Kentico CMS 7.0 Context Help

Data.com tab

Data.com tab

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Data.com tab

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This tab allows you to compare and update the data of the selected contact with matching contacts in the Data.com business directory.

 

Additional resources: Online Marketing Guide -> Integration of 3rd party modules -> Data.com

 

Entering the Data.com credentials

 

When opening the Data.com tab for the first time, you need to enter the credentials of a valid Data.com account. The system uses the account to communicate with the Data.com service.

 

1.Fill in the E-mail address and Password.

2.Click Login.

 

The duration of the Data.com authentication is unlimited. The system stores the Data.com credentials in the settings of your user account (the password is encrypted). You can now access the Data.com tab without authenticating.

 

If you need to change your Data.com account:

 

1.Click OnSiteSignOut Log out from Data.com.

2.Fill in the authentication form with the e-mail address and password of the new Data.com account.

3.Click Login.

 

Searching for contacts

 

Once your user account has valid Data.com credentials, the Data.com tab automatically searches the Data.com directory for contacts that match the edited Kentico CMS contact.

 

 

InfoBox_Note

 

Note

 

The Data.com search uses the following contact attributes:

 

First name

Last name

Company

E-mail

 

An exact match is found for the contact

 

When the system finds an exact match for the selected contact, a comparison page opens. You can view the data of the Kentico CMS contact side-by-side with the information from the Data.com directory.

 

To update the contact's data using the Data.com information:

 

1.Check the boxes next to the fields that you want to update.

2.Click Save Apply.

 

The Business phone and E-mail values are only visible if your Data.com account owns the given contact. You can buy the contact to view the values.

 

Too many matches are found

 

If the contact's search criteria are too general, the query may yield more than one result in the Data.com directory.

 

In these cases, you need to manually find the matching contact:

 

1.Click SearchArrow Search.

2.(Optional) Revise the search criteria in the filter dialog and click Search.

3.Select (Next) the listed contacts to view their information.

4.Click OK once you have selected the correct contact.

 

You can now update the contact's data.

 

No matches are found

 

If your contact does not exist in the Data.com directory, the search does not return any results. You can click SearchArrow Search, manually revise the search criteria and attempt to find the contact yourself.

 

Buying contacts

 

Data.com integration allows you to buy contacts from Data.com. If you own a Data.com contact, you can access additional information — the Business phone and E‑mail fields.

 

The system always buys contacts using the Data.com account associated with your Kentico CMS user account — identified by the credentials that you entered when accessing the Data.com tab for the first time. When you buy a contact, it becomes available for all users who share the same Data.com account.

 

Use the following steps to buy contacts while searching for contact information:

 

1. Click Buy this contact.

oA confirmation dialog opens.

 

2. If you don't have enough points to Buy the contact right away:

 

a.Click Purchase points. The Data.com website opens.

b.Log in using your Data.com credentials.

c.Specify the amount of points you would like to purchase.

 

3. When you have enough points to purchase the contact, click Buy to complete the process.

 

Once you own a contact in the Data.com business directory, the Business phone and E-mail attribute values become visible in the Data.com has column.