How can I find the new job of my Contacts?

Prerequisites

On a single contact record

  • Open the record

  • In the Delpha bot, open and run the Enrich Contact Details conversation

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After some time, up to 1 minute, the job history is updated. In case of a new position or a new job is detected, the automation will apply and some Delpha Bot conversation will be proposed to the user to define the actions to take (Create new account, Move contact to the new account...), as defined in the setup.

On a group of contacts

Select your champions

Champions are special contacts. They are already involved in some actions, you have already closed some business with them, they are strong advocates of your services...and knowing if they are still in place or where they are working now is a key information for you.

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To get them, the simplest option is to use a report and send the reports members to a campaign.

Create a Delpha Campaign with Job Tracking type

  • Send the report members to this campaign

  • Your campaign is ready to run.

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A Job Tracking campaign can be run on demand or can be run automatically on a schedule. By setting a scheduled execution, you ensure the quality of your champions by checking they are still in place. Common schedule for a contact is to check every quarters.

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