Ingenius (Growth Multiplier) Launch Package

Growth Multiplier (an InGenius product) integration is not currently required for recruiting module, but it does make importing recruit data simple. Growth Multiplier is a platform that compiles all publicly available recruiting data on loan officers and gives the recruiting manager visual data to be able to hone in on whom they would like to recruit.  The amount of information available is vast, however there is nothing in place within their platform to automate communications, build recruiting workflows and focused views, or generally communicate with these recruits within a CRM, and that’s where its powerful integration with Total Expert comes into play. 

Growth Multiplier's integration with Total Expert is unique. They have one set of credentials that they will use for all customers connecting to their platform. Users will access a link configured in their Quick Links menu that will route them to the Growth Multiplier site. Within Growth Multiplier they will utilize an export option that will push the data to Total Expert.

With the Total Expert / Growth Multiplier integration, the Growth Multiplier user is able to push any user created list of recruits to Total Expert.  This is done via a button within Growth Multiplier to “push contacts to Total Expert”, which then allows the client to build out automated journey workflow, tasks, and focused views using the recruits as contacts.

Growth Multiplier sends all leads with the group “Recruit Leads” and they send them, in most cases, concurrently via that API and that can create duplicate groups and also not trigger Journeys if the customer doesn’t understand what group those leads will come in with. Please ensure you are informing the customer of this for journey set up. 

The data that will be available includes: 

Lender details: 

• Name, Email, Phone 

• Employer details 

• Metric details: 

• Purpose mix 

• Business volume 

• etc. 

• Custom Fields: 

• Percent LMI 

• etc. 

Real estate agent details: 

• Name, Email, Phone 

• Employer details 

• Custom fields: 

• License Number 

• License State 

• License Type 

Demo of Growth Multiplier (for TE use only, NOT Client Facing): The Federal Savings Bank Demo with 6 Solutions and Total Expert 

Passcode: W9v5qc+# 

Link to folder with additional information on Growth Multiplier 

1. IM to submit a IMSD ticket for API creds with API ScopesleadInteraction, recruitInteraction -  Example Ticket: https://totalexpert.atlassian.net/browse/IMPSD-1286 
2. IM to enable the following permissions within the organization: Outbound Data Connector, Outbound Data Connector – Write, Recruiting Module (preferred)
   1. you will need the TE CLINET ID FOR THE ODC
3. IM to create the custom fields in the org. The custom fields that need to be created are listed in the table down below. 
4. IM to create ticket to add static recruiting fields to their recruiting client’s TE instance. Use this option in Product Service Catalog to open your ticket. [see past example: https://totalexpert.atlassian.net/browse/EXS-29508]  
   1. These values must be in place in order to receive Growth Multiplier recruit data. If you skip this step, Growth Multiplier will see an error and the contacts will not push from GM to TE. 
   2. These are default values. The customer can change this information, you will have to submit a EXS on their behalf with the desired changes.
5. IM to create a recruiting role within TE: 
   1. Copy a Loan Officer Role, rename to “Recruiter,” and add the following permissions 
      1. Permissions
         1. Lead Recruit: Edit
         2. Lead Recruit: Metrics
         3. Lead: Allow Search Across Users
6. Dashboard Confirmation?
   1. After roles are created request the dashboard view to be added to the tab list (EXS Ticket Template)   example: https://totalexpert.atlassian.net/browse/EXS-29551 
7. Copy Journey for Growth Multiper to Marketing Admin to be used with the ODC
   1. – Sample is created in User 438145 (TEIT ORG)
      1. – Name: ID: 240153  Refresh GM Data - Automated

8. Once the API creds are set up, create an outbound data connector: 

   a. Log in as a user from the requesting organization. 

   b. Select Outbound Data Connector from the navigation menu. 

   c. Click the Create New Connector button. In the Outbound Connector Setup form: 

   • Name – Refresh GM Data 

   • Entity Type – Contacts 

   • Role Access fields – These will be selected by the customer. Recruiter roles are likely. 

   • Automation Sync – The customer will decide whether or not to use these. They are unlikely for this use case. 

   • Authentication Type – Basic 

   • User Name – 82sr587we7 

   • Passcode – ZyW5h#fz8AG3E3^4 

   • URL – https://api.te.6solutions.net/total_expert/contacts/update 

   • HTTP Method – POST 

   • Additional Request Headers: 

   • Key – Host 

   • Value – api.te.6solutions.net 

   • Request Body - copy this step from the Ops Readiness guide as the copy + paste functionality from Sharepoint messes up the formatting. 

   • Success Criteria: 

   • Source – StatusCode 

   • Comparator – Equals 

   • Value – 200 

   • Click the Save button. 

9. IM to create a demo account and assign above recruiting role to it within Total Expert and provide the person at InGenius doing the testing with the password: 
   1. Without this, the person at InGenius trying to push the contacts to TE will not be able to log in to TE. 
10. IM to add Growth Multiplier as a quick link to the clients recruiting instance. Use this option in Product Service Catalog to open your ticket. [see past example https://totalexpert.atlassian.net/browse/EXS-20365] 
    1. Link URL: https://app.te.6solutions.net/ 
       1. Link Title: Growth Multiplier Login 
       2. This gives the user the quick access back to Growth Multiplier 
11. IM to email InGenius (john@ingenius-data.com) the name of the org, demo account that will be used, and tell InGenius that the org is ready to receive a batch of test recruits from Growth Multiplier. 
12. IM to give access to demo account to client to review batch of test recruits and recruiting data that comes in from GM. 
13. Once client is comfortable with import, reach back out to InGenius with client copied to tell them that you’re ready to go live. 
14. InGenius will schedule a Go Live demo with the client and then turn them live. 

The customer can choose then whether or not they want the fields to display in the UI or not, but the data will be available regardless if they want this information displayed on the contact record.