How can we help?

To support the dataflow for the Past Champions, New Hires, or Promotions Signals, we ask that you create some custom fields to ingest the info we provide.

Considerations:

• You should create these fields on both the Lead and Contact objects
  • Even if UG isn't creating leads, it's possible that some leads exist already in your system that we would enrich when relevant (vs creating a duplicate)
• Please also ensure that all UG fields are mapped upon Lead Conversion
  • Object Manager -> Leads -> Fields & Relationships -> "Map Lead Fields"
• Need any custom data from the old contact on the new one? You can easily utilize formulas and our custom lookup fields mentioned below

By default, we will stamp a Lead Source of "UserGems" on any Leads or Contacts we create. Let us know if you'd prefer a different value.

Fields:

UG - No Longer at Company (Date)

• Updated on the departing contact. Date that we enriched this contact as no longer with the company. Many of our customers will sync this update with marketing and/or CS automation tools.

UG - Past Contact (Lookup: Contact)

• Link to the contact record for their previously tracked job

UG - Past Account (Lookup: Account)

• Link to the account where this job changer used to work

UG - Past Relationship Type (Text)

• This value represents the specific report/relationship that this job changer was being tracked on. You can always view all relationships being tracked within the UserGems web app - values in the “Relationship” column are stamped into the UG - Past Relationship Type

UG - Persona (Text)

• If a UserGems delivered contact has a title matching the persona you defined within the UG web app, we will display the persona name here

UG - Created By UG (Boolean/checkbox)

• Equals Yes for any contact created by UserGems