1. Duplicate this spreadsheet template.

2. Import your data into the spreadsheet.

   • email: email of the lead (if you only have domain, you can add a prefix like info@) 

   • target: 1 if the lead has converted, 0 if the lead has not converted

   • amount (optional): the amount of the conversion (opportunity amount)

   • target_closed_won: 1 if the lead has converted as Closed Won, 0 if the lead has not converted Closed Won. 

     • can default to null if you don't have the information. 

   • amount_closed_won: the amount of the Closed Won conversion when the lead has converted Closed Won

     • can default to null if you don't have the information. 

   • created_date (optional)

     No transformation or cleaning will be applied to the dataset(s) you upload, therefore make sure there are no null values or your dataset won't be enriched and will be rejected. 

3. Download as .csv file

Step 2: Upload dataset in HG Insights Data Science Studio

First, head over to https://studio.hginsights.com/ and either Create a new model or duplicate an existing model.

Once your model is live, click on “import data” (new model) or “change dataset source (duplicate model)

Click Upload from CSV

Upload your dataset in both sections of training and validation 

Click on Save audience 

And voilà!

The dataset will be uploaded and HG Insights will start enriching your dataset. You should receive a confirmation email when it's done. Depending on the size of the datasets, it should take a few minutes (if ~100 records) to a few hours (if >10k records). 

Once you get the confirmation, click the link in the email and navigate to the model. 

Next step: Understand how to get insights from the dataset by looking at the Customer Fit insights