Persona-Based Capture

In Capture settings, Admin can set up configurations at role and user-level in addition to the organization-based configurations available. 

 

Note: In case all configurations are present (org, role, and user) precedence is given to user, then role, and then org.

 

Use-Cases

Here are a few helpful ways you can use this feature:

 

1. You have multiple roles in your organization and need different ways of tracking different roles' activities. Example: Track both outbound and inbound activities of CSMs but only outbound activities for SEs

2. You want to run a pilot with a group of users before turning on write-to-CRM for the wider organization or multiple roles.

3. You want to refrain from tracking activities of one role while continuing to track for the wider organization or other multiple roles. Example: Track activities of AEs and not SEs.

 

How To Create a Role-based Capture Configuration

 

From Clari Studio > Capture Settings:

 

1. Click Actions (top right) > Add a new configuration

2. Select Configuration Type to Role

3. Select the Role from the drop-down list

4. Click Create

 

How to Create a User-based Capture Configuration

From Clari Studio > Capture Settings:

 

1. Click Actions (top right) > Add a new configuration

2. Select Configuration Type to User

3. Enter a Configuration Name

4. Enter the list of Users for whom the configuration should run 

5. Click Create

 

A note on updating Role and User configuration

When a new configuration is created at the user or the role level—it's created with all the settings configured with default values. Based on their business requirements, Admins can update these and click on Save.