(Internal) Outreach Stats: Odds and ends

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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:

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

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