Set Up a Contact Tracking Job (v1.62 and later)

First, tell us which contacts you'd like to track

You'll be creating a dynamic report of the people for whom you'd like to track job changes, title changes and departures. Contact Tracking will then run this report at a configurable timeframe of your choosing such as monthly or weekly.

As this is a dynamic report, it is not a static list of specific individuals who will be tracked. You'll specify the criteria of the people you want to track in the report, and when Contact Tracking runs the report each month, the people who happen to fit those criteria at that time are the people who will be tracked.

1. Create a Salesforce Dynamic Report with the following columns

• Record ID (Either Contact Record Id or Lead Record Id)
• First Name
• Last Name
• Company Name
• Website
• Title
• Email (optional)
• LinkedIn URL (optional)

There is a limit of 50,000 contacts that Contact Tracking can process per job. Please ensure that your report contains a maximum of 50,000 contacts.

Please follow these guidelines to ensure that your reports are optimized and do not run into performance issues and timeouts. 

2. Ensure that the input fields you are using in the Report are mapped correctly

This is documented separately here: https://leadiqhelp.zendesk.com/hc/en-us/articles/21767248202523-Mapping-Input-Fields-in-Contact-Tracking

3. Enter the Report into Contact Tracking

1. Open the report that you would like to use as your source report for Contact Tracking
2. Copy the URL of that report
3. Find and click LeadIQ Refresh or just LeadIQ in the Salesforce App Launcher
4. Click the Track tab
5. Click + Create New Job 
6. Paste the report URL into the Report URL field
7. Set the Frequency, Start Date and Time
   
   
   
8. Data Hub customers, depending on their plan, have the option to specify their contact data preferences i.e., indicate whether Emails only, Phones only or Emails and Phones are part of the returned results. 
   
   
9. [Optional] Select your desired ICP/Personas that you'd like the results to be aligned with. Clicking on the search bar will display the list of ICP/Personas set up on the web app. If no ICP/Persona(s) is selected, all defined ICP/Personas will be considered in scope for this job run.
   Prequisite: These ICP/Personas must be set up on the LeadIQ web app prior to setting up this job.  

       

4. LeadIQ will process and deliver the job changes, title changes    and departures asynchronously

Once the results are ready, you will receive an email and in-app notification.

1. Find and click IQ Contact Tracking in the Salesforce App Launcher
2. Here you will see job changes, which are delivered to you in the form of a new custom object that's been added to your Salesforce, the IQ Contact Tracking object
3. Each IQ Contact Tracking record corresponds to a job change that occurred for one of your contacts 

5. Now, operationalize the data 

• The goal is not for your end users to use or interact with these IQ Contact Tracking records. These are just the raw materials of Contact Tracking.
• LeadIQ ships a default Lightning Flows included with the package which are deactivated by default. You can find these under Setup > Flows. It is named "IQ Contact Tracking Automation".
• These are record triggered flows that run whenever an IQ Contact Tracking record is created. You can use these default Flows as jumping off points and modify them to meet your specific needs.