About this course: This course walks you through launching your first campaign in UserGems. You'll learn the three core components of campaigns, how to configure inputs and audiences, and understand the platform structure. By the end, you'll be ready to build and test your first workflow.
Class 1: UserGems fundamentals (input, audiences, workflows)
Learning Objectives:
- Understand the three core components of every UserGems campaign: input, audiences, and output
- Learn what input data powers campaigns, from first-party data to third-party signals to value propositions
- Build targeted audiences by layering filters like signals, personas, ICPs, firmographics, and technographics
- Learn the basics for creating a campaign and adding simple actions
Supporting Help Articles:
- Signals mentioned: Intent ● Website Visitors ● Custom Signal
- Personas
- Ideal Customer Profile
- Setting Up Campaigns in UserGems
- Gem-E Messaging
Class 2: Customize your campaigns 🚀
Learning Objectives:
- Configure campaign schedules including run frequency, timing, and volume limits per company or user
- Add actions to create or update contacts in your CRM, push Gem-E messaging to sequences, etc.
- Use conditional logic to assign owners and route contacts based on account attributes
- Duplicate actions across campaigns to maintain consistency and save setup time
- Test workflows with small contact batches before full activation to verify configuration
- Monitor campaign performance through error logs, retry functions, and reporting dashboards
Try it yourself:
- Build a campaign that targets adding Past Champions to your CRM, add them to a CRM campaign, a sequence, and an Ad campaign (if you have this feature turned on)
- Send to a CSM and ask them to take a look
Supporting Help Articles:
- Setting Up Campaigns in UserGems
- CRM Export Settings ● Sales Engagement
- SEP: Outreach ● Salesloft
- Actions mentioned: Ad Audience Sync ● Gem-E Messaging
Class 3: Introduction to AI Messaging (Gem-E)
Learning Objectives:
- Preview AI-generated email sequences based on real contact signals, relationships, and company data
- Add content like value propositions, case studies, and pain points for Gem-E to use in messaging
- Create conditional instructions to customize messaging based on specific signals or contact attributes
- Apply content globally across all campaigns or limit to specific campaigns for targeted messaging
- Test prompts and content variations before activating to refine email quality and relevance
- Understand the difference between Global Instructions VS Campaign Specific
Try it yourself:
- In the campaign you built previously, add some custom instructions (campaign specific, not global)
- Test out various instructions to see how the messaging changes!
- Try adding case studies, links, and other content
Supporting Help Articles:
Video 4: Signals
Learning Objectives:
- Understand the two types of signals: UserGems-provided (intent, closed lost, etc) and custom signals you upload
- Create signal lists, configure settings, and build sub-signals to track specific behaviors like competitor page visits
- Upload custom signals via CSV file or CRM reports and map data fields to enrich contact tracking
- Weight signals in scoring models to identify high-priority accounts showing buying intent
- Overview on building multiple ICP segments by industry, company size, or vertical to improve account targeting
Try it yourself:
- Try adding a custom contact signal and custom company signal yourself!
- Ideas: Event attendees, white paper downloads, product usage
Supporting Help Articles:
- Signals mentioned: Intent ● Website Visitors ● Funding ● Hiring
- Custom Signal
- Company Scoring
- Ideal Customer Profile
Video 5: ICP criteria & Scoring model
Learning Objectives:
- Understand how scoring models prioritize accounts by profile fit and in-market signals
- Configure scoring model guardrails using employee size, industry, region, and revenue filters
- Select blueprint reports to train the model on your ideal customer characteristics
- Interpret frequency percentages and likelihood ratios to understand which characteristics drive scores
- Adjust signal weights and use AI Company Review to fine-tune scoring beyond the machine learning defaults
- Activate ICPs by auto-importing target accounts and prospecting for contacts at top-scoring accounts
Try it yourself:
- Create a new ICP in your UserGems instance based off of a specific segment of customers
- Ideas: MM vs ENT, different Verticals
Supporting Help Articles:
Video 6: UserGems Inputs: Settings Tab
Learning Objectives:
- Import contact lists and tag relationships to identify segments of people you’d like to track
- Upload company lists and label them as customers, targets, or priority accounts to filter audiences
- Enable continuous prospecting at tracked accounts to automatically discover contacts matching your personas
- Create personas to target specific buyer roles and filter audiences by job title or seniority
- Configure DRI rules to assign default ownership when new contacts are found at tracked accounts
Supporting Help Articles:
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