Additional Mappings for VisitorIntel/Website Signals

VisitorIntel automations require a field to write the date of last visit. We recommend creating a custom field for these purposes. The following field types are supported:

• Salesforce: date, string, textarea
• HubSpot: date, string
• Zoho: date, text, textarea
• Dynamics: datetime, string

Additional Mappings for Job Change Signals

To associate contacts based on their old and new job Salesforce or Hubspot, reference this article.  

Additional Mappings for Growth Signals

Growth signals automations require a field to write the date of the event, and also offer the option to write additional details about the event. The following field types are supported:

Signal Date:

• Salesforce: date, string, textarea
• HubSpot: date, string
• Zoho: date, text, textarea
• Dynamics: datetime, string

Signal Details:

• Salesforce: string, textarea
• HubSpot: string
• Zoho: text, textarea
• Dynamics: string

For more information on the types of details available, reference this article.

Email Alerts

If you've enabled the email option, you and your teammates will receive an email after your automation runs, with a link to view the identified contacts and companies in the SalesIntel application. When you click through this report, you will see SalesIntel search results, but you will be in "Report Mode", as shown by the orange banner at the top of the page. Click the link to leave report mode and go back to regular searches.

In this view, your search results are a list of the companies that fulfill your automation, not a fresh search conducted in real time. If you have applied a saved search qualifier (or are using an ICP Automation), you should know:

• The filters on the left will NOT match those in your original search, even though the companies returned WILL meet that search criteria. The filter panel will show only the topic(s) in your automation and topic thresholds that you set up for the automation.
• Any persona (contact) filters in your saved search are not currently applied to these search results. This report only reflects the companies that were identified by your automation this week. However, if you added Buyer Center contacts as a qualifier, those filters will be shown here.
• You can further refine the companies and contacts using the filters on the left panel. When in Report Mode, those filters are applied to the companies and contacts returned by your report.
• When choosing intent signals, your report is limited by your intent plan. If your plan only shows 10 company results, you will only see up to 10 companies in your results. You can contact support@salesintel.io or your Account Manager to upgrade your plan and see more results in your searches and automations.
• Exporting companies to csv will include the surging topics when viewing the report associated with an intent automation. These topics cannot be exported as the result of a regular search or with contact views.

Custom Programmatic Audiences

Custom programmatic audiences are pushed to your AdsIntel seat in about four hours and are ready to be added to your campaigns. Final processing will complete in 1-2 days and your campaign will be ready for delivery. Your audience will refresh as your data refreshes until the end date provided in the GTMCanvas set up screen. At any time, you can go back this screen to update the end date.

Only US contacts are available for custom audiences at this time, and your audience must have at least 5,000 contacts. 

Custom programmatic audiences are available for three types of signals:

1. New in ICP - as contacts enter and leave your ICP, your audience will be updated. A common use case for this type of audience is evergreen branding campaign delivery to named accounts.
2. Website Visitation - as companies visit your website, your audience will be updated with all contacts at the company who are in your buying center. You can designate a specific lookback period for this audience, and older visits will be excluded. These audiences are a great complement to retargeting campaigns. While standard retargeting only targets the specific person who visited your website, VisitorIntel retargeting allows you to target the entire buying center.
3. Bombora or Predictive Intent - as companies surge on topics of interest, your audience will be updated with all contacts at the company who are in your buying center. You can designate a specific lookback period for this audience, and older intent signals will be excluded. In this case, your audience builds over time - if you select a 4 week lookback, your audience will take 4 weeks to build to its full size, and then older data will drop as new data is added. These audiences allow you to get in front of in-market accounts and become part of the consideration set.
4. Growth Signals - as companies show growth signals, your audience will be updated with all the contacts at the company who are in your buying center. You can designate a specific lookback period for this audience, and older events will be excluded. These audiences allow you to focus branding efforts on accounts that may just entering the market OR exclude accounts with disqualifying events.

Generate AI Content

Generating AI Content with your automation allows you to create personalized touchpoints at scale based the signal and recipient. AI Content requires add-on credits; to add to your plan, reach out to your success team or support@salesintel.io.

To get started, you will need to add an Export step. AI content is generated and then added directly to a field in your CRM. From there, it can be synced to other platforms (like a cadence tool) and pulled into sequence steps automatically as a custom variable. Email, call script, and LinkedIn requests can be generated.

The first time you access AI Generated Content, you will be asked to set your company name and company domain. This ensures that the content refers to you the way you refer to yourself (rather than your formal business name, like Company, Inc.) and that we generate insights about your business and offerings based on the right company. Some companies have similar names, but always have different websites. Change these settings by clicking on Edit Settings on the Generate AI Content card. These settings apply across all automations.

Setting up your content

Generate content at the account or contact level

Content can be added to the account identified by the automation or to the contact in your buying center in that automation. Account-level content will be personalized to the account and the data will be on the account record in the CRM. Contact-level content will have slightly more personalization to the role and contact, in addition to the account personalization, and the data will be on the contact records. You can still use account-level content for individual contacts by referencing the account field on the connected record in your CRM.

Keep in mind that credits are used based on how many pieces of content are generated. Generating content on the contact level will consume more credits per automation than content generated on the account level. In either case, unless the signal or your prompt changes, content is cached for 30 days and will not be regenerated at your expense if the same record comes up again.

Determine what kind of content you want

You can decide what type of content you want by mapping the field to a field in your CRM. Each type of content you map will cost one credit to generate. Email subject lines are not an additional cost and come optionally with the email content.

Email content includes the body of the email only, with no greeting (Hi Jane) or closing (Thanks in advance, John). You may add your own during execution using custom variables to ensure that this is customized to each recipient and sender.

To map these fields, start with the right field type set up for your CRM:

• HubSpot: Multi-line text

• Salesforce: Rich Text Area, Long Text Area

• Zoho: Large Text Area

• Dynamics: Multiline text field

Add optional context

When we prepare your content, we already provide signal context, prospective company/content context, seller company context, and basic instruction on how to craft the content including:

• Ways to avoid sounding like AI

• Preventing mentioning the signals directly (for example, we won't say "I saw you were visiting our website")

However, the user also has the option to provide additional context about the contact personas they are targeting, the products to cover, or anything else they want the content to consider.

Test the content

When you test your content, the service will consider both your optional context and the standard prompt that we already provide. You can test any kind of content without incurring credit usage. Content is tested as if you were crafting a message to SalesIntel's team.