Background

UserGems Contact Tracking job change input reports are static or dynamic lists of people that you've done business with that you'd like to track for job changes. Rather than using a single list or report, it's crucial that we identify and map different segments of people that you wish to track, which is done in UserGems Settings:

You don't need to map all of the Contact Lists above. On the separate Contact Tracking Contacts page you can reorder the importance of the lists and even add custom lists.

When UserGems identifies a job change, the original highest-ranked Input List that the person was on is carried over to the new Lead or Contact that UserGems creates when they change jobs in the lead/contact field Past Contact Relationship.

Differentiating these lists can be extremely helpful in prioritizing the importance of both job departures as well as where they land - for example, using them to decide which sequence/cadence they should enter for sales engagement:

Option 1: Salesforce Reports (Preferred)

Connecting Salesforce reports is ideal for a few reasons:

• UserGems can automatically read your reports for updates on who we should be tracking
• You control the filtering around who is listed in these reports
• These reports can be saved in a specific folder in Salesforce where only those that should have access to them can see/edit them.

Salesforce reports can be Lead, Contact, Opportunity Contact Roles, or even custom objects. See below for more information regarding the columns needed.

Option 2: Import Automatically

For some of these lists, UserGems can import directly out of your Salesforce without the need to build a report. The lists associated with this option are indicated by the “Import Automatically” checkbox as shown in the screenshot above.

More information about the "Import Automatically" queries can be found here.

Option 3: CSVs

If you have a subset of users/contacts you want to track, and they exist in a database external to Salesforce (i.e. Users from your application or data warehouse), we can also read into CSV files and still return new leads/contacts into your Salesforce for these individuals at their new companies. The disadvantage of using CSVs is needing to import new ones each month.

Custom Integrations for Input Reports

If you have people that you'd like to track for job changes living in external systems such as a product user database (e.g. Mixpanel or Pendo) or data warehouse (e.g. Snowflake or Redshift), there are other options to automate the regular collection of new Contacts.

Reach out to your CSM to explore whether we could dynamically pull users from those systems without the need for a manual export and import into UserGems at no additional cost to you.

What Columns Should we Provide?

Regardless of what type of input report you create, please include the following fields if possible --- the more you can include, the better our match rate will be:

• First Name (Required)
  
• Last Name (Required)
• Company Name (Required) 
• Title (Strongly Suggested)
• Email Address (Strongly Suggested)
• Phone Number (Optional)
• LinkedIn URL (Optional)