[Music] and now we are on our home page you'll notice the other all of the modules are here but like i said i'm going to focus on the consumer append plus there are four steps to using the tool so it's pretty short and sweet the first step of course is importing your file um there are only two things that the system is fussy about the first thing is that it needs to be a csv file usually this isn't a problem if your files in excel you can easily convert that to a csv just by doing a file save as and then selecting csv is the file type a lot of the sources that our customers are pulling their lists from provide these lists in csv already the only other thing that it's fussy about is that if your address is 123 main street in houston texas you need to have the address separated out one two three main street in its own column houston its own column text is in its own column and the zip code in its own column but other than that you can have as many columns as you want the columns can be in any any order that you want uh it's all good so um once you have identified the file you want to use you can either drag and drop or click to import the file which is what i'm going to do and then find my file and then click the red next step at the bottom step 2 is mapping the fields what we're doing here basically is telling reach which fields we want to use for matching purposes and what kind of data is in those fields the system is making a best guessed attempt to map those fields for us and while it is good it's not perfect so you always want to take a moment and take a look at it and make sure the columns are the ones that you want and that they are correctly labeled so what i'm looking at here is uh first names that's good last name those are last names address city state zip this is fine um by the way sometimes people want to use the property address um we don't recommend that the reason is reach isn't designed specifically to locate property owners per se it's designed to locate people with the names and address that you've given them while we do have a lot of real estate customers we also have customers in other industries and so this system is designed to be flexible to accommodate a variety of use cases typically our real estate investor customers already have the names and addresses of the property owners so the fact that it's looking for a person as opposed to an owner isn't really a problem and the reason we recommend that you use the mailing address rather than the property address is that if you think about it there are more records that associate you with your mailing address than associate you with a property that you own but don't live in so you get a better match rate using the mailing address also if the property was used as a rental there's a higher chance that a household level match on the property address would potentially be a renter you're in the driver's seat though so if you have reasons why you want to use the property address you certainly can um it's just not what we normally recommend so just take a look and see if anything is tagged wrong all you would do is untag it by clicking ignore field and then re-tagging it wherever it would be correct by the way another question that i get asked a lot is about the other columns that we're not using for matching purposes um so the in this case the property address is where it says ignore field don't worry you're not losing any data all of that information is still going to be part of your output file anything in your input file is going to be in your output file and last thing i want to point out is the fill rate column in this case it's a it says 100 across the board because my file is completely filled in if i had uh partial addresses uh where sometimes the city wasn't available or the zip code was missing these would have different percentages in them and it's really useful to know that if you have a particularly large file um if there's a lot of holes in it that would immediately put that on your radar so once you're happy with the mapping let's go ahead and hit next step and we're already halfway done so here we are at step three and we're choosing our output attributes the first thing you're going to want to decide is the match type do you want household or do you want individual level matching first there is no right or wrong answer it's really your preference let me explain how it works first regardless of which one you choose whether it's household or individual the first thing the system's going to do is look for a match of both the name and the address that's in your file the difference comes in if it finds the address but not with the name so let's say i'm in your file it's looking for alexia bailey and it's looking for my address in seattle the question is what if it finds my address in seattle but not associated with me it finds a different name instead would you want that other person's name if the answer is yes you want household if the answer is no then you want individual i will say that most of our customers tend to use the household level and their logic is that they don't want to leave any leads from lying on the floor also if you think about it if it doesn't find me who is it likely to find associated with my address well there's a chance that it could be the spouse or another relative in which case you may still be able to find the person you're looking for i do want to be clear that that will not always be the case sometimes it will be a dead end it might be a previous owner or it might be a renter or something along those lines the people who prefer individual level um usually don't want to mess around with relatives or people who might not know the person that they're looking for they only want the information if it's that person specifically for demonstration purposes i like to show household level now the next question is what data do you want to come back you'll notice that postal address is grayed out that's because all of my columns were filled in 100 so there's no missing pieces if you had some partial addresses then you would be able to click that if you want emails you can click emails now it's important to understand that emails count separately for phones so every email that comes back is going to count as a match towards the limit on your subscription for this particular file it's estimating that it's going to return 42 emails so that's going to be 42 matches if you plan to use the emails by all means append them but if you're not planning to use them you might choose not to pull them because it will add to your match matches towards your total most people who use our product are looking for phone numbers if you have the basic contact depend then your only choice is best phone number and it doesn't ask you to select anything else here the best phone number is the default and if you have the pen plus you have three choices the default setting is the best phone number um so if you want either multiple or mobile you will need to move this button um the best phone number as the name suggests is going to be one number the one that the system thinks is best along with the line type and it is irrespective of line type so it might be a mobile it might be a landline it might even be a voip the multiple phone numbers is going to as the name suggests give you as many numbers as we have up to six and each one will tell you the line type the way the matches count is that it's only the first phone number that counts so if i'm in your file and it finds one phone number for me if it finds six phone numbers for me or anything in between it's going to count as one match so you're not penalized for those extra numbers and that's part of what makes it a pretty popular option um generally speaking the first phone number that comes back is usually the same one that would come up on the best phone number and the other choice is mobile only it does tend to have a lower match rate because of course any record that only has landlines or voip isn't going to come back also it does only give you one phone number per record for demonstration purposes i'm going to pick the multiple phone numbers and that is probably the most popular option by the way you see these numbers here the 87 match rate uh it's a best guess because it hasn't actually run your file the 59 that was on the mobile is the same way it's an estimate based on our average results and up here where it's saying estimated category matches it's guessing that it's going to match 87 of the records and then it's going to return 182 contact points so um 182 phone numbers all together being matched from 87 records out of our 100 that we uploaded that's what those numbers mean and of course the reason that this is a larger number is that it's a factor of the multiple phone numbers once you're happy with this you hit next step and uh this is our last step then is to choose the project everything in reach needs to be in a folder or as we call them projects you can organize things any way you want to buy locations or lead types or dates or whatever makes sense to you whatever system you like i'm going by dates because that's what makes sense to me and so i'm going to put this in april and now i'm going to click create and now my file is running the file runs pretty quickly um this is a small file it'll probably be done before we're ready to have a look at it um because i do want to show you a couple of things and by the way um the file is running not on your computer but on our servers so there's no need to leave this open in a window if you have other things to do or if you have other files you want to run you can actually run up to five files at a time so you don't have to wait for this one to finish you can just go ahead and start on the next file so let me show you real quick how to check your usage very simply it's on this left hand side menu and it's uh in the middle here um it shows you your dates in this case i got my reach password on the sixth of whatever month it was so my cycle is from the sixth of this month to the fifth of next month and that will always be the case and your usage cycle and your billing cycle are one in the same so you always know how much time you have left along here um there's a red dotted line at whatever your limit is i just gave myself an arbitrary limit of a hundred thousand uh probably most of you have fifteen thousand um as your uh allotment um you'll have a green bar uh until you hit about 85 then it turns into a yellow bar and then once you go over that becomes red so you have a very easy visual cue as to where you are um the numbers are of course here as well as up here um there's also an itemized list here that has your overall number of inputs and matches which thing gives you a match rate and my match rate is not at all indicative of what you can expect um a lot of the files i run it's because i'm trying to test things yours will probably be higher than that it will also show you each individual file that you've run with the number of matches that were associated with it and these you can click through to the files themselves and what's really nice about this is that you can use this to help you manage uh your usage as closely as you want to let's say that you're getting towards the end of the month um let's say it's may 1st and your new cycle starts on may 5th let's say you have about a thousand records left if you run a file that would take you over the top you can make a choice do you want to go ahead and download that file because remember running the file is not what makes the matches count exporting the results is what makes the matches count and you know the number of matches before you choose to export the file so if it's going to take you over the top your basic and you download it you're basically deciding that you're okay with paying overage as it's described in your contract usually our standard overage rate is four cents per match and maybe that's fine if another option you might choose to delay downloading the file um because when the matches count is based on when you download the file so you might hold off until your next cycle starts or alternatively you might decide to go back and edit the file down maybe into two files instead so that you could run one half of it now and one half when you're in the next cycle if you want to manage it that closely the information is available to you here let me show you something else real quick which is our suppression feature or actually i changed my mind let me let's take a look and see if the file is done um you can navigate to your file either by clicking home or by clicking projects probably most people use projects so i'll do that um i'm clicking into april that's the file that i put it in and uh you this is an extra step you wouldn't have to do unless you subscribe to both our b to b and b to c um i click into my oh i can't believe i forgot how to navigate into a file um sorry the my recent files are along the side here so this is the file that i just ran contact append versus the original list which says original list this is always held on to in case you need it later i'm clicking into the blue box for contact append and the first thing that you notice is these three numbers so 218 contact points appended think of that as 218 bits of data that got added to my file 100 records in my list that's just telling me how big my file was when i uploaded it and 83 category matches that's the number that counts for your subscription what's nice is we have this little question mark here if you hover over it it tells you explicitly that this is going to count as 83 category matches so there's no confusion at all about which is the number that applies towards your subscription so that's the first piece of information you might want before you decide whether you want to download the percentage the max rate percentage that we got was 83 so that was pretty close to the 87 that it was predicting that's good um this is our list insights that i mentioned at the beginning that rides alongside any file that gets run there are a couple of use cases for this one could be a sanity check to make sure that the file you uploaded is the file you thought you uploaded so this particular file is mostly people who are in nevada if you thought that you had uploaded a file for texas then you might have uh accidentally uploaded the wrong file this can also be useful for getting a sense of who your audience is and that may help you decide how you want to approach them what kind of language you would use what kind of references you might make that would help you get a rapport fairly early on with people this particular file is disproportionately male uh mostly with no kids in the house um and uh more baby boomers than anything else second is the silent generation is one older than the baby boomers and gen x's one below another thing that you might want to look at before you decide whether you want to export would be a preview i'm going back to the blue box on the side you see the three little dots if you click there kind of in the middle is the preview and this is basically going to show you what your export file will be it starts with your import file so you haven't lost any of that data and all the data that gets appended is at the end of the original file the first column here because we chose household level match the system has to identify for us which were at the individual level and which word household level so if it says yes that means that that's the person we were looking for so we were looking for bradford bachmann and we found him we were looking for patricia sindler and we found her and so on um you'll see this one is blank so we weren't looking for francois alvarondi we were looking for oh we were all right um so this should have been listed as a yes and i'm not sure why it wasn't um at any rate um after the names then you have the phone numbers and the line types phone number line type phone number line type etc um this particular file looks pretty good to me um if you're happy with everything you can export either by clicking here or by clicking here and it doesn't matter which one it is it takes you to the same file these up here are not for clicking into the file results these are for the insights so if you wanted um a shareable uh version of the uh breakdown with the map and the graphics that's what these would get you so another thing that might be useful to look at actually is the details if you're running the file a couple of different ways um you can easily determine how you ran it um this one we did it household at multiple phone numbers and these were the categories that we mapped as our inputs um if we if we did have actually a suppression list that this was appended against as well which takes me to the next thing i'd like to show you which is how to do a suppression very simply you go to the upper corner where you have your email address and click click for settings and then click for suppression and opt out so the purpose of a suppression list is if let's say you run a file today in a particular location like houston and next week you're running another file that's also in houston maybe it's from a different lead source or a different type of lead but you think that there could be people or properties that are in both files you've already got the phone numbers the first time you ran the file and you don't want to get the same phone numbers back again partly because you'll then get dinged twice for the same phone number but also if you already called that phone number before um you don't want to be calling it again it'll annoy the person you're trying to reach and as if it's if you're calling it again as if it's a new number you'll be wasting your time and annoying the person that you're trying to reach so that's the basic use case for this depression list and it's very simple to use all you would do is click for a suppression list here and then import a file so the file that i had just run which i didn't download sorry um let me just quick go to it and download it so that i have it available all right so i've run that file i don't want to see those phone numbers again so i'm clicking into suppress this file so that's the file that i just ran i hit next step and what it's doing here is it's automatically grabbing the phone number columns if i had emails it would be grabbing those as well and it grabs multiple phone columns if that's what we have in the file everything else it's ignoring as you can see business domain email address and phone are the only things available to be tagged that's because what we're doing is we're not really suppressing the record per se we're not suppressing the person or the property but we're suppressing the contact data because if you think about it if we if you appended a file and it had phone numbers that you don't want those you don't want those phone numbers again but our system our data is constantly being refreshed and if a new phone number hits the system for that person it's probably a good number and so you probably would want it so it will keep those available to you without giving you the numbers that you already had so now i hit import lists and i've just suppressed 197 phone numbers now those phone numbers every time i run a list from now on it's going to bump it up against this list and any of those phone numbers show up it will suppress them so you would get you would not get those four numbers back you would get uh you would if it was a multiple number you would get other numbers but but not that number if you were just going for best number or mobile number um it would you would get nothing back for that if that's the number that we had otherwise if something changes and you don't need to suppress that anymore you can easily delete that or you can suppress it at the file level as well but the last thing i want to do is make sure that you know how to get help if you need it because you may not remember everything we covered today or you may have a question that we didn't cover it's we have a couple of tools here for you um there is a help section um with written instructions for everything in reach this is fully searchable so if you knew remembered that we had suppression but didn't remember how to find it you could type in suppression and it will give you links to the uh relevant articles that will give you the information you can also go to the support form and put in your email what kind of question you have uh and then what your question is and hit submit um what's good about this is that it then populates into a couple of people's emails um so even if uh your assigned uh customer success rep is out of the office for some reason um someone else on the team would be able to get back to you um so it should give you a good way to get support we do have a full api documentation for anyone who's using apis and if you are using apis let me know and i'll give you more information about that and uh what your developer would need to know um the how-to videos um at this point are largely for the b2b platform but b2c uh videos will be coming soon hopefully this is user friendly enough and straightforward enough that you will find yourself an expert at it in no time at all if you have any questions please do use the support form and we'll be happy to help you with them um so let's see if there are any questions i'm just checking the chat box now and uh okay here's a question uh where do you get your data from and how often is it updated well thank you for asking um our data comes from a variety of publicly available uh proprietary and partner data sources we work with most of the large data companies uh probably most of the data companies that our household names are part of our partner network some of the information is also supplied by individuals such as when they fill out a registration form online for example those kinds of things let's see any other questions can reach skip trace llc's that is a good question um and my answer is yes and no you can run llc's in reach but as i mentioned before reach is really designed to find people um the it's not designed to find llc's that said some of them will return a phone number um i would recommend you running that at a household level uh if you're trying to to see what comes back on llc's and uh your expectations should be different on an llc versus an individual you should expect a lower match rate than you would for a record that's a regular person uh let's see uh how accurate is the data well the first thing to note is that nobody's data is 100 accurate um and also that one truism about data is that results will vary um quite a bit and for a lot of different reasons for one thing the source and the quality of the list that you're inputting makes a difference what the input types are that you're using how complete the input data is whether it's individuals or llc's and so on so on also accuracy should be better on an individual level match over household level match having said all that industry standard is about 50 to 60 percent on phones uh since people change their numbers much more often than other data points um around 75 percent on emails which is higher because they're easier to verify um also on emails we run all of our emails through a third party validation service as well which obviously helps we do test periodically with a set of truth data and run a comparison against some of our competitors just to make sure that we're within industry standards so i can say with confidence that we are and again results vary quite a bit i've had customers tell me that they've gotten 75 or better accuracy i've actually had a couple tell me all the way up to 90 which just to be clear you should not necessarily expect that is an outlier um but in a good way obviously um for others it's more like the industry standards of 50 to 60 on phones um it really it really does vary quite a bit um let's see i think i have time for one more question uh are the phone numbers run against the do not call list um it's actually in our faq on our website um we do not run them against the do not call list and in part this is because many of our customers will run the data and then not actually make the calls right away sometimes it can be weeks later that they're making the calls the best practice is to check the dnc list right before making the dials there are services and i believe if you check the government website for do not call you can also check numbers against the list there as well um since there are no other questions and uh we are out of time let me thank you again for your time um remember that you can get help with the support form um or the help tool and i hope you enjoy using reach thank you very much