During the [1], Karly and Mark aligned on a task to extract secondary contacts from PaperTube's ABM research documents and import them into Salesforce. These contacts will feed a separate nurture campaign, distinct from the primary ABM flow already in motion.
PaperTube has an active ABM campaign targeting 100–250 accounts. Each account has a corresponding research document that includes both a primary contact (already in Salesforce, flagged as an ABM contact) and one or more secondary/tertiary contacts that have not yet been imported.
The goal is to bring those secondary contacts into Salesforce so they can be enrolled in a broader nurture campaign rather than the targeted ABM sequence.
Source material: 100–250 ABM research docs (already on file)
What to extract: All non-primary contacts identified in each research doc — secondary, tertiary, or any additional contacts listed per account.
Import destination: Salesforce, associated with the same account as their corresponding primary contact.
How to distinguish them: These contacts will not have the "ABM contact" checkbox checked. The absence of that flag is the signal that they belong in the nurture flow rather than the ABM flow.
"The primary would be marked as an ABM contact, but the secondary and the tertiary and whatever would be in the account still, but not marked as the ABM contact." — Mark Hope