Lead mining is a feature within your instance that allows you to handle large data requests without impacting the front end performance of the system or requiring you to wait for the results of a query. It has two primary functionalities, one being to export a larger legacy file of data to your FTP and the other being assigning large amount of data to an outgoing campaign. For data requests that fall into these categories over 150,000 records we recommend utilizing a lead mining for your convenience.
A lead mining configuration is a similar setup to the inventory configuration when you’re querying for records with a few minor differences. Upon the initial setup, you will have to provide a name for your search, and you’re able to re-run the same query or modify the options within in such as the date range of filters at any point.
Start by selecting the start and end dates for the time frames that you’re querying by as well as choosing which sources, if not all, that you will be searching from.
If you are assigning the results of the lead mining to a specific campaign, select it from the Campaign drop down list which is ordered alphabetically by your Customers and then Campaigns. It’s important to note that campaign filters will still apply to this search result. If you are simply looking to export the data to your FTP, leave this field blank.
Next, choose if you’d like your search results Unique By a field on your data such as ’email’ or ‘phone1’.
The Record Limit is the maximum amount of records you’d like for this search.
Randomize Results will choose a random order for records exported to the file, and Previously Assigned will only pull records that have been sent to a campaign previously.
Export to FTP will export the results into a .CSV file located under the ‘/virtual_campaigns/’ folder of your instance’s FTP.
Export Template by default is set to pull all fields available on the records, but you are able to select a previously set up export template within your system.
Custom Filters allow you to apply specific filters to the search such as email domain requirements or state exclusions.
Below is an example of a lead mining setup to export 5000000 records from all sources between the dates of 6/1/2019 and 12/31/2019.
Once a lead mining has been configured and created, you can schedule it to run by clicking the green lightning bolt under the options on the right hand side. The lead mining will run in the backend and update you with the progress as well as the total results found once it’s completed.