Preferences - Affiliations

Your affiliations are the companies and people with which you have a direct connection. g2 uses your affiliations to map your relationships to other companies and executives in the g2 database, and displays the results in the Relationships window.

To add an affiliation, start by selecting My Affiliations in the Preferences pane to open the Affiliations Manager, as shown below.

You can then select from the following choices:

• Affiliated Organizations - Add affiliations to companies that you have worked for, client companies, schools that you have attended, volunteer groups, or any other organization that you have a current or past connection with.
• Affiliated Executives - Add affiliations to executives in the g2 database that you know, including past and present associates, and friends.
• Import Contacts
- Import contacts and add them to your affiliated executives.

Affiliated Organizations

To add an organization affiliation:

1. Select Affiliated Organizations.
2. Type the name of the organization in the ADD AN ORGANIZATION input box.
3. Click SEARCH. The example below shows the results of a search.
4. Select the check box next to the organization with which you are affiliated. To view additional details about the organization, click the organization name.

You can add optional information about your affiliation in the drop-down lists to the right of the organization name:

• The start and end dates of your affiliation. If the affiliation is current, leave the end date blank.
• Whether the affiliation is current.
• The type of association you have with the organization - for example, Employer.
5. Click UPDATE AFFILIATIONS to save your entry.

Affiliated Executives

The following sections explain how to add and modify executive affiliations:

• Adding an executive from the g2 database
• Adding a personal contact
• Importing contacts

Adding an Executive from the g2 Database

To add an affiliation from the g2 database:

1. Select Affiliated Executives.
2. Type the executive's first and last names in the input boxes next to ADD AN EXECUTIVE.
3. Click SEARCH. The example below shows the results of a search.
4. Select the check box next to the executive with whom you are affiliated. To view details about the executive, click his or her name.
5. Select a strength level for your relationship to the executive by placing the cursor on the relationship strength icon next to the executive's name and selecting one of the circles in the pop-up menu.
6. Click UPDATE AFFILIATIONS to save the affiliation.

You can make an executive affiliation private by selecting the check box in the PVT column. When you make an affiliation private, it is not available to other g2 users at your company to find relationship mappings in the Relationships window.

Adding a Personal Contact

You can also add affiliations to personal contacts who are not in the g2 database. To do so:

1. Click ADD PERSONAL CONTACT
2. In the Biography Editor, enter the person's first and last names.
3. Enter the name of the person's company in the Organization Search input box. Note that all other input fields are optional. An example is shown below.
4. Click SEARCH
5. Select the person's company from the search results.
6. Click SAVE. The result is displayed in the Biography Manager.

Adding Biographical Information to a Contact

To add biographical information to a contact, such as another company where the person has worked, click ADD BIO LINE and repeat steps 3 - 5. The picture below shows the contact with a second bio line added.

Note that Oracle is selected in the PRIMARY column. The primary company is usually the company where the person is currently employed. The Affiliations Manager displays the primary company after the person's name.

When you are finished adding information to the contact's biography, click RETURN to return to the Affiliations Manager.

The contact's name is displayed in the Executive Affiliations pane next to the personal contacts icon . Note that other executive affiliations added using the SEARCH button do not display the personal contacts icon.

You can edit the details of a personal contact, or add more biographical information, by clicking the edit icon next to the person's name.

Importing Contacts

You can import personal contacts from a contact list, created in applications such as Microsoft Outlook or LinkedIn. To do so, you must first export the contact list from the application in which it was created, in the form of a comma separated values (CSV) file. To read instructions for exporting contacts, click Import Contacts and then click the name of the application in the Import Contacts pane.

Alternatively, you can create a contact list from a CSV template, and then import the list into g2.

Once you have created a CSV file for your contacts, you can import it into g2 as follows:

1. In the Affiliations Manager, click the Import Contacts tab.
2. Select an application from the "Import from" drop-down list.
3. Click the Browse button next to the Select Export File input box and select the CSV file that you want to import.
4. Select from the following import options:
• Import matched to g2 companies only - If selected, only contacts whose company is matched to a company in the g2 database are imported.
• Ignore duplicate names - If selected, contacts that are already listed in your executive affiliations are not imported.
• Contact must have a job title - If selected, only contacts with job titles are imported.
• Contact must have a company name - If selected, only contacts that have an associated company are imported.
5. Click IMPORT CONTACTS. This displays a list of your contacts.
If an imported contact includes a company affiliation, g2 attempts to match the contact's company with a company in the g2 database. If g2 finds a match, it displays the matched company in the DJ G2 DATABASE MATCH column.

Note: If g2 matches a contact to the wrong company in the database, you can clear "Accept company match" check box in the ACCEPT MATCH column. When you click SAVE, gPipe will not associate the contact with the company shown. You can later edit the contact in the Affiliations Manager and add the correct company from the g2 database, as described in Matching a Company to an Imported Contact.

The KEEP column displays one of the following icon showing the confidence level that g2 has correctly matched the contact's company with a company in the database:
• Strong match
• Medium match
• Weak match
6. If you do not want to add a contact to your affiliated executives, clear the check box next to the contact in the KEEP column.
7. Click SAVE.

Note: If g2 is unable to match a contact's company with a company in the database, the Import Contacts pane displays the "Unmatched to g2 database" icon to the right of the person's name in the Executive Affiliations pane. An example is shown below.

g2 does not include unmatched contacts when it searches for relationship paths in the Relationships window.

After importing personal contacts, you can add biographical information to them.

Adding Contacts From a CSV Template

To add contacts from a CSV template:

1. Click Import Contacts.
2. Click CSV Template.
3. In the pop-up window, click the link "click here."
4. Select Save in the File Download dialog and save the file.
5. Open the file in Microsoft Excel.
6. For each contact you want to import into g2, choose a new row of the Excel worksheet and enter as much information as you can in the following columns:
• First Name
• Last Name
• Company
• Job Title
Note: The following columns are only used to help g2 match the contact's company to a company in the database. This information is not displayed in the Affiliations Manager.
• Business City
• Business State
• Business Zip Code
• Business Phone
• Email Address
7. After you have added your contacts, select Save As on the File menu.
8. In the Save as type: drop-down list, select CSV (Comma delimited)(*.csv).
9. Click Save.

To import the contacts into g2, follow the instructions in Importing Contacts. In the "Import from" drop-down list, select CSV Template.

Matching a Company to an Imported Contact

If an imported contact is not matched to a company, you can attempt to match the contact to a company in the g2 database as follows:

1. In the Executive Affiliations pane, click the edit icon next to the person's name
2. Click the Update button.
3. In the Update Contact Biography pane, type the name of the company in the ORGANIZATION SEARCH input box.
4. Click SEARCH.
5. Select the company in the SEARCH ITEMS FOUND pane.
6. Click SAVE.
7. Click RETURN.

The Affiliations Manager now displays the matched company next to the contact's name.

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