Audience
Internal
Displayed Description
Page Type
Article
Product | Outreach Stats (Talent Compass) |
Expert(s) | Shalan Billault-Lee, Alex Shadley (CRM team) |
Slack channel | |
This article was last verified on | 05/30/2024 |
🔍 Articles in This Section
Please use the following list to see additional internal articles regarding Outreach Stats:
- (Internal) Outreach Stats: Overview
- (Internal) Outreach Stats: in Dashboards
- (Internal) Outreach Stats: Improvements
- (Internal) Outreach Stats: Odds and Ends (đź“Ťyou are here)
- (Internal) Outreach Stats: DEI Race/Ethnicity Breakdowns
Summary
Summary of the product
In Outreach Stats (only FILTERS for dashboard widgets for outreach), you can now use Gem custom fields as a dimension for filtering, group bys, and breakdowns.
#newfeaturespost
You can now filter and group by Gem custom fields in Outreach Stats
- What is it? Gem custom fields can now be used as a dimension for filters, group bys, and breakdowns in Outreach Stats.
- What value does it bring to customers (problemsolved)?
- Ex: Group by custom URG vs. non-URG categories (Square, Dropbox)
- Ex: Filter by job type, “has VC connection”, etc.
- Greater configurability drives more powerful outreach insights
- Parity across more of Gem reporting
- Who is this live for/who is eligible? All Gem customers (Outreach Stats available to ALL Gem customers, even if you don’t pay for Talent Compass)
- Any known issues or limitations? Gem custom fields are available in Outreach Stats however, only FILTERS are available in outreach stat widgets in dashboards (grouping yet to come)
- Is there anywhere to go for more info/details (e.g.one-pager)? One-pager of Outreach related odds and ends
- How do you give feedback? #feedback
Sept 2023 Release - no more duplicate replies due to primary sequence designation
Additional Resources
- HC article: N/A
- Links to any other relevant internal docs
- https://app.asana.com/0/1130275165571676/1201753424565260/f
- +Outreach Stats Duplicate Replies Bug
- List Project POCs:
- Shalan, Michelle
Summary
- Summary of the product: There was a long-standing bug where we were reporting duplicate response activities for people sequenced multiple times. Previously, when all other sequences sent to a person would automatically stop with a reply (desired behavior), we’d log it in activity as multiple responses (undesired behavior). We’ve now implemented a forward fix as of September 2023 to designate a primary sequence, and long 1 reply event. Activity for before September 2023 will reflect the old behavior and remain “uncorrect”. We have no plans to backfill at this time.
- Launch date: Sept 23’
- Category: Talent Compass
May 23’ Release - additional outreach type breakdowns supported
Additional Resources
- HC article: N/A
- Links to any other relevant internal docs
- https://app.asana.com/0/1134395552712721/1203766870219021/f
- List Project POCs:
- Lucia, Shadley
Summary
- Summary of the product: You can now breakdown Outreach by Outreach Type in Outreach Stats, and see meetings, LinkedIn messages, and calls (manual touchpoints) independently categorized. These were previously folded into “Other”.
- Launch date: May 23’
- Category: Talent Compass
Eligibility
All Gem customers. (No TC module restriction - Outreach Stats included for all Gem customers by default).
Why did we build it?
- Datadog (high priority customer) requested it, churn risk
- Manual touchpoints more common in larger ENT, non-tech companies
- Calls more common in APAC
Personas
- Primary: Sourcers, Sourcing Managers, RecOps
- Secondary: Anyone that cares about sourcing
Use Cases
- As a Sourcer, I want to know which channel is most effective.
- As a Sourcing Manager, I want to track how many Calls my sourcers are making, to credit their contribution / work, even if that prospect doesn’t convert into a candidate
Competition
None (that we know of!)?
Functional Details
How does the product work?
In Outreach Stats, select Outreach Type as a breakdown option to drill down.
Outreach types definitions
Outreach Type | Definition |
Email | Messages sent from the email of the associated user. These are automatically logged. |
InMail | Messages sent from the Linkedin of the associated user. These are manually logged. |
Text | Texts sent from the associated user. These are automatically logged through Gem SMS. |
Call | Calls from a Gem user. These are manually logged. |
Indeed message | Messages sent from the Indeed account of the associated user. These are manually logged. |
Meeting | Meetings held by the associated user. These are manually logged |
Mixed | Multiple outreach types sent to the same prospect during the time period. |
Other | Catch-all for all Outreach types we don’t categorize separately. (As of April 17, 2024, includes “Linkedin Connections” +Sourcing / Onboarding: Linkedin connection requests) |
Limitations/Gotchas?
Future State
- Roadmap:
- None at this time
- Future ideas:
- Add “Outreach Type” as Group By option
- Let us know what else
What if customers have feedback on it?
Post in #feedback or #talent-analytics
- Summary
- Summary of the product
- #newfeaturespost
- Sept 2023 Release - no more duplicate replies due to primary sequence designation
- Additional Resources
- Summary
- May 23’ Release - additional outreach type breakdowns supported
- Additional Resources
- Summary
- Eligibility
- Why did we build it?
- Personas
- Use Cases
- Competition
- Functional Details
- How does the product work?
- Outreach types definitions
- Limitations/Gotchas?
- Future State
- What if customers have feedback on it?