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Business Insights - Engagement Follow

Overview

We’re exploring ways to surface ‘signals’ in your data that could be useful in identifying higher value, more actionable leads.

This dashboard provides an enterprise-level holistic view of companies engaged across multiple Advertisers, Campaigns, Countries, Job Titles and Assets.

Full description of all visuals at the bottom of the page.

 

Controls

Here you can filter the data by time frame (max 24 months), Advertiser, Publisher, Campaigns, Lead Status, Billable, Lead Source and Company. Users can also not display visuals for fields without data using the Show/Hide Missing Values filter.

Screenshot 2024-08-30 at 16.31.44.png

 

Visuals

The top visuals contain options for three fields: Industry, Country, Company Size and Job Level.

these visuals use the fields below


Industry

industry

 

Country

country country_code  

 

Company Size

company_size companysize number_employees
employee_size employees number_of_employees

 

Job Level

job_level__c joblevel job_level


Based on your selection the data will then be filtered accordingly:

 

scv part 1.gif

 

In the dropdown, you can choose the order of the visuals

Screenshot 2024-08-30 at 16.36.33.png

Each visual has controls to display the data in different formats. Users can select from Bar or Donut visuals.

Users can also choose between selecting the Number of leads (No.of leads) or the percentage (% of Leads).

 

No.of leads 

% of Leads

Screenshot 2024-07-29 at 15.13.08.png Screenshot 2024-07-29 at 15.13.42.png

 

Donut Visual

Users can also configure the number of options in the visual for example: 10 to 20

 

Example 10 Example 20
Screenshot 2024-07-29 at 15.13.50.png Screenshot 2024-07-29 at 15.14.03.png

 

Show/Hide filter

Users can also configure to show or hide empty visuals

Show Hide
Screenshot 2024-07-29 at 15.19.40.png Screenshot 2024-07-29 at 15.19.34.png

 

Breakdown of all leads from all companies or a specific one

Fields used:

company_name company companyname
account_name    

 

The visual below represents the number of leads that have come from a particular company/domain and the number of occurrences (per day week etc) over the date range selected.

 

Screenshot 2024-07-29 at 15.16.58.png

Based on your selection the data will then be filtered accordingly:

scv part 3.gif

 

Visuals Data Breakdowns

Note: These visuals for Company, Job Title, Assets and Campaigns below all interact with each other to allow the user to filter the data to their needs.

 

scv part 2.gif

Breakdown of job titles across the data selected

Fields used:

jobtitle job_title job title
  • Leads = Number of leads with that job title
  • Unique Email = Number of unique instances of that email
Note: Users may use this visual to determine the variety of job titles engaging with a particular company/domain

 

Screenshot 2024-07-29 at 15.17.29.png

Breakdown of Assets across the data selected

Fields used:

asset_downloaded__c asset_name Asset
asset_downloaded asset assetname
whitepapername description  

 

  • Leads = Number of leads with that Asset
  • Unique Email = Number of unique instances of that email
Note: Users may use this visual to gain insight into which types of assets are performing with a particular job title/company/domain

 

Screenshot 2024-07-29 at 15.17.40.png

Breakdown by campaign based on previous filters selected

This is broken down by Advertiser, Campaign and Publisher

  • Leads = Number of leads with that Asset
  • Unique Email = Number of unique instances of that email
Note: Users may use this visual to gain insight into which campaigns and what particular assets are performing well with a particular job title/company/domain

 

Screenshot 2024-07-29 at 15.17.46.png

 

Detailed Breakdown of all visuals

Visual Title

Definition

Lead Status Filter

Accepted values: Valid, Invalid, Caution, Test and N/A

Billable

Accepted values: Yes, No

Lead Source Filter

Accepted values: campaign_api,
connected_app_eloqua_cdo_create,
connected_app_facebook,
connected_app_google_ads,
connected_app_linkedin,
connected_app_marketo,
connected_app_on24_attendee,
connected_app_on24_registrant,
convertr_connect,
form,
import,
publisher_api_v2.1,
publisher_api_v2.2,
publisher_api_v2.3,
publisher_api_v2.4

Company Filter

It is a combination of Email Doman and the company name fields listed below

Company Name

Fields used: 'company_name', 'company', 'companyname', account_name

Email Domain

Fields used: 'emaildomain'

Country

Fields used: 'country','country_code'

Job Title

Fields used: 'jobtitle', 'job_title', 'job title'

Asset

Fields used: 'asset_downloaded__c', 'asset_name', 'Asset', 'asset_downloaded', 'asset', 'assetname', 'whitepapername', 'description'

Industry

Fields used: 'industry'

Department

Fields used: 'department'

Company Size

Fields used: 'company_size','companysize', 'employees', 'number_employees', 'employee_size', number_of_employees

Job Level

Fields used:
'job_level__c', 'joblevel', 'job_level'

 

Articles in this section

  • Fulfilment Risk Insights
  • Business Insights - Engagement
  • Business Insights - Lead Flagging
  • Business Insights - Processing Overview
  • Business Insights - Publisher Performance
  • Business Insights - Publisher Allocation
  • Business Insights - Multi Campaign Report
  • Business Insights - Campaign Report
  • Business Insights - Campaign Overview
  • Business Insights - Summary
See more

Related articles

  • Release Notes - August 2024
  • User Permissions - Feature Toggles
  • Getting Your Campaign Started
  • Advanced Value Transform/Manipulation: Trimming
  • Release Notes - September 2024
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Related articles

  • Release Notes - August 2024
  • User Permissions - Feature Toggles
  • Getting Your Campaign Started
  • Advanced Value Transform/Manipulation: Trimming
  • Release Notes - September 2024
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