LinkMatch AI (Pro Plan)
1. Accessing the AI Fields in LinkMatch
Open the LinkMatch Options Page: Visit LinkMatch Options Page, log in, and open your integration settings.
Navigate to Parsing Options: Look for the “Parsing Options” tab or section. This is where you map LinkedIn fields (including AI data) to your CRM fields.
2. Mapping AI Fields in Parsing Options
Locate AI Fields: Scroll all the way down through the list of “LinkedIn Profile Fields” on the right. You’ll see the following AI-specific fields:
Communication Style Preference
Custom Prompt
Decision-Maker Influence Score
Expected Job Change (months)
Likelihood to Consider Full-Time
Likelihood to Consider Part-Time
Professional Profile Score
Short Profile Summary
Drag-and-Drop Mapping: Drag each AI field from the right-hand side to the corresponding CRM field on the left. If no suitable CRM field exists, create a custom field in your CRM, refresh the Options page, and then map it.
How to add a new field to the Parsing Options Section tutorial.
3. Detailed Overview of AI Fields
Below is a description of each AI field, how it’s generated, and the data it returns.
Communication Style Preference
Purpose: Assesses the individual’s LinkedIn profile (posts, comments, engagement) to determine their communication style preference.
Analysis Factors: Tone in comments, language complexity, approach to discussions.
Output: One or more of these styles — formal, casual, analytical, data-driven, friendly.* If it’s unclear, LinkMatch will return unclear.
Custom Prompt
Purpose: Allows you to define any question or instruction for the AI to analyze a profile.
What You Control:
Type of information or analysis required (e.g., summarize career history, highlight top skills).
Desired output format (e.g., bullet points, paragraph, numerical rating).
Specific criteria or constraints (e.g., limit text to 200 characters, no extra commentary).
Approval: Your custom prompt is usually approved by our support team within 24 hours. Once approved, the AI will generate answers in the specified format when parsing each profile.
Decision-Maker Influence Score
Purpose: Evaluates the individual’s role in purchasing decisions.
Analysis Factors: Job title, seniority, responsibilities, endorsements, company size, other relevant info indicating decision-making authority.
Output: A numeric score from 1 (minimal influence) to 100 (primary decision-maker with significant authority).
Expected Job Change (months from now)
Purpose: Estimates how soon the individual might be open to changing jobs.
Analysis Factors: Recent transitions, signals of career exploration, stated goals, industry movement.
Output: A number representing the approximate months until a potential job change.
Likelihood to Consider Full-Time Job (%)
Purpose: Indicates the probability (1–100%) that the person might consider full-time opportunities.
Analysis Factors: Current role, employment status, professional activities, industry context, public interests.
Output: A percentage value (e.g., 60%).
Likelihood to Consider Part-Time Job (%)
Purpose: Indicates the probability (1–100%) that the person might consider part-time opportunities.
Analysis Factors: Current work arrangement, career stage, industry market trends, shared interests or goals.
Output: A percentage value (e.g., 35%).
Professional Profile Score
Purpose: Assesses overall professionalism and completeness of the individual’s LinkedIn profile.
Analysis Factors: Work/education details, skills and endorsements, recommendations, profile consistency.
Output: A numeric score (e.g., 1–100) reflecting profile thoroughness.
Short Profile Summary
Purpose: Provides a brief, AI-generated synopsis of the person’s career background, industry expertise, and main achievements.
Analysis Factors: Current position, domain specialization, notable milestones, relevant skill sets.
Output: A short paragraph or bullet points highlighting the individual’s key professional details.
4. Using AI-Enhanced Parsing on LinkedIn
Open a LinkedIn Profile: Once your AI fields are mapped, go to LinkedIn and open any profile.
Click “Add to [Your CRM Name]”: The LinkMatch pop-up window will show mapped fields, including AI results.
Review or Adjust: The AI fields will display automatically. You can make edits before saving if needed.
Save to CRM: Click “Create Contact” (or equivalent) to send all data—including the AI fields—into your CRM.
5. Tips & Best Practices
Craft Specific Prompts: The more precise your custom prompt is, the more accurate the AI output becomes.
Keep Your CRM Updated: If you create new custom fields, remember to refresh the LinkMatch Options Page.
Monitor Accuracy: Regularly review AI results. Consider refining your custom prompts if you notice less-accurate outputs.
Await Prompt Approval: For custom prompts, plan ahead for the 24-hour approval window before they’re live.
Additional Resources & Tutorials
On the Fly Profile View (Pro Plan)
On the Fly Profile View (Pro Plan)
Text Template Strings Tutorial
Text Template Strings Tutorial
Email Enrichment with LinkMatch
Email Enrichment with LinkMatch
Bulk Exports with LinkMatch (Pro Plan)
Bulk Exports with LinkMatch (Pro Plan)
Default Values for CRM Fields
Default Values for CRM Fields
Updated on: 14/01/2025
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