You are on the right page if you are looking for the specifications of the fields to create in your CRM to receive the MadKudu data.
Preview
- The Customer Fit and Likelihood to Buy models at the Lead/Contact or Account level have a set of 4 fields (segment, score, formatted (the "emojis"), signals).
- The Lead Grade model at the Lead/Contact level has a set of 3 fields (segment, score, formatted (the "emojis")). The Grade does not exist at the Account level.
- The Most likely persona segmentation has a set of 6 reference fields on the Account object to surface specific Leads and Contacts.
For a definition of the fields, please refer to this article.
Here is a list for Salesforce fields by model, and you'll find in the next section the list of fields for each CRM.
Salesforce
This section below applies only for Salesforce
Customer Fit
- Name: mk_customer_fit_segment__c
- Type: "Text", Length: 255
- Related to: Lead, Contact, Account
- Description: Madkudu customer fit segment
- Name: mk_customer_fit_score__c
- Type: Number, Precision: 18, Scale: 0
- Related to: Lead, Contact, Account
- Description: Madkudu customer fit score
- Name: mk_customer_fit_signals__c
- Type: LongTextArea, Length: 1024, VisibleLines: 10
- Related to: Lead, Contact, Account
- Description: Madkudu customer fit signals
- Name: mk_customer_fit__c
- Type: "Text"
- Related to: Lead, Contact, Account
- Description: Madkudu customer fit emoji
- Formula:
-
CASE(mk_customer_fit_segment__c,
'very good', IMAGE("https://cdn.madkudu.com/images/star.png", "Star", 20, 20) + IMAGE("https://cdn.madkudu.com/images/star.png", "Star", 20, 20) + IMAGE("https://cdn.madkudu.com/images/star.png", "Star", 20, 20),
'good', IMAGE("https://cdn.madkudu.com/images/star.png", "Star", 20, 20) + IMAGE("https://cdn.madkudu.com/images/star.png", "Star", 20, 20),
'medium', IMAGE("https://cdn.madkudu.com/images/star.png", "Star", 20, 20),
IMAGE("https://cdn.madkudu.com/images/cross.png", "Star", 20, 20))
-
Likelihood to Buy
- Name: mk_likelihood_to_buy_segment__c
- Type: "Text", Length: 255
- Related to: Lead, Contact, Account
- Description: Madkudu likelihood to buy segment
- Name: mk_likelihood_to_buy_score__c
- Type: Number, Precision: 18, Scale: 0
- Related to: Lead, Contact, Account
- Description: Madkudu likelihood to buy score
- Name: mk_likelihood_to_buy_signals__c
- Type: LongTextArea, Length: 1024, VisibleLines: 10
- Related to: Lead, Contact, Account
- Description: Madkudu likelihood to buy signals
- Name: mk_likelihood_to_buy__c
- Type: "Text"
- Related to: Lead, Contact, Account
- Description: Madkudu likelihood to buy emoji
- Formula:
-
CASE(mk_likelihood_to_buy_segment__c ,
'very high', IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20) + IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20) + IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20),
'high', IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20) + IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20),
'medium', IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20),
IMAGE("https://cdn.madkudu.com/images/snowflake.png", "Snowflake", 20, 20))
-
Lead Grade
- Name: mk_lead_grade_segment__c
- Type: "Text", Length: 255
- Related to: Lead, Contact
- Description: Madkudu likelihood to buy segment
- Name: mk_lead_grade_score__c
- Type: Number, Precision: 18, Scale: 0
- Related to: Lead, Contact
- Description: Madkudu likelihood to buy score
- Name: mk_lead_grade__c
- Type: "Text"
- Related to: Lead, Contact
- Description: Madkudu likelihood to buy emoji
- Formula:
-
CASE(mk_lead_grade_segment__c,
'A', IMAGE("https://cdn.madkudu.com/images/lead_grades/grade_a_s.png", "A", 20, 20),
'B', IMAGE("https://cdn.madkudu.com/images/lead_grades/grade_b_s.png", "B", 20, 20),
'C', IMAGE("https://cdn.madkudu.com/images/lead_grades/grade_c_s.png", "C", 20, 20),
'D', IMAGE("https://cdn.madkudu.com/images/lead_grades/grade_d_s.png", "D", 20, 20),
IMAGE("https://cdn.madkudu.com/images/lead_grades/grade_e_s.png", "E", 20, 20))
Most likely persona
Included in the Account level Likelihood to Buy is the Most Likely persona segmentation that allows surfacing on the Salesforce Account objects, which are the lead or contact who would most likely be a Buyer, Influencer, or Champion in the sales cycle.
These fields link to a Lead or Contact object in your Salesforce.
Preview
- Field name: mk_most_likely_buyer_lead
- Type: "Lookup Relationship" (reference)
- Related to : Lead
- Description: Lead id of the most likely buyer
- Field name: mk_most_likely_buyer_contact
- Type: "Lookup Relationship" (reference)
- Related to : Contact
- Description: Contact id of the most likely buyer
- Field name: mk_most_likely_influencer_lead
- Type: "Lookup Relationship" (reference)
- Related to : Lead
- Description: Lead id of the most likely influencer
- Field name: mk_most_likely_influencer_contact
- Type: "Lookup Relationship" (reference)
- Related to : Contact
- Description: Contact id of the most likely influencer
- Field name: mk_most_likely_champion_lead
- Type: "Lookup Relationship" (reference)
- Related to : Lead
- Description: Lead id of the most likely champion
- Field name: mk_most_likely_champion_contact
- Type: "Lookup Relationship" (reference)
- Related to : Contact
- Description: Contact id of the most likely champion
Other integrations
Segments fields
Preview
Name
- mk_customer_fit_segment
- mk_likelihood_to_buy_segment
- mk_lead_grade_segment
Specs
- HubSpot: FieldType: text
- Eloqua: dataType: text
- Others: text, length 255 or above
Scores fields
Preview
Name
- mk_customer_fit_score
- mk_likelihood_to_buy_score
- mk_lead_grade_score
Specs
- HubSpot: Number
- Eloqua: Numeric
- Others: Number
Signals fields
Preview
Name
- mk_customer_fit_signals
- mk_likelihood_to_buy_signals
Specs
- HubSpot: textarea
- Eloqua: dataType: textArea
- Other integrations: text or textArea, length 1024 (or above)
Any question? Shoot us an email at support@madkudu.com
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