Documentation Index

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HG Insights field names and specifications

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You are on the right page if you are looking for the specifications of the fields to create in your CRM to receive the HG Insights data.


  • The Customer Fit and Engagement models at the Lead/Contact or Account level have a set of 4 fields (segment, score, formatted (the "emojis"), signals).

  • The Lead Grade model at the Lead/Contact level has a set of 3 fields (segment, score, formatted (the "emojis")). The Grade does not exist at the Account level.

For a definition of the fields, please refer to this article.

Here is a list for Salesforce fields by model, and you'll find in the next section the list of fields for each CRM.

Salesforce

Which field names do I have? The HG Insights scoring fields have been renamed over time (MadKudu → HG, and “Likelihood to Buy” → “Engagement”). The field / property names in your CRM depend on when your account was set up — check your existing fields, or Settings → Push Configuration in the HG app. All generations are equivalent; only the names differ. Customer Fit and Lead Grade changed prefix only; the Engagement model also changed name.

FieldOlder accountsInterimNewest accounts
Customer Fit – ScoreMK_Customer_Fit_Score__cMK_Customer_Fit_Score__cHG_Customer_Fit_Score__c
Customer Fit – SegmentMK_Customer_Fit_Segment__cMK_Customer_Fit_Segment__cHG_Customer_Fit_Segment__c
Customer Fit – SignalsMK_Customer_Fit_Signals__cMK_Customer_Fit_Signals__cHG_Customer_Fit_Signals__c
Engagement (Lead) – ScoreMK_Likelihood_to_Buy_Score__cMK_Lead_Engagement_Score__cHG_Lead_Engagement_Score__c
Engagement (Lead) – SegmentMK_Likelihood_to_Buy_Segment__cMK_Lead_Engagement_Segment__cHG_Lead_Engagement_Segment__c
Engagement (Lead) – SignalsMK_Likelihood_to_Buy_Signals__cMK_Lead_Engagement_Signals__cHG_Lead_Engagement_Signals__c
Engagement (Account) – ScoreMK_Account_Engagement_Score__cHG_Account_Engagement_Score__c
Lead Grade – ScoreMK_Lead_Grade_Score__cMK_Lead_Grade_Score__cHG_Lead_Grade_Score__c
Lead Grade – SegmentMK_Lead_Grade_Segment__cMK_Lead_Grade_Segment__cHG_Lead_Grade_Segment__c

The internal signal name (e.g. mk_likelihood_to_buy_score) is unchanged; only the CRM field name differs.

This section below applies only for Salesforce

Customer Fit

  • Name: HG_Customer_Fit_Segment__c

    • Data Type: Picklist

    • Related to: Lead, Contact, Account

    • Description: HG Insights Customer Fit Segment

  • Name: HG_Customer_Fit_Score__c

    • Data Type: Number, Precision: 18, Scale: 0

    • Related to: Lead, Contact, Account

    • Description: HG Insights Customer Fit Score

  • Name: HG_Customer_Fit_Signals__c

    • Data Type: LongTextArea, Length: 1024, VisibleLines: 10

    • Related to: Lead, Contact, Account

    • Description: HG Insights Customer Fit Signals

  • Name: HG_Customer_Fit__c

    • Data Type: Formula, Formula Return Type: Text

    • Blank Field Handling: Treat blank fields as blanks

    • Related to: Lead, Contact, Account

    • Description: HG Insights Customer Fit

    • Advanced Formula:

      CASE(HG_Customer_Fit_Segment__c,
      'very good', IMAGE("https://cdn.madkudu.com/images/star.png", "Star", 20, 20) + IMAGE("https://cdn.madkudu.com/images/star.png", "Star", 20, 20) + IMAGE("https://cdn.madkudu.com/images/star.png", "Star", 20, 20),
      'good', IMAGE("https://cdn.madkudu.com/images/star.png", "Star", 20, 20) + IMAGE("https://cdn.madkudu.com/images/star.png", "Star", 20, 20),
      'medium', IMAGE("https://cdn.madkudu.com/images/star.png", "Star", 20, 20),
      IMAGE("https://cdn.madkudu.com/images/cross.png", "Star", 20, 20))

Lead Engagement (Lead/Contact)

  • Name: HG_Lead_Engagement_Segment__c

    • Data Type: Picklist

    • Related to: Lead, Contact

    • Description: HG Insights Lead Engagement Segment

  • Name: HG_Lead_Engagement_Score__c

    • Data Type: Number, Precision: 18, Scale: 0

    • Related to: Lead, Contact

    • Description: HG Insights Lead Engagement Score

  • Name: HG_Lead_Engagement_Signals__c

    • Data Type: LongTextArea, Length: 1024, VisibleLines: 10

    • Related to: Lead, Contact

    • Description: HG Insights Lead Engagement Signals

  • Name: HG_Lead_Engagement__c

    • Data Type: Formula, Formula Return Type: Text

    • Blank Field Handling: Treat blank fields as blanks

    • Related to: Lead, Contact

    • Description: HG Insights Lead Engagement

    • Advanced Formula:

      CASE(HG_Lead_Engagement_Segment__c,
      'very high', IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20) + IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20) + IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20),
      'high', IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20) + IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20),
      'medium', IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20),
      IMAGE("https://cdn.madkudu.com/images/snowflake.png", "Snowflake", 20, 20))

Account Engagement

  • Name: HG_Account_Engagement_Segment__c

    • Data Type: Picklist

    • Related to: Account

    • Description: HG Insights Account Engagement Segment

  • Name: HG_Account_Engagement_Score__c

    • Data Type: Number, Precision: 18, Scale: 0

    • Related to: Account

    • Description: HG Insights Account Engagement Score

  • Name: HG_Account_Engagement_Signals__c

    • Data Type: LongTextArea, Length: 1024, VisibleLines: 10

    • Related to: Account

    • Description: HG Insights Account Engagement Signals

  • Name: HG_Account_Engagement__c

    • Data Type: Formula, Formula Return Type: Text

    • Blank Field Handling: Treat blank fields as blanks

    • Related to: Account

    • Description: HG Insights Account Engagement

    • Advanced Formula:

      CASE(HG_Account_Engagement_Segment__c,
      'very high', IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20) + IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20) + IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20),
      'high', IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20) + IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20),
      'medium', IMAGE("https://cdn.madkudu.com/images/fire.png", "Fire", 20, 20),
      IMAGE("https://cdn.madkudu.com/images/snowflake.png", "Snowflake", 20, 20))

Lead Grade

  • Name: HG_Lead_Grade_Segment__c

    • Data Type: Picklist

    • Related to: Lead, Contact

    • Description: HG Insights Lead Grade Segment

  • Name: HG_Lead_Grade_Score__c

    • Data Type: Number, Precision: 18, Scale: 0

    • Related to: Lead, Contact

    • Description: HG Insights Lead Grade Score

  • Name: HG_Lead_Grade__c

    • Data Type: Formula, Formula Return Type: Text

    • Blank Field Handling: Treat blank fields as blanks

    • Related to: Lead, Contact

    • Description: HG Insights Lead Grade

    • Advanced Formula:

      CASE(HG_Lead_Grade_Segment__c,
      'A', IMAGE("https://cdn.madkudu.com/images/lead_grades/grade_a_s.png", "A", 20, 20),
      'B', IMAGE("https://cdn.madkudu.com/images/lead_grades/grade_b_s.png", "B", 20, 20),
      'C', IMAGE("https://cdn.madkudu.com/images/lead_grades/grade_c_s.png", "C", 20, 20),
      'D', IMAGE("https://cdn.madkudu.com/images/lead_grades/grade_d_s.png", "D", 20, 20),
      IMAGE("https://cdn.madkudu.com/images/lead_grades/grade_e_s.png", "E", 20, 20))

Troubleshooting - Emojis for Lead / Customer Fit / Engagement scores are not being displayed in Salesforce

  • Make sure the ‘Advanced Formula’ Salesforce field is configured for the problematic score (see above).

  • Make sure that cdn.madkudu.com is specified as a Trusted URL in Salesforce ‘Trusted URLs’ section.
    See this Salesforce article on configuring trusted URLs.

Other integrations

HG Insights Segment fields

Name:

  • HG_Customer_Fit_Segment

  • HG_Lead_Engagement_Segment / HG_Account_Engagement_Segment

  • HG_Lead_Grade_Segment

Specs:

  • HubSpot: FieldType: text

  • Others: text, length 255 or above

HG Insights Score fields

Name:

  • HG_Customer_Fit_Score

  • HG_Lead_Engagement_Score / HG_Account_Engagement_Score

  • HG_Lead_Grade_Score

Specs:

  • HubSpot: Number

  • Others: Number

Signals fields

Name:

  • HG_Customer_Fit_Signals

  • HG_Lead_Engagement_Signals / HG_Account_Engagement_Signals

Specs:

  • HubSpot: textarea

  • Other integrations: text or textArea, length 1024 (or above)

Any question? Open a ticket!