You're using Champify or UserGems to get job change data and want to create a Sales playbook based on it in MadKudu?
Pre-requisites
- You've contracted and connected Champify / UserGems to your Salesforce instance
- You've setup a Salesforce Campaign based on Champify / UserGems job changes
- Your Salesforce is connected to MadKudu
Step 1: Map the Champify Salesforce campaign member in the Event mapping
- Connect to your MadKudu account in the admin app: app.madkudu.com
- Head to Event Mapping and click on the edit button on Salesforce Campaigns
- Click Start draft then Add new event
- Enter in
- Campaign Type: the type you've created in Salesforce for the Champify campaign
- Campaign member status: the status your using for members in the Champify campaign
- MK Event name (signals): {{ce.details__c}} (replace the custom field used by the field you're using on the campaign member object)
- MK Event name: Champion moved to New company
-
Activity type: Marketing Activity
Example to adapt to your Champify campaign Click Publish draft
Wait for the email confirmation that the event mapping finished processing
Step 2: Create a playbook
- Connect to MadKudu Copilot (in Salesforce or Chrome extension or msi.madkudu.com)
- Click + New playbook and Playbook Library
- Look for the one called "Previous Champions Who Changed Company"
- Update the filters if you have chosen a different event name in the event mapping, the description, recommended actions and sharing settings
- Publish!