Champify / UserGems - How to create a playbook with UserGems or Champify job change

You're using Champify or UserGems to get job change data and want to create a Sales playbook based on it in MadKudu? 

Pre-requisites 

• You've contracted and connected Champify / UserGems to your Salesforce instance 

• You've setup a Salesforce Campaign based on Champify / UserGems job changes

• Your Salesforce is connected to MadKudu

Step 1: Map the Champify Salesforce campaign member in the Event mapping 

1. Connect to your MadKudu account in the admin app: app.madkudu.com

2. Head to Event Mapping and click on the edit button on Salesforce Campaigns

3. Click Start draft then Add new event

4. Enter in

5. Campaign Type: the type you've created in Salesforce for the Champify campaign

6. Campaign member status: the status your using for members in the Champify campaign

7. MK Event name (signals): {{ce.details__c}} (replace the custom field used by the field you're using on the campaign member object) 

8. MK Event name: Champion moved to New company

9. Activity type: Marketing Activity 
   Example to adapt to your Champify campaign
   
   
     Click Publish draft

Wait for the email confirmation that the event mapping finished processing

Step 2: Create a playbook  

1. Connect to MadKudu Copilot (in Salesforce or Chrome extension or msi.madkudu.com) 

2. Click + New playbook and Playbook Library 

3. Look for the one called "Previous Champions Who Changed Company" 
    

4. Update the filters if you have chosen a different event name in the event mapping,  the description, recommended actions and sharing settings

5. Publish!