Suggested Target Rules

If Altify identifies a contact with whom building a relationship is particularly important, the relevant contact is flagged on the relationship map with an orange icon (as indicated below).

On the contact's information panel, coaching content is provided to the user explaining why the contact is a suggested target and what the user's next action might be.

The following sections outline the different scenarios where Altify identifies contacts as suggested targets, and the coaching content that is provided in each case.

Note: The following default rules and content are shipped with Altify. Organizations with Altify Max have the ability to edit the rules and content, and translate the content, as they see fit. For more information, see Editing and Translating Suggested Target Content in Max.

Suggested Target Rules in Opportunity Manager

Suggested Target Rules in Account Manager

Editing and Translating Suggested Target Content in Max

If your organization has Altify Max, you can update or translate the above content and rules. In Max, suggested target rules and content can be accessed in the Contact Details knowledge domain.

Note: Altify Max v.1.61.6 is required to update or translate Suggested Target content.

Note: If the Contact Details shows 0 insights, you will need to contact your Altify CSM for the JSON files containing the default insights. These files can be imported directly into the relevant scopes and are replicas of the suggested target rules (listed above) that apply by default in Altify. See Importing Insights into a Scope for guidance on importing these files. Pictured below, are the scopes with the insights imported.

The suggested target rules for Opportunity Manager and Account Manager relationship maps are provided in separate scopes: All contact details (AM) and All contact details (OM).

For editing the suggested target rules, see Working on Insights (Insight Editor) .

For translating the suggested target rules, see Translating Altify Max Insights and Email Notifications.

Applying your new suggested target rules

When you are finished editing or translating the insights, you need to do the following to replace the default suggested target rules with your edited or translated rules.

  1. In Setup, go to Custom Settings.

  2. Click Manage next to Altify Core Settings.

  3. Click the Edit button.

  4. Select the check box Enable Max For Relationship Map Contacts.

  5. Click Save.