Champify Configuration – Champify

Navigate to the Setup Screen

You can set up Champify directly inside Salesforce.

To start, click the “App Launcher” (the grid of nine dots) at the top left of your screen in Salesforce. Search for and click “Champify” which will bring you to Champify setup.

Input your Champify App ID

When prompted to input your Champify ‘App ID’, insert the ID provided to you by Champify. This will enable you to proceed to the main configuration screen. You will only need to do this once.

Your App ID will be provided by your Champify representative. If you don’t have one, please reach out.

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Note: If you’re installing in both Sandbox and Production environments, we recommend using unique IDs for each. Reach out to request an additional ID.

If you are having trouble loading the Champify setup screen, double check that your user has been assigned the “Champify Administrator” permission set.

Contact Reports

Select reports containing contacts you would like to track job changes for.

Click “Add Report”

Select the reports you would like to track job changes for

This list only displays Salesforce reports with “Champify” in the report name.

In order for contacts to be tracked by Champify, reports must also have the Sync with Champify as a column in the report.

The report type also needs to contain “Contact.”

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We recommend adding reports one by one so that you can control the order in which reports are evaluated to apply the “Previous Relationship” label. And order matters! Rank the highest value relationships first (i.e. closed won opp contacts, then primary post-sale stakeholders, admin or power users, then free or closed lost audiences).

Once you’ve selected a report, click “Save”.

Once a report has been added, add a label for “Previous Relationship”

Add/edit the “Previous Relationship” label by clicking the pencil icon on the right side of the text field

Click “Save” to apply the label

Repeat Steps 1-4 for additional reports

Details:

All contacts appearing in the reports will be tracked

Contacts in each report do not have to be unique. “Previous Relationship” labels are applied to unique contacts in the order the reports are listed. If a user is included in multiple reports, the “Previous Relationship” label will be applied for the report highest in the report list.

Champify refreshes selected reports everyday

Our ‘Add Contacts’ job has a limit of 50k rows. If your contact report has greater than 50k contacts, you'll need to gradually add them in batches of 50k at a time. Make sure to add them in the proper order, with the higher priority relationships added before lower priority relationships. After adding your first batch of 50k or fewer, run the ‘Add Contacts’ job manually at the bottom of the Setup Screen in the Manual Controls section. Repeat the process for remaining reports, in batches of no more than 50k contacts.

Qualification

Set criteria for new employment to be surfaced by Champify. Contacts that do not match will still be tracked & surfaced if they become qualified in the future.

You can filter new employment by title keywords, and by account size.

Filter by Title

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We strongly recommend that you filter by title. Not filtering by title will create new contacts for any job change, regardless of whether or not a person’s new job is relevant to your business.

Manage the keywords that a new Contact's job title must contain. You can add several title keywords at once using a comma separated list of keywords.

Keywords

Keywords are case insensitive, and multiple keywords are used together with OR logic.

For titles that are often abbreviated, such as CXO roles, we recommend including both the full title and the abbreviation, e.g. ‘CTO’, ‘Chief Technology Officer’.

These values are meant to be broad (director, sales, revenue) rather than exact (Director of Revenue Operations) so that they are not overly constrictive.

Excluded Titles

If there are titles that you do not want to reach out to, add them in the exclusion section

Auto-qualification

In addition to the keywords you share, we also look through titles on your closed won opportunities. If a title appears 5+ times, we include it and any semantic matches as key titles too. Full description of the auto-qualification logic here.

Key Arrivals

We recommend prioritizing VP and CXO titles for your key personas (e.g. sales, revenue, GTM). However, if there is a title that signals appetite to explore your software, we recommend excluding any seniority threshold. Best practice example: Champify would qualify marketing, sales and revenue new hires with VP+ titles as well as a pipegen program hire with any level of seniority.

Retro Analysis

We can provide analysis on included and excluded titles for your account. Reach out to your CSM if interested.

Additional Info

If you change these criteria later on, you can click “Get Job Changes” at the bottom of the screen to re-process the unqualified changes to see if any should be surfaced as a lead.

If the person’s title or company size changes at a later date, Champify will automatically reprocess them.

Filter by Account Size

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We strongly recommend that you filter by company size.

Select the minimum number of employees a person’s new company must have.

This filter is also applied to accounts not in CRM.

To set a maximum number of employees, reach out to your CSM.

If you don’t wish to filter by title or account size, you can disable each qualification to pass through all job changes.

Select the Object Types for Champify to Create

When Champify detects job changes for your tracked contacts, it will either update existing records or create new ones of a particular type based on your preference.

If the contact for a qualified job change already exists, Champify will enrich that record rather than creating a new record.

Contacts & Leads section of Setup Screen

Record Types

Champify has 4 different options for updating and creating records:

Contacts & Accounts Only

Leads Only

Create Contacts for existing Accounts, otherwise create Leads

Update existing Contacts, otherwise create Leads

Contacts & Accounts Only

If the new company already exists as an account, Champify will create/update a contact in that account, and assign to the account owner

Matching accounts are determined using company Name, Website, and LinkedIn URL*

Matching contacts are determined using either Email match, or Name + Company Name match (company name is cleaned of legal suffixes for match)

If new company does not exist as an account, Champify will create a net new account with full firmographic data, and create an enriched contact within that account

Leads Only

Create new and/or update existing leads

Matching leads are determined using either Email match, or Name + Company Name match (company name is cleaned of legal suffixes for match)

Create Contacts for existing Accounts, otherwise create Leads

If the new company already exists as an account, Champify will create/update a contact in that account, and assign to the account owner

Matching accounts are determined using company Name, Website, and LinkedIn URL*

Matching contacts are determined using either Email match, or Name + Company Name match (company name is cleaned of legal suffixes for match)

If new company does not exist as an account, Champify will create a lead

Update existing Contacts, otherwise create Leads

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We recommend this option if you use a routing tool like LeanData.

If the contact for the new job already exists in an account, Champify will update/enrich the contact, and assign to the account owner

Matching contacts and leads are determined using either Email match, or Name + Company Name match (company name is cleaned of legal suffixes for match)

If contact for the new job does not exist, even if an account for the new company already exists, Champify will create a lead

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*LinkedIn URL: Since LinkedIn URL is not a standard field on the Account object, you will need to provide your custom LinkedIn URL field in Champify's Field Mapping in order to use it for account matching.

Defaults

On the right side of the Contacts & Leads section, you can assign default values for records created by Champify:

Default status for new Leads

Assign a default value for Lead Status for new Leads created by Champify. Options will include your picklist options for this field.

Default owner for new Accounts & Leads

Assign a default owner for new Accounts and Leads created by Champify. We recommend that you set the default owner to be either the integration user or a rep or manager of reps who will work greenfield accounts, leads, etc.