How to Use Champion Tracking

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What is a Champion?

Your companies’ champions are customers who have used and advocated for the adoption of your product or services.

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What is Champion Tracking?

With Champion Tracking, you can define filters to select your company’s champions and automatically follow when they change jobs. A champion who has changed jobs is indicative of an opportunity with an outsized probability of success.

When enabled, the job statuses of each of your champions will be checked once per month and their new contact information will be found when they change jobs. This information is extremely valuable for breaking into new accounts and performing retargeting campaigns.

Unify will automatically create an exclusion for the old contact records of your champions who have changed jobs. This means that the old records won’t appear in audiences nor be sequenced.

You will be charged one credit per champion tracked per month regardless of whether a job change was detected. You can view the Tracking tab in the Champion Tracking Settings page to see who is being tracked.

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Set Up Champion Tracking

Define who your champions are.

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Enabling

1. In the Unify app, go to Settings → Champion Tracking.

2. Click the toggle at the top of the page to open the Champion Tracking Settings modal.

3. Define filters to identify your champions to track. For example, users commonly filter down to companies with Closed Won opportunities.

4. Click Enable Champion Tracking. Unify will track your champions once per month starting from the moment you enable Champion Tracking.

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Disabling

1. In the Unify app, go to Settings → Champion Tracking.

2. Click the toggle and click Disable to disable Champion Tracking. You will still be able to view job changes Unify has already detected throughout the app, but people will stop being tracked monthly.

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Take Action on Champion Job Changes

Take action when Unify detects a champion job change.

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Champion Tracking Audience Filters

In the audience builder, you can add filters for champion job changes.
Connect these audiences to playbooks, sequences, and Slack alerts to automate workflows triggered by these changes.

Here is an example of audience filters that includes all champions for whom Unify has ever detected a job change:

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Frequently Asked Questions

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How can I be notified in Slack whenever a champion changes jobs?

Create an audience containing champions who have changed jobs and enable Slack alerts on the audience.