Setting up Job Changes and New Hire Tracking in Unify

Unify's Job Changes and New Hire Tracking feature helps you monitor personnel changes at your target accounts and receive real-time alerts when relevant prospects join those organizations. This guide walks you through setting up effective job change monitoring with persona-based filtering and Slack notifications.

Creating New Hire Audiences

To track new hires at specific target companies:

1. Navigate to your Unify dashboard and access the New Hire Tracking section

2. Create a new audience by selecting your target companies

3. Apply persona-based filtering to focus on relevant job roles and seniority levels that match your ideal customer profile

4. Save your audience configuration

This targeted approach ensures you only receive alerts for prospects that align with your sales strategy, improving the quality and relevance of your job change notifications.

Enabling Slack Notifications

To receive real-time alerts when new hires join your target organizations:

1. In your New Hire Tracking settings, enable Slack alerts for your created audiences

2. Configure the Slack channel where you want to receive notifications

3. Set up notification preferences, including frequency and detail level

Once configured, you'll receive immediate Slack notifications whenever someone matching your criteria joins one of your target companies, allowing for timely outreach.

Champion Tracking Alerts

In addition to new hire tracking, you can also set up Champion Tracking alerts to monitor when your existing contacts change positions. These alerts can also be sent directly to Slack, ensuring you stay informed about important relationship changes at your accounts.

To maximize effectiveness, regularly review and update your audience criteria to ensure you're tracking the most relevant prospects and maintaining data accuracy for successful implementation of your job change plays.