Sometimes, vendors have very specific ways they would like us to pass through the company size information for the leads we are sending them.
The default PeerSpot company size ranges can be found on this sheet.
This sheet provides different types of ranges we can also provide, without needing to create a new translation function.
Before creating a new translation, check this page to see if a translation function has already been created for a different customer who had the exact same requirements as the current customer. If yes, use the existing translation function (even if it says a different vendor name in the code. No one will see this besides anyone with access to the integration backend).
If the customer’s company size requirements don’t exist in our system yet, a new translation function needs to be created.
When the customer makes this type of request, it is necessary to create a translation function between the PS company size ranges and theirs in order to allow the leads to be delivered to them automatically and correctly. If the translation is not created, we will have to manually change each lead’s industry info to match the vendor’s which takes a lot of valuable time.
2. Click on vendor_company_size_translation
Duplicate an existing translation
4. The page will look something like this:
Name the translation function in the LuKey2 field. For example “Cynet”. The name should be one word, meaning no spaces or special characters. E.g. "Cynetcompanysizes".
The customer range should be added in between the green quotes. The values (ranges) need to be copied and pasted as they were received by the customer. No changes should be made to them.
Use the PS ranges as a guide:
A Self Employed
B 1-10 Employees
C 11-50 Employees
D 51-200 Employees
E 201-500 Employees
F 501-1,000 Employees
G 1,001-5,000 Employees
H 5,001-10,000 Employees
I 10,001+ Employees
Let’s say the customer would like us to use the following ranges:
0-45
46-150
151-450
451-950
951-7,000
7,001-15,000
15,001-100,000
The translation that is needed is as follows:
A 0-45
B 0-45
C 0-45
D 46-150
E 151-450
F 451-950
G 951-15,000
H 7,001-15,000
I 15,001-100,000
Although it doesn’t match up 100% with the PS ranges, it’s close enough and fine to use.
Once the translation function has been created, it needs to be added to the integration created for the specific program.
9. In every type of integration page, the following text shows up:
10. Click on where it says “Here’s the current list:”
11. A long list of translation codes will open. This is the main part of the code that needs to be used:
Before using the specific code needed, use the following string:
~company.company_size
So the code should be added to the company size field as follows:
~company.company_size Cynet_company_size
This ensures that the field will be populated with the specific lead’s company size ranges, which is taken from the lead’s user info on the PS website.