Are you missing Predictive Insights™ for a lead? Would you like to manually update household information to re-calibrate existing insights? Both are easy to do; simply follow the relevant set of instructions below:
- You are missing Predictive Insights.
- You have Predictive Insights but want to update the information.
Missing Predictive Insights
If Predictive Insights were unable to be calibrated automatically (explore some reasons here), then you'll see an in-platform alert prompting you to Confirm Information.
By clicking the link, you'll be brought to the Confirm Household Info modal, where you can select the homeowner that matches the current contact details. Choose one and click next.
If none of the records seem right, click the link at the bottom. This will allow you to update the contact information, as shown below.
Once you've updated the contact information, you'll again be presented matching contacts and can choose the correct one to re-calibrate the insights, including the Predictive Match Index™ (PMI) and the Predictive Portrait™.
Updates to Predictive Insights
If PSAI has already calibrated a lead's Predictive Insights, you can update the information as needed at any time. PSAI's strategic data partners update their information daily, so we recommend periodically re-calibrating older leads to make sure you're working with the best information.
Simply click the link for Update Predictive Insights.
By doing so, you'll be brought to the popup below, where you can enter the updated information and click Submit for Review.
These updates will be sent to our data science team for review. If you have any questions about the updates, please submit a support ticket for assistance.