You can generate previews for certain nodes in the Data Workflows canvas. Use Data Workflow previews to make sure you are enriching the correct data, or creating the right new accounts and contacts. Previews are also helpful for estimating the number of credits a workflow may consume.
Previews are available for the following nodes:
Enrich Accounts, Contacts, Leads
Purchase Contacts
Create Accounts
Data Workflow previews can take some time to complete depending on the number of records being processed. You cannot edit a workflow’s canvas while it is generating a preview.
Previews are currently supported only for the first Action Node in a single branch.
Create a Preview of a Data Workflow
To create a preview of a Data Workflow:
In Data Workflows, open a workflow’s canvas.
Make sure your workflow has no unconfigured nodes.
At the upper right, click Preview.
6sense prompts you to confirm that you will wait for the preview. Click Continue, or Cancel if you change your mind.
While 6sense generates the preview, it displays the Preview Generating popup on the workflow’s canvas. You cannot edit a workflow’s canvas while it is generating a preview. If needed, you can cancel the preview.
6sense generates the preview and sends you an email notification when it is completes. Check your email inbox for a message that says the preview is ready, and click View Preview.
On the canvas, nodes that have a preview are highlighted. Nodes that do not have a preview are grayed out. Click on any highlighted node to see its preview.
Previews are currently supported only for the first Action Node in a particular branch. In the image below, the Purchase Contact Node is grayed out, because it follows another Account Creation Action Node.
Preview a count of records to be processed
Colored boxes below each node and decision node branches show you a count of the records processed through each node and branch.
You can make a quick assessment of whether your filters are configured properly depending on if the volume at each node meets your expectations. Taking a closer look at the example above, you see:
Decision Purchase Branch: No accounts qualified in this branch.
Awareness, Consideration Branch: 1K Accounts qualified in this branch.
Enrich CRM Accounts: 1.9K Accounts will be enriched.
Enrich CRM Leads: 5 People will be enriched.
Enrich MAP Leads: 0 MAP leads will be enriched.
Purchase Contacts: 64 People from 37 Accounts will be purchased.
Preview details about records to be processed
Click on any node in a Preview to see a detailed report of what records will be processed. The example Preview popup below shows 35 records (standard limit) from a node. Click through the pages to see the preview listings.
Click the Download icon in the upper right corner to download the full preview file in CSV format.
After you finish reviewing the records, at the top right of the Canvas click End Preview.
Review the downloaded file, make any adjustments if needed to your workflow, and iterate until you’re ready to click Publish.