How to Configure Alyce for 6Sense Recipes
There is one recipe included as part of the Alyce for 6Sense integration which allows you and your team to send a gift to the right person from the right account at the right time. Before using these recipes, ensure that you have completed the Alyce for 6Sense Integration Prerequisites and successfully Installed the Alyce for 6Sense Integration.
How to determine which recipe to use
To determine which recipe you should use (standard object or custom object), please check the following steps in 6Sense first.
Step 1: Navigate to the “Orchestrations” tab in 6Sense and select the “Export Scores - Salesforce Accounts” orchestration.
Step 2: Click “Edit Orchestration” to see the details of the orchestration.
Step 3: Click the “Target” section and check which value is selected under “Object” (Standard or Custom). Whichever value is selected for your Production environment will indicate which Alyce for 6Sense recipe you should use in the section below.
Trigger gifts based on 6Sense stage
Based on the criteria that you specify in this recipe, Alyce will automatically approve and add the corresponding recipients to the Alyce 1:Many campaign that you select.
These recipients will be added in both the Alyce 1:Many campaign and as campaign members in the linked Salesforce campaign if you have installed the Alyce for Salesforce integration.
Step 1: Before configuring this recipe, ensure that you have already created the corresponding Alyce 1:Many campaign to which you would like to upload your contacts. For a refresher, you can follow this guide on how to create a 1:Many campaign in Alyce.
Step 2: If you haven’t already, please set up the 6Sense Segment inside 6Sense that you would like to use for this recipe. You should also ensure that your 6Sense Segment Name Enrichment Orchestration includes the 6Sense segment that you are using in this recipe.
Step 3: To start this recipe, ensure that you have successfully connected the Alyce for 6Sense integration per this document.
Step 4: Choose the recipe that corresponds to the “Standard Object” or “Custom Object” based on what you discovered in the section above.
Step 5: Within the 6Sense segment name entry box, enter the exact name of the 6Sense segment that contains the accounts that you would like to gift. If you change the name of your segment inside 6Sense, you will also need to update this entry box with the updated name.
You may only enter one 6Sense segment name.
Step 6: Within the 6Sense stage name entry box, enter the name of the 6Sense stage(s) that you would like to use as your gifting trigger. Gifts will be triggered when the corresponding account moves into this 6Sense stage.
You may enter a single stage or multiple stages as a comma-separated list and these values are case sensitive. For example: “Decision, Purchase“ would trigger when accounts move into Decision or Purchase.
Step 7: Within the recipient job title entry box, enter the job title of the recipients that you would like to send a gift to. Recipients will be added to the Alyce 1:Many campaign if their job title in Salesforce contains the value that you input here.
This is case sensitive and you may only enter one job title. This can be broad such as “Marketing” or specific such as “VP Marketing”.
Step 8: Within the Alyce 1:Many campaign entry box, select the corresponding Alyce 1:Many campaign that you created/identified in Step 1 above. This is where the recipients will be approved and uploaded.
Step 9: Within the recipe, click “Start”.
Congratulations, you have successfully configured your Alyce for 6Sense recipe!
Recipients will be added to the Alyce 1:Many campaign and the corresponding Salesforce campaign on a weekly basis as their accounts move into the 6Sense buying stage(s) that you specified. The campaign members in Salesforce will be added with the default campaign member status that you have set up for your Alyce campaigns.
You can review the list of recipients in both the Salesforce and Alyce 1:Many campaigns.
As a next step, we recommend connecting your Salesforce campaign to your Marketing Automation Platform and/or Sales Engagement software to send your Alyce gifts.