Bulk Capture - Universal Credits

Universal Credits (UC) is a system designed to simplify and standardize how data is consumed across various LeadIQ products. This guide explains how UC works for web search bulk capture, including consumption rules and common scenarios. 

Search 

Search LeadIQ allows you to browse People and Companies on our local database. To learn more on how to use Search, please refer to our guide here or our video tutorial here. 

Consumption of credits

Universal credits are consumed in the following instances:

• Person data
• Company data

People Bulk Capture Settings: 

• Total People & Per Company - enter how many people you want to capture and the max people per company
• Add to list - select LeadIQ list 
• Unlock - email and phone or email only
• What to Skip
• Accepted email quality - Verified, Unverified, Verified Likely

Per Company Cap

Bulk Capture now includes an optional Per Company field, letting you cap how many people are pulled from any single company in your capture.

• Previously, Bulk Capture would pull from your largest accounts first, which could drain a big account's contacts before smaller ones were represented.
• The Per Company value is a maximum, not a target — you may get fewer people per company than the cap (if fewer exist or match your filters), but never more.

 

Company Bulk Capture Settings: 

• Total Companies - enter number of companies to export (up to 10,000)
• Add to List - select LeadIQ list you want to export to

Common Scenarios

User submits bulk capture for 100 records but wants only people record with verified email and with phones.

• Bulk Capture Result: 30 people records found with verified emails and phone records, and 10 corresponding company records.
• UC Charged: 
  • People data = 30 UCs
  • Company data = 10 UCs

User submits a bulk capture for 100 records, including all email types, with or without phone numbers.

• Bulk Capture Result: 45 new people records linked to 10 companies were found. 55 people records linked to 15 companies were already captured by a team member in the past year and were added to the list.
• UC Charged: 
  • People data = 45 UCs
  • Company data = 10 UCs

User submits bulk capture for 100 records but wants only people records with unverified emails.

• Bulk Capture Result: 50 people records found with unverified emails but no phones provided and 20 company records.
• UC Charged: 
  • People data = 50 UCs
  • Company data = 20 UCs

User submits bulk capture for 100 company records. 

• Bulk Capture Result: 100 company records captured.
• UC Charged: 
  • Company data = 100 UCs

If you have any questions about Universal Credits, you can reach out to our Support Team by clicking Submit a Request at the top right of this page.