Data test your records for enrichment (BETA)

Before using your Breeze Intelligence credits to enrich your contact and company records, conduct a data test to check the percentage of records that are eligible for enrichment as well as the types of data available for those records. 

Before you get started

Before enrichment, it is recommended to test records within your CRM to get an estimate of the data coverage. When doing your data test:

• All users can test records for enrichment data. However, in order to execute enrichment you must have a paid Breeze Intelligence subscription and the user wanting to enrich will need the Super Admin or Enrich records permissions.
• When data testing your records, you can check up to 100 records at a time. However, you can run this test as many times as you’d like.
• When doing your data test:
  • It is recommended to test existing records where you know the domain and key information are already accurate, such as companies that you work with regularly. 
  • Records with personal email addresses cannot be enriched and will not be included in the output of the data test. This includes records with email addresses from any free email services like Gmail or Yahoo, or any temporary email address provider.
  • Any record that’s submitted for the test must have a valid domain or email address to have enrichment data. If the record doesn’t have a valid domain or email, it will be excluded from the data test.

Data test your records

To data test your records: 

• Navigate to your contact or company records:
  • In your HubSpot account, navigate to CRM > Contacts.
  • In your HubSpot account, navigate to CRM > Companies.
• In the table, click the checkboxes next to the records that you'd like to enrich. 
• At the top of the table, click Check enrichment coverage. 
  
  

• In the right panel, at the top, review the Breeze Intelligence match rate. This is the percentage of records that are eligible for enrichment.
  • [Object] Eligible: these are records with valid, formatted domains with data available for enrichment
  • [Object] ineligible: these are records where the domain may not be properly formatted, invalid, or unresolved. For example, if the record’s domain has been input as hubspot..com instead of hubspot.com.
• Below the Breeze Intelligence match rate, review the different properties available for enrichment. Under each property, review the percentage of records that will be enriched with property values. 
• To enrich the selected records, at the bottom, click Add Enrich record. 
• To exit the data test, at the bottom, click Cancel. 

Please note: the number of companies eligible for enrichment may not match the number of domains available for data enrichment due to factors such as geographical location.