, or regions where your prospects are located.
You can define a specific radius around a city or a broader area for greater reach.
3. Job Titles and Roles
List the job titles or decision-making roles you want to target (e.g., CEO, Marketing Manager, HR Director).
Add alternative titles to ensure coverage of similar positions (e.g., Owner, Founder, President).
4. Company Size
Define the company size in terms of employee count or revenue brackets.
This ensures you're targeting businesses that align with your offerings.
5. Additional Criteria (Optional)
Add specific filters such as:
Technologies used by the company (e.g., CRM tools, advertising pixels).
Website characteristics (e.g., page speed or social media profiles).
Google Business Profile status (claimed/unclaimed).
Step 3: Select Data Requirements
Choose the type of data you need for each contact:
Verified Email Addresses (default): Direct email addresses for outreach.
Direct Dials (optional): Phone numbers for faster connections.
LinkedIn Profiles (optional): Links to the contact’s professional profile.
Each additional data type may consume extra credits.
Step 4: Set the Contact Quantity
Specify the number of contacts you need for this task. You can request any number, from a small batch (e.g., 10 contacts) to a large-scale list (e.g., 5,000 contacts). Your current credit balance will determine the maximum quantity you can request.
Step 5: Review and Submit
Review Task Details: Double-check your ICP, data requirements, and quantity.
Estimate Credits: The system will calculate the credits required for the task. Ensure you have enough credits to proceed.
Submit Your Task: Click Submit Task to send your request to Coldlytics researchers.
Step 6: Track Your Task
Once submitted, your task will appear in the Tasks section of your dashboard. Here’s what you can do:
View Task Status: Check if your task is in progress or completed.
Estimated Completion Time: See the expected delivery time (usually 24 hours, but can be longer for tasks over 1,000 contacts).
Task Details: Review the ICP and data points defined for the task.
Step 7: Receive and Download Results
When the task is completed:
You’ll receive an email notification.
The results will be available for download directly in your dashboard.
Data is delivered in a clean CSV format, ready to integrate with your CRM or email outreach tool.
Tips for Creating an Effective Task
Be Specific: The more precise your ICP, the higher the relevance of the contacts you’ll receive.
Use Additional Filters: For niche industries or specialized campaigns, leverage filters like technology usage or advertising pixels.
Review Past Tasks: If you’ve created similar tasks before, use them as a reference to refine your criteria.
Need Help?
If you’re unsure how to create your task or have questions about defining your ICP, the Coldlytics support team is here to assist. Reach out via live chat or email for personalized guidance.