Who can do this?
Notes
In this article we'll show how to automate UserGems using Workflows. These workflows allow admins to easily set up robust automations for the leads/contacts we deliver. They can take actions like:
- Advanced/situational routing
- Dynamic field updates
- Email and/or Slack notifications
- Auto-sequencing to Salesloft or Outreach (for other SEPs, you can simply leverage its integration with Salesforce for automation)
Step 1: Navigate to Account Tracking in the top left and then Workflows on the left hand rail
Step 2: Select 'Add workflow'
Step 3: Choose an existing filter or set up an filter for this workflow.
In this example, we are going to be setting up a workflow for the New Hires signal. You can think of filters like defining an audience.
What type of accounts is this workflow for?
Should this be limited to only looking at prospects that join a specific list of accounts? If so, define that here.
Select which persona this workflow should apply to. For more about Persona configuration, check out this article here.
If you're building a workflow that depends on this prospect having an email address present upon execution, such as adding to a sequence with email steps, set the "Current Email" field to "is not empty".
Select a job start date for prospects you'd like to be actioned.
Determine if this workflow is for prospects with a past relationship with your company. If this is for new hires that do not know you yet, leave this blank.
Select seniority and departments if applicable.
If there are any activity restrictions on this workflow determine that here.
For example, if you do not want to sequence someone who has a recent last activity you can set that parameter here.
If this workflow is for contacts assigned to a particular user, determine that here. Otherwise, leave DRI (Directly Responsible Individual) blank.
Step 4: Determine which actions should take place in this workflow
*Make sure any action you'd like to occur is toggled to 'ON' in the top right.
**Delete any action not needed by clicking on the garbage can icon
Assign an owner to this contact
Update fields within Salesforce on Contacts, Leads or Accounts.
Add prospect to a sequence by selecting the sequence in Outreach or Salesloft and determining who should be the sequencer.
Sometimes the Account Owner is not the right person to do the outreach so it might make sense to sequence this as another owner field or as the DRI that was configured within your UserGems settings. See more on DRI configuration here
Set up Email or Slack notifications for the DRI or Account Owner so they are aware of their next steps.
Step 5: Determine how frequently this workflow should run
Navigate to 'Schedule' and select daily, monthly or weekly. Then select a time.
Step 6: Save your workflow and make sure it's activated
