Companies
Create Companies
In this article: Create Companies Manually Create Companies using the Encharge API Overview You can save the organizations that you interact with as Company Objects in Encharge. On the Company, your team can have a wide variety of Properties at their disposal increasing their performance. Once you've created a Company Object, you can associate multiple People from the same organization and also other Custom Objects. Create Companies Manually InFew readersDefault Company Object Fields
List of Default Company Fields External ID Created At Updated At Web Technologies (HubSpot) Name Domain Website Description Industry Annual Revenue Relationship Type Year Founded Lead Score Phone Address Country City Region Postcode Timezone MRR Trial Start Trial End Facebook URL Linked In UrlFew readers
Custom Objects
Create Custom Objects
In this article Create Custom Objects Manually Create Custom Objects using the Encharge API Overview If Segments and Companies are not enough, you can use Custom Objects to easily structure your data into buckets that work best for you. You can organize your data Deals, Orders, Invoices, Teams, Subscriptions, and many more. Create Custom Objects Manually Before you can create any Objects from class Custom Object, you'll need to Define what the Custom ObFew readersPeople Segmentation and Automation with Associated Objects
In this article: Segmentation by Association Flow Automation Overview Creating Segments of People with various associations is very powerful as it gives you access to Flow Automations. For example, you can Segment People associated to High MRR Companies and send them a monthly check-up email. Learn more about Flow Automation here. Learn more about Segment dynamics here (//help.encharge.io/article/92-segment-Few readersObject Association
Overview Associating Objects with one another is highly beneficial to keep your data organized. For example, if your business manages a lot of organizations with multiple users you can create Company Objects representing the organizations and associate their users (People in Encharge) with their respective Companies. Before you can create an Object association you'll first need to have an Object created. Create a Company Object CreatFew readersObject Segmentation
Conditions Overview Segments in Encharge are defined by their Conditions. Think of Conditions as the set of common criteria that defines a certain group of people in your account. When you create a new Segment you are asked to define its conditions: You can create segments that satisfy all of the conditions that you choose ("Few readers