# CRM Fields for Rep.ai Influence (Account)

* 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=](https://servicebell.com/?utm_source=)\[remainder of URL] [https://rep.ai/pricing/](https://servicebell.com/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]


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