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If you’re not using Outreach or Salesloft—where UserGems has direct integrations—but still want to use Gem-E messaging in your Sales Engagement Platform (SEP), don’t worry! It only requires one extra step to set up.

Instead of pushing Gem-E messaging directly into your SEP, we’ll push it to the lead/contact level in your CRM. From there, you can map these fields to your SEP and use them as variables/merge fields in your Gem-E sequence.

1. Create Fields/Properties in Your CRM

Create the following fields/properties on your contacts/leads. It's important to create all Subject fields listed below, though you will notice that some are not referenced in the table in Step 5 below.

Note: These fields do not have to be displayed on page layouts - they are only meant to store information for use in cadences. It can be helpful to display them for troubleshooting and preview purposes, but they are large fields that can clutter the layout for users.

2. Add a Workflow Action to Update CRM Fields

For campaigns where you want to use Gem-E messaging, add a workflow action to Update CRM Fields.

1. In the Update CRM Fields action, select the object you’re updating (either contacts or leads, depending on how you’ve configured UserGems to create new records).
   
   
2. Add all Gem-E fields/properties under the CRM field section. (You can add more fields by clicking "+ Add Field.")
   
   
3. For each field row, select New Value = "Dynamic".
   
   
4. Map each CRM field to the dynamic Gem-E value by clicking the Label dropdown.
   
   

Your final setup should look something like this:

If everything looks correct, save the action.

3. Map CRM Fields to SEP

Next, map the Gem-E fields from your CRM as custom variable fields in your SEP.

• If you’re using HubSpot or Salesforce for sequences, you can skip this step.
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4. Create Sequences/Cadences Using Custom Variable Fields

Now, create a new sequence/cadence using custom variables that will dynamically populate with Gem-E messaging when a prospect enters the sequence.

Example sequence structures are included below:

Co-pilot (High Touch) template for past champions:

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‍Co-pilot (High Touch) template for everyone besides past champions:

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‍Autopilot (low touch)  template:

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5. Set Up a Trigger to Add Contacts to the Sequence

Each SEP handles workflows/triggers differently, but in general, you need to create a trigger that:

• IF {{Gem-E Email Body1}} is not blank,
  
  
• THEN add the prospect to the Gem-E sequence you just created.
  
  

If you’re using multiple Gem-E sequences (e.g., different sequences for different campaigns), you may need to add additional criteria to your UserGems workflow.

For example, you could set the trigger to:

• {{Gem-E Email Body 1}} is not blank AND Campaign = UserGems Account w/ Funding Swarm.

Instead of using {{Gem-E Email Body 1}} exactly, like we show above, use the custom variable you created in Step 1 that corresponds to Gem-E Email Body 1.

If you need assistance with this step, reach out to your UserGems rep.