This article walks you through the process of configuring an Orchestration that pushes your 6sense segment names into custom data objects. This is often referred to as the CRM.
This feature requires the Orchestrations package.
Prerequisites:
Your subscription to 6sense must include the Orchestrations package.
Your subscription to 6sense must include support for the target system and object you are trying to push this data into.
Your target system and object has a custom field created that can be used by this orchestration to place the 6sense Segment Name comma-separated list data.
The Published Segments configurations should include Segments relevant to your use of 6sense segment membership in these external systems. Make sure the appropriate segments (up to 100 segments) are marked for this orchestration’s use following some of the guidance here. This set of Published Segments can be updated at any point, even after your initial Segment Names Enrichment orchestration is set up, as your business needs change.
Additional here: FAQs for Segment Names Enrichment orchestration.
Select the orchestration action to Push Segment Names.
Select the object type you wish to update with Segment names. The example below shows options in line with an active Salesforce integration, but these names would also appear for other CRMs. The custom data object options are:
(Salesforce) 6sense Lead Score CDOs
(Salesforce) 6sense Account Score CDOs
(Salesforce) 6sense Contact Score CDOs
You must name your Orchestration before you can proceed further. Note that once you click Next, the object type to be enriched cannot be changed.
In the following view, you will select the set of CDOs you want to update with segment names. Our recommendation is to maintain the system default of all scores, so as segments get published or unpublished by your team, or as accounts join or leave dynamic segments, these updates make it to all the right records in your systems.
You can navigate to the remaining configuration steps by clicking on them directly within the sidebar, or by clicking Next at the bottom of the screen.
The remaining configuration steps are the same as other Segment Name Enrichment orchestrations.
To advance to the Preview screen, you must save your Orchestration. It’s important to remember that saving an Orchestration will never begin to run it immediately. If you have scheduled the Orchestration to run Daily or Weekly, then saving these configurations will schedule it to run during the next nightly sync (if Daily) or during the selected day’s nightly sync (if Weekly). After viewing the preview, you can always choose to revert the schedule to its default if you no longer wish to run the Orchestration on a regular basis.
The Preview will show a sample of up to 100 records that match the Goal and Type configurations for the Orchestration. The full list of records that may be updated can be downloaded using the icon to the left of the Salesforce ID column.
Clicking Run Now will trigger the Orchestration to begin running within the next hour. This option is always available, whether the Orchestration is schedule to run on a daily or weekly basis, or if it is configured to run only when a user clicks on Run Now..png)