Contact Tracking - Universal Credits

Universal Credits (UC) is a system designed to simplify and standardize how data is consumed across various LeadIQ products. This guide explains how UC works for Contact Tracking, including consumption rules, important settings to configure and common scenarios.

Consumption of credits

Universal credits are consumed in the following instances:

• Person data
  • UCs will be charged only for Email or Phone or Email & Phone data points for a contact and is based on the user's data plan and/or user-defined selection.
• Company data
  • The following company fields are in scope for UC consumption. Even if a single company field is enriched, a UC will be charged. 
    • Current Company
    • Current Company Country
    • Current Company Domain
    • Current Company Industry
    • Current Company Linkedin URL
    • Current Company Employees
    • Current Company State

Universal credits will not be consumed for RUM records or Signals (such as Job Changes, Title Changes, Departures, and Account Events). 

Settings

Under Contact Data Preferences users will be asked to select their desired data points at the point of job submission:

• Email only
  • Only emails will be returned.
  • No phone numbers will be returned even if present.
  • If we find a Contact for which we cannot find an email:
    • We do not return any information for that Contact (including the ‘signal’ like job change or title change).
    • We charge 0 UC for that Contact.

• Phone only
  • Only phones will be returned.
  • No emails will be returned even if present.
  • If we find a Contact for which we cannot find a phone:
    • We do not return any information for that Contact (including the ‘signal’ like job change or title change).
    • We charge 0 UC for that Contact.

• Email and Phone
  • Provide both emails and phone numbers for Contact.
  • If we find a Contact for which we find both email and phone:
    • We charge 1 UC
  • If we find a Contact for which we find email but no phone or vice versa:
    • We return Email only
    • We charge 1 UC

Note: There will be no consumption limits on contacts since it’s limited by job submission.

Common Scenarios

LeadIQ finds a Job Change and creates a new Contact and a new Account.

• • RUM Status: Person - Non-RUM, Company - Non-RUM
  • UC Charged:
    • Person data = 1 UC
    • Company data = 1 UC
  • Notes: Person and Company are now considered RUM

The Person in scenario #1 changes jobs and joins a new company.

• • RUM Status: Person - RUM, Company - Non-RUM
  • UC Charged:
    • Person data = 0 UC
    • Company data = 1 UC
  • Notes: Company is now considered RUM.

LeadIQ finds a Departure and updates the Contact.

• • RUM Status: Person - Non-RUM
  • UC Charged:
    • Person data = 1 UC
  • Notes: Person is now considered RUM. No Company data for Departures.

Insufficient Credits

When a Contact Tracking job runs, the maximum # of universal credits required to run the job is first calculated, and the customer account is checked to confirm that this number of credits is available to be reserved. In case of insufficient credits, the job will not run, and an error indicating insufficient credits will be added to the transaction log. 

If you have any questions about Universal Credits, you can reach out to our Support Team by clicking Submit a Request at the top right of this page.