i-4b Database User Tips
Save valuable time by using Custom Fields and Template Downloads to get the most out of your i-4business B2B contact database subscription.
Use the full capability of the i-4business database search function with Criteria Searches, Smart Lists and the Upload function to get far more from your data.
There's more information about all of this functionality below including some useful 'how to' videos but please don't hesitate to contact Andrea directly if you have any queries.
NEW! Download Preview Files of Data Outside your Subscription/Segment
(Unless you already have access to everything on offer via a sales or enterprise subscription.)
Simply go to ‘Outside my segment’ and search for any contacts or companies you are interested in, across any country we research. You can then download those results in the top right-hand corner. As this is a preview file, you will not get the full details for any contacts, but enough to help you establish whether this data might be relevant. You can download as many preview files as you like. Contact your Account Manager if you spot anything that you’d like to get added to your subscription from there.
Create a Smart List from your Search
Simply select all search results and click the purple Action button, then select ‘Create new smart list’. A Smart List enables you to instantly identify any new contacts that meet the filters applied within the list and ensure you can export any changes to the list of contacts instantly, ensuring you have the most accurate and fresh information available for your campaign.
Add a status or note to records within a Smart List
Select one or several records in your list, then click on Actions and select ‘Update List Status’. You can add any type of status relevant including an optional comment (example: Call Back, on Monday) You can also group your list by your statuses.
Update or change the criteria for a Smart List
Go to the Search Criteria section within your Smart List to see the criteria selected for the records in your list. Click on ‘Update Search Criteria’ to overwrite any of your selections, don’t forget to click on ‘Update List’ to save your changes.
Create Custom Fields for Companies & Contacts
Flag companies such as customers, prospects, or specific target accounts by creating Custom Fields to use when running a company or contact search. Create Custom Fields in the Setting area and append these fields against individual records, or in bulk using Lists/Uploads.
Create your own Download Template
To create your own Download template when exporting contacts or companies from a list or search just go to Settings on the left hand menu. Here you can set up as many customised templates as you like.
(Please note this only applies to users that have the ability to download data).
Save as many Criteria Searches as you like
Clicking on the ‘Save’ button at the top of your Search lets you enter a name, which you can then load again anytime needed. This saves you time and ensures you have a record of what filters have applied to previous data pulls.
Run a Search against a list of companies from an excel spreadsheet
Use the Upload function to import a list of target accounts and then select your Upload results within your Search Criteria.
Following our last customer survey, we worked to enhance the usability of our data and the platform based on your feedback.
Our latest release includes many of the features you asked for and a few more!
Weekly Opt-out Process Changes
Our weekly opt-out notification process has changed for all users on the new platform. You will continue receiving an email each week to notify you whether there are any suppressions or removals, but the file itself will no longer be attached to the email, instead, you will be able to access the file directly from the i-4business platform. The download process within the i-4business platform is very simple, quick, and secure: you will have access to all weekly files and you will also be able to see which files have already been downloaded.
Improved User Interface
The frontend user interface is now far more straightforward and intuitive to use with a better UI and more responsive platform.
Niftier Matching Facility
We’ve reduced the time it takes for you to match up specific target companies and retrieve contact information for them to just 1 minute.
Extended Logout Time
The web application session idle time out has been extended to 20 minutes.
Edit Smartlists Search Criteria
Edit the criteria for a list, by clicking ‘Update Search Criteria’ within your list. Add or delete any criteria, then click on ‘Update List’ to save your changes.
If you'd like to talk through these latest changes in more detail, please do get in touch with us by email or telephone +44 (0) 1252 367400
We're constantly developing additional tools to enhance the usability of the i-4business database platform so we'd love to have your feedback which can be left here.
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Contact Details
Address
i-4business EMEA Ltd
Unit 11, Riverside Park,
Dogflud Way,
Farnham,
GU9 7UG
Phone
(+44) 1252 367400
We are open
Mon - Fri: 9 am - 5 pm