In BoldTrail, when new contacts are added, you can request data validation on the info that is created or entered into the system. This will check things such as name, email, and other contact info to cross-reference it with thousands of online sources of data that contain that information.
What is Validation?
In many cases when you shop online, create social media accounts, or sign up for various online services, there is typically a terms page or agreement that you must accept before using that service.
We tap into a third-party database of this information that cross-references the data collected. This helps us to confirm that an email or phone number is real, and even who might be the actual owner of that contact information. The data validation will also automatically correct small errors in emails and other information. For example, if someone ends their email in yahoo.cim instead of yahoo.com, validation will auto-correct the typo if the correct email is in a third-party database.
How to Validate a Contact
Lead validation does not ocur automatically within the system, and must be run manually for all scenarios. To manually run validation, click on Run Validation on the upper left of the contact's profile.
Where is the Validated Information?
If a contact has been validated successfully, you'll see this indicated in the contact profile record at the top right.
Validated Checkmark: Indicates that the contact has been run through validation. If there is no checkmark, the lead has not yet been validated.
Run Validation: Click this button to manually run a validation. Once finished, this section will display the date validation was last run.
There will also be a Timeline note indicating the lead's validation status. This note will include all relevant information attached to the contact's email address, including age, gender, email quality, location, and social media.
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!