The Smart Growth Suite is Snappy Kraken’s comprehensive marketing solution that takes a holistic approach to lead generation, nurturing, and conversion. 

This guide walks you through how to build a fully automated AI-driven workflow for enriched contacts using its three powerful automation tools—AI Lead Capture, Dynamic Groups, and Auto-Subscribe.

Step 1: Connect Enrichment Integration

Snappy Kraken offers Catchlight integration, providing you with AI-powered lead scoring and contact enrichment. With this integration, you can identify high-potential prospects, get deeper insights from their list, and get more from their workflow with less effort. 

How to Connect Catchlight

  1. Navigate to your campaign's dashboard.

  2. Click on 'Integrations' located on the left side of the dashboard.

  3. Find the Catchlight integration option.

  4. Click on 'Connect' to initiate the connection process.

  5. You will be redirected to the Catchlight login screen. Enter your Catchlight login credentials to connect the systems.

  6. After logging in, you should see a message indicating 'Catchlight connected successfully'.The Catchlight integration will now be connected and automatically enabled.

How to Enrich Contacts

  1. Go to your contacts list and select a contact (e.g., John Doe).

  2. Click on 'Enrich with Catchlight' to start the enrichment process.

  3. After enrichment, the Catchlight details will be displayed, including contact assets and projected value.

 

Note: Be aware that each time you enrich a contact, you will incur charges based on your Catchlight subscription

Step 2: Build Dynamic Group

With the contacts enriched, you can start building groups based on the additional information it provides. Dynamic Groups automatically segment your leads based on data and behaviors.

How to Build a Dynamic Group:

  1. Go to the "Groups" tab.
  2. Click "Create Dynamic Group."
  3. Give your group a name (e.g., Retirement Age High Net Worth Prospects).
  4. Click "Add Match Filters"to set your targeting logic.
    • Example: Age between 60–70 and investable assets between $3MM–$25MM.
  5. As you set filters, matching leads will appear in real time.
  6. Click "Save" to activate your group.

Once saved, your group will continuously update as contact data changes.

Step 3: Automate Campaign Enrollment (Auto-Subscribe)

With the group built, you can choose to automatically enroll new members of the group into a personalized campaign. For example, if a contact's asset has changed from Catchlight, they will automatically receive a campaign of your choosing. 

How to Set Up Auto-Subscribe:

  1. Go to the "My Campaigns" section.
  2. Find your desired campaign and click the three-dot menu.
  3. Select "Manage Subscribers."
  4. Find your Dynamic Group and click "Auto" to auto-enroll both current and future members.

From that point on, any new contact who joins that group will immediately be added to the campaign and receive follow-up emails or texts—no tagging or manual work needed.

✅ What You’ve Built

By completing these three steps, you’ve built a powerful high-net-worth lead workflow that:

  • Enrich existing contacts
  • Segments them based on wealth, age, or behavior
  • Automatically enrolls them in targeted, personalized campaigns

This automation ensures you're first to follow up, always relevant, and never delayed by manual work.