Context

When setting up Champion Tracking in Unify, users need to understand how rules work at the company level versus person level, and how credits are consumed for tracking champions. In Unify, a champion is a customer who has used your product and actively advocated for its adoption.

Answer

Champion tracking in Unify operates at the company level, which means you must include a company-level rule when setting up tracking. This "always on" tracking system monitors when someone from a customer company changes jobs and matches your specified personas.

Setting Up Champion Tracking

1. You must include at least one company-level rule (e.g., "Company exists in Hubspot")

2. Person-level rules can be added to further filter which individuals you want to track

   • Persona matching note: Unify uses fuzzy matching for job titles, not exact 1:1 matches. It matches on common keywords in any order, ignores capitalization and punctuation, and filters out extraneous words. For example, "Vice President Marketing" will match "Vice President of Marketing," "VP of Marketing," and even titles with extra context like "Vice President of Marketing - Blue Apron at Wonder." You don't need to list every variation – focus on core keywords and Unify handles variations automatically. If you want to avoid broader matches (e.g., only "President" but not "Vice President"), use title exclusions in your persona.

3. The combination of company and person rules determines your final tracking group

Champion Tracking: Include/Exclude Rule Interactions

Important: When using title exclusions in persona matching, exclusions take precedence over inclusions when there's a conflict.

If you include "Executive Director" but exclude "Director," the exclusion will filter out "Executive Director" as well due to fuzzy matching. This happens because Unify's fuzzy matching identifies "Director" within "Executive Director" and applies the exclusion rule.

Best Practice for Exclusions

• Exclude specific variants (e.g., "Director of Operations," "Facilities Director") rather than broad terms like "Director"

• Test your persona rules with a small sample before full deployment

• Review excluded matches to ensure you're not losing valuable champions

Tracking Schedule: Champion tracking runs once per month on the same day you enabled it. If a champion changes jobs, you'll receive a notification during the next monthly check. For example, if you enabled tracking on the 15th of the month, checks will run on the 15th of each subsequent month.

Trigger Timeframe: Champion Tracking has a configurable trigger setting that determines which detected job changes fire notifications. For example, if your trigger is set to "within the last 6 months," you'll only receive notifications for champions who changed jobs in that timeframe, even though tracking runs monthly and detects all changes. You can adjust this to "ever" to see all detected job changes since tracking began. This means the number of notifications you receive may be significantly lower than your total tracked population—for instance, tracking 1,000 champions might only generate 8 notifications if only 8 people changed jobs within your configured timeframe.

Baseline Data: When a person first enters your Champion Tracking group, Unify treats that moment as the baseline (T0). On the next monthly run, Unify compares your CRM data against current information from its data provider. If the data provider shows a different current company or role than what's in your CRM, you'll receive a job-change signal—even if that change occurred before you enabled tracking. This means Champion Tracking can help you discover and update outdated CRM data, not just monitor future changes.

Credit Usage

To monitor your credit usage:

1. Go to Settings

2. Navigate to the "Usage" section

For detailed information about credit calculations, refer to the Credit System documentation.