Use Waterfall Enrichment

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Apollo Team
Updated

Overview

 
Learn More with Apollo Academy

Check out the How to Use Waterfall Enrichment course from Apollo Academy for a guided video tour on waterfall enrichment setup, credit usage, and reporting.

Waterfall enrichment allows you to enrich contact emails and phone numbers in Apollo through a series of cascading data sources, giving you access to more actionable data.

Once you connect your preferred data sources, waterfall enrichment pulls data from each provider, in the order you define, until you have complete email addresses and phone numbers for your contacts. You can also choose to connect an email validation source or phone validation source to add an extra verification layer when you access contact emails or phone numbers.

Check out the following sections to learn how to:

 
Need Help with Waterfall Enrichment? 💡

Check out Waterfall Enrichment Overview for answers to frequently asked questions, including questions about data sources and credit consumption.

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Configure Global Waterfall Enrichment Settings

Before you get started, an Apollo admin needs to configure your team's global waterfall settings and data sources.

If you're an admin, waterfall enrichment runs by default for your entire team based on the settings you configure for email or phone enrichment. You're always in control of how enrichment works and can adjust your team's waterfall settings at any time. You can configure your settings to:

  • Use Apollo-only data: Use Apollo as your sole data source for waterfall enrichment. Credit usage stays the same, but data coverage may be lower. You can remove all third-party data sources from your waterfall lineup to enable this option.
  • Maximize data coverage with third-party data sources: Add third-party data sources to your waterfall lineup for broader data coverage. Credit usage depends on which data source successfully returns contact data.
  • Maximize data quality: Connect an optional data validator for the highest data accuracy. This requires additional credits to validate data found during enrichment.

To access global settings for waterfall enrichment:

  1. Launch Apollo and click People.
  2. Apply filters to run a search.
  3. Next to the Emails or Phone Numbers column, hover over the waterfall enrichment icon. Click the gear icon in the pop-up to open waterfall settings for email enrichment or phone enrichment.

Emails and Phone numbers columns and dropdown with waterfall settings icon highlighted

  1. In the global waterfall settings panel, click Add to search for your preferred data sources and add them to your lineup.
 
Get to Know Your Data Sources

Want to learn more about your data source options? Check out Apollo's Integrations Marketplace to learn more about each third-party data source available for waterfall enrichment.

Add data sources to your waterfall enrichment lineup in global settings

  1. Check each data source you want to add to your lineup. Natively integrated data sources connect automatically. If you want to add an external data source via your API key, hover over the provider name and click Connect with API key.

Checkboxes for selecting data sources to add to waterfall

 
Data Sources 101

There are 2 ways to set up data sources for waterfall enrichment: 

Native integration: These are providers with a native integration in Apollo that charge Apollo credits to run enrichment. You can add them to your enrichment lineup without having your own account or API key with the provider. 

External integration via API key: These are third-party providers that require an API key to connect to Apollo. Use this type of connection if you already have a subscription with the provider. External sources set their own credit charges and don't consume Apollo credits. Learn more

Some data sources can be connected only as an external integration via API key. These providers only display an API label in the configuration panel. 

Data sources available for integration via API key highlighted

  1. If you connect an external data source, enter a key name and your source's API key, then click Save.

Enter API key name and details

  1. Click Add sources to include them in your enrichment lineup.
  2. Click ⋮⋮ to drag and drop data sources and adjust their order in the enrichment lineup. Waterfall enrichment cycles through data sources from top to bottom. Note that Apollo always acts as your first data source and can’t be moved from the top spot.

Drag and drop highlighted for reorganizing data source lineup

  1. (Optional) Connect an email or phone validation source to add an extra layer of verification when enriching contact emails and phones. The validation source cross-checks information pulled from your connected data sources to uphold data accuracy and ensure you reach your ideal contacts. You can only connect 1 email or phone validation source at a time.

Validation source enabled and highlighted

  1. For email enrichment, select whether enrichment ends when a verified email is found or when any email is found.
 
Deliverability Matters

Apollo recommends sending outreach to verified email addresses to keep your domain reputation safe and to improve deliverability

Searching for a verified email may cost more credits, depending on the number of providers cycled through during enrichment. Enrichment continues until a verified email is found. Connected providers charge credits for each unverified email found before locating a verified email. 

When you search for any email, you’ll consume credits each time a provider finds an email, regardless of whether the email is verified or not.

Option selected to stop search when a verified email is found

  1. Click Save, then click Confirm Changes to confirm you want to apply to enrichment activities across your entire team's Apollo account.

Save and confirm waterfall settings

 
Control When Waterfall Enrichment Runs

Though waterfall enrichment runs by default on Apollo, your entire team has the option to deactivate waterfall on a case-by-case basis for the following activities:

 

You’ve completed global waterfall enrichment setup. You can repeat these steps to edit your enrichment settings at any time.

Now you and your team are ready to run waterfall enrichment in Apollo.

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Run Waterfall Enrichment

Once an admin configures global waterfall settings, you and your team can run waterfall enrichment from the following spaces in Apollo:

Waterfall Enrichment Entry Points    
People Search: Save Individual Contacts People Search: Save Contacts in Bulk People Search: Access Emails and Phone Numbers
People Search: Enrich Saved Contacts AI Research Templates Contact Profile Page
Data Health Center: Missing Emails Apollo Chrome Extension  

People Search: Save Individual Contacts

You can run waterfall enrichment each time you save a new contact from People. To do this:

  1. Launch Apollo and go to People.
  2. Apply filters to begin searching for new prospects.
  3. Check a prospect you want to save as a contact, then click Save.

Select and save a single contact during People search

  1. Under Enrichment configuration, use the toggle to enable Find data via Waterfall for selected records. This allows Apollo to run waterfall enrichment for your selected prospect. Apollo provides a preview of the data sources in your waterfall lineup and an estimate for the number of credits you might use to enrich this contact.
  2. Click Save to save your new contact and begin waterfall enrichment.

Local enablement for waterfall enrichment while saving 1 contact

  1. The enrichment process cycles through each connected data source in the order set by your team's admin. Enrichment ends when Apollo or another data source finds an email or phone number for your selected records. Your contact’s data appears after successful enrichment.
 
Heads Up!

Waterfall enrichment may take a few moments, depending on the number of data sources needed to find an email or phone number.

  1. Repeat these steps for each contact record you want to enrich individually.

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People Search: Save Contacts in Bulk

You can run waterfall enrichment for multiple prospects in bulk when you save them as contacts. To do this:

  1. Launch Apollo and go to People.
  2. Apply filters to begin searching for new prospects.
  3. Check each prospect you want to convert to a contact. You can also click the top-left checkbox to quickly select all prospects on the current search page or all prospects who meet your filter criteria. Click Save.

Contacts selected to save in bulk

  1. Apollo displays how many of your selected prospects have verified emails, unverified emails, or missing emails. Use the checkboxes to select the prospects you want to save and access their data.
  2. Toggle Include catch-all emails to allow Apollo to return catch-all emails when you access contact info. Click Next.
 
What are Catch-All Emails?

Organizations use catch-all emails to receive messages sent to anyone with the same domain name. Typically, catch-all emails help teams capture emails sent in error to the wrong email address or non-existent email addresses.

Bulk contact email pop-up for selecting types of records and catch-all emails

  1. Under Enrichment configuration, use the toggle to enable Find data via Waterfall for selected records. This allows Apollo to run waterfall enrichment for your selected prospects. Apollo provides a preview of the data providers in your waterfall lineup and an estimate for the number of credits you might use to enrich this contact.
  2. Click Save to save your new contacts and begin waterfall enrichment.

Enable waterfall enrichment locally for saving contacts in bulk

  1. The enrichment process cycles through each connected data source in the order you set. Enrichment ends when Apollo or another data source finds an email or phone number for your selected records. Your contact’s data appears after successful enrichment.
 
Heads Up!

Waterfall enrichment may take a few moments, depending on the number of sources needed to find an email or phone number.

  1. Repeat these steps for each set of contact records you want to enrich in bulk.

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People Search: Access Emails and Phone Numbers

You can run waterfall enrichment to access and enrich an individual contact’s email or phone number during a search. To do this:

  1. Launch Apollo and click People.
  2. Apply filters to search for contacts.
  3. Click Access email or Access mobile next to the contact record you want to enrich. Waterfall enrichment begins automatically, using Apollo and the other data sources you added.

Access email and access mobile buttons highlighted for running waterfall enrichment automatically

  1. The enrichment process cycles through each connected data source in the order you set. Enrichment ends when Apollo or another data source finds an email or phone number for your selected records. Your contact’s data appears after successful enrichment.
 
Heads Up!

Waterfall enrichment may take a few moments, depending on the number of data sources needed to find an email or phone number.

  1. Repeat these steps for each contact record you want to enrich.

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People Search: Enrich Saved Contacts

You can run waterfall enrichment on your saved contacts, both individually and in bulk. To do this:

  1. Launch Apollo and click People.
  2. Click Saved. Apply filters to narrow down your saved contacts as needed.
  3. Check each saved contact you want to enrich. Click Enrich, then select Enrich emails or Enrich mobile numbers.

Enriching saved contacts in bulk

  1. Use the toggle to enable Find data via Waterfall for selected records. This allows Apollo to run waterfall enrichment for your selected contacts. Apollo provides a preview of the data sources in your waterfall lineup and an estimate for the number of credits you might use to enrich this contact.
    • Switch the toggle off to enrich your selected contacts with Apollo data only. This won't impact your team's global waterfall enrichment settings.
  2. Click Enrich to begin waterfall enrichment.

Enable waterfall enrichment locally for saved contact enrichment

  1. The enrichment process cycles through each connected data source in the order your team's admin set. Enrichment ends when Apollo or another data source finds an email or phone number for your selected records. Your contact’s data appears after successful enrichment.
 
Heads Up!

Waterfall enrichment may take a few moments, depending on the number of data sources needed to find an email or phone number.

  1. Repeat these steps for each contact record you want to enrich.

AI Research Templates

Use AI research to quickly run email or phone enrichment for saved contacts. To do this:

  1. Launch Apollo and click People.
  2. Click Saved. Apply filters to narrow down your saved contacts as needed.
  3. Click Research with AI > Start with a template.

Research with AI button highlighted

  1. Select Enrich email addresses or Enrich phone numbers.

Waterfall enrichment power-up templates highlighted

  1. Apollo displays your global configuration settings for waterfall enrichment of emails or phone numbers. If you're an admin, you can edit these settings as needed. Note that this will update the waterfall enrichment settings for everyone on your team.
  2. Click Save & run, then select one of the following options. Please note that some of these options may or may not be available, depending on the number of saved contacts in your search results:
    • Save & run selected row: Run waterfall enrichment on your selected saved contacts. You need to check 1 or more contact to see this option.
    • Save & run first 10 rows: Run waterfall enrichment for the first 10 rows of saved contacts.
    • Save & run 25 rows on current page: Run waterfall enrichment for all saved contacts on the current search page.
    • Save & run on empty or error rows in view: Run waterfall enrichment only on saved contacts that are missing data or have outdated information. This option only appears when saved contacts on your current search page are missing data.
    • Save & run on all rows in the view: Run waterfall enrichment for all saved contacts that meet your filter criteria. You can run enrichment on up to 5000 contacts at once.

Waterfall config panel highlighted with save and run options

  1. When you run waterfall enrichment, the enrichment process cycles through each connected data source in the order you set. Enrichment ends when Apollo or another data source finds an email or phone number for your selected records. Your contact’s data appears after successful enrichment.
 
Heads Up!

Waterfall enrichment may take a few moments, depending on the number of data sources needed to find an email or phone number.

  1. Repeat these steps for each set of contact records you want to enrich.

Contact Profile Page

You can run waterfall enrichment for saved contacts from the contact profile page. To do this:

  1. Launch Apollo and click People.
  2. Click Saved. Apply filters to narrow down your saved contacts as needed.
  3. Click on the saved contact you want to enrich to open their contact profile.
  4. Under Contact information, click +. Select Enrich phone number or Enrich email.

Enrichment options from the contact profile

  1. Use the toggle to enable Find data via Waterfall for selected records. This allows Apollo to run waterfall enrichment for your selected contacts. Apollo provides a preview of the data sources in your waterfall lineup and an estimate for the number of credits you might use to enrich this contact.
    • Switch the toggle off to enrich your selected contacts with Apollo data only. This won't impact your team's global waterfall enrichment settings.
  2. Click Enrich to begin waterfall enrichment.

Local waterfall enrichment configuration for enrichment from the contact profile

  1. The enrichment process cycles through each connected data source in the order you set. Enrichment ends when Apollo or another data source finds an email or phone number for your selected records. Your contact’s data appears after successful enrichment.
 
Heads Up!

Waterfall enrichment may take a few moments, depending on the number of data sources needed to find an email or phone number.

  1. Repeat these steps for each contact you want to enrich.

Data Health Center: Missing Emails

You can run waterfall enrichment from the Data Health Center to manually enrich contacts with missing emails. To do this:

  1. Launch Apollo and go to Data enrichment.
  2. Under Missing emails, click View contacts.
  3. Check each contact you want to update, then click Update selected.

Contacts with missing emails selected for enrichment in Data Health Center

  1. Apollo provides a preview of the data sources in your waterfall lineup and an estimate for the number of credits you might use to enrich your selected contacts.
    • If your admin has enabled it globally, waterfall enrichment always runs when you enrich contacts with missing emails from the Data Health Center. If you're an admin, you can click Edit field settings to update waterfall configuration settings or deactivate global waterfall enrichment.
  2. Click Enrich contacts to run waterfall enrichment and locate each contact's missing email.

Local waterfall enrichment enabled for enriching missing emails in the Data Health Center

  1. The enrichment process cycles through each connected data source in the order set by your team's admin. Enrichment ends when Apollo or another data source finds an email or phone number for your selected records. Your contact’s data appears after successful enrichment.
 
Heads Up!

Waterfall enrichment may take a few moments, depending on the number of data sources needed to find an email or phone number.

  1. Repeat these steps for each contact you want to enrich.

Apollo Chrome Extension

Waterfall enrichment helps you access more actionable contact data when you prospect with the Apollo Chrome extension. When enabled, waterfall enrichment runs automatically any time you or your team request access to a prospect's email or phone data via the extension.

 
Setup Required

Make sure to install the Apollo Chrome Extension and pin it to your browser!

You can enable or deactivate waterfall enrichment locally from the extension. To do this:

  1. Launch the Apollo Chrome extension from your browser when prospecting on a corporate website, your CRM, LinkedIn, Gmail, or Google Calendar.
  2. In the extension, click Settings.

Settings option highlighted in the Apollo Chrome extension

  1. Scroll to Data sources, then select Waterfall-source to allow the extension to run waterfall enrichment when you access prospects' email or phone data. Select Apollo-source to access contact data via standard Apollo enrichment.

Waterfall source selected for email and phone extension settings

Apollo flags that waterfall enrichment is on from the main extension screen. Any time you access info for prospects via the extension, Apollo runs waterfall enrichment automatically.

Waterfall enrichment enabled for the Apollo Chrome extension

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Report on Waterfall Enrichment

Admins and non-admins on your team can report on waterfall enrichment activities by accessing:

  • An analytics dashboard for a quick glance into key waterfall enrichment metrics, including a summary of your Apollo credit usage and the quality of the data you enriched via waterfall. You can also apply filters to track dashboard metrics by user or data source.
  • A system-wide enrichment log for all waterfall activities across your organization. This gives you more transparency into your team’s waterfall enrichment activities to help you monitor credit usage. Go to Settings and click System activity > Data requests > Waterfall to see the entire history of waterfall enrichment runs completed by your team.
  • An individual enrichment report with more granular details for each completed waterfall run. Click on any row in your enrichment log to open the enrichment report for a single waterfall enrichment activity.
 
Credit Usage Analytics

Waterfall analytics and enrichment reports provide credit usage data for Apollo credits only. This means that you can report on credit usage via Apollo and natively-integrated data sources, but not the credits charged by data sources connected via an API key. 

To learn more about credit charges via API-connected data sources, reach out to your connected data providers.

Check out the following sections to learn more about waterfall enrichment reporting.

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Waterfall Enrichment Analytics Dashboard

Use the Waterfall Enrichment Performance dashboard to gather quick insights into your team’s top waterfall enrichment metrics, including:

  • # of waterfall enrichment attempts
  • Waterfall enrichment activity by user
  • Waterfall enrichment activity by third-party data source
  • Email and phone enrichment performance
  • Apollo credit usage

To access this analytics dashboard:

  1. Launch Apollo and go to Analytics > Dashboards.
  2. Type Waterfall into the search bar, then click Waterfall Enrichment Performance.
  3. Your dashboard automatically runs the latest data. You can apply a timeframe or any other filters to view the data you need. Your dashboard metrics update immediately when you select a filter.
  4. Review the dashboard widgets to access waterfall enrichment metrics. Click … to take one of the following quick actions on each individual widget:
    • View Report: Open the full analytics report used to populate this data.
    • Duplicate: Duplicate this widget to use in a custom dashboard or report.
    • Copy Link: Copy a link to share the report used in this widget with your team.
    • Export to CSV: Export this widget’s data to a CSV file.

Waterfall analytics dashboard

 
Analytics 101

Check out Use Analytics Dashboards to learn more about Apollo’s pre-built dashboards and how to create custom analytics dashboards.

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Waterfall Enrichment Report

The waterfall enrichment report gives you insight into your team’s waterfall enrichment history. This includes granular details on enriched records, third-party data sources that provided enrichment data, and how many Apollo credits you or your team used to complete each enrichment run. Use this report for full transparency into your team’s overall waterfall enrichment usage.

Admins and non-admins alike can access your team’s entire waterfall enrichment history and the enrichment reports for each waterfall run. To do this:

  1. Navigate to Settings > Data Requests > Waterfall.
  2. The activity log displays enrichment runs in chronological order, with the most recent enrichment listed first. Click on any row to open the enrichment report for an individual enrichment run.

Waterfall system activity log

  1. In the enrichment report, you can review quick stats for the following metrics:
    • # credits used
    • # of contacts enriched
    • # of contacts verified
    • # of contacts unverified
    • # of contacts unavailable
  2. You can also view a list of all the contacts you just enriched. This gives you a more granular look into which data providers located new contact data and how many Apollo credits you used to enrich each contact record.
  3. Click More actions > Export to CSV to export your list of enriched contacts to a CSV file.
  4. Click More actions > Add to sequence to add enriched contacts to a sequence.

Waterfall enrichment report for individual enrichment run

 
Quick Tip!

When you complete waterfall enrichment in People or Companies, click View report to quickly access the report for your completed enrichment run.

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Deactivate Waterfall Enrichment

Waterfall enrichment runs by default across the Apollo platform for your entire team and can only be deactivated on a local, case-by-case basis for some activities.

However, you have full control over the data sources used in waterfall enrichment. If you prefer, you can remove all third-party data sources and use Apollo as your sole data source during waterfall enrichment. This means that only Apollo data will be used to enrich your contacts' emails or phone numbers when waterfall enrichment runs.

To do this:

  1. Launch Apollo and click People.
  2. Apply filters to run a search.
  3. Click the Emails column > Edit field to open email enrichment settings or the Phone numbers column > Edit field to open phone enrichment settings.
  4. Remove every third-party data source from your lineup to use only Apollo data for enrichment. Hover over a data source and click X to remove it.
  5. Click Save.

Going forward, you'll use only Apollo data to find or enrich emails and phone numbers for your selected contacts.

Remove all third-party data sources from waterfall lineup to use only Apollo data for enrichment

All users can also deactivate waterfall enrichment locally for different activities. This allows you to turn off waterfall enrichment on a case-by-case basis without impacting your team's global waterfall settings. You can enable or deactivate enrichment locally for the following activities:

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