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","_key":"9704e78a3e0e0","_type":"span"}]},{"_type":"block","style":"h3","_key":"c67b6c7aeaa3","markDefs":[],"children":[{"marks":[],"text":"Setup Update Settings","_key":"b9a42d1ddddc0","_type":"span"}]},{"_key":"bebea0b86587","url":"https://app.arcade.software/share/WpvC8nzI0WBsxLWCOShQ","_type":"arcadeEmbed"},{"_type":"block","style":"normal","_key":"b2f3812d9afe","markDefs":[],"children":[{"_key":"3676a485f2d3","_type":"span","marks":[],"text":""}]},{"listItem":"number","markDefs":[],"children":[{"_type":"span","marks":["strong"],"text":"Navigate to the Outbound data setup section","_key":"16ca74d8a143"},{"_type":"span","marks":[],"text":" of the Salesforce settings page in Common Room.","_key":"2b964bcc6adf"}],"level":1,"_type":"block","style":"normal","_key":"fe930a0aaa9a"},{"_key":"ce3bf3998b42","listItem":"number","markDefs":[],"children":[{"_key":"9ef00672f8d10","_type":"span","marks":["strong"],"text":"Click Set up to get 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This can be useful for identifying values that don’t change—for example, if you choose to create Lead fields, you can use a static field to set the Lead source as Common Room.\n","_key":"cef6d0c2afe60"}],"_type":"block"}]},{"_key":"8072c5301e80","markDefs":[],"children":[{"text":"Validate Data Updates","_key":"215cecacbd0a0","_type":"span","marks":[]}],"_type":"block","style":"h4"},{"style":"normal","_key":"fb1baed18656","markDefs":[],"children":[{"_key":"fff50fea0b570","_type":"span","marks":[],"text":"Once you’ve finished setting up your field mappings and are ready to test, find a Contact you know exists in your Salesforce instance and open their Contact profile. 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Note that this Contact will need to have a primary email in order to be synced to Salesforce. 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Your team will need to choose the \"Set up\" option first, and then once configured the \"Edit\" option will become available."}],"markDefs":[],"style":"normal"}],"style":"info"},{"_key":"498a03966929","_type":"block","children":[{"_key":"72cb1f66d1cf0","_type":"span","marks":[],"text":"Contributor engagement is calculated by their activity in these signals:"}],"markDefs":[],"style":"normal"},{"_key":"4f20e0fd3b3c","_type":"block","children":[{"_key":"849478b643eb0","_type":"span","marks":["strong"],"text":"Discord, Discourse, Slack"},{"_key":"849478b643eb1","_type":"span","marks":[],"text":": At least one non-self reply."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"90d4f82ba696","_type":"block","children":[{"_key":"594cebd057950","_type":"span","marks":["strong"],"text":"GitHub"},{"_key":"594cebd057951","_type":"span","marks":[],"text":": At least one pull request created/closed or commit merged."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"34231709a740","_type":"block","children":[{"_key":"98616b3496460","_type":"span","marks":["strong"],"text":"Stack Overflow"},{"_key":"98616b3496461","_type":"span","marks":[],"text":": At least one answer."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"9fcff8cf5ca6","_type":"block","children":[{"_key":"68b14dc4b5a00","_type":"span","marks":["strong"],"text":"inSided"},{"_key":"68b14dc4b5a01","_type":"span","marks":[],"text":": At least one idea, article, answer, or product update."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"8a0e9b7d167c","_type":"block","children":[{"_key":"9392c0e431860","_type":"span","marks":["strong"],"text":"Khoros"},{"_key":"9392c0e431861","_type":"span","marks":[],"text":": At least one blog, forum, non-self reply, or answer."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"0f8dfd019326","_type":"block","children":[{"_key":"0b29739f2c0d0","_type":"span","marks":["strong"],"text":"YouTube"},{"_key":"0b29739f2c0d1","_type":"span","marks":[],"text":": At least one video upload or 20+ comments."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"1fff2d912b5a","_type":"block","children":[{"_key":"83d15c37600c0","_type":"span","marks":[],"text":"Influencer engagement is similarly calculated by Contacts with broad reach in at least one of these signals:"}],"markDefs":[],"style":"normal"},{"_key":"aad5a1e47eee","_type":"block","children":[{"_key":"d3eceac46bc50","_type":"span","marks":["strong"],"text":"Twitter"},{"_key":"d3eceac46bc51","_type":"span","marks":[],"text":": ≥ 500 followers"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"e5f6b617e9e0","_type":"block","children":[{"_key":"2f680e5734760","_type":"span","marks":["strong"],"text":"GitHub"},{"_key":"2f680e5734761","_type":"span","marks":[],"text":": ≥ 100 followers"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"a63587278165","_type":"block","children":[{"_key":"87cd57b1db690","_type":"span","marks":["strong"],"text":"Youtube"},{"_key":"87cd57b1db691","_type":"span","marks":[],"text":": ≥ 100 subscribers"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"359bdd6eaee6","_type":"block","children":[{"_key":"6fe45bebdd870","_type":"span","marks":[],"text":"Customize or Disable Tags"}],"markDefs":[],"style":"h2"},{"_key":"17ebe0a3d1e5","_type":"block","children":[{"_key":"ec09501258ad0","_type":"span","marks":[],"text":"The Contributor, Influencer, Community Qualified, Ideal Persona, and Product Qualified default tag criteria can be customized to a criteria that best fits your team's needs. 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We’ve observed that when given proper direction and guidance, AI can do a great job in taking large amounts of data and creating a unique, relevant snippet to add to a message. "}],"markDefs":[],"style":"normal"},{"_key":"a22cb7448a5d","_type":"block","children":[{"_key":"094181c6e55f","_type":"span","marks":[],"text":"What we’ve also observed is that AI is not the best fit in certain applications. When deep, nuanced understanding of your own product, business, or relationship to any particular message recipient is required, hallucination is more likely and also more problematic for the content of your message and its likelihood to achieve your goals. 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This experience allows you to give your prompt a name and description, write the prompt itself, add dynamic variables from Common Room to get a more customized response, and add context about your business/product."}],"markDefs":[],"style":"normal"},{"_key":"4d4e149da79b","_type":"block","children":[{"_key":"389361c625e20","_type":"span","marks":[],"text":"Let’s break down each component that is available on this page to ensure you are a master prompt writer once you’ve read through this doc."}],"markDefs":[],"style":"normal"},{"_key":"abd336ef54c2","_type":"block","children":[{"_key":"e93306433801","_type":"span","marks":["strong"],"text":"Name and description"},{"_key":"b91ad2c43bfc","_type":"span","marks":[],"text":" - these two fields are simply the name and description that show in Common Room’s app to inform your team members about the prompt. These fields have no impact on the output of the prompt."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"2472e7abe021","_type":"block","children":[{"_key":"caede6dd8d48","_type":"span","marks":["strong"],"text":"Prompt"},{"_key":"cff0254d532f","_type":"span","marks":[],"text":" - this field is where you input direct instructions as to what you want the prompt to do (e.g., write me a cold sales outreach email). Try to give the AI as much guidance as you would a fresh new hire who’s never done the job before. Keep instructions relevant and concise.We’ve found it helpful to list guardrails or guidance for the AI in every prompt. Here are some instructions we’ve added to our prompts to assist in quality message generation:"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"80aaf1fbabaf","_type":"block","children":[{"_key":"c3d6bb24c8450","_type":"span","marks":[],"text":"Don't include an email signature (my name, my title, or contact info). Stop after the farewell."}],"level":2,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"f1d45ca98780","_type":"block","children":[{"_key":"7300eed463740","_type":"span","marks":[],"text":"Don't open with \"I hope this email finds you well\""}],"level":2,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"8c18328c3afd","_type":"block","children":[{"_key":"9be6cc5a19e10","_type":"span","marks":[],"text":"Keep it to less than 5 sentences"}],"level":2,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"940b74eb0976","_type":"block","children":[{"_key":"167719f7b89b0","_type":"span","marks":[],"text":"Don't include any placeholders"}],"level":2,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"2ae977614387","_type":"block","children":[{"_key":"22f533c2fef80","_type":"span","marks":["strong"],"text":"Variables "},{"_key":"22f533c2fef81","_type":"span","marks":[],"text":"- Common Room has a ton of helpful signals about the contact and their organization for which this message snippet will be created. Simply choose the fields that you want AI to use when as context and write them into the prompt. Properly defined variables are denoted in the user interface by a blue highlight/coloring and curly brackets {{ }}"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"87753f390d6c","_type":"block","children":[{"_key":"a15392d9ee250","_type":"span","marks":[],"text":"Example: Write me a short, casual prospecting email to {{ Contact name }}. You must reference some engagement from the following list as part of personalizing this message: {{ All activities }}"}],"level":2,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"e4ce38dd5850","_type":"block","children":[{"_key":"515079607293","_type":"span","marks":["strong"],"text":"About your business"},{"_key":"bef325998342","_type":"span","marks":[],"text":" - this is a field where you can input direct information about your business or product. This gives you the chance to highlight your narrative and make sure the AI relays back small tidbits of your value in the way that you would describe your company, product, and/or value proposition. Try to cover your key products or services, their main value to those who buy them, and what your business is all about. Keep it concise - being overly exhaustive here can confuse the LLM when it comes time to generate a message."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"d115a6f66465","_type":"mainImage","asset":{"_ref":"image-2e63ef917ef05e14989026081aeae4776d8c1d97-1080x927-png","_type":"reference"},"style":""},{"_key":"4ae319f071e1","_type":"block","children":[{"_key":"c3468e1abca60","_type":"span","marks":[],"text":"Once you have input all of these fields in your prompt template, Common Room will package all of the information up and create a single prompt to inform the AI as to what is to be done."}],"markDefs":[],"style":"normal"},{"_key":"da3f6c4c9653","_type":"block","children":[{"_key":"a1b0b45ebaae","_type":"span","marks":[],"text":"Previewing and Viewing RoomieAI™ Snippets"}],"markDefs":[],"style":"h2"},{"_key":"8b9143bfc52f","_type":"block","children":[{"_key":"adb6246d41780","_type":"span","marks":[],"text":"You can preview the type of results you will get from a prompt with RoomieAI™ from the prompt creation screen. One thing to note: The preview simply pulls random contacts from your room and runs the prompt against them. So there are times when the prompt can be created for a niche set of contacts and the preview contact may not quite line up to the contacts you had in mind."}],"markDefs":[],"style":"normal"},{"_key":"fc28aad1b10d","_type":"block","children":[{"_key":"c8181c58173b0","_type":"span","marks":[],"text":"To view RoomieAI™ snippets in action within the Common Room platform, make sure the snippet is toggled on in the settings page, and then navigate to any contact profile."}],"markDefs":[],"style":"normal"},{"_key":"445d6359a16a","_type":"mainImage","asset":{"_ref":"image-71795723295f9dd6bef3012f925ec9d1a486b5ea-2000x706-png","_type":"reference"},"style":""},{"_key":"0b5af35e5b1d","_type":"block","children":[{"_key":"1b8602340fb80","_type":"span","marks":[],"text":"Clicking on any of the snippet options will run the predefined prompt against the contact you are viewing and generate a message snippet for them. This often takes a few seconds as snippets are always regenerated with the latest signals and data from dynamic variables. Users can edit the copy within the modal once generated and save the modified snippet content for use in a Sales Engagement Platform (SEP) of their choice. Messages can often also be edited in the SEP itself."}],"markDefs":[],"style":"normal"},{"_key":"c2df9592b874","_type":"block","children":[{"_key":"9c04b7ae829f","_type":"span","marks":[],"text":"Scaling RoomieAI™ Message Snippets"}],"markDefs":[],"style":"h2"},{"_key":"4dd249b0d228","_type":"block","children":[{"_key":"54d202a799ac0","_type":"span","marks":[],"text":"By default, all rooms will have RoomieAI™ message snippets enabled. With that, this is a paid feature and as such the default experience will be limited to one prompt per room and you will not be able to map the prompt to fields in a SEP or CRM."}],"markDefs":[],"style":"normal"},{"_key":"aac6ad2c3901","_type":"block","children":[{"_key":"73bcc6c87c6b0","_type":"span","marks":[],"text":"Mapping snippets to a field to be used by a tool such as Outreach is how you can really scale the use of RoomieAI™ message snippets. If you have purchased the RoomieAI™ add-on, you will see a mapping UX enabled in SEP and/or CRM configuration screens."}],"markDefs":[],"style":"normal"},{"_key":"2e76298f308b","_type":"block","children":[{"_key":"6b2db4e22fe50","_type":"span","marks":[],"text":"The below example will walk through Outreach, but this feature will be available for other SEPs and CRMs."}],"markDefs":[],"style":"normal"},{"_key":"3d020dec2ef2","_type":"block","children":[{"_key":"f319ea20fe730","_type":"span","marks":[],"text":"To set up the mapping experience, begin by going to Outreach settings (Settings > Signals and integrations > Outreach). From this page you will be able to map message snippets created with RoomieAI™ to custom fields on a prospect in Outreach as well as to the sequences that use those custom fields. Both pieces of mapping are needed for Common Room to successfully deliver snippets to Outreach."}],"markDefs":[],"style":"normal"},{"_key":"418abc837470","_type":"mainImage","asset":{"_ref":"image-70abbe3b1d6d943ef2b24268a25e06bf91c506ec-1371x786-png","_type":"reference"},"style":""},{"_key":"5d8c3a9b5e5b","_type":"block","children":[{"_key":"dac1c979c9490","_type":"span","marks":["strong"],"text":"Note"},{"_key":"f6c50bc84f9f","_type":"span","marks":[],"text":": There can only be a 1:1 mapping of snippets to custom fields (i.e., you cannot map multiple snippets from Common Room to the same custom field). But a snippet can be mapped to multiple sequences and each sequence can have multiple snippets map to it. If you map multiple snippets to a sequence (which is totally fine!) we will show your in our app when you are taking action on a contact that multiple snippets will be sent along with the contact information to an Outreach sequence."}],"markDefs":[],"style":"normal"},{"_key":"440c6d7c2e58","_type":"block","children":[{"_key":"961b15c5691a","_type":"span","marks":[],"text":"Prompt Writing Tips and Best Practices"}],"markDefs":[],"style":"h2"},{"_key":"3516b69d688f","_type":"block","children":[{"_key":"c3f47ae8afc20","_type":"span","marks":[],"text":"Prompt writing is tough! We’re here to help. We’ve accumulated a library of prompts that we’ve seen work really well in our "},{"_key":"0d19daf954cf","_type":"span","marks":["02f346cbc585"],"text":"resources page here"},{"_key":"eb6bcdb6d9ea","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"02f346cbc585","_type":"link","href":"https://www.commonroom.io/prompts/"}],"style":"normal"},{"_key":"cfb84277e133","_type":"block","children":[{"_key":"2fd32f49d885","_type":"span","marks":[],"text":"If you’re into writing prompts on your own, here’s a few things we’ve seen to be helpful:"}],"markDefs":[],"style":"normal"},{"_key":"7ee5b52aa865","_type":"block","children":[{"_key":"9798fd8314780","_type":"span","marks":[],"text":"Provide context for the message snippet (circumstances, goals, etc.)."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"d7cb3f02644e","_type":"block","children":[{"_key":"3c862b09c49e0","_type":"span","marks":[],"text":"Enter your preferences for the message snippet, like length, tone and style, and formatting and structure."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"c601d1209f4a","_type":"block","children":[{"_key":"5a92e9c9d95c0","_type":"span","marks":[],"text":"Be clear about explicit do’s and don’ts (e.g., do greet recipient by first name, don’t include certain words or phrases)."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"340d6ce7d0b1","_type":"block","children":[{"_key":"7ee17943f6450","_type":"span","marks":[],"text":"Tell RoomieAI™ which signals and fit criteria matter most when crafting a message snippet."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"0aa5893f3b6b","_type":"block","children":[{"_key":"2cd67ebdb8610","_type":"span","marks":[],"text":"Give RoomieAI™ examples of messaging to emulate."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"7103bd85ee5f","_type":"block","children":[{"_key":"a6a604ec575f0","_type":"span","marks":[],"text":"Tell RoomieAI™ to adopt a persona relevant to your use case (e.g., You’re a sales rep focused on executive buyers at commercial open-source software companies)."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"4853e3f586b7","_type":"block","children":[{"_key":"2ceec659261b0","_type":"span","marks":[],"text":"Experiment and iterate. Continue refining your prompts and instructions based on preview snippets until you’re satisfied with the output."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"e5696cf3cdc5","_type":"block","children":[{"_key":"9a299a74f56a0","_type":"span","marks":[],"text":"Do not overload the prompt. We’ve observed that overly lengthy prompts or those with complicated waterfall/execution steps significantly increase the chance of hallucinations."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"5bf51b2de1f2","_type":"block","children":[{"_key":"0584dfbb00a4","_type":"span","marks":[],"text":""},{"_key":"cd0ebb6ee0a5","_type":"inlineInfoBox","body":[{"_key":"595dbd341c77","_type":"block","children":[{"_key":"66c37ad456e70","_type":"span","marks":["strong"],"text":"As a general rule of thumb, trying to create a single prompt that works with all contacts is a bad idea. Creating bespoke and specific prompts and pairing them with relevant segments will always yield the best results."}],"markDefs":[],"style":"normal"}],"style":"warning"},{"_key":"6501513682f2","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"0c454a1b1764","_type":"block","children":[{"_key":"45678ecd20a60","_type":"span","marks":["strong"],"text":"FAQs"}],"markDefs":[],"style":"h2"},{"_key":"ab146ce6eb3d","_type":"block","children":[{"_key":"7b46cfdca4a10","_type":"span","marks":["strong"],"text":"Do I need to bring my own API key to use RoomieAI™?"}],"markDefs":[],"style":"normal"},{"_key":"e4a14c296cc9","_type":"block","children":[{"_key":"fd72f2c9e1040","_type":"span","marks":[],"text":"No. As a default Common Room provides all of the infrastructure you need to use RoomieAI™."}],"markDefs":[],"style":"normal"},{"_key":"f5141737f364","_type":"block","children":[{"_key":"54d76dbbcea30","_type":"span","marks":["strong"],"text":"If I want to use my own API key does Common Room support that?"}],"markDefs":[],"style":"normal"},{"_key":"a0f4e23d1095","_type":"block","children":[{"_key":"f447222b40090","_type":"span","marks":[],"text":"This is currently not possible but if this is something you want to explore, please contact your CSM or support@commonroom.io."}],"markDefs":[],"style":"normal"},{"_key":"6881ce6f458b","_type":"block","children":[{"_key":"03940c583eea0","_type":"span","marks":["strong"],"text":"Which signals can be used by RoomieAI™?"}],"markDefs":[],"style":"normal"},{"_key":"19b7a9fba96f","_type":"block","children":[{"_key":"768f16adcf140","_type":"span","marks":[],"text":"RoomieAI™ can use all signals that map directly to a contact and/or organization with the exception of job listings and news events."}],"markDefs":[],"style":"normal"},{"_key":"04769baf0139","_type":"block","children":[{"_key":"0d85406b44080","_type":"span","marks":["strong"],"text":"Can RoomieAI™ use my product data to customize prompt responses?"}],"markDefs":[],"style":"normal"},{"_key":"6176814a926c","_type":"block","children":[{"_key":"397a73b61e8a0","_type":"span","marks":[],"text":"Yes. If product data is mapped to a contact or their organization, RoomieAI™ can use it. Note: A lot of product data can be relatively obscure (e.g., fields such as Count of MAUs, Count of Docs Created, etc.), so if you are going to use that data in a prompt, be sure to use the Instructions section of the RoomieAI™ template to tell the AI how it should think about using those fields."}],"markDefs":[],"style":"normal"},{"_key":"0672a665ffe3","_type":"block","children":[{"_key":"d5c2b29db9a5","_type":"span","marks":["strong"],"text":"Can RoomieAI™ write messages in different languages?"}],"markDefs":[],"style":"normal"},{"_key":"002d6144ebb6","_type":"block","children":[{"_key":"79d53016eee8","_type":"span","marks":[],"text":"Yes, just request this in the prompt. You can write something like \"Make sure the output is in Spanish\"."}],"markDefs":[],"style":"normal"},{"_key":"f1501e3b8a11","_type":"block","children":[{"_key":"dadddeec63f70","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"c196095b1d89","_type":"block","children":[{"_key":"568019d05dc60","_type":"span","marks":[],"text":"Didn't find your answer? 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Each scoring model is composed of two primary components:"}],"markDefs":[],"style":"normal"},{"_key":"ae8fb91e52ce","_type":"block","children":[{"_key":"f1a7fb47fac20","_type":"span","marks":["strong"],"text":"Rules"},{"_key":"f1a7fb47fac21","_type":"span","marks":[],"text":" - Scoring models are composed of rules. Those rules can be classified as Fit or Behavior. Each rule is limited to a single field at a time (e.g. build a rule using Job Title)."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"1c4b929c6f97","_type":"block","children":[{"_key":"4c5649ec17d80","_type":"span","marks":["strong"],"text":"Parameters"},{"_key":"4c5649ec17d81","_type":"span","marks":[],"text":" - Rules are composed of parameters. Parameters are the specific values from the field that you want to use in scoring. For example, with Job Titles you may want to specify that Contacts whose titles include “marketing” is your most important parameter."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"0216009fe85e","_type":"block","children":[{"_key":"c8b8b0660b510","_type":"span","marks":[],"text":"Admins can bucket rules into Fit and Behavior rules. Fit and behavioral rules can then be weighted on a custom basis to ensure the Common Room properly reflects the most important values for your scoring needs."}],"markDefs":[],"style":"normal"},{"_key":"3a2bb1aae1a3","_type":"block","children":[{"_key":"5ef129744db20","_type":"span","marks":[],"text":"Setup"}],"markDefs":[],"style":"h2"},{"_key":"82d6c11617b7","_type":"block","children":[{"_key":"aa870de5ec4d0","_type":"span","marks":[],"text":"Score Building and Configuration"}],"markDefs":[],"style":"h3"},{"_key":"1e83a193a889","_type":"block","children":[{"_key":"686e6c4181310","_type":"span","marks":[],"text":"Scoring model creation begins in the settings tab of Common Room. Models can be created for both Contacts and Orgs. Each room is allowed to create multiple models but only five models can be enabled at the same time. Once scoring models are enabled they will show as custom fields on Contacts and Orgs and can used and managed in the same manner that other custom fields are in Common Room."}],"markDefs":[],"style":"normal"},{"_key":"5559e225c012","_type":"block","children":[{"_key":"41633d0dee0c","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"8df9469d494f","_type":"mainImage","asset":{"_ref":"image-8019055e3870ef81c9cd26e4e9c7e599c738cf67-1543x682-png","_type":"reference"}},{"_key":"b27cf2bb07f2","_type":"block","children":[{"_key":"3b90542ab10d0","_type":"span","marks":["strong"],"text":"To Configure Scores:"}],"markDefs":[],"style":"normal"},{"_key":"f300759dfc5c","_type":"block","children":[{"_key":"8a36ebd52ad90","_type":"span","marks":[],"text":"Start by inputting the Score's "},{"_key":"8a36ebd52ad91","_type":"span","marks":["strong"],"text":"Name and Description.\n"},{"_key":"5c95b46943bd","_type":"inlineInfoBox","body":[{"_key":"e9408a4cd44c","_type":"block","children":[{"_key":"0f048b94b2d1","_type":"span","marks":["strong"],"text":"Pro tip:"},{"_key":"380b81b57b2e","_type":"span","marks":[],"text":" Be thoughtful about the name and description as users will see these fields in Common Room and may use the values to help them interpret how a score should be used."}],"markDefs":[],"style":"normal"}],"style":"info"},{"_key":"d171f757a448","_type":"span","marks":[],"text":""}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"95d3c71cd035","_type":"block","children":[{"_key":"26433fc227000","_type":"span","marks":[],"text":"Once you have input your basic admin details you can begin to "},{"_key":"26433fc227001","_type":"span","marks":["strong"],"text":"Add"},{"_key":"26433fc227002","_type":"span","marks":[],"text":" "},{"_key":"26433fc227003","_type":"span","marks":["strong"],"text":"Fit or Behavior Rules."},{"_key":"26433fc227004","_type":"span","marks":[],"text":" Rules are built by choosing a single field, selecting the desired value(s) for that field, and then assigning weights to those value(s)."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"b0f1ad5d3841","_type":"block","children":[{"_key":"0e0ee5bfbc8c0","_type":"span","marks":["strong"],"text":"When Assigning Weight to a Value,"},{"_key":"0e0ee5bfbc8c1","_type":"span","marks":[],"text":" you can input many values and assign weights that range from Very Important (10 points) to Very undesirable (-10 points) or anything in between. Below is a good example of using organization sizes to define a fit rule and how it can map to differing levels of importance.\n\n"},{"_key":"ca93a638fc72","_type":"inlineImage","image":{"_type":"mainImage","asset":{"_ref":"image-b240a90a3b7b25d16fc148e586839de1853289fa-1167x300-png","_type":"reference"}}},{"_key":"9f419d3496c1","_type":"span","marks":[],"text":"\n"}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"e3406efa0923","_type":"block","children":[{"_key":"f24209ad638d","_type":"span","marks":[],"text":"Once you have gone through and created fit and behavior rules you can apply another "},{"_key":"dd21297ad6501","_type":"span","marks":["strong"],"text":"Criteria Weight"},{"_key":"dd21297ad6502","_type":"span","marks":[],"text":" to determine how much fit vs behavior rules weigh in your overall score. To do this, edit the weights that each bucket of rules will receive: \n\n"},{"_key":"0bc071fb079f","_type":"inlineImage","image":{"_type":"mainImage","asset":{"_ref":"image-240426c983c2f2208779d93e96efb3abe76a7f43-3000x694-png","_type":"reference"}}},{"_key":"1c6c4c29fdc4","_type":"span","marks":[],"text":"\n\nScores for Contacts and Orgs will ultimately be calculated by taking the total number of points the record has and deriving the percentile of that score against all other contacts or organizations with that score. The output of this will be the percentile (e.g. 90th percentile) calculated by the weighted addition of the fit and behavior inputs you've defined. 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After you navigate to each page, you can apply additional filters to further narrow down the results."}],"markDefs":[],"style":"normal"},{"_key":"d9c980401603","_type":"block","children":[{"_key":"56f8bddbd9ea","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"668b2ddde83a","_type":"table","rows":[{"_key":"dbcb82ae-ed5d-4705-b24e-e3938d3d5be5","_type":"tableRow","cells":["Page","Description"]},{"_key":"b64a4b4f-2719-42b0-bd0f-de2d673cc93a","_type":"tableRow","cells":["Trending conversations","See which conversations are driving the most activity across digital channels."]},{"_key":"33c5cb49-7c4b-4820-8bc2-bb3abc43bc9d","_type":"tableRow","cells":["Explore categories","See the sentiment surrounding key activities (we started you off on a positive note)."]},{"_key":"7c9ade6c-947a-48b7-8d30-1da19b5a56d3","_type":"tableRow","cells":["Team activity","See where internal team members are spending their time across digital channels."]}]},{"_key":"f40261a842d8","_type":"block","children":[{"_key":"fec881bccf04","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"74df9475c893","_type":"block","children":[{"_key":"189af11132520","_type":"span","marks":[],"text":"FAQ"}],"markDefs":[],"style":"h2"},{"_key":"cbb0d53f3cb8","_type":"block","children":[{"_key":"8c43ed8dbb830","_type":"span","marks":[],"text":"Can bot responses be displayed as threaded replies in Common Room?"}],"markDefs":[],"style":"h3"},{"_key":"f6a61228b0e5","_type":"block","children":[{"_key":"86e7e074c2c10","_type":"span","marks":[],"text":"Not at this time."}],"markDefs":[],"style":"normal"},{"_key":"25d5b11fe790","_type":"block","children":[{"_key":"2db87c5217ba0","_type":"span","marks":[],"text":"How is a \"Trending Conversation\" defined?"}],"markDefs":[],"style":"h3"},{"_key":"2d095c441a6c","_type":"block","children":[{"_key":"d3084c06c89e0","_type":"span","marks":[],"text":"This activity cohort and filter will show what channels are most active, and how your Contacts are feeling. To define trending, we weigh the number of participants and replies by how recently the conversation took place, and then order by most activity. Trending conversations must have a minimum of 1 reply and 2 participants."}],"markDefs":[],"style":"normal"},{"_key":"8f179278e7e1","_type":"block","children":[{"_key":"53b5e3e2ed270","_type":"span","marks":[],"text":"Is there a way to filter by an emoji that was used?"}],"markDefs":[],"style":"h3"},{"_key":"cac9fafcdf46","_type":"block","children":[{"_key":"6cc4496f3b8f0","_type":"span","marks":[],"text":"Not at this time."}],"markDefs":[],"style":"normal"},{"_key":"59885888696d","_type":"block","children":[{"_key":"3e157b29c5c50","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"}],"excerpt":[{"_key":"5711c449151c","_type":"block","children":[{"_key":"d4bfb958764c0","_type":"span","marks":[],"text":"Activity shows the types of engagement happening across your community - joins, comments, replies, retweets, RSVPs - anything you can monitor within a given signal. Activity is essentially your community newsfeed. It gives you a complete look at who’s saying what and where, whether it’s with other Contacts or to your organization directly."}],"markDefs":[],"style":"normal"}],"menu":"activity","menuParent":true,"menuTitle":"Activity overview","orderRank":"0|1001hk:","slug":{"_type":"slug","current":"activity-page-home"},"status":"published","title":"Activity","id":"-9eb429ab-c68d-58a6-809d-70d89ec3fba0","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"activity-page-home"},"orderRank":"0|1001hk:"}}}],"style":"normal"},{"_key":"a11b1501775c","_type":"block","children":[{"_key":"e28e89647d220","_type":"span","marks":[],"text":"Web Visits"}],"markDefs":[],"style":"h3"},{"_key":"0e796f32ade3","_type":"block","children":[{"_key":"5d91a356f8bf","_type":"span","marks":[],"text":"This tab will show if your contact has any "},{"_key":"7e37d7844f65","_type":"span","marks":["6cfac9b4a286"],"text":"website visits"},{"_key":"dd20af07590f","_type":"span","marks":[],"text":" tracked. 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Installation"}],"markDefs":[],"style":"h3"},{"_key":"5bb1768da532","_type":"block","children":[{"_key":"473a87a10234","_type":"span","marks":[],"text":"Copy the provided snippet from your Common Room settings."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"e0af0b2cc968","_type":"block","children":[{"_key":"7ff2de65f024","_type":"span","marks":[],"text":"Paste it within the "},{"_key":"e6924d46003f1","_type":"span","marks":["code"],"text":"<body>"},{"_key":"e6924d46003f2","_type":"span","marks":[],"text":" tag of your website's HTML."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"373440ed9f14","_type":"block","children":[{"_key":"74b14cc5c0560","_type":"span","marks":[],"text":"Example:"}],"markDefs":[],"style":"normal"},{"_key":"f88d14d379ac","_type":"block","children":[{"_key":"a56bd13c6b96","_type":"span","marks":[],"text":"<script>(function() {\n  // Paste your unique tracking snippet 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Pages\"."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"6342eb5a65a5","_type":"block","children":[{"_key":"ef19459af18a","_type":"span","marks":[],"text":"Save and publish your changes."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"e9a5802e8bc5","_type":"mainImage","asset":{"_ref":"image-7621462de5a13b72f003bdd5fde9e1401a5398f1-2048x1520-png","_type":"reference"}},{"_key":"1c4ec6649e25","_type":"block","children":[{"_key":"31cfdedbd5f20","_type":"span","marks":[],"text":"Option C: For React/Next.js/Gatsby Applications"}],"markDefs":[],"style":"h3"},{"_key":"018cae98bc22","_type":"block","children":[{"_key":"15c6bb2398c40","_type":"span","marks":[],"text":"Add the script to a high-level component:"}],"markDefs":[],"style":"normal"},{"_key":"8a4ec9f68428","_type":"block","children":[{"_key":"7bb0a0d427a40","_type":"span","marks":[],"text":"import React from 'react';\n\nconst Layout = ({ children }) => (\n  <div>\n    {children}\n    <script dangerouslySetInnerHTML={{\n      __html: `Tracking snippet here (avoid duplicate <script> tags)`,\n    }} />\n  </div>\n);\n\nexport default Layout;"}],"markDefs":[],"style":"code"},{"_key":"cb599b9fab19","_type":"block","children":[{"_key":"d0e0d5b7c1770","_type":"span","marks":[],"text":"Step 2: Identifying Known Users"}],"markDefs":[],"style":"h2"},{"_key":"34992161d50e","_type":"block","children":[{"_key":"10b7689d3d640","_type":"span","marks":[],"text":"In order to identify the users who might have visited your website, it's important to be able to associate their anonymous visit information (ex: IP address) with identify information (ex: an email or name). "}],"markDefs":[],"style":"normal"},{"_key":"77c2f1b3d556","_type":"block","children":[{"_key":"67ed7f1b4e5b","_type":"span","marks":[],"text":"Enable our "},{"_key":"a982edaefe85","_type":"span","marks":["e50ee32f5329"],"text":"Enhanced US visitor tracking"},{"_key":"579a89113df0","_type":"span","marks":[],"text":" option to immediately start identifying US-based visitors to your website. Enabling this option will automatically update the code snippet from Step 1 to leverage web visit identification technology from our partner Vector. "}],"markDefs":[{"_key":"e50ee32f5329","_type":"link","reference":{"_ref":"f2aa4d39-48b0-40ab-b518-a85fe2c6cdba","_type":"reference"}}],"style":"normal"},{"_key":"c3f4e53f9277","_type":"block","children":[{"_key":"0a1b25b68266","_type":"span","marks":[],"text":"To further improve your ability to identify web visitors, instrument places on your website where this information is available to create the connection between the anonymous visitor and identity."}],"markDefs":[],"style":"normal"},{"_key":"33a5629b9f58","_type":"infoBox","body":[{"_key":"b585d0774da8","_type":"block","children":[{"_key":"88c4bc53ea22","_type":"span","marks":["strong"],"text":"Tip: "},{"_key":"705893b4b9fa","_type":"span","marks":[],"text":"Implementing identity calls has been shown to increase deanonymization rates by over 50%"}],"markDefs":[],"style":"normal"}],"style":"success"},{"_key":"ee1de81e3e2d","_type":"block","children":[{"_key":"8a20d6c091fa0","_type":"span","marks":[],"text":"If your website accepts form submissions from users (ex: entering emails in order to get access to a case study, a demo-request form, etc), that presents an opportunity to instrument your code to identify users. Or, when your users log into your product is another opportunity to instrument identification code. "},{"_key":"fa67755d0aa0","_type":"span","marks":["strong"],"text":"This assumes that users enter valid email addresses, visits are matched to whatever email is provided. "}],"markDefs":[],"style":"normal"},{"_key":"a55343b524da","_type":"block","children":[{"_key":"e25a52b8d3d40","_type":"span","marks":[],"text":"For forms that use standard email or name fields, the Common Room SDK will automatically attempt to de-anonymize users. While Common Room will detect this data most of the time there may be times when you need to do this by adding the following line of code when you have an email available:\n"}],"markDefs":[],"style":"normal"},{"_key":"7814272a136d","_type":"block","children":[{"_key":"3c658cadad06","_type":"span","marks":[],"text":"window.signals.identify({ email: userEmail })"}],"markDefs":[],"style":"code"},{"_key":"95dae70f9cc8","_type":"block","children":[{"_key":"2d8ac406753c","_type":"span","marks":[],"text":"\nBelow are a few examples of how this call would manifest itself in your website’s code."}],"markDefs":[],"style":"normal"},{"_key":"ba66c08d329d","_type":"block","children":[{"_key":"e80096987a0a0","_type":"span","marks":[],"text":"Example: Identifying a User After Form Submission"}],"markDefs":[],"style":"h3"},{"_key":"af4bb86f4cf5","_type":"block","children":[{"_key":"7ee804165b5d0","_type":"span","marks":[],"text":"function onUserLogin(user) {\n  // Your login logic here\n\n  // Identify the user with Common Room\n  window.signals.identify({\n    email: user.email,\n    name: user.fullName\n  });\n}"}],"markDefs":[],"style":"code"},{"_key":"738afcf772d1","_type":"block","children":[{"_key":"b9f18ccfe9a30","_type":"span","marks":[],"text":"Example: Identifying a User After Login"}],"markDefs":[],"style":"h3"},{"_key":"7b1399742c62","_type":"block","children":[{"_key":"08e6519b4d600","_type":"span","marks":[],"text":"function onUserLogin(user) {\n  // Your login logic here\n\n  // Identify the user with Common Room\n  window.signals.identify({\n    email: user.email,\n    name: user.fullName\n  });\n}\n"}],"markDefs":[],"style":"code"},{"_key":"95eb58e19b41","_type":"block","children":[{"_key":"8c60d47b83b50","_type":"span","marks":[],"text":"\nFrom your marketing website or your app website, you can issue an API call to identify a user by their email. The same script will work on both your marketing and app website.\n\nIt's important to note that this setup only works when both sites share the same root domain (eg. "},{"_key":"8c60d47b83b51","_type":"span","marks":["e7dacadbabdf"],"text":"commonroom.io"},{"_key":"8c60d47b83b52","_type":"span","marks":[],"text":" and "},{"_key":"8c60d47b83b53","_type":"span","marks":["5910ce72533d"],"text":"app.commonroom.io"},{"_key":"8c60d47b83b54","_type":"span","marks":[],"text":"). When the domains are different, visitors sessions cannot be shared.When instrumented correctly with the same root domain, a person who visits your marketing site anonymously and then submits a form or logs into the app will be de-anonymized. However, if the root domains are different, we won't be able to link marketing site page's visits to that identity, and they will remain anonymous."}],"markDefs":[{"_key":"e7dacadbabdf","_type":"link","href":"https://www.commonroom.io/"},{"_key":"5910ce72533d","_type":"link","href":"https://app.commonroom.io/"}],"style":"normal"},{"_key":"98d59f2d43a4","_type":"block","children":[{"_key":"95a20f7da82b0","_type":"span","marks":[],"text":"Step 3: Link Tracking"}],"markDefs":[],"style":"h2"},{"_key":"fce55524bfe9","_type":"block","children":[{"_key":"f30cddc1f37f0","_type":"span","marks":[],"text":"You can achieve even higher visibility for individual visitors to your website by tracking clicks on links in marketing and sales messages sent to your customers and prospects. You will need to add a parameter to links within message templates in your marketing and sales tools."}],"markDefs":[],"style":"normal"},{"_key":"ef895f1a3eb1","_type":"infoBox","body":[{"_key":"f36b58bad532","_type":"block","children":[{"_key":"6cd8a608cde40","_type":"span","marks":["strong"],"text":"Tip: "},{"_key":"17f427faa9ee","_type":"span","marks":[],"text":"Implementing UTM tracking has been shown to increase deanonymization rates by over 50%"}],"markDefs":[],"style":"normal"}]},{"_key":"fe96a424ce97","_type":"block","children":[{"_key":"dc377dd575d80","_type":"span","marks":["strong"],"text":"Add the URL Parameter"}],"markDefs":[],"style":"h3"},{"_key":"75d4ecc31330","_type":"block","children":[{"_key":"b400dd3c81660","_type":"span","marks":[],"text":"At the end of each link add the URL parameter "},{"_key":"5e4095509ee9","_type":"span","marks":["code"],"text":"cr_email={{email}}"},{"_key":"62c217f6a82e","_type":"span","marks":[],"text":" using whatever email token is correct for your system."}],"markDefs":[],"style":"normal"},{"_key":"beb020202c11","_type":"block","children":[{"_key":"4a8900386c330","_type":"span","marks":["strong"],"text":"Email Token/Variable"}],"markDefs":[],"style":"h3"},{"_key":"30f9231116f4","_type":"block","children":[{"_key":"a7f38d69ae780","_type":"span","marks":[],"text":"Email address variables from tools you might be using:"}],"markDefs":[],"style":"normal"},{"_key":"abfa30409f3e","_type":"block","children":[{"_key":"7d93b29c9e47","_type":"span","marks":[],"text":"1. 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For example, HubSpot uses the following variable for base64 encoded emails: {{contact.base64_email}}"}],"markDefs":[],"style":"normal"},{"_key":"640b1361bf5f","_type":"block","children":[{"_key":"c576065fd1920","_type":"span","marks":[],"text":"You will need to use an alternate URL param: cr_e={{email}}"}],"markDefs":[],"style":"normal"},{"_key":"40c278868d29","_type":"block","children":[{"_key":"dbf66e552c370","_type":"span","marks":["strong"],"text":"TIP: How to Add Parameters Correctly"}],"markDefs":[],"style":"h3"},{"_key":"f9af73c09f94","_type":"block","children":[{"_key":"2f0c589f29780","_type":"span","marks":[],"text":"If this parameter is the first, you will need to add a ? at the beginning."}],"markDefs":[],"style":"normal"},{"_key":"1549b464d203","_type":"block","children":[{"_key":"128a19d6a05f0","_type":"span","marks":["code"],"text":"https://example.com/pricing/?cr_email={{email}}"}],"markDefs":[],"style":"normal"},{"_key":"58a0b28a4c60","_type":"block","children":[{"_key":"68b11d1fec330","_type":"span","marks":[],"text":"If the parameter follows others (like UTMs) you will need to add a & like so:"}],"markDefs":[],"style":"normal"},{"_key":"2dcf0c83afc5","_type":"block","children":[{"_key":"ccd1d0ab9fa40","_type":"span","marks":["code"],"text":"https://example.com/pricing/?utm_source=cr&cr_email={{email}}"}],"markDefs":[],"style":"normal"},{"_key":"e2481b2d0caa","_type":"block","children":[{"_key":"c32055d1750c","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"0112db3d81b6","_type":"infoBox","body":[{"_key":"6790e35be4c2","_type":"block","children":[{"_key":"06c065f26873","_type":"span","marks":[],"text":"We do not recommend instrumenting your web application pages. This leads to a large amount of traffic and is likely low value to your team."}],"markDefs":[],"style":"normal"}],"style":"warning"},{"_key":"94c26a5139d2","_type":"block","children":[{"_key":"5e18abd250b30","_type":"span","marks":[],"text":"FAQs"}],"markDefs":[],"style":"h2"},{"_key":"0ce68797da84","_type":"block","children":[{"_key":"543b568898dd","_type":"span","marks":[],"text":"What info would Common Room tracking provide for existing customers or prospects once we capture them via a form?"}],"markDefs":[],"style":"h3"},{"_key":"47348669afce","_type":"block","children":[{"_key":"c7cc9b6866300","_type":"span","marks":[],"text":"When we get the conversion event, we can correlate it with any historical website visits where the user was anonymous, and then blend this with any other signal being captured in Common Room.\nFor example, if a person visits the "},{"_key":"c7cc9b6866301","_type":"span","marks":["code"],"text":"integrations"},{"_key":"c7cc9b6866302","_type":"span","marks":[],"text":" and "},{"_key":"c7cc9b6866303","_type":"span","marks":["code"],"text":"pricing"},{"_key":"c7cc9b6866304","_type":"span","marks":[],"text":" page on your website and then fills out a form 3 days later, Common Room can connect all those dots and show the person's profile post-facto such that you're able to see the historical activity versus just the conversion event, which is what you'd typically see in Salesforce, Hubspot etc."}],"markDefs":[],"style":"normal"},{"_key":"a41e1f2e5372","_type":"block","children":[{"_key":"7e88ad67be52","_type":"span","marks":[],"text":"More importantly though, this is all pulled into the Person360 profile for the contact across "},{"_key":"c7cc9b6866305","_type":"span","marks":["em"],"text":"all"},{"_key":"c7cc9b6866306","_type":"span","marks":[],"text":" your signals, so website activity is just one of dozens of signals that are captured in the platform at the individual and organizational level, and this is where customers find the most unique and differentiated value."}],"markDefs":[],"style":"normal"},{"_key":"69fca37e1b52","_type":"block","children":[{"_key":"f32f0d7938cf","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"59e9124d8082","_type":"block","children":[{"_key":"6a63eb30fb87","_type":"span","marks":[],"text":"Does the tracking snippet need to be embedded in the forms of our site?"}],"markDefs":[],"style":"h3"},{"_key":"66296e3a7b88","_type":"block","children":[{"_key":"020ddcca9bab0","_type":"span","marks":[],"text":"If you only want to track forms on the website where you're already running our script then no additional actions needed. 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The email passed to that \"identify\" call is what will be used to de-anonymize the visitor."}],"markDefs":[],"style":"normal"},{"_key":"b7d31ec92622","_type":"block","children":[{"_key":"b2ecf8c95d13","_type":"span","marks":[],"text":"Does Common Room drop cookies?"}],"markDefs":[],"style":"h3"},{"_key":"9c6054e0855d","_type":"block","children":[{"_key":"04b807cf41c0","_type":"span","marks":[],"text":"Website visitor tracking does not use any 3rd party cookie. Common Room does create our own 1st party cookies used to correlate user visits to different pages. "}],"markDefs":[],"style":"normal"},{"_key":"3bfcf6d5dfe4","_type":"block","children":[{"_key":"3ea77cf1d0fc","_type":"span","marks":[],"text":"Does visitor de-anonymization work across different domains? I have multiple domains and want to track visitor activity across them."}],"markDefs":[],"style":"h3"},{"_key":"31c2a4898812","_type":"block","children":[{"_key":"14e346cfad23","_type":"span","marks":[],"text":"The behavior depends on whether you're tracking across different root domains or subdomains of the same root domain:"}],"markDefs":[],"style":"normal"},{"_key":"98fc94991eb8","_type":"block","children":[{"_key":"b545c98c854b0","_type":"span","marks":[],"text":"If the root domains are different (e.g. "},{"_key":"b545c98c854b2","_type":"span","marks":["e4f7a69f1c8e"],"text":"commonroom.io"},{"_key":"b545c98c854b3","_type":"span","marks":[],"text":" and "},{"_key":"b545c98c854b4","_type":"span","marks":["b460bf98ca61"],"text":"getcommonroom.com"},{"_key":"b545c98c854b5","_type":"span","marks":[],"text":"):"}],"markDefs":[{"_key":"e4f7a69f1c8e","_type":"link","href":"https://www.commonroom.io/"},{"_key":"b460bf98ca61","_type":"link","href":"https://getcommonroom.com/"}],"style":"normal"},{"_key":"2e9bc6b4206e","_type":"block","children":[{"_key":"0faf452e3b3e0","_type":"span","marks":[],"text":"The tracking snippet works independently on each root domain"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"40c7f964a8c6","_type":"block","children":[{"_key":"dddcd6ed49370","_type":"span","marks":[],"text":"A visitor identified on "},{"_key":"dddcd6ed49371","_type":"span","marks":["c3d9305ff311"],"text":"commonroom.io"},{"_key":"dddcd6ed49372","_type":"span","marks":[],"text":" remains anonymous on "},{"_key":"dddcd6ed49373","_type":"span","marks":["ad21f00770f4"],"text":"getcommonroom.com"},{"_key":"dddcd6ed49374","_type":"span","marks":[],"text":" until identified there"}],"level":1,"listItem":"bullet","markDefs":[{"_key":"c3d9305ff311","_type":"link","href":"https://www.commonroom.io/"},{"_key":"ad21f00770f4","_type":"link","href":"https://getcommonroom.com/"}],"style":"normal"},{"_key":"9fad48eabac0","_type":"block","children":[{"_key":"c4b6236d5d2e0","_type":"span","marks":[],"text":"You need to implement identification methods (forms, logins, email tracking) on each root domain"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"566ff3e5e160","_type":"block","children":[{"_key":"1d2c16ac76ef0","_type":"span","marks":[],"text":"Once identified on both domains, their visits will be combined in their contact profile"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"bcbf224c84c6","_type":"block","children":[{"_key":"26557e9fa0170","_type":"span","marks":[],"text":"If the domains have the same root domain (e.g. "},{"_key":"26557e9fa0172","_type":"span","marks":["00a0bc94edd9"],"text":"www.commonroom.io"},{"_key":"26557e9fa0173","_type":"span","marks":[],"text":" and "},{"_key":"26557e9fa0174","_type":"span","marks":["6da4c1cca752"],"text":"app.commonroom.io"},{"_key":"26557e9fa0175","_type":"span","marks":[],"text":"):"}],"markDefs":[{"_key":"00a0bc94edd9","_type":"link","href":"https://www.commonroom.io/"},{"_key":"6da4c1cca752","_type":"link","href":"https://app.commonroom.io/"}],"style":"normal"},{"_key":"f71d77ea5f94","_type":"block","children":[{"_key":"a1960b4716dd0","_type":"span","marks":[],"text":"The tracking snippet works across all subdomains of the same root domain"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"afc390a2e884","_type":"block","children":[{"_key":"3971bbc9c19d0","_type":"span","marks":[],"text":"When a visitor is identified on one subdomain or the root domain, they are automatically identified across all subdomains"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"12048ca79da0","_type":"block","children":[{"_key":"49fc822fd3c20","_type":"span","marks":[],"text":"You don't need to implement identification methods (forms, logins, email tracking) on each subdomain"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"30dcd129977f","_type":"block","children":[{"_key":"e141f47626cd0","_type":"span","marks":[],"text":"All visits are automatically consolidated on their contact profile"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"7c97ea5ccb61","_type":"block","children":[{"_key":"7333479e6f5c","_type":"span","marks":[],"text":"I've gone through all the steps above but no web visits are being tracked in the org or contact explorer. What can I do to troubleshoot?"}],"markDefs":[],"style":"h3"},{"_key":"1221a96936c2","_type":"block","children":[{"_key":"1d8276be0db4","_type":"span","marks":[],"text":"In your web visit signal settings, the “Last event recorded on” field will typically be blank if the signal has been misconfigured. Prior to reaching out to support@commonroom.io for assistance, we recommend trying to debug the behavior "},{"_key":"74ed5a621f16","_type":"span","marks":["802c54773eaf"],"text":"using tag manager. "}],"markDefs":[{"_key":"802c54773eaf","_type":"link","href":"https://support.google.com/tagmanager/answer/6107056?hl=en"}],"style":"normal"}],"excerpt":[{"_key":"9c483892ad36","_type":"block","children":[{"_key":"12c6b94363ad0","_type":"span","marks":[],"text":"Gain visibility into who is viewing your website, docs, etc."}],"markDefs":[],"style":"normal"}],"isFeatured":true,"menu":"visitor-tracking","menuParent":true,"menuTitle":"Setup Web Tracker","orderRank":"0|10009c:","slug":{"_type":"slug","current":"setup"},"status":"published","title":"Set Up Website Visitor Tracking","id":"-6c07ea42-0880-5456-b559-400b2fe27719","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"setup"},"orderRank":"0|10009c:"}}}],"style":"normal"},{"_key":"0fcd3fe3175a","_type":"block","children":[{"_key":"c27a112d0d7a","_type":"span","marks":[],"text":"All Fields"}],"markDefs":[],"style":"h3"},{"_key":"673e8fd6d1b5","_type":"block","children":[{"_key":"0a975e6f8b1c","_type":"span","marks":[],"text":"This tab will provide all of your contact’s field values for easy reference."}],"markDefs":[],"style":"normal"},{"_key":"99069816da62","_type":"arcadeEmbed","url":"https://app.arcade.software/share/OPwxwMXxW5QuxcOYFwkL"},{"_key":"e564253b6ab2","_type":"block","children":[{"_key":"1d98f318f4db0","_type":"span","marks":[],"text":"Making Changes to Contact Profiles"}],"markDefs":[],"style":"h2"},{"_key":"df5799b570e3","_type":"block","children":[{"_key":"25e035c4ec940","_type":"span","marks":[],"text":"Edit a Contact profile"}],"markDefs":[],"style":"h3"},{"_key":"ecf857452ce7","_type":"block","children":[{"_key":"56c22f397e9c","_type":"span","marks":[],"text":"Open a contact's profile."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"719821a0dbf0","_type":"block","children":[{"_key":"20ce325f276b","_type":"span","marks":[],"text":"Click “More” in the top right corner beneath your contact’s profiles section."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"e52f9ce23085","_type":"block","children":[{"_key":"c9b26083bd5b","_type":"span","marks":[],"text":"Select “Edit” from the dropdown."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"a443c7917857","_type":"block","children":[{"_key":"447ff7efb2f6","_type":"span","marks":[],"text":"Make updates to a range of contact's details:"}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"498856990ab6","_type":"block","children":[{"_key":"01f3d1aae7e9","_type":"span","marks":[],"text":"Name + Role: Name, Title, Role, and Organization"}],"level":2,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"226c6aaab196","_type":"block","children":[{"_key":"0c1e85d9b55f","_type":"span","marks":[],"text":"Bio: Bio (description), City, and Country"}],"level":2,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"f3d99f76d391","_type":"block","children":[{"_key":"d4a5772d0679","_type":"span","marks":[],"text":"Fields: Key custom fields specific to your business. 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Depending on which filter option you select will determine which of the operators below are available to use."}],"markDefs":[],"style":"normal"},{"_key":"4404bdc282d3","_type":"tableBlock","layout":"bothHeaders","table":{"rows":[{"_key":"1eefcff6-196c-4bd5-8fcf-5a7c0537eaa4","_type":"tableRow","cells":["Operator","Definition"]},{"_key":"60746635-248c-4d2c-9cf6-6777760764cb","_type":"tableRow","cells":["Any of","Results must match at least one of the selected filter attributes"]},{"_key":"54eb93df-c7d5-4a4c-9613-941080ee3c47","_type":"tableRow","cells":["All of","Results must match all of the selected filter attributes"]},{"_key":"7896d95d-7aa2-4aef-95e2-41700d69bc6b","_type":"tableRow","cells":["None of","Results must not match any of the selected filter attributes"]},{"_key":"cbee7932-cb46-4f6f-a932-37c68f2469cb","_type":"tableRow","cells":["Is empty","Results must not contain any values for the selected filter attributes"]},{"_key":"32c9138a-7ba7-44ed-8c8c-9776838b9184","_type":"tableRow","cells":["Not empty","Results must contain some value for the selected filter attributes"]}]}},{"_key":"f3cc39717d20","_type":"block","children":[{"_key":"9eff9c9729d10","_type":"span","marks":[],"text":"Filter groups"}],"markDefs":[],"style":"h2"},{"_key":"5b84d1bc3c79","_type":"block","children":[{"_key":"de4dd16e6b5c0","_type":"span","marks":[],"text":"Filter groups can be used to create complex filter sets made up of individual filters, or sub-groups of filters, making it easier to find specific Contacts in your community."}],"markDefs":[],"style":"normal"},{"_key":"91ab969c8144","_type":"arcadeEmbed","url":"https://app.arcade.software/share/ffjGB06oE9oGfE4XGJoS"},{"_key":"348eb80944fa","_type":"block","children":[{"_key":"34daf58b02960","_type":"span","marks":["strong"],"text":"Open the Contacts page"},{"_key":"34daf58b02961","_type":"span","marks":[],"text":" and click +Add filter."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"8a65695905ef","_type":"block","children":[{"_key":"c70ab2b0f6770","_type":"span","marks":["strong"],"text":"Click Filter group"},{"_key":"c70ab2b0f6771","_type":"span","marks":[],"text":" and begin adding filter conditions from the available options."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"ac802d06969b","_type":"block","children":[{"_key":"1d6e03cf86ec0","_type":"span","marks":["strong"],"text":"Select if you want to match any or all"},{"_key":"1d6e03cf86ec1","_type":"span","marks":[],"text":" of the filter conditions you set."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"7b7a6c086cf0","_type":"block","children":[{"_key":"f0df98c12b040","_type":"span","marks":["strong"],"text":"Add more filters or sub-groups of filters"},{"_key":"f0df98c12b041","_type":"span","marks":[],"text":" as needed."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"d2554217e80b","_type":"block","children":[{"_key":"55aadd1b78560","_type":"span","marks":["strong"],"text":"Save each filter group"},{"_key":"55aadd1b78561","_type":"span","marks":[],"text":" you create."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"92454df282bd","_type":"block","children":[{"_key":"e64ab598e90d0","_type":"span","marks":[],"text":"Example"}],"markDefs":[],"style":"h3"},{"_key":"ddbe69edc229","_type":"block","children":[{"_key":"d79b766a33310","_type":"span","marks":[],"text":"In this example, let's say you're a community manager and you want to see only a subset of your Contacts that have engaged with specific GitHub repos. You can start by listing out your requirements using a mix of "},{"_key":"d79b766a33311","_type":"span","marks":["code"],"text":"AND"},{"_key":"d79b766a33312","_type":"span","marks":[],"text":" and "},{"_key":"d79b766a33313","_type":"span","marks":["code"],"text":"OR"},{"_key":"d79b766a33314","_type":"span","marks":[],"text":" conditions:"}],"markDefs":[],"style":"normal"},{"_key":"97e224ad6a8b","_type":"block","children":[{"_key":"41d69e79a1b20","_type":"span","marks":[],"text":"Contacts who aren't teammates"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"698955370444","_type":"block","children":[{"_key":"2451950545fc0","_type":"span","marks":["code"],"text":"AND"},{"_key":"2451950545fc1","_type":"span","marks":[],"text":"who are only from GitHub"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"fba52ecebe0d","_type":"block","children":[{"_key":"3409922975ea0","_type":"span","marks":["code"],"text":"AND"},{"_key":"3409922975ea1","_type":"span","marks":[],"text":" who have engaged with specific repos"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"901864736339","_type":"block","children":[{"_key":"103e34aa58000","_type":"span","marks":[],"text":"Here's how to build those requirements using filter groups:"}],"markDefs":[],"style":"normal"},{"_key":"81dba806cee4","_type":"block","children":[{"_key":"15c39a6d06430","_type":"span","marks":[],"text":"Team members are excluded by default from your Contacts list. However, if you've removed that filter for any reason, add it back by clicking "},{"_key":"15c39a6d06431","_type":"span","marks":["strong"],"text":"+Add filter"},{"_key":"15c39a6d06432","_type":"span","marks":[],"text":" → "},{"_key":"15c39a6d06433","_type":"span","marks":["strong"],"text":"Team → Exclude my team members."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"29975ca3b71c","_type":"block","children":[{"_key":"ec0b94fef4060","_type":"span","marks":[],"text":"Click "},{"_key":"ec0b94fef4061","_type":"span","marks":["strong"],"text":"Signals"},{"_key":"ec0b94fef4062","_type":"span","marks":[],"text":" → "},{"_key":"ec0b94fef4063","_type":"span","marks":["strong"],"text":"Any of"},{"_key":"ec0b94fef4064","_type":"span","marks":[],"text":" → select your GitHub account."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"8043349d81dc","_type":"block","children":[{"_key":"dd9728d45ee10","_type":"span","marks":[],"text":"Click the down arrow ▾ next to your GitHub account name, select "},{"_key":"dd9728d45ee11","_type":"span","marks":["strong"],"text":"None of"},{"_key":"dd9728d45ee12","_type":"span","marks":[],"text":" it, then check off the repos you want to "},{"_key":"dd9728d45ee13","_type":"span","marks":["em"],"text":"exclude"},{"_key":"dd9728d45ee14","_type":"span","marks":[],"text":" from the list."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"c5da6e5d503a","_type":"block","children":[{"_key":"b29c403bc1fe0","_type":"span","marks":[],"text":"Save Filter Sets"}],"markDefs":[],"style":"h2"},{"_key":"499520ac58d3","_type":"block","children":[{"_key":"3791833e075e0","_type":"span","marks":[],"text":"Saved filter sets allow you to easily return to a view of your Contacts with specific sets of filters already applied. When you create and save a new filter set, it'll become the default filter until it's changed."}],"markDefs":[],"style":"normal"},{"_key":"1bec7f010e58","_type":"block","children":[{"_key":"3538b3907a47","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"c16267736034","_type":"arcadeEmbed","url":"https://app.arcade.software/share/jCubxtY2u0WbfalZniPW"},{"_key":"c8e2d5657062","_type":"block","children":[{"_key":"7d27db8fcc840","_type":"span","marks":["strong"],"text":"Click the bookmark icon"},{"_key":"7d27db8fcc841","_type":"span","marks":[],"text":" next to your filters."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"0baa4f00a718","_type":"block","children":[{"_key":"a64ed5e707780","_type":"span","marks":["strong"],"text":"Click \"Save filter set\"."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"f3f1cf22bbcc","_type":"block","children":[{"_key":"74dcb72588af0","_type":"span","marks":["strong"],"text":"Title your filter set"},{"_key":"74dcb72588af1","_type":"span","marks":[],"text":", then click Save."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"392fc628c68d","_type":"block","children":[{"_key":"18ee9e51d3ed0","_type":"span","marks":[],"text":"Contact Filter Options"}],"markDefs":[],"style":"h2"},{"_key":"a4e0117be09e","_type":"table","rows":[{"_key":"552b7b8f-04df-4723-b583-c565962dc8e3","_type":"tableRow","cells":["Filter","Description"]},{"_key":"34cb08c4-544a-46d1-8e99-83d270d0c9d7","_type":"tableRow","cells":["Signals","Select a signal to only see Contact's who have engaged with you through that signal (like Twitter or Slack). When you adjust the Signals filter, the First seen, First active, and Last active columns automatically update to reflect the selected Signals."]},{"_key":"fdb221e5-2166-4ed5-bd79-e8c51b3948a2","_type":"tableRow","cells":["Contact tags","Select a default Common Room Contact tags and/or your own custom tags to filter Contact by attribute."]},{"_key":"0ba11250-58a4-41a6-b00d-97aa0af03efb","_type":"tableRow","cells":["Contact segment","Filter by Contact's who were added to a segment."]},{"_key":"c679a7f0-1bcc-4710-ad41-c12a8b73901a","_type":"tableRow","cells":["Title","Filter by Contacts who have a certain title (titles are related to a Contact's position in an Organization, like Director or Manager)"]},{"_key":"777d865a-160f-4d24-b2d5-afb987d62603","_type":"tableRow","cells":["Role","Filter by Contacts who have a certain role (roles are related to a Contact's function within an Organization, like Engineering or Marketing)"]},{"_key":"2521a19e-3d51-488e-a483-c8c668c2cf03","_type":"tableRow","cells":["Location","Where a Contact is geographically located, grouped by region (like North America or APAC) and location (like Seattle, WA). If a region is selected it will include all individual locations associated with their region."]},{"_key":"395718f4-58ac-45a7-b33b-2951220e37b9","_type":"tableRow","cells":["Impact points","Impact points reflect a Contact or Organization’s overall impact in your community. Different Contact Activities are weighted based on their significance. Learn more"]},{"_key":"43b4af8b-ea55-48cf-a36b-36052facfa9c","_type":"tableRow","cells":["Programming language","The programming language associated with a Contact in developer-focused community signals (automatically detected by signal)."]},{"_key":"7cd73e88-6ebd-4d59-baa3-ed45cadc943d","_type":"tableRow","cells":["First seen","Date on which a Contact was first seen in any of your connected signals."]},{"_key":"824af560-2ef8-4d34-84c5-2e776cb4c750","_type":"tableRow","cells":["First active","The first date of Contact initiated Activity captured in Common Room."]},{"_key":"70094ff8-9e0a-4090-8d8c-87d595c34b70","_type":"tableRow","cells":["Last active","The most recent date of Contact initiated Activity was captured in Common Room."]},{"_key":"912f892f-dc22-4b69-89bd-e5da89934d3f","_type":"tableRow","cells":["Active between","A customizable date range for when a Contact was last active in your community."]},{"_key":"88353d8d-c1dd-412a-886d-e895c82cbfd8","_type":"tableRow","cells":["Org change","When a Contact's Organization has changed in the past six months."]},{"_key":"f8104938-aeb4-43eb-8a86-bd46517fe764","_type":"tableRow","cells":["Team","Select whether your internal team members appear in the results. Note that the concept of team members applies only to Common Room instances associated with company domains."]},{"_key":"5f8f5f22-ca22-4388-a3e9-a5777b93199c","_type":"tableRow","cells":["Activity level","How active a Contact is across your community relative to other Contacts."]},{"_key":"3aaa80ef-cc95-43e3-abd1-654ede8bf201","_type":"tableRow","cells":["Has Organization","If a Contact has an Organization associated with their profile."]},{"_key":"e31b5d39-4119-4aaf-9244-f74414f51eb3","_type":"tableRow","cells":["Has email","Filter by Contacts that have any email address associated with their profile."]},{"_key":"277a1279-0a6f-494d-a22b-2e78671999e9","_type":"tableRow","cells":["Has primary email","Filter by Contacts that have a primary email address, an important concept in data exports and outbound syncs."]},{"_key":"c35cfcdb-cce7-41ca-ab5c-24ceb4485262","_type":"tableRow","cells":["Has team notes","If a Contact has any shared notes added by you or your teammates."]},{"_key":"daf9be97-25f5-46dd-886c-8a765dc44453","_type":"tableRow","cells":["Has content","Content posted by a Contact across any connected signals."]},{"_key":"91c693e4-2506-421c-8d9d-5687a9f8e08c","_type":"tableRow","cells":["Has proposed merges","Contact profiles that Common Room suggests to review and merge."]},{"_key":"b874e0e8-bd02-4138-b70c-10d85895504c","_type":"tableRow","cells":["Custom fields","Custom fields specific to your Common Room configuration. These can be created and managed from within Common Room or could be imported via external integrations (e.g. Snowflake, Census, Hightouch). This filter won't display if you haven't set up any custom fields."]},{"_key":"6e129bd1-ad1e-4871-a61f-8ed350a19085","_type":"tableRow","cells":["Previous Org","Use this filter to find Contacts based on attributes from their previous job."]}]},{"_key":"444eeaa9cfed","_type":"block","children":[{"_key":"074edfc9a8ee0","_type":"span","marks":[],"text":"Previous Organization Filters"}],"markDefs":[],"style":"h3"},{"_key":"20e340955b53","_type":"block","children":[{"_key":"48f583a84f4c0","_type":"span","marks":[],"text":"Use Common Room's Previous Organization filters to find Contacts based on attributes from their previous job. All Organization fields can now be applied to a Contact's most recent job to use the power of Common Room to target Contacts based on the rich set of attributes that define Organizations. For example, you can now find Contacts whose previous Organization was a customer. Previous Org filters coupled with job change filters are a powerful combo for tracking Contacts as they change jobs and move to new Organizations."}],"markDefs":[],"style":"normal"},{"_key":"a48da1fa1b8c","_type":"block","children":[{"_key":"a6a9fa2511a20","_type":"span","marks":[],"text":"When using Org filters in the Contact view, there is a dropdown that allows you to specify whether the filter should apply to a Contact's current Org or their previous Org."}],"markDefs":[],"style":"normal"},{"_key":"34974051e0f3","_type":"infoBox","body":[{"_key":"a81d75716578","_type":"block","children":[{"_key":"edfcc30b4f450","_type":"span","marks":[],"text":"The Previous Organization filter is not available in the Organization list view or Organization segments. This filter will only be available in Contact focused views, (Contact Explorer and Contact Segments)."}],"markDefs":[],"style":"normal"}],"style":"info"},{"_key":"55fa296cdb74","_type":"block","children":[{"_key":"5ceea1c62c3a","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"10e6026c9b7c","_type":"arcadeEmbed","url":"https://app.arcade.software/share/L4HxrtlsycbphrbZ1piS"},{"_key":"dc6a018d1b09","_type":"block","children":[{"_key":"016e3cc24b460","_type":"span","marks":[],"text":"Other filter options"}],"markDefs":[],"style":"h3"},{"_key":"9d137dbc17d6","_type":"block","children":[{"_key":"2c51267dfb410","_type":"span","marks":[],"text":"In addition to filtering by Contact attributes, you can add-on Activity, Organization, and signal-specific filters."}],"markDefs":[],"style":"normal"},{"_key":"c07789e8820f","_type":"tableBlock","layout":"bothHeaders","table":{"rows":[{"_key":"299bd5da-02e6-4f5c-8650-278cd758d4b4","_type":"tableRow","cells":["Filter","Definition"]},{"_key":"3e016ee2-1729-4c4d-91a3-b9a9e9a26326","_type":"tableRow","cells":["Activity filters","Filter associated with Contact Activity in your community, like sentiment, topics, and trending conversations. {Learn more}[/docs/using-common-room/activity/activity-filters-tags-and-deletion/]."]},{"_key":"1de977cb-fdbd-472d-a1a3-f560b7065aa6","_type":"tableRow","cells":["Organization filters","Filters associated with Contact Organizations, like size, annual revenue, and industry. {Learn more}[/docs/using-common-room/orgs/filters-and-sorting/]."]},{"_key":"f29ed26d-ce90-4af7-ada0-d617d52809ba","_type":"tableRow","cells":["Signal-specific filters","Attributes specific to a community signal (like the number of GitHub stars, or Salesforce lead status). These filtering sections won't display if you don't have the related signal connected."]},{"_key":"8561dee7-fd9d-4ad1-a99f-9f04eebc33f2","_type":"tableRow","cells":["Activity tags","Activity tags: Select one or more of your own custom Activity tags to filter Contacts based on their specific Activities in your community. To learn more, see {Activity tags}[/docs/using-common-room/activity/activity-filters-tags-and-deletion/]."]},{"_key":"517843f6-3369-40a2-974b-20efd0b93000","_type":"tableRow","cells":["Organization tags","Select one of your own custom Organization tags to filter Contacts based on specific attributes of the Organizations they work at. To learn more, see {Organization tags}[/docs/using-common-room/orgs/organization-tags/]."]}]}},{"_key":"f242f362de59","_type":"block","children":[{"_key":"5943c051e1f60","_type":"span","marks":[],"text":"Example filter queries"}],"markDefs":[],"style":"h3"},{"_key":"e6acad3f062b","_type":"block","children":[{"_key":"0be1dfbacb1b0","_type":"span","marks":[],"text":"\n"}],"markDefs":[],"style":"normal"},{"_key":"b82a0d5219e9","_type":"table","rows":[{"_key":"3aa371a2-5dfb-4a03-a901-c8035767b7f2","_type":"tableRow","cells":["Business question","Business logic description","Filter query"]},{"_key":"51bd7239-9d6f-4cae-8d29-242e7fb3e4e3","_type":"tableRow","cells":["Who are the notable people who joined my community this past week?","Contacts of interest, pioneers, or influencers within the community who were first seen in the last 7 days","<b>Contact tags:</b>Contacts of interest <b>Or</b> Pioneers <b>Or</b> Influencers</br><b>First seen:</b> Last 7 days"]},{"_key":"32daa7e9-617e-4a52-af33-ca78514ba223","_type":"tableRow","cells":["Who in my community are the Python experts within the EMEA region?","Contacts whose programming language is Python and whose location is EMEA","<b>Programming language:</b> Python</br><b>Location:</b> EMEA"]},{"_key":"8d1d5868-bb2b-4c7e-b60d-bf39cf0bfa6d","_type":"tableRow","cells":["Which active Contacts don’t currently engage with us via our community Slack?","Contacts who were last active in the last 28 days and do not have any Activity on Slack","<b>Signals: Not</b>Slack</br><b>Last active:</b> Last 28 days"]},{"_key":"72c4076e-076d-48df-a0b7-3ab610f6f47e","_type":"tableRow","cells":["What Contacts used to be with one of our current customers?","Contacts whose previous Organization is considered a customer in Common Room","<b>Organization tag: </br>Previous Org: </b>any of <b>Customer</b>"]}]},{"_key":"de1b7f3dd059","_type":"block","children":[{"_key":"1da73b7156bc0","_type":"span","marks":[],"text":"Sorting"}],"markDefs":[],"style":"h2"},{"_key":"b9393123046b","_type":"arcadeEmbed","url":"https://app.arcade.software/share/n1YM7AJcl2r1IDuP5K4x"},{"_key":"53798c63f993","_type":"block","children":[{"_key":"3b9ad51fdc150","_type":"span","marks":["strong"],"text":"Open the Contacts page"},{"_key":"3b9ad51fdc151","_type":"span","marks":[],"text":"."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"cb9d5a419411","_type":"block","children":[{"_key":"188e890cda840","_type":"span","marks":["strong"],"text":"Sort by any column that shows the ▾ symbol."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"f332625ace69","_type":"block","children":[{"_key":"81db5f78bce90","_type":"span","marks":[],"text":"You can sort the Contacts table in ascending and descending order by any column that displays the ▾ symbol. Currently, these include:"}],"markDefs":[],"style":"normal"},{"_key":"87340f392a0f","_type":"tableBlock","layout":"bothHeaders","table":{"rows":[{"_key":"add51237-a627-43d9-9620-f85b81e902d6","_type":"tableRow","cells":["Sort Option","Definition"]},{"_key":"792397b5-6466-4f0b-9faf-8aeb24cfd4fb","_type":"tableRow","cells":["Impact points","{Impact points}[/docs/using-common-room/contacts/impact-points/] reflect a Contact's or Organization’s overall impact in your community. Different Contact Activities are weighted based on their significance."]},{"_key":"4964de56-78ed-491b-8e5b-3631b277bda3","_type":"tableRow","cells":["Profiles","The total number of followers a Contact has across all of your connected signals."]},{"_key":"2ace7ead-d3bc-492a-aac6-0abc827ac90b","_type":"tableRow","cells":["Activity count","The number of interactions Contact has had with your brand across all connected signals."]},{"_key":"05b3d0bd-e02d-43b7-bfcd-36bb73e92b63","_type":"tableRow","cells":["First seen","The first date a Contact was seen in any of your connected signals."]},{"_key":"edd1830e-53d3-4296-ad30-2e88c4217ee8","_type":"tableRow","cells":["First active","The first date of Contact initiated Activity in the community captured in Common Room."]},{"_key":"13661dcd-ad5e-4923-996c-72368fdf513d","_type":"tableRow","cells":["Last active","The most recent date of Contact initiated Activity in the community captured in Common Room."]}]}},{"_key":"3768bd2948fe","_type":"block","children":[{"_key":"23b101b91c71","_type":"span","marks":[],"text":"Creating a Segment Using Contact Filters"}],"markDefs":[],"style":"h2"},{"_key":"8bf005c4fd9c","_type":"block","children":[{"_key":"9721c9c86e78","_type":"span","marks":[],"text":"Once you have selected the perfect set of filters in the Contact explorer, you can add the contacts from this list to a new segment with a single click. 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Admins receive 'Request access.'"}],"markDefs":[],"style":"normal"},{"_key":"604b8c3aa490","_type":"block","children":[{"_key":"75fd6d176dea0","_type":"span","marks":["strong"],"text":"Editor"},{"_key":"75fd6d176dea1","_type":"span","marks":[],"text":": Has edit permissions that enable them to make any edit change in Common Room. They can set up team alerts, write team notes, create custom reports, add to activity timelines, and merge Contacts. They can add teammates as Editors or Viewers.\n"},{"_key":"75fd6d176dea2","_type":"span","marks":["strong"],"text":"Viewer"},{"_key":"75fd6d176dea3","_type":"span","marks":[],"text":": Has view-only access to Common Room and can share views (reports, segments, etc) as well as write team notes."}],"markDefs":[],"style":"normal"},{"_key":"f20a7054ea5e","_type":"infoBox","body":[{"_key":"d3e416358d41","_type":"block","children":[{"_key":"d2ef8e9265970","_type":"span","marks":[],"text":"Restricted Editors and Restricted Viewers will have the same permissions as normal Editors and Viewers, but will not be able to view other Contact email addresses in the platform. This is not enabled by default. 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My segments is a list of segments that a teammate has created."}],"markDefs":[],"style":"normal"},{"_key":"837d4e7cb122","_type":"block","children":[{"_key":"7d667804bba20","_type":"span","marks":[],"text":"For both lists of segments you can make several types of edits on behalf of the teammate you're viewing:"}],"markDefs":[],"style":"normal"},{"_key":"8df866040e4a","_type":"block","children":[{"_key":"837eb5cb54960","_type":"span","marks":["strong"],"text":"Add a segment"},{"_key":"837eb5cb54961","_type":"span","marks":[],"text":" to their homepage or to their \"My segments\" view"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"55a85fd961e1","_type":"block","children":[{"_key":"d371c2dfb3d40","_type":"span","marks":["strong"],"text":"Edit a segment"},{"_key":"d371c2dfb3d41","_type":"span","marks":[],"text":" that they've created"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"e02743362edf","_type":"block","children":[{"_key":"99de763ad5170","_type":"span","marks":["strong"],"text":"Remove a segment"},{"_key":"99de763ad5171","_type":"span","marks":[],"text":" from their homepage or to their \"My segments\" view"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"d35935972bb6","_type":"block","children":[{"_key":"c9e9901f8441","_type":"span","marks":[],"text":"Edit the order of an individual teammate's segments"}],"markDefs":[],"style":"h3"},{"_key":"e4598bcd00ef","_type":"block","children":[{"_key":"dadabd6ffd5e","_type":"span","marks":[],"text":"Re-organize the order that your teammate's segments appear in their Home and My Segments views by following the steps below:"}],"markDefs":[],"style":"normal"},{"_key":"ae2dd8c0e253","_type":"block","children":[{"_key":"a1a5a41c2c3f","_type":"span","marks":[],"text":"Navigate to your Common Room Settings page."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"de4e608adf99","_type":"block","children":[{"_key":"f88a9cc05f2f","_type":"span","marks":[],"text":"Select the \"Team Access\" tab."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"3038252bc480","_type":"block","children":[{"_key":"bb0b0aa05471","_type":"span","marks":[],"text":"In the \"Teammates\" section, select \"Edit\" next to the teammate you'd like to edit the order of segments for."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"534e330bb95d","_type":"block","children":[{"_key":"1bccfd45e756","_type":"span","marks":[],"text":"If you'd like to edit the order of a teammate's segments in their home view, select \"Edit segment layout\" in the \"Segments on Home\" section. 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This is a read-only functionality and it is often used for:"}],"markDefs":[],"style":"normal"},{"_key":"c837962308f2","_type":"block","children":[{"_key":"87a4dba70118","_type":"span","marks":[],"text":"Verifying what a teammate can and can't access before or after changing their permissions"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"9ea5d7fa3151","_type":"block","children":[{"_key":"36fd5337ac11","_type":"span","marks":[],"text":"Troubleshooting questions like \"why don't I see this segment?\" without scheduling a screen share"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"90d0fa10d2e5","_type":"block","children":[{"_key":"009311125574","_type":"span","marks":[],"text":"Demonstrating the product experience for a given role during onboarding and training"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"1451cddeb929","_type":"block","children":[{"_key":"c8048e18f66f","_type":"span","marks":["strong"],"text":"To impersonate a teammate:"}],"markDefs":[],"style":"normal"},{"_key":"bcfcbd4aff9a","_type":"mainImage","asset":{"_ref":"image-6400d67dc2b9f452b26136fd18ef9fc8343ad518-1330x202-png","_type":"reference"}},{"_key":"43433280084d","_type":"block","children":[{"_key":"250bb9d5bb02","_type":"span","marks":[],"text":"Navigate to "},{"_key":"1724045e9c9d","_type":"span","marks":["strong"],"text":"Settings → Users and Roles"},{"_key":"4e776867cb11","_type":"span","marks":[],"text":"."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"eafbdefbc462","_type":"block","children":[{"_key":"c352847b69e5","_type":"span","marks":[],"text":"Hover over the teammate you want to view as and select "},{"_key":"20233ac44992","_type":"span","marks":["strong"],"text":"Impersonate"},{"_key":"f9216c63a0cc","_type":"span","marks":[],"text":"."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"b406d0002499","_type":"block","children":[{"_key":"cabde4f98c5c","_type":"span","marks":[],"text":"The page will reload and you'll see Common Room as that teammate."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"3466fe1d7cd9","_type":"mainImage","asset":{"_ref":"image-f083a461dcf451db40f4232fac668d1bf888d257-1612x907-png","_type":"reference"}},{"_key":"737f65349755","_type":"block","children":[{"_key":"dcb901819e44","_type":"span","marks":[],"text":"While impersonating, a banner at the top of the screen shows who you are currently viewing the page as. 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Otherwise, sessions automatically expire after one hour."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"36dc14b1272c","_type":"infoBox","body":[{"_key":"7faa8cc62a33","_type":"block","children":[{"_key":"a6368dc7ced0","_type":"span","marks":[],"text":"Impersonation is "},{"_key":"26b1e66deb04","_type":"span","marks":["strong"],"text":"view-only"},{"_key":"dcee4e80e26e","_type":"span","marks":[],"text":". You can browse everything the teammate can see, including segments, reports, settings — but you can't make any changes on their behalf."}],"markDefs":[],"style":"normal"},{"_key":"b7c88769af67","_type":"block","children":[{"_key":"0ccffc640764","_type":"span","marks":[],"text":"Only Admins can impersonate, and you can't impersonate yourself or another Admin."}],"markDefs":[],"style":"normal"}]},{"_key":"00a209ee047c","_type":"block","children":[{"_key":"839cd99969ba0","_type":"span","marks":[],"text":"FAQ"}],"markDefs":[],"style":"h2"},{"_key":"74d72ff2432b","_type":"block","children":[{"_key":"67db62bd3da60","_type":"span","marks":[],"text":"Can I add a teammate that's outside of my organization?"}],"markDefs":[],"style":"h3"},{"_key":"d82ef031ff36","_type":"block","children":[{"_key":"3e030af014940","_type":"span","marks":[],"text":"Yes. First, open settings and go to the general page. 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These external teammates will need a "},{"_key":"3e030af014941","_type":"span","marks":["7b2abfcb2ad9"],"text":"GSuite"},{"_key":"3e030af014942","_type":"span","marks":[],"text":", GitHub, or Microsoft account associated with their email address in order to join your room."}],"markDefs":[{"_key":"7b2abfcb2ad9","_type":"link","href":"https://support.google.com/accounts/answer/27441?hl=en"}],"style":"normal"}],"excerpt":[{"_key":"f8a8d699ba14","_type":"block","children":[{"_key":"43a984cc6ea20","_type":"span","marks":[],"text":"The team access settings page allows you to manage roles and permissions and allow access for your team, including the full list of users and their role type."}],"markDefs":[],"style":"normal"}],"isFeatured":true,"menu":"set-preferences","orderRank":"0|10020o:","slug":{"_type":"slug","current":"team-access"},"status":"published","title":"Team Access","id":"-edcad850-143f-5229-a4c0-1037e87fddb4","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"team-access"},"orderRank":"0|10020o:"}}}],"style":"normal"},{"_key":"7630e696f173","_type":"infoBox","body":[{"_key":"1178b76457e7","_type":"block","children":[{"_key":"636adf11159f0","_type":"span","marks":[],"text":"Keep in mind that any changes made to columns will apply to all teammates in Common Room."}],"markDefs":[],"style":"normal"}],"style":"info"},{"_key":"ff3ea4be7c44","_type":"block","children":[{"_key":"00039171d91e0","_type":"span","marks":[],"text":"For more granular control, you have the option to add new columns using filters specific to Contacts, Organizations, or data signals. 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Click the Settings gear at the bottom left of the left navigation bar."}],"level":1,"listItem":"number","markDefs":[{"_key":"618235b5b940","_type":"link","reference":{"_ref":"4bc7c371-3209-4369-b198-68e5bed6df3e","_type":"reference"}}],"style":"normal"},{"_key":"4464e3ab8299","_type":"block","children":[{"_key":"36b642d90c930","_type":"span","marks":[],"text":"Then, click Tags in the left navigation bar."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"0380512c4793","_type":"block","children":[{"_key":"222884e5962f0","_type":"span","marks":[],"text":"Default tags can be found at the top of the “Contacts” tab which contains all contact tags. 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This directly maps to the rep who owns each Account in Salesforce, ensuring each team member sees only their assigned Accounts and the Contacts within them. "},{"_key":"514178a85cf9","_type":"span","marks":["em"],"text":"(Requires Salesforce integration — HubSpot support coming soon.)"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"99c14642e178","_type":"block","children":[{"_key":"30fe8627d46e","_type":"span","marks":[],"text":"This field must map both to your team members in Common Room and to the records in your segment."}],"markDefs":[],"style":"blockquote"},{"_key":"67396417df7a","_type":"block","children":[{"_key":"04bba37a8eb7","_type":"span","marks":[],"text":"To go from creating and editing your team segment to seeing it in action in the platform, select the \"More actions\" icon to the right of your team segment in the \"Segments\" section of Common Room settings. From there, choose \"View in app\" from the drop down. 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You will be directed to the segment's profile."}],"markDefs":[],"style":"normal"},{"_key":"f4d31260eb81","_type":"block","children":[{"_key":"6db4b10e6a0f","_type":"span","marks":[],"text":"Team members can identify a Team segment by the blue checkmark to the right of the segment's name."}],"markDefs":[],"style":"normal"},{"_key":"409867e8de7d","_type":"block","children":[{"_key":"a6b8f332a73b","_type":"span","marks":[],"text":"Each rep viewing the segment sees:"}],"markDefs":[],"style":"normal"},{"_key":"5bac6397aa42","_type":"block","children":[{"_key":"4c696be7801e","_type":"span","marks":[],"text":"Only the Accounts assigned to them via the ownership field."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"bfb0fc446041","_type":"block","children":[{"_key":"11b583d7ddf1","_type":"span","marks":[],"text":"The Contacts associated with those Accounts, filtered to current employment."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"2f714b274dd6","_type":"block","children":[{"_key":"c99b9a3e680d","_type":"span","marks":[],"text":"Columns and fields configured by the segment admin."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"badf3a9c11be","_type":"block","children":[{"_key":"0d101d3f9811","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"f411c8e0cd20","_type":"block","children":[{"_key":"a229af7cd8e5","_type":"span","marks":[],"text":"Segment Tasks"}],"markDefs":[],"style":"h2"},{"_key":"ca32806afbbd","_type":"block","children":[{"_key":"2a3de6c856cb","_type":"span","marks":[],"text":"You can create a default action that users should take from a segment. 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Only the layout of the page is different.","_key":"ns0091","_type":"span"}],"_type":"block"},{"style":"h3","_key":"nb067","markDefs":[],"children":[{"_type":"span","marks":[],"text":"Where did Inbound Create / Inbound Update / Outbound Create / Outbound Update go?","_key":"ns0092"}],"_type":"block"},{"markDefs":[],"children":[{"text":"In the redesigned layout those actions are still here, just organized differently. Instead of four top-level actions, you pick an object first (Accounts, Contacts, Leads, or Opportunities) and find its inbound and outbound settings together on that object's page.","_key":"ns0093","_type":"span","marks":[]}],"_type":"block","style":"normal","_key":"nb068"},{"markDefs":[],"children":[{"_key":"ns0094","_type":"span","marks":[],"text":"How do I pause inbound syncing without losing my setup?"}],"_type":"block","style":"h3","_key":"nb069"},{"style":"normal","_key":"nb070","markDefs":[],"children":[{"marks":[],"text":"In the redesigned layout, switch off the Update existing toggle on the object's Inbound tab. Your field mappings stay in place, and you can switch it back on anytime.","_key":"ns0095","_type":"span"}],"_type":"block"},{"children":[{"_type":"span","marks":[],"text":"I don't see the redesigned settings page. How do I get it?","_key":"ns0096"}],"_type":"block","style":"h3","_key":"nb071","markDefs":[]},{"style":"normal","_key":"nb072","markDefs":[],"children":[{"_type":"span","marks":[],"text":"The redesigned page is rolling out gradually. If you'd like early access, reach out to your Customer Success Manager.","_key":"ns0097"}],"_type":"block"},{"markDefs":[],"children":[{"_type":"span","marks":[],"text":"How does Common Room associate pipeline/ARR to a person?","_key":"10b3b4e2f19c0"}],"_type":"block","style":"h3","_key":"9957d4cb6e9e"},{"style":"normal","_key":"08e8abfbcb83","markDefs":[],"children":[{"_key":"d569bcf217ab0","_type":"span","marks":[],"text":"Annual recurring revenue (ARR) is mapped to a Contact based on the corresponding Organization they’re associated with."}],"_type":"block"},{"markDefs":[],"children":[{"text":"Can I surface qualified Leads and Lead/Contact creation in Salesforce from Common Room?","_key":"3294fc49bf7f0","_type":"span","marks":[]}],"_type":"block","style":"h3","_key":"0770fc311b63"},{"_key":"58aff1d9934f","markDefs":[],"children":[{"marks":[],"text":"It's common to have Contacts who are potential Leads and ready to engage with a Contact of your sales team, but who aren't yet created as a Lead or Contact in your Salesforce. Common Room can help you automatically identify qualified Leads based on criteria specific to your business (e.g. Industry = Financial Services ","_key":"8e68fbb3ac480","_type":"span"},{"_key":"8e68fbb3ac481","_type":"span","marks":["code"],"text":"AND"},{"text":" Annual revenue > $1M ","_key":"8e68fbb3ac482","_type":"span","marks":[]},{"text":"AND","_key":"8e68fbb3ac483","_type":"span","marks":["code"]},{"text":" > 2 Slack posts in the last month ","_key":"8e68fbb3ac484","_type":"span","marks":[]},{"_type":"span","marks":["code"],"text":"AND","_key":"8e68fbb3ac485"},{"text":" mentioned “pricing”). You may work with the Common Room team to define your automated qualification criteria.","_key":"8e68fbb3ac486","_type":"span","marks":[]}],"_type":"block","style":"normal"},{"style":"h3","_key":"b8d62fb8c7b8","markDefs":[],"children":[{"text":"Is it possible to sync Activity outbound from Common Room to Salesforce?","_key":"de6de2d5c9af0","_type":"span","marks":[]}],"_type":"block"},{"markDefs":[],"children":[{"_key":"8ccfef6a5bb60","_type":"span","marks":[],"text":"No, it's only possible to sync Activity inbound from Salesforce to Common Room."}],"_type":"block","style":"normal","_key":"35fae7f2e4f4"},{"children":[{"text":"Is it possible to integrate both Salesforce and HubSpot with Common Room?","_key":"416544d175dd0","_type":"span","marks":[]}],"_type":"block","style":"h3","_key":"da24da4adbc8","markDefs":[]},{"_key":"023c87757019","markDefs":[],"children":[{"text":"If you use Salesforce as your CRM and HubSpot as your MAP (Marketing Automation Platform), you may want to integrate both with Common Room to get a holistic view of your Contacts and Organizations. This is possible today, but it’s important to keep a few important things in mind.","_key":"44222527b7f40","_type":"span","marks":[]}],"_type":"block","style":"normal"},{"children":[{"marks":["strong"],"text":"Syncing data into Common Room","_key":"4354204386610","_type":"span"},{"marks":[],"text":": The main consideration when syncing data in from both Salesforce and HubSpot is that it may be difficult to differentiate which custom field is mapped to which tool. A simple recommendation here is to prefix custom field names based on the tool, for example, ","_key":"4354204386611","_type":"span"},{"text":"SF Lead Status","_key":"4354204386612","_type":"span","marks":["code"]},{"_type":"span","marks":[],"text":" and ","_key":"4354204386613"},{"_type":"span","marks":["code"],"text":"HS Lead Status","_key":"4354204386614"}],"level":1,"_type":"block","style":"normal","_key":"a6013f273062","listItem":"number","markDefs":[]},{"level":1,"_type":"block","style":"normal","_key":"cf8af94ea32b","listItem":"number","markDefs":[],"children":[{"marks":["strong"],"text":"Syncing data out to Salesforce / HubSpot:","_key":"cd29d0b678b00","_type":"span"},{"_key":"cd29d0b678b01","_type":"span","marks":[],"text":" When syncing data out of Common Room, the most important consideration is any existing sync between Salesforce and HubSpot. Most customers we’ve worked with either have a bi-directional sync with a subset of qualified Leads from Salesforce to HubSpot or sync all Leads between Salesforce and HubSpot. If you’re interested in syncing data out from Common Room in either of these scenarios, we recommend that you pick one tool to target in order to avoid any conflicts during the sync."}]},{"style":"h3","_key":"97c03f17a8dc","markDefs":[],"children":[{"text":"\nHow can I map Lead and Account scores in Common Room to Salesforce?","_key":"16429768cfdc","_type":"span","marks":[]}],"_type":"block"},{"style":"normal","_key":"629c4a7f2316","markDefs":[],"children":[{"text":"Lead and account scores are stored as custom fields so they can be mapped out to SFDC. To set this up, please reach out to your CSM for further assistance.","_key":"2e5f7a3c15770","_type":"span","marks":[]}],"_type":"block"},{"style":"h3","_key":"f0c239c5a065","markDefs":[],"children":[{"_type":"span","marks":[],"text":"What API does Common Room use to sync with Salesforce?","_key":"ebff73ccc9c7"}],"_type":"block"},{"markDefs":[],"children":[{"marks":[],"text":"For pulling data in from SFDC -> Common Room, we use the REST API.","_key":"97139cc5f554","_type":"span"}],"level":1,"_type":"block","style":"normal","_key":"dbf702c1a2ce","listItem":"bullet"},{"_key":"356f1f5e427c","listItem":"bullet","markDefs":[],"children":[{"text":"For pushing data from Common Room -> SFDC, we use the bulk API for bulk exports and REST API for one off syncs (e.g. send to Salesforce).","_key":"c719bc0d2a1c","_type":"span","marks":[]}],"level":1,"_type":"block","style":"normal"},{"children":[{"text":"Salesforce's REST API supports SOQL, which allows us to query for multiple objects at once with a single call.","_key":"668cc56cdd65","_type":"span","marks":[]}],"_type":"block","style":"normal","_key":"1b016bf03974","markDefs":[]},{"style":"h3","_key":"e1ff24ab0072","markDefs":[],"children":[{"text":"Can the integration user be API-only or use a Salesforce Integration license?","_key":"aadfe4941faa","_type":"span","marks":[]}],"_type":"block"},{"children":[{"marks":[],"text":"Yes to both. The integration user can use either a Salesforce Integration license or a full Salesforce license, and an API-only user works as long as it has the required object permissions (view/edit on Leads, Contacts, Accounts, Opportunities, and Campaigns).","_key":"26ab48107cd5","_type":"span"}],"_type":"block","style":"normal","_key":"65a3074f78a3","markDefs":[]},{"_key":"afe7dfbcfc94","markDefs":[],"children":[{"_key":"23ff9b7c81a2","_type":"span","marks":[],"text":"If you're using the "},{"_key":"2095a1beb553","_type":"span","marks":["strong"],"text":"Minimum Access - API Only Integrations"},{"marks":[],"text":" profile, disable the ","_key":"0f97cba0abe6","_type":"span"},{"text":"Enhanced Profile User Interface","_key":"2138827b452e","_type":"span","marks":["strong"]},{"_type":"span","marks":[],"text":" option in Salesforce. This lets you set a default record type for standard objects (Lead, Contact, etc.), which the integration requires.","_key":"6720d29c9779"}],"_type":"block","style":"normal"},{"markDefs":[],"children":[{"_key":"a35713a038fb","_type":"span","marks":[],"text":"How are Common Room organizations matched to Salesforce accounts?"}],"_type":"block","style":"h3","_key":"0bc6b41c1d71"},{"_type":"block","style":"normal","_key":"323ca1ec27c4","markDefs":[],"children":[{"_key":"e8aee010e4690","_type":"span","marks":[],"text":"An organization in Common Room is a representation of a real-world company that uses both AI models and human intervention to provide an up-to-date view of the company. This means that in Common Room, entities that represent subsidiaries or variations of an organization will ladder up to a single parent organization. This is all done using a company's domain."}]},{"children":[{"_type":"span","marks":[],"text":"When Salesforce is connected, we match all of the known domains associated with an organization against the website of the Salesforce accounts to build the one-to-many view of accounts you see on an organization's profile. ","_key":"48b99a4c5ac6"}],"_type":"block","style":"normal","_key":"4353718cc11d","markDefs":[]},{"markDefs":[],"children":[{"marks":[],"text":"The following logic is used to normalize account websites for matching purposes:","_key":"98bc38e82aa2","_type":"span"}],"_type":"block","style":"normal","_key":"06155d8b9fde"},{"children":[{"marks":[],"text":"Remove hashes, fragments, trailing slashes and query parameters","_key":"d73e57b98fb80","_type":"span"}],"level":1,"_type":"block","style":"normal","_key":"69740856d904","listItem":"bullet","markDefs":[]},{"style":"normal","_key":"7b2652bc0d59","listItem":"bullet","markDefs":[],"children":[{"_type":"span","marks":[],"text":"Strip any leading www (while preserving any non-www subdomain)","_key":"a8dd7c5b1ab60"}],"level":1,"_type":"block"},{"children":[{"marks":[],"text":"Preserve any paths (e.g. www.mycompany.com/mypath will preserve the \"/mypath\" portion)","_key":"c0e5f3c651320","_type":"span"}],"level":1,"_type":"block","style":"normal","_key":"74bf74ced5e5","listItem":"bullet","markDefs":[]},{"_key":"23d1363fd3bc","listItem":"bullet","markDefs":[],"children":[{"_type":"span","marks":[],"text":"If a Salesforce account has a Website field of \"www.mycompany.com/mypath\", it will not be matched to \"www.mycompany.com\" until the Website is updated to be \"www.mycompany.com\" in Salesforce. 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