Enrichment strategies

Enrichment strategies define how Bigmind should fill people enrichment fields such as email and phone number. A strategy lets admins choose eligible provider actions once, then reuse that routing logic across lists and enrichment workflows.

#Open enrichment strategies

1. Go to Settings > Enrichment.
2. Select Enrichment strategies.
3. Select Add strategy to create a new strategy, or open an existing strategy to edit it.

#What a strategy controls

• Name: The reusable name shown when a user chooses a strategy.
• Type: Currently, strategies support People enrichment.
• Fields: The people fields this strategy can fill. The current strategy editor supports email and phone.
• Slots: Inputs that users must provide when the strategy runs. Slots can be text, number, date, boolean, or picklist values.
• Rules: Ordered routing logic. The first matching rule is used.
• Fallback action: What Bigmind should do when no rule matches. You can choose a provider action or skip enrichment.

#Provider actions

The strategy editor only shows provider actions that can produce one of the selected fields. If a strategy is configured for email, Bigmind shows actions from connected providers that advertise email enrichment. If a strategy is configured for phone, Bigmind shows actions that can return phone numbers.

#Use slots for routing

Slots are useful when the best provider depends on context that is not part of the contact record. For example, you can create a market slot and route EMEA records to one provider while routing US records to another provider. You can also create slots for segment, seniority, country, data source, or consent status.

#Create a strategy

1. Select Add strategy.
2. Name the strategy clearly, such as Default email enrichment or Phone enrichment by region.
3. Choose the people fields the strategy should fill.
4. Add any slots users need to provide when they run the strategy.
5. Add rules in priority order. Put the most specific rules first.
6. Choose a fallback action. Use Skip when you want to avoid spending provider credits unless a rule explicitly matches.
7. Save the strategy.

#Common strategy patterns

• Default contact enrichment: Use one provider as the fallback for email and phone enrichment.
• Provider by region: Use a market or country slot to route records to the provider with the strongest coverage in that region.
• Credit control: Add rules for high-priority segments and skip lower-priority records by default.
• Field-specific routing: Use one strategy for email and another strategy for phone when different providers perform better for each field.

#Troubleshooting

• No provider actions appear: Confirm the provider is connected and that it supports the selected field.
• A provider is connected but unavailable: Check whether the provider is private beta, whether access is enabled for your organization, and whether the connected account has enough provider permissions.
• A rule is not firing: Rules are evaluated in order. Move more specific rules above broad rules.
• Unexpected credit usage: Review fallback actions and broad rules before running large batches.