Create and Manage Enrichment Jobs in Cognism

Enrichment jobs help you keep your CRM data accurate, complete and up to date. You can create jobs to continuously enrich records, or run targeted updates when needed.

There are two ways to create an enrichment job:

• From the Enrichments tab (fully configurable workflows) 
• From the Dashboard (quick, persona-based one-off enrichment) 

Prerequisites

Before you start, make sure:

• You have access to the Cognism CRM Enrichment platform
• CRM Data Import is enabled on your account
• Your CRM is connected
• You have permission to create enrichment jobs

Navigate to the Enrichment product

1. Log in to Cognism
2. In the left-hand navigation, select Enrichment 

This opens the CRM Enrichment platform.

Create an enrichment job (configurable workflow)

Use this method when you want full control over criteria, frequency, and fields.

Start a new enrichment

1. Select Create Enrichment in the top-right corner 
2. Enter a name for your enrichment job

Naming your job helps you find and manage it later.

Step 1: Select contacts to enrich

Choose how to define your records:

• All contacts – applies to both existing and new records in your CRM
• Custom criteria – enrich records that match specific filters 
• Persona – enrich records that match selected personas 

Use custom criteria

If you select Custom criteria, define your filters:

1. Select Add condition 
2. Choose a field (for example, Mailing country) 
3. Select an operator (for example, equals) 
4. Enter a value (for example, United Kingdom) 

All conditions must be met for a record to be included.

Note: Criteria use AND logic. This means every condition must be true for a record to qualify.

Use personas

If you select Persona:

• Choose one or more existing personas
• Only matching records will be enriched

You may also see suggested personas from Cognism AI.

To create a new persona, go to How to create a persona.

Step 2: Select enrichment frequency

Choose how your enrichment runs:

• One-off enrichment – runs once immediately after activation 
• Scheduled enrichment – runs daily or weekly at a set time and day 
• Instant enrich – runs when new records are created or when new data is added to existing records

Instant enrich triggers when:

• A new contact or lead is created in your CRM
• New data is added to existing records

Cognism then attempts to match and enrich those records at that point in time.

Important: Instant enrich is not a continuous sync. It does not automatically update records when Cognism data changes.

Step 3: Select fields to enrich

Choose the data you want to add or update, such as:

• Mobile numbers
• Email addresses
• Job titles
• Company data

Only selected fields will be enriched, based on your field mapping settings.

Step 4: Save or enable the job

• Select Save as draft to return later 
• Select Enable enrichment to run the job 

Create a one-off enrichment from the dashboard

Use this method to quickly enrich personas based on recommended insights.

Start from the dashboard

1. Select Enrichment from the main navigation 
2. Open the Dashboard (default view) 
3. Scroll to the Personas section 

You will see enrichment insights for each persona, such as missing phone numbers or emails.

Run a persona-based enrichment

1. Find the persona you want to enrich
2. Select Actions 
3. Select Enrich 

A preview shows:

• The persona
• Fields to be enriched
• Number of records
• Credit usage
• Review the summary
• Select Create enrichment 

This creates a one-off enrichment job, which runs immediately.

View and manage enrichment jobs

Go to the Enrichments tab to manage all jobs.

View all enrichment jobs

From the Enrichments tab, you can:

• Search by job name
• Filter by status: All, Active, Completed, Draft, Paused, or Failed
• View job type, status, and enriched record counts
• See the next run time for scheduled jobs

Manage enrichment jobs

From the job list, you can:

• Open a job to view its setup
• Duplicate an existing job
• Delete a job

View job performance

1. Open an enrichment job

You can see:

• Total records processed
• Number of enriched records
• Mobile numbers added
• Email addresses added
• Failed records

View enriched data at record level

1. Open an enrichment job
2. Select a contact

You can view:

• Which fields were enriched
• Previous values and updated Cognism data

Expected results

After you run an enrichment job:

• The job appears in the Enrichments tab
• One-off jobs complete after processing
• Scheduled jobs run at the defined cadence
• Instant enrich runs when new records or data are added