Who can use this feature?
Users on Grow
Insights admins
What are Signals?
Signals are one of the Insights available to Jump users on the Grow plan. They represent the different types of opportunities that Jump identifies from your meetings.
Jump currently assesses opportunities across these categories:
Generational Wealth
Referral Opportunities
Life Events
Hold-away Assets
Relationship Building
Seeing one of these opportunities listed under a meeting means that Jump’s AI system has assessed the meeting contents and recognized the potential for growth in that given area.
Note: Signals are not available for the following meeting types:
Onboarding
Education / Seminar
Service / Support
External Marketing
COI / Networking
Project Management
Internal Meeting
Other / Miscellaneous
Where to find Signals
Go to my.jumpapp.com and click on Insights from the left-hand navigation panel. Then, click Signals.
Note: The Signals tab is only available to Jump users on the Grow plan. If you’d like access to this feature, reach out to [email protected] to upgrade.
How to create a Signal
Signals can be created from Signal settings. To do this:
Navigate to Insights > Signals > Settings > Add Signal.
Add a Signal name and description along with a step for the Signal to take once triggered.
Use the Scope section to decide the meeting categories and meeting types where Jump looks for your Signal.
Continue to build out your Signal actions in accordance with the steps you've defined.
Save the Signal.
How to read Signals
From the Signals page, you'll get an overview of the different opportunities Jump identified from each of their meetings.
For each meeting, you'll see the Type of opportunity that was identified, a Description, and a relevant Contact that it applies to.
You can also apply a number of filters to the Signals page, including by user, team, contact, signal status, signal type, meeting type, and days since the meeting.
Note: The Signal Score (0-100, with 100 being a strong signal) estimates a signal's growth potential based on three pillars: impact, opportunity, and urgency.
How to take action from Signals
Once you've used Signals to identify opportunities from meetings, you can set up appropriate actions to perform, keeping you on top of valuable opportunities.
Navigate to User Settings > Signals.
Click Add a signal to watch for.
In the panel that appears, name your action, choose the signal you want it to apply to, put a description in the description box, and then choose the appropriate actions you wish to perform based on the signal.
Click Save and close at the bottom of the panel.
Signals Analytics
If you are an Account owner, you have access to the Analytics tab of Signals where you can see data related to all the Signals you have running on your account.
To view these analytics, navigate to Insights > Signals > Analytics.
If you'd like to see a summary of detected Signals, click Signals snapshot.
From this screen, you can see individual Signals along with their Type, Description, Contact, Discoverer, Assignee, Date, Meeting, Est. value, and Status.
Using Signals for cross-sell opportunities
If you have a Signal that would be best shared with someone else in your organization as an opportunity, cross-sell, or other potential question, you can share it with them. To do this:
Click the Share button on the Signal.
Choose to share the signal either in-app or via email.
Write your message and click Share when ready.
Need more help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]