Sponsor Tracking Change Document
Track Sponsors
You can track person records as sponsors by selecting a single person record or multiple person records.For more information on Sponsor Tracking in Bulk, refer to section of Sponsor Tracking Overview (Beta) article.
To track a Sponsor from the C360/R360 page:
Navigate to the C360/R360 page of the required Company.
From the list view, click the three-vertical dots menu icon against the contact that needs to be tracked.
Click Start Tracking. Gainsight passes the name, company, email (and other configurable fields) to the API.
Note: Gainsight tries to match this information to its database of contacts and returns a profile or set of profiles that might be a match. If the contact's LinkedIn profile is not found, you may paste the contact's LinkedIn URL.
The Tracking Status column displays the stage the profile is in. There are three different statuses available under the tracking status:
Pending: At this point, a match still may not be found, in which case Gainsight will search publicly available social networks for the details on the contact’s social profile. In the meantime, Gainsight identifies the contact's Sponsor Tracking status as Pending.
Match Found: For the person records with the status as Match Found, click the three-vertical dots menu icon and select View Match.
The Start Tracking popup appears with the following options:
Find a New Match: Allows you to restart the staging/queuing process in case you’re not happy with the match found. This action reverts the status of the contact to Pending.
Start Tracking: Allows you to initiate tracking the person as a Sponsor. This action updates the status of the contact to Tracked.
No Match Found: For person records that did not return any matches, the status displays as No Match Found. In
such cases, Gainsight recommends that you select the Stop Tracking option and re-initiate it.
Note: For more information on the tracking sponsors from the R360 page, refer to section of Sponsor Tracking Overview (Beta) article.