CRM Fields for Rep.ai Influence (Account)

Rep.ai creates the following properties on your Salesforce Account and HubSpot Company objects, and updates them per the logic described below.

• Field Name: Engagement Status

  • Field Type: Long text (comma separated) or multi-picklist field

  • Salesforce “multi picklist” (Multi-select picklist)

  • Description: Populates values that signify any engagement an Account has had with the website or Rep.ai.

  • Values

    1. Detected - Account was detected on the website.

    2. Chat - A visitor from this Account submitted text in the chat widget.

    3. Video Chat - A live video call within the chat widget occurred with a visitor from this Account.

    4. Audio Chat - A live audio call within the chat widget occurred with a visitor from this Account.

    5. User Viewed Session - A user from your team viewed a visitor’s session from this Account.

    6. Inbound Call - A visitor from this Account requested help from the chat widget.

    7. Outgoing Call - A user from your team called a visitor from this Account using the chat widget.

    8. Journey Presented - A visitor from this Account was presented a chat journey.

    9. Journey Engaged - A visitor from this Account engaged (clicked, responded to, or watched a video within) with a chat journey.

    10. Form Filled - A visitor from this Account filled out a form in. the chat widget.

    11. Meeting Booked - A visitor from this Account booked a meeting through the Rep.ai scheduler, either within the chat widget or through a dedicated booking page.

• Field Name: Web URLs Visited

  • Field Type: Long text field (separated via single space) (Salesforce = “textarea”)

  • Description: A raw capture of all marketing site URLs visited by visitors from the Account, including query strings.

  • Values: Any URL visited displayed as “https://rep.ai/?utm_source=[remainder of URL] https://rep.ai/pricing/ https://[remainder of URL and other URLs separated by single space]”

• Field Name: High-intent URLs Visited

  • Field Type: mutli-select picklist

  • Description: This field shows picklist values based on a list maintained by the user in Rep.ai Spotlight for high-intent pages. These are custom, where the list includes pages the user has identified in Rep.ai Spotlight.

  • Values (for example):

    • Pricing

    • Demo

• Field Name: First Detected

  • Description: This field reflects the first date an Account was detected on the website.

  • Field Type: Date

• Field Name: First Engaged

  • Description: This field reflects the first date the Account was engaged either with a live chat or a journey. Requires that the Account visitor took action in some way.

  • Field Type: Date

• Field Name: Last Detected:

  • Description: This field reflects the last date an Account was detected on the website.

  • Field Type: Date

• Field Name: Last Engaged:

  • Description: This field reflects the last date the Account was engaged either with a live chat or a journey. Requires that the Account visitor took action in some way.

  • Field Type: Date

• Field Name: Number of unique visitors

  • Description: This is the total number of unique website visitors from the account visiting the site. Use this to gauge how many people form one account are interested in your offering.

  • Type: Number

  • Values: [Number of unique visitors]

• Field Name: Last UTM Source Detected:

  • Description: Take last detected ?utm_source=xyz and write to this field as xyz and overwrite previous values when new ones are detected

  • Field Type: short text

  • Values

    • [Custom Value]

• Field Name: Last UTM Medium Detected:

  • Description: Take last detected ?utm_medium=xyz and write to this field as xyz and overwrite previous values when new ones are detected

  • Field Type: short text

  • Values

    • [Custom Value]

• Field Name: Last UTM Campaign Detected:

  • Description: Take last detected ?utm_campaign=xyz and write to this field as xyz and overwrite previous values when new ones are detected

  • Field Type: short text

  • Values

    • [Custom Value]

• Field Name: Last UTM Term Detected:

  • Description: Take last detected ?utm_term=xyz and write to this field as xyz and overwrite previous values when new ones are detected

  • Field Type: short text

  • Values

    • [Custom Value]

• Field Name: Last UTM Content Detected:

  • Description: Take last detected ?utm_content=xyz and write to this field as xyz and overwrite previous values when new ones are detected

  • Field Type: short text

  • Values

    • [Custom Value]