Terminus FAQs
Terminus's Frequently Asked Questions page is a central hub where its customers can always go to with their most common questions. These are the 98 most popular questions Terminus receives.
Frequently Asked Questions About Terminus
Account Insights provides an aggregated view of the most crucial buying signal data for your target accounts right within Salesforce.
This article will walk through the necessary steps to install this feature within your instance of Salesforce, including:
Salesforce Module Overview
Installation Instructions
Troubleshooting and FAQs
In addition to the information provided in this article, you can also access the following related articles:
Account Insights: Feature Overview
Account Insights:Basic Requirements & Data Sources
Account Insights Salesforce Module Overview:
What this unmanaged package does:
Visualforce page containing a URL iframe to the domain app.brightfunnel.com
What this unmanaged package will not do:
Does not contain any additional Apex code or triggers
Does not modify any existing Salesforce data
Does not modify any users or permissions
The activity data shown in Account Insights leverages your existing SFDC integration with the Terminus Hub.
A standard SFDC integration leverages 9 total data objects in addition to the Account record.
Contents of the Salesforce Unmanaged Package
link
Testing in a Sandbox Environment
Customers that require testing in a sandbox environment before installing in their production instance of SFDC can follow the installation steps below. Expected behavior for Sandbox testing is seeing an Access denied page, because of our SFDC authentication process. Once your Visualforce page is deployed on your production Salesforce instance (i.e. the same one integrated with the Terminus Hub), the Account Insights feature will continue to load.
Since the Terminus Hub is connected to your production instance of SFDC, we will not be able to return data to your sandbox environment.
If you have further questions, please reach out to [email protected].
Installation Instructions
1. Installing Account Insights Visualforce page, via unmanaged package
Login to production Salesforce instance
Visit this link as a Salesforce Admin (required):
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t0H000000p2fX&isdtp=p1
Click Install for All Users (Or specific profiles if necessary for your organization)
Click Install
VISUAL STEPS:
2. Grant user profiles access to the Visualforce page within Salesforce
Navigate to Service Setup
On the left rail navigate to Platform Tools > Custom Code > Visualforce Pages
Click T on the table navigation and click the Security hyperlink on the row of Terminus_Account_Insights
Select the user profiles in the Available Profiles table and click the Add button
Click the Save button
On the left rail navigate to Administration > Users > Profiles
Locate the profile that is expected to have access, and click the Profile Name link
In the Apps table, click the Visualforce Page Access link
Validate that Terminus_Account_Insights is enabled for the profile within the table
VISUAL STEPS:
3a. Implementing the Visualforce page on the Account layout, in Salesforce Classic
Navigate to Service Setup
On the left rail navigate to User Interface > Objects and Fields > Object Manager
Navigate to the Account record
Navigate to desired Account page layout
In the console view (top of the page), navigate to the Visualforce Pages section
Locate the Terminus Account Insights Visualforce page and drag onto desired panel location.
We recommend implementing our Visualforce page within a dedicated Section (1-Column) named Terminus Account Insights
Click the top-right properties icon within Visualforce panel
Width: 100% (recommended)
Height: 800px (recommended)
Show scrollbars: Disabled
Show label: Disabled
Click Save button
VISUAL STEPS:
3b. Implementing the Visualforce page on the Account layout, in Lightning Experience
Navigate to Service Setup
On the left rail navigate to User Interface > Objects and Fields > Object Manager
Navigate to the Account record
Navigate to Lightning Record Pages
Navigate to your desired Account Lightning Record page layout
Click the Edit button, which will navigate you to the Lightning App Builder
Drag a Visualforce component from the left rail to the desired Lightning Component.
We recommend implementing our Visualforce page within a dedicated Tab Lightning component
Click the newly added Visualforce component within the editor to modify its attributes:
Label: Terminus Account Insights (recommended)
Visualforce Page Name: Terminus Account Insights (required)
Height: 600px (recommended)
Component Visibility (optional): By default, anyone with component visibility will have access to this feature. Leveraging the filters will enable specific permissioning (e.g. by user role)
Click Save button
VISUAL STEPS:
4a. Reviewing Your Marketing Activity Settings in Terminus Hub
Onceyou'veinstalled the package, you should expect your data in Account Insights to match what is available in your instance of the Terminus Hub. To review and/or verify how your data sources for Account Insights are configured in the Terminus platform, a Terminus Org Admin can take the following steps (however, these steps are not required to complete for successful package installation):
NOTE: If you selected a Touch Based or Response Based attribution type during your Hub configuration, you do not need to review the CampaignMember validity section.
Login to Terminus Hub as an admin user ( link )
On the bottom left, navigate to User>Configuration
Field mapping:
Campaign Type Field
Activity Date Field
Attribution Type
Validity rules:
Campaign
CampaignMember
Lead
Contact
4b. Reviewing your sales activity settings in Terminus Hub
Login to Terminus Hub as an admin user ( link )
On the bottom left, navigate to User>Pages & Features
Click Sales Activity
Ensure Enable Task Activity is enabled
Review Enabled User Roles, which determine whitelisted tasks based on the users role that created the task record
Review the Enabled Types, which determine whitelisted tasks based on the Type field on the task record
Click Save Changes, and changes will be reflected on the next data-cycle (typically one day)
4c. Reviewing your Bombora Intent Surge settings in Terminus Hub
Login to Terminus Hub as an admin user ( link )
On the bottom left, navigate to User>Configuration
Click Bombora Intent
Review your up to 12 total selected topics
Review your Score Threshold
Click Save
4d. Reviewing your Engagement Spike Models settings in Terminus Engage
Login to Terminus Engage ()
Navigate to Engagement Spike
Add new models if you havent set up all your allocated models yet
Review an existing model and the URL model pages within by clicking the model name
Troubleshooting & Frequently Asked Questions
Do my Salesforce users also need Terminus Hub login credentials to access?
No, users will have access to the Account Insights data as long as they: are logged into Salesforce, and have access to the Account layout containing the Visualforce page
Is the data shown in real-time?
The opportunities, contacts, sales activities, and marketing activities shown in the Account Insights are updated daily and are not real-time
VID anonymous page views, engagement spikes, and Bombora Intent surges are calculated weekly (Sunday night) and are not real-time
Where does the data come from?
See the data mapping section for details (see below)
Can I use custom anonymous website visit data or intent data?
We exclusively leverage the data integrated in the Hub, and do not support custom activities (e.g. Google Analytics website data, third party intent data, non-Terminus distributed Bombora intent data)
Why are some of my sales activities (i.e. tasks) missing?
The Account Insights feature will only show activities that are created by whitelisted user roles, with whitelisted task types. To check which tasks will show, navigate to the User>Pages & Features>Sales Activities
Changes made in this page will take a data refresh (1 day) to reflect
What happens when theres no data returned?
Example #1: Application loads, because theres no data for the account
No marketing activities within the last 90 days
No sales activities within the last 90 days
No anonymous website visits (VID) within the last 90 days
No anonymous engagement spikes within the last 90 days
No Bombora Intent Surges within the last 90 days
No new leads or contacts created within the last 90 days
Example #2: Application does not load because it cannot authenticate:
Contact [email protected] to help further troubleshoot
Example #3: Cannot access to Engagement Spike or Bombora Intent data
Contact your CSM to help further troubleshoot or purchase
Why is the Visualforce page not loading?
In Salesforce, some ad-blockers will block *.brightfunnel.com* and prevent the iframe from loading. We recommend that ad-block users whitelist our domain
View ArticlePrerequisites
This feature is currently available to customers who have completed their TerminusHubsetup, and who have Account Insights included on their plan.If you have questions regarding your current plan, please reach out to your Terminus Customer Success Manager.
The information in this article will be especially helpful for Marketing and Sales teams that plan to use the Account Insights feature. This article will cover:
Feature Value & Overview
Product Details
Feature Use Cases
Marketing Overview Video
In addition to the information provided in this article, you can also access the following related articles:
Account Insights: Basic Requirements & Data Sources (Marketing, Terminus End Users)
Account Insights: SFDC Installation Guide (SFDC Admins, IT)
Feature Overview
Account Insights provides an aggregated view of the most crucial buying signal data, (both known lead/contact data and anonymous account-level insights) for your target accounts, and can be displayed right within Salesforce.
this article
With Terminuss previously released Sales Insights package, powered by Visitor ID and account-based advertising, users can easily create sales alerts and scheduled reports that tell reps which accounts they should be prioritizing each week. With Account Insights, reps can take their workflow a step further to understand who, within a specific account, they should reach out to, and how they should be tailoring their outreach based on areas of interest in that account.
Customers can also view this information in the Account Hub, within the Account-Specific Page.
Feature Details
Account Insights will provide an aggregated view of all the buying signal data in Salesforce, to enable users with full visibility of their accounts. This data will include:
Marketing activities
Sales activities
Anonymous website page views
Anonymous website engagement spikes
Bombora intent surges
The four main tabs within the Account Insights package include: Insights, People, Activities, and Journey.
Insights
Tab Summary:
Gives details on who the salesperson should be interacting with, shows how wide they have gotten with the account over the past 90 days and who we have spoken with in the past.
Highlights the collaboration between marketing and sales on the account.
Shows how recently the account has spiked, and which Terminus engagement models the prospects spiked on. Allows you to highlight the collaboration opportunity of building the engagement models with Sales.
Shows the intent topics that are being researched by individuals on the account.
Tab Details:
Lead/Contact Activity Card
Shows the most active person over that last 90 days
Based on the lead/account contact with the most combined sales and marketing activities in the time period
Clicking the name will navigate to the People tab, sorting on Last activity date in descending order
New leads/contacts added over the last 90 days
Shows the total number of net-new leads/contacts added to an account
Clicking the text will navigate to the People tab, sorting on Created Date in descending order
Previous Opportunitys Contact
Shows who the primary contact was on the most recent opportunity for that account
Activity Trends Card
Shows the total number of people influenced (campaign response) by marketing over 90 days
Trendline of unique people influenced by marketing, grouped by week
Total people influenced is the total unique people influenced by marketing over the 90 day period
Anonymous website visits over the last 90 days
Total anonymous page views, grouped by week
Total website visits is the sum of anonymous page views over the 90 day period
Interest on Website Card
Last engagement spike date from Visitor ID (weekly)
Last model(s) spiked from the last engagement spike
Bar graph shows the frequency of all weekly spikes by model during the 90 day period
*Note: This section will be greyed out if you have not set up a Terminus Engagement Spike model
Topics Being Researched Card
Last Bombora Intent surge date (weekly)
Bar graph shows the frequency of all weekly Bombora intent surges during the 90 day period
*Note: This section will be greyed out if you do not have access to your Bombora Intent Surge data in the Terminus Account Hub
People
Tab Summary:
Gives a list outlining each individual lead/contact that has interacted on the account. Highlights when the lead/contact was created, their last activity, if they are included on an opportunity and the quantity of sales and marketing activities in total and broken out by department.
Shows the specific interactions between the individual and your company. This data can be used to help shape sales conversations that are in line with what the prospect has been looking at.
Tab Details:
Parent table data
Person: Lead or contact name
Title: Lead or contact title
Date Created: Lead or contact created date
Last Opportunity: Opportunity created date of the last opportunity that the contact was the primary contact role of
Last Activity: Most recent marketing or sales activity date in 90 day period
# Activities: Total marketing or sales activities in 90 day period
# Marketing (activities): Total marketing activities in 90 day period
# Sales (activities): Total sales activities in 90 day period
Expansion panel data
Activity Name: Sales = task subject line; Marketing = campaign name
Activity Type: Sales = task record; Marketing = campaign member record
Type: Sales = task type; Marketing = campaign type
Date: Sales = task created date; Marketing = campaign member first responded date
CSV Export: Exports the available data in table, regardless of page
Activities
Tab Summary:
At a glance, this is a list view of all known and anonymous activity on an account including the activity name, type, the lead/contact name and the lead/contact title.
See where you are making headway and through which channel.
View activity according to department and channels and be able to produce reports on that information
Tab Details:
Data filters to hide or show data returned
Show marketing activities
Show sales activities
Show anonymous activities
Show opportunities
Table data
Data source by type:
CSV export
Journey
Tab Summary:
Shows marketing and sales activity plotted over time.
Highlights Sales, and Marketing activities independently.
Allows you to hover over specific weeks to understand detailed behaviors.
Shows anonymous site visits and how those coordinated with various activities.
Shows the opportunity stage progression.
Tab Details:
Select opportunity
Only shows open opportunities in the previous 90d period
Maps a single opportunitys journey by stage change
Combo chart
Hover-over weeks to see details
Total sales activities
Total marketing activities
Total page views
Engagement Spikes
Comma delimited models spiked
Intent Surges
Comma delimited topics surged
Sales activities details
Marketing activities details
Marketing and sales activities (primary y-axis, dual bar graph)
Total marketing and sales activities by week
Anonymous Site Visits
Total Visitor ID page views by week
Ready to install this feature?
Check out for step-by-step instructions, troubleshooting tips, and FAQs.
What Questions Can Account Insights Help Answer?
Sales and Customer Success reps often have difficulty translating individual alerts from multiple data sources into clear actions they should take. Account Insights combines all relevant data sources into a single view, so reps can quickly figure out the best next step to take, and do so in a timely manner
Within the Account Insights package, reps can use the data at hand to answer questions like:
Insights
Which lead/contact is most engaged with marketing or sales activities? Is this the right point of contact?
Are we expanding the buying center?
Was there a contact previously involved in an opportunity?
How much is marketing influencing this account?
Is this account anonymously browsing our digital properties?
What are the product lines this account is showing a spike of traffic for?
What are the trends of Bombora Intent Topics that are being researched anonymously?
People
Who is known in the buying center? Do we have all the right contacts?
How much activity do they have in the past 90 days?
What was the timeline of those activities?
Activities
What is the timeline of recent activities and opportunity stages?
What type of activities are having the most impact at this account?
Journey
What are the overall trends of sales, marketing, and website activities?
How are my activities influenced by open opportunities in the pipeline?
Are we engaging the right people in this account at the right time?
Is engagement trending up as an opportunity progresses?
Want more tips and best practices for Account Insights?
Check out this video from the Terminus marketing team!
View ArticleTo ensure your team is aligned with your organization's accepted UTM values, we recommend leveraging a UTM generator. This will help establish consistent values across all digital efforts, which will, in turn, provide you with actionable digital insights within BrightFunnel.
Here is a resource you can use to create standardized URLs across multiple users. This resource is designed to align with BrightFunnel's best practices and leverages Google Analytic's UTM parameters.
Simply create a copy and edit the values to match your organization's vendors and digital campaigns.
View ArticleOur Global Filters were designed to link SalesForce leads / contacts, opportunities, and campaigns all together - something typical filters in SalesForce don't do. It also provides a unique view to see exactly which leads / contacts, campaigns, or opportunitieswere impacted by this filter applied to narrow down your reports even further.
Here's a breakdown by SFDC object types how filters would affect touches / attribution:
Lead / Contact - Touches and attribution will filter out based on specific Lead / Contact quality (i.e. SDFC field).
Opportunity - Touches and attribution will filter out opportunities based on specific opportunity filter. Then we will map filtered opportunities to the appropriate SalesForce campaign members.
Account - Touches and attribution must come from Lead / Contact associated to Account filter.
Custom - Touches and attribution must come from Lead / Contact / Account associated to this custom object filter.
View ArticlePrerequisites
To use this integration, you must have the Terminus Engage product (advertising) as part of your subscription. Additionally, you must have an active LinkedIn advertising account set up with an authorized payment method. For information on how to set up an advertising account in LinkedIn, reference this article.
Integration Overview
With the LinkedIn integration, customers can launch, manage and report on LinkedIn Sponsored Content campaigns directly within the Terminus Engage platform. Users can build their LinkedIn audiences from Terminus's Salesforce Integration, upload a .CSV list of accounts,or leverage any of our other available advertising integrations.
For a step-by-step overview on how to launch a Sponsored Content campaign in Terminus Engage, check out this article.
Terminus's integration with the LinkedIn advertising platform is powered by our B2B Account Graph (a machine learning, artificial intelligence technology that connects all the ways in which companies and account names are related to each other), to ensure users are reaching the right accounts for their advertising strategy. By running your target accounts through B2B Account Graph (automatically initiated when you submit an advertising tactic for review),not only will we overcome the challenges of inconsistency and inaccurate account names across different data sets, but our LinkedIn integration process also includes finding and matching with the correct LinkedIn company pages for those accounts.
Direct access to LinkedIns first-party profile data, the ability to orchestrate a multi-channel digital advertising strategy in one platform, and access to our Salesforce and Account Hub integrations to create dynamic LinkedIn advertising audiences are just a few reasons to take advantage of the LinkedIn integration within the Terminus platform.
Authorizing Your LinkedIn Ad Account in Terminus
To start using the LinkedIn advertising integration, please reach out to [email protected], to first ensure the feature has been enabled in your Engage instance.
You will need to have a an account administrator on your LinkedIn ad account, that is also an approved Sponsored Content Poster, to authorize the Terminus integration.
To confirm who is an approved Sponsored Content Poster on your account, go to your LinkedIn Company Page - > Manage Admins -> Sponsored Content Posters.
Once you have confirmed who will authorize the integration, navigate back to your Terminus Engage instance:
Settings > Integrations > Select the LinkedIn Icon
Click the "Connect to LinkedIn" button and select the LinkedIn Ad Account to associate with your Terminus platform (Note:You can only associate one LinkedIn ad account per Terminus instance).
Once the authentication is complete, your LinkedIn integration page should look like this:
Here, you can view which ad account you have connected, when you authentication expires, and the current status of your LinkedIn ad account.
Reporting Overview
Once you've launched your first Sponsored Content campaign in Terminus, you'll have access to Terminus's reporting to monitor your campaigns.
In the Campaign Overview page, you can use the "Filter by Channel" drop down to quickly see high-level performance of your LinkedIn campaigns.
From there, you can click on the tactic name to navigate to the LinkedIn Tactic Detail Page.
Within the Tactic Detail Page, you will be able to measure performance as well as review the settings and status of your tactic.
Tactic Details
This first section of the tactic detail page will contain the following information:
Tactic Details: Current status, goal, budgeting, bids, run time. The following tactic statuses will display for LinkedIn-integrated tactics:
Pending -This status will appear soon as a tactic is submitted, and while it is going through the review/setup process.
Active but Not Running - This status will show under the following circumstances: (1) Thetactic is active (a campaign in LinkedIn has successfully been created), but the creative has not been approved, is rejected, or the LinkedIn ad account is on hold, (2) The tactic is active/running, the creative is approved, but the audience count is not above the threshold, (3) The tactic is active, but the creative has been paused.
Running -Tactic is active/serving, creative is approved, and LI ad account is active.
Audience & Targeting Criteria: Departments / seniority or specific titles selected, audience count, audience source, source rules and progression rule (if using our Salesforce integration ), and your targeting location(s).
Per LinkedIn's targeting rules, if your total audience member count comes back below 300 unique members (across all your accounts), you will be notified in Terminus. If this is the case, you will need to go back and expand your audience targeting criteria. Typically, your audience count will be returned within 24 hours of submitting a new tactic.
Sponsored Content: Creative approval status (from LinkedIn), landing page URL, intro text and title.The following tactic statuses will display for Sponsored Content creatives:
Pending : This status will appear soon as a tactic is submitted, and until creative is reviewed by LinkedIn.
Active: This status will appear when creative is approved and ready for serving.
Rejected:This status will appear when creative has been rejected by LinkedIn.
Paused: This status will appear when creative in LinkedIn is paused, or when the tactic is paused.
You can also select the menu in the top right corner of the Sponsored Content Box to edit, pause, or archive the tactic.
Tactic Metrics
Information in this section is pulled directly from the LinkedIn advertising platform. It will display:
Impressions: The number of times LinkedIn members in your targeting audience saw your ad.
Clicks: The number of chargeable clicks on your ad. This includes clicks on the ad content and your company name and logo, but excludes some social actions such as likes, comments, and shares.
Average CTR: The average ratio of ad impressions to ad clicks.
Average CPC: This is the total you spent on your ads divided by total clicks on your ad.
Total Spent: The total amount you spent (based on clicks) for your campaign.
Account Engagement
This section will provide an account-level view of your LinkedIn tactic. It will show:
Targeted Accounts: Accounts from your audience we were able to match with LinkedIn company page.
Landing Page Clicks: Aggregate number of landing page clicks for this Sponsored Content campaign.
Last Landing Page Click: Last Landing Page click date registered.
Progressed: Accounts that met your progression rule (only for tactics using Salesforce as the audience source ).
Enable/Disable: Shows what accounts are currently active in the campaign, and which have been manually turned off or progressed.
A note on how Terminus tracks Sponsored Content clicks:
In order to attribute click activity at the account-level, we append our own UTM parameter (name: utm_terminus_abm) to the landing page URL of your Sponsored Content campaign. Your landing page will need to have our our Visitor ID script added for us to attribute the clicks to your targeted accounts. A few additional notes about this feature:
Visitor ID tracks visits to your website, and associates them back to an account, via a reverse-IP lookup. So, if a LinkedIn click occurs when a user is not connected to a recognizable company IP address, (ex: they're browsing at home), we won't be able to attribute that click to an account.
If the Landing Page URL you input has a redirect, it may drop our UTM parameter and we won't be able to track the clicks. Example: If the URL is a bit.ly link or any link shortener or any other provider that redirects.
If there are already UTM parameters to the link, we will append to it.
If you update your creative, we will not change the UTM parameter id.
We will only be able to count an ad click if a user clicks on the actual ad itself. Clicking elsewhere on the ad will not result in a tracked click:
Need ideas for incorporating LinkedIn into your ABM strategy?
Check out this customer case study: Targeted Messaging and Better Measurement with LinkedIn + Terminus
FAQs
What is the cost of the Terminus integration with Terminus?
There is no additional cost to use the LinkedIn integration with your existing Terminus plan. Each LinkedIn Sponsored Content campaigns you run will count towards the total number of tactics you have in your Terminus pricing plan.
What are the requirements for integrating LinkedIn with Terminus?
You will need to have a LinkedIn Advertising account with an authorized payment method set up within the LinkedIn platform. Once that is set up, you will be able to link your LinkedIn account to your Terminus account from within the Terminus platform.
Can I integrate with a LinkedIn ad account associated to my company's Showcase page?
Yes, we now support ad accounts associated to a LinkedIn Showcase page, in addition to ad accounts associated to a LinkedIn Company page.
If I make changes to a LinkedIn Campaign directly in LinkedIn Campaign manager, do those changes reflect in Terminus?
It is NOT recommended to make changes directly in LinkedIn Campaign manager for those Campaigns created via Terminus. Integration is only one-directional and we do not pull changes that were made in LI directly.
What will I see in my LinkedIn dashboard when I launch a Sponsored Content campaign on Terminus?
In your LinkedIn dashboard, you will see all of your campaigns, including those that have been set up and managed through Terminus, and all of the typical results of a LinkedIn Sponsored Content campaign.
How often does Terminus update reporting?
We update LinkedIn metrics every 24 hours.
Why does Terminus bid on CPM in Terminus campaigns and CPC in LinkedIn campaigns?
Within the LinkedIn advertising platform, there is an option to bid on either cost per click (CPC) or cost per thousand impressions (CPM). With the Terminus integration, you will need to use CPC bids for your campaigns. Using CPC allows your campaigns to benefit from LinkedIns internal optimization process which is only available with CPC bids. Terminus Display Ad Network is optimized based on a CPM model.
Can you create multiple Sponsored Content creatives in a single Tactic?
Yes; you can create up to 5 in one tactic.
How many accounts can be in a LinkedIn Sponsored Content tactic?
Only 200 active accounts at a time.
How does billing work? Will Terminus bill me for LinkedIn media spend?
All billing is handled directly by LI from LI campaign manager. Terminus will NOT bill customers for LI media spend.
How long it takes for Terminus to create a LinkedIn campaign and make it active after I submit in Terminus?
We aim for for LI campaigns to be Active within 12 hours. Creative Status is still dependent on LI SLA, but in most cases, it's active and running within 12 hours.
If you have any questions or need assistance with getting setup using LinkedIn, please contact .
View ArticlePrerequisites
To use this feature, you must have the Terminus Engage product (advertising) as part of your subscription, you must be a Salesforce CRM customer, and you must have our Salesforce integration enabled in the Engage product.
Additionally, you should have Account-Based Visitor ID installed, Engagement Spike models created, and display advertising campaigns running to leverage the full value of the feature.
What is Sales Insights?
This is a way for sales and marketing teams to easily leverage account engagement data to prioritize and personalize outreach to the hottest accounts.
Sales Insights delivers account engagement data, Engagement spike alerts, and digital advertising results from the Terminus ABM platform into Salesforce. Your sales team can now:
See how marketing is driving engagement via Terminus account-based advertising
Get a clear signal when an account is actively researching their offering
Personalize outreach based on an accounts browsing behavior
Unlike alerts from marketing automation, Sales Insights aggregates engagement at the account level from anonymous web traffic, allowing salespeople to identify engaged accounts earlier. Sales Insights uses algorithmic account engagement scoring to alert sales when an account is actively researching your solution.
Installing Terminus's Sales Insights Package in Salesforce
NOTE: Before installing, make sure that someone with READ/WRITE SFDC access is the one downloading the package (SFDC Admin/Operations roles).
Visit this link as a Salesforce Admin:
If you have SFDC Enterprise+
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t0H000001ICKd
If you have SFDC Professional
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t0H000000xRUB
Click Install for All Users (Or specific profiles if necessary for your organization).
Click Install.
Once installed in SFDC, please notify your Terminus CSM or our Support team at [email protected].
Installing in a Sandbox Environment
To install in an SFDC sandbox environment, please use the following links:
If you have SFDC Enterprise+
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t0H000001ICKd
If you have SFDC Professional
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t0H000000xRUB
However, if you would like to have a "test" data push initiated while in sandbox, please connect with your Terminus CSM or Onboarding Specialist.
To customize the layout on the Account object:
Click Edit layout on the top right of any account:
this article
Create a new section named "Terminus Metrics."
Drag each field that you want to show into that section (recommended layout is below).
Available fields to map on Account object view:
Last Spike Date
Spike Percent
Engaged On
Most Visited High-Value Pages
Most Visited Awareness Pages
Spike Heat
Last Visit Date
Web Visits
People on Site
Last Ad Click Date
Last Ad Impression Date
Ad Clicks (30 Day Snapshot)
Ad Clicks (90 Day Snapshot)
Ad Impressions (30 Day Snapshot)
Ad Impressions (90 Day Snapshot)
NOTE: This package will include 24 total fields as part of the installation, and all24 fields are required as part of the package installation. These include date stamp fields for when metrics were updated that we include for debugging purposes. We only include the 15 fields mentioned above on the page layout that are relevant to end users.
The complete package install should look like this:
Permissions can either be applied to all people during installation or to only the installer, and then the installer can provision out access based on your organization's needs.
Recommended install layout:
Troubleshooting notes:
Users must have Bulk API enabled in their SFDC instance in order for data to push back properly.
For advertising-only customers, data will push back to the Account object in SFDC only for accounts that are also targeted in Terminus advertising tactics.
For customers that have access to Account Hub as part of their subscription, we will push data back to all CRM accounts, including accounts targeted in Terminus advertising tactics.
We push real time-data daily, no historical pushback.
This package is unmanaged by Terminus.
If you are not seeing data push back once the install is confirmed, please ensure View Setup and Configuration is enabled in Administrative Permissions:
1. Log into the CRM org as a System Administrator.
2. Navigate to the end-user profile.
3. Click Edit.
4. Scroll down to Administrative Permissions section, alternatively use CMD/CTRL + F.
5. Enable the View Setup and Configuration setting.
6. Click Save.
After installing the package, we will also create a TerminusReports folder in your Reporting tab in SFDC. The folder should look like this:
For Salesforce Enterprise customers, we will also create a custom Terminus tab:
If it looks like this, instead (no reports showing):
Follow these steps:
And confirm that your profile is enabled:
FAQs
How much of the Static Resources storage will be used?
350Kb for that hot hot pepper image
Is the Terminus Sales Insights package is unmanaged?
Yes, it is unmanaged.
If my instance of the Account Hub is integrated with Salesforce, but I have not integrated my Engage instance with Salesforce, will I still be able to push data back to the Sales Insights package?
No; your Engage instance must be integrated with Salesforce for data to push back to the Sales Insights package.
Any additional questions related to the installation of this feature can be sent to [email protected].
For more details on this feature, including data field definitions and sources, please reference .
View ArticleSummary
Analyze the trending data showing marketing effectiveness of specific campaign/groups compared to historical performance/goals.
Cohorts
Changing the data sets (date cohorts) will help uncover different insights about your campaign performance.
Field
Leads: The total number of leads or contacts within the given date cohorts & attribution model.
Opportunities: The total number of influenced opportunities within the given date cohorts & attribution model. A single opportunity can be influenced multiple times in this view.
Unique Opportunities: The total number of unique influenced opportunities within the given date cohorts & attribution model.
Deals: The total number of influenced deals within the given date cohorts & attribution model. A single deal can be influenced multiple times in this view.
Unique Deals: The total number of unique influenced deals within the given date cohorts & attribution model.
Pipeline: The total value of influenced opportunities within the given date cohorts & attribution model.
Revenue: The total value of influenced closed won opportunities within the given date cohorts & attribution model.
Waterfall Stages (if applicable): Analyzing leads of a specific waterfall stage based on your configuration (e.g. MQL, SAL, SQL) within a given campaign activity date cohort & single-touch attribution model (i.e. first touch, last touch).
Campaigns That...
Have Activity In This Cohort: Any campaign with a successful touch given the defined attribution model criteria.
Started In This Cohort: The date that individual campaigns were created in SFDC.
Influenced Oppts Created In This Cohort: The date when an opportunity is first created falls in the given cohort and has successful campaign member responses.
Influenced Oppts That Have A Close Date In This Cohort: Opportunities with a close date within the given cohort.
Cohort
The time range to be viewed
Attribution
Single-touch: First Touch: Attribution by the first marketing activity from a specific campaign/group.
e.g. I want to know which campaigns are sourcing the most leads/opportunities.
Single-Touch: Last Touch: Attribution by the last marketing activity prior to conversion.
e.g. I want to know which campaigns are most effective at pushing leads to opportunities.
Multi-Touch: Evenly Weighted: Attribution by analyzing all marketing activities on leads/contacts and opportunities, regardless of sequence.
e.g. I want to understand the overall exposure that my marketing activities had on leads/contacts and opportunities.
Multi-Touch: 40-20-40: Attribution by associating weights to each marketing activity. The first and last marketing campaign activity are given higher weights (40% each, 80% total), and all activities in between comprise the remaining 20%.
e.g. I attribute bias toward first & last marketing activities as being more impactful and want to reflect this in my marketing activity attribution, by discounting all touches in between
Time Unit
Change the time units displayed on the graph
Type
Trend: Shows current trend line for the data set
Goal: Set a target for the given data set
Benchmark: Compare current performance to past performance
Year-over-Year: Performance for the given set of time compared to the same amount of time the previous year
One Cohort Ago: current set of time compared to the same amount of time directly preceding the current cohort (Ex: Last Full Quarter Q1 2018 compared to Q4 2018)
Weeks Graph
A table of the numbers that are powering the graph. Can be used to understand trending performance cohort over cohort.
Weeks Details
See Campaign Group performance and dig into the specific campaigns groups/specific campaign performance given the set field.
View ArticlePrerequisites
To use this feature, you must have Terminus Engage (advertising) as part of your Terminus subscription, and have the Terminus Visitor ID tracking script installed on your website.
This article focuses on how to setup conversion tracking within the Terminus platform. For more details on the report itself and how it can be used, check out this overview article.
How to Set Up Conversion Tracking
Selecting Conversion Pages
The most commonly tracked types of conversion pages are thank you pages. Thank you pages are pages that visitors are redirected to immediately after they submit a form, or download a piece of content on your website.
account-specific page
Other types of conversion pages you could choose to track may include: high-value content pages, log-in pages, registration pages, contact us pages, pricing pages, free trial pages, and request a demo pages.
View-through visits (e.g., visits to any page that is not tagged as a conversion page in Terminus) will be tracked automatically when the Visitor ID script is installed on your website, so no additional configuration will be needed.
Exporting Page URLs from Your Marketing Automation Platform
Many Terminus customers host their landing pages through their marketing automation provider, or through other third party landing page platforms.
Below are examples of how these pages can be easily exported from a few common marketing automation platforms.
Exporting Landing Page URLs from Marketo
To export a list of your landing page URLs from Marketo:
1) Navigate to Design Studio
2)Select Landing Pages
3)Select Select All and Export
4)Filter the CSV Page URL column in the CSV report by thank-you (or by whatever designationyou'vebuilt into your URL structure)
5)Copy + bulk paste your URLs into the Terminus Setup Page
Exporting Landing Page URLs from HubSpot
To export a list of your landing page URLs from HubSpot:
1) Navigate to Landing Pages from the Marketing drop down in your main menu:
2)Select the pages (or all pages) you want to export. On the left hand menu, select More Tools and Export All Pages and Posts
3) Filter the report to find your desired URLs, and upload to the Terminus Setup page.Additional details on this process can be found here.
Configuring in Terminus
To configure your view-through conversion tracking, please navigate to: https://my.terminus.com/conversions/configuration, which can be accessed in the dropdown menu, under the welcome message:
The conversion setup page will look like this:
On the setup page, youll be asked to first select your conversion lookback window. By default, this will be set at 90 days, (recommended by Terminus), but users can select anywhere between 14-180 days.
Next, youll enter the conversion URLs you'd like to track. We recommend that you cast a wide net across your entire website to track any conversion that can occur.
Please note that we can only track conversions for domains that are whitelisted in your Terminus account. You can verify your whitelisted domains by navigating to the Engagement Spike tab, or you can reach out to your CSM.
URLs can be wildcarded by adding an * at the end of the root URL (ex: terminus.com/resources*)
You cannot wildcard in the middle of a URL; for example: terminus.com/events/*/thank-you
There is no limit on the number of conversions URLs that can be added.
Multiple URLs can be added at once by copying & pasting directly into the URL box, and selecting Add URL.
3. Once you've submitted the URLs, Terminus will begin tracking any conversions that occur going forward.
FAQs
Can I also see Linkedin view-through visits and conversions within Terminus?
No; currently this report will only showing view-through activity for cookie-based display, retargeting, and global/IP-based tactics.
Will I be able to see retroactive view through visits/conversions, after I complete this setup?
No; visits/conversions will only be tracked from the time your landing page URLs have been input into the Terminus setup interface.
Whydon'tthe account names in my View-Through Conversion report match the Account Names in Visitor ID reports?
The view-through conversions report is based on cookie-level data, which is where the Account Name is identified from. Visitor ID, on the other hand, is based on a reverse-IP lookup, so it is possible that there may be some variation in account names between the two reports.
Why am I seeing accounts with conversions in VTC reports, but no visits in Visitor ID?
There are two main reasons why these wouldn't match up:
1) The account in question doesn't have an IP address in our lookup database
2) The account conversion occurred from a device not on the corporate ID. Because conversions are cookie based, we may not see them in Visitor ID
Will view-throughs capture international visitors?
Yes, and our script is V2 compliant for IAB GDPR standards.
Do view-through visits and conversions share the same lookback window?
Yes.
What if I accidentally input a URL with a typo, or a URL that is no longer live?
Our system has front end validation built in that will check to make sure URLs are valid or not. You will receive an error message in the Terminus UI if you input a URL that is not valid.
Can Terminuss view-through tracking capture conversions that occur on custom javascript - for example, a pop-up notification?
No, we do not support tracking on javascript today.
Can I track conversions that occur on a 3rd party or partner site?
Currently we are only able to track activity on domains that you own (re: that you are able to place our Visitor ID script on), and have been whitelisted in the Terminus system.
Can I track conversions that occur on pages hosted by a 3rd party landing page site?
Yes; if you can install the VID script on the site (or hosting site), and its a white labeled domain, we can track activity on those pages.
I understand that Terminuss reporting for view-throughs is only at the account level. How can I determine who the person that visited/completed the conversion action is?
Terminus provides the date the visit/conversion happened so you can easily cross-reference activity that occurred on that same day within the Terminus Account Hub, or your marketing automation platform/CRM. For example, in Account Hub you could navigate to the, and match interactions on that account on the date the conversion/visit happened to draw deeper conclusions about who the converting/visiting individual might have been.
View ArticlePrerequisites
To use this feature you must have Terminus Hub as part of your subscription.
Getting Started with Dashboards
Terminus Dashboards provide a centralized view to measure performance and visualize trends across marketing programs, business units, and organizational KPIs.
A few important notes as you get started with Dashboards:
Dashboard reports do not push back to Salesforce, so theywon'tserve as a replacement for your current Salesforce dashboards. However, Terminus dashboards are designed to be complementary to cross-functional metrics contained in your SFDC dashboards.
Dashboards surface individual metrics and reports that you and your team measure frequently. Saving Dashboard Tiles reduces the time youll spend pulling reports manually across the analytics suite and allows you to easily consolidate key performance indicators across multiple Terminus reports.
Dashboards create alignment between teams. Once a single dashboard is set up, it can be duplicated and filtered to support different teams, initiatives, and business segments, all while maintaining consistency in reporting.
Dashboards allow you to disseminate more metrics to more team members without executing an end-to-end platform training. By setting up Dashboards, you can empower more users with data and provide them with only the specific metrics they need.
Creating Dashboard Tiles
Afteryou've created a new dashboard, you can start adding key metrics through dashboard tiles. Tiles can be added directly from a dashboard itself, using the add tile button. Or tiles can be added from the add to dashboard button located on the Account Hub, Opportunity Insights, Marketing Influence, and Campaign Analytics reports.
When youre new to dashboards, it may be easiest to navigate first to one of the aforementioned platform reports, apply cohorts and Global Filters to get to your desired reporting view, and then select Add to Dashboard.
For example - If you wanted to create a tile to show opportunities created this quarter that have been influenced by marketing, you would navigate to the Opportunity Insights report, select the Created cohort, Quarter to Date timeframe, and Marketing Influence. Once these settings are applied, you can select Add to Dashboard and choose the metrics available for the corresponding dashboard tile directly from the report.
From there, you can select which specific dashboard youd like that tile to be added to, confirm your tile settings, and preview how the tile will appear on your dashboard.
Alternatively, if you are familiar with the dashboard tiles and the names of those available, you can create tiles directly from a dashboard itself.
For tiles designed to surface the Top accounts, opportunities, or campaigns, the top 10 values, based on the metrics you select, will show in a list on the tile.
Clicking on the three dots in the top right corner of the tile will allow you to view and edit Tile Settings, duplicate the tile, or delete the tile from the dashboard.
(Note: You will only be able to create, edit or delete tiles if you are the owner of the Dashboard. Once a tile is deleted, it can only be recovered by creating the tile again).
Clicking on an individual tile will take you to the full report with the corresponding datasets and settings based on the dashboard tile:
Dashboard Tile Settings
When creating a dashboard tile directly in a dashboard, you will be prompted to select from the following tile types:
MARKETING INFLUENCE
This tile type is available to Terminus Hub users on "Professional" (Pro) plans, or whose subscription includes Advanced Analytics. These tiles will show the total revenue/pipeline generated against the % pipeline/revenue influenced by marketing efforts. Clicking into this tile will take you to the Marketing Influence reportwith the corresponding settings applied.
TOP ACCOUNTS
This tile type is available to all Terminus Hub users. This tile will show the account name and the selected data field as the primary values. Clicking into this tile will take you to the Account Hub with the corresponding settings applied.
Within the tile settings for a Top Accounts tile, you will be able to apply actions, cohorts, and filters that mirror the options available in the Account Hub. The available values are only for the "out of the box" Hub columns. Custom columns are not supported as a dashboard tile field.
ENGAGEMENT INSIGHTS
This tile type is available to all Terminus Hub + Engage users. This tile will show Terminus Engage data (Impressions, Clicks, Page Views, Engagement Spikes) as the primary values. Clicking into this tile will take you to the corresponding data in the Account Hub.
Within the tile settings for an Engagement Insights tile, users can select their desired Chart Type (bar or graph), time cohort, time units, the account cohort, the engagement metric, in addition to being able to apply engagement thresholds and Global Filters.
TOP OPPORTUNITIES
This tile type is available to all Terminus Hub users. This tile will show the opportunity name and the opportunity amount as the primary values. Clicking into this tile will take you to the corresponding full reporting view in Opportunity Insights.
Within the tile settings for a Top Opportunities tile, you will be able to select status and date cohorts, marketing influence, and global filters that mirror the segmentation options available in the Opportunity Insights report.
TOP CAMPAIGNS
This tile type is available to Terminus customers who have Campaign Analytics as part of their subscription. This tile will show the campaign name and the selected field metric as the primary values. Clicking into this tile will take you to the Campaign Analytics report.
Within the tile settings for Top Campaigns tiles, you will be able to select status and date cohorts, value field (influence), and filters that correspond with the report options in Campaign Analytics.
TOP CAMPAIGN TYPES
This tile type is available to Terminus customers who have Campaign Analytics as part of their subscription. This tile will show the campaigns by type (based on your campaign type configuration) next to the selected field metric as the primary values. Clicking into this tile will take you to the corresponding full reporting view in Campaign Analytics.
Within the tile settings for a Top Campaign Types tile, you will be able to select status and date cohorts, value field (influence), and filters that align to your options in Campaign Analytics (these options are the same as a Top Campaigns tile, but will surface this data sorted by campaign type).
Example Dashboards
Dashboards can be used to surface directional performance data across your various marketing programs or business segments, to help you quickly identify where to take action.
Customers that have multiple teams working out of the Terminus platform, (for example Demand Gen, Customer Marketing, and Field Marketing), can create dashboards specific to each teams needs and key metrics.
Customers who have multiple Demand Gen teams that support different product lines or markets may want to create a master dashboard, and then segment that dashboard by each teams corresponding data to surface the most relevant information to each teams initiatives.
Here are a few example dashboards you can replicate in your Terminus instance to get started.
GLOBAL/MASTER DASHBOARD
Start by creating a global or master dashboard that is shared publicly with your entire marketing team. This dashboard should contain tiles with metrics that are most important to your marketing organization as a whole.
Some tiles you may want to add to this dashboard include:
Tiles that highlight Account Influence:
Account with Campaign Responses
Accounts with Open Opportunities
Active Accounts w/ No Open Opportunities
Accounts that Need Marketing Attention
Tiles that highlight Opportunity Metrics:
Opportunities Forecasted to Close in the Next [X] Months
Created Opportunities with Marketing Influence this Quarter
Open Opportunities in [X] Pipeline Stage
New Business Opportunities Created this Quarter
Customer/Existing Business Opportunities Created this Quarter
Tiles that highlight Accounts with Terminus Engagement:
Top Accounts by Ad Impressions
Top Accounts by Page Views
Accounts with Impressions + Page Views
Accounts with Impressions + Open Opps
Accounts with Pages Views + Open Opps
Accounts with Engagement Spikes + Open Opps
Tiles that highlight Campaign Performance:
Top Campaigns/Campaign Types by Accounts Influenced
Top Campaigns/Campaign Types by People Influenced
Top Campaigns by Opportunities Influenced
Top Campaigns by Pipeline Influenced
Top Campaigns by Revenue Influenced
Tiles that highlight Marketing's Overall Influence:
Pipeline / Revenue influenced - Any Influence Type
Pipeline / Revenue influenced - Pre-Opportunity
Pipeline / Revenue influenced - Post-Opportunity
Pipeline / Revenue Influenced by Vertical/Segment
Pipeline / Revenue Influenced by Marketing Channel (Campaign Type)
Pipeline / Revenue Influenced by Account List
Again, your global or master dashboard should surface metrics that are universally important to the marketing division in your organization.
DASHBOARDS BY TEAM / SEGMENT
Once your global dashboard has been created, individual team members can easily duplicate the dashboard and layer on additional filters across the dashboard tiles.
For example, if you are part of the marketing team for new business acquisition in the Enterprise market, you can duplicate the global dashboard and filter your dashboard tiles for Account Segment = Enterprise and "Account Type = New Business":
This could also be done for new business vs. existing business (customer) accounts, or for specific product lines. Individual dashboards can then easily be shared with Sales Leaders in the same divisions or segments for more closed-loop reporting.
DASHBOARDS BY TILE TYPE
Customers may also look to segment their dashboard reports by different tile types: Accounts, Opportunities, Campaign, and Terminus Engagement Insights.
Some tiles you may want to create for these include:
Account-Focused Dashboard:
Accounts that need Marketing (Campaign Responses) and Sales (Sales Activities)
Active Accounts with Impressions / Visitors / Responses but No Open Opps
All Accounts w/ Open Opps
Accounts w/ Impressions / Visitors / Responses + an Open Opp
Accounts that Need Contacts (Known People)
Campaign-Focused Dashboard:
Top Campaigns / Types by People / Accounts Influenced
Top Campaigns / Types by Opps Influenced
Top Campaigns / Types by Deals Influenced
Top Campaigns / Types by Pipeline Influenced
Top Campaigns / Types by Revenue Influenced
Terminus Engagement-Focused Dashboard:
Total Terminus Impressions Served vs. Opps Created (last 3-6 months)
Total Page Views vs. Opps Created (last 3-6 months)
Accounts w/ Engagement Spikes vs. Total Impressions Served (last 3-6 months)
Accounts with Impressions and Clicks
Accounts w/ Impressions vs, Total Page Views
Accounts w/ Opps Created vs. Total Impressions
Accounts w/ impressions w/ an impression threshold of X who also have an Engagement Spike
*These metrics can primarily be surfaced in the Engagement Insights dashboard tile. This type of dashboard can be leveraged by a Digital Team to better understand how Terminus advertising is driving website engagement and is correlated to pipeline and revenue.
Opportunities-Focused Dashboard:
Opps Forecasted to Close this Quarter
Opps Forecasted to Close w/ Marketing Influence
Created Opps this Quarter
Created Opps with Marketing Influence
Open Opps in Opp Stage [X]
Created Opps in [Segment] or by [Account Type]
Closed Won Opps This Quarter
FAQs
Whydon'tI see any data in my dashboard tile?
When selecting time cohorts for your dashboard tiles, you should take into consideration your sales cycle length, how long your programs have been running, what types of campaigns youre running, and when you implemented certain Terminus features (like Visitor ID or Engagement Spike ).
For example, if you want to set up an Engagement Insights tile to show Impressions Served vs. Page Views, butyou'vejust launched your Terminus advertising program, you may want to have the tile show month-over-month data for 3 or 6 months, rather than week over week, to see trends more clearly.
Dashboards at the beginning of a date cohort, such as quarter to date will also appear without any data until sufficient data is available.
Whats the difference between a Saved Report and a Dashboard Tile?
To create a detailed report that maintains dates, status cohorts, and global filters, you should create a saved report. For high-level, key metric, centralized reporting across multiple reports, you should create a dashboard.
What if I need to edit a dashboard or change ownership of a dashboard?
If you need to edit a public dashboard that you are not the owner of, the easiest thing to do would be to work with the owner of the dashboard to make edits. Another option is to duplicate the original dashboard and make your desired changes to support another team or business units needs.If the owner of a dashboard needs to be reassigned, please reach out to to assist.
View ArticlePrerequisites
To use this feature you must have the Account Hub as part of your Terminus subscription.
What are Dashboards?
Dashboards provide an easy, customizable, and centralized view to measure performance metrics and visualize trends in your ABM Program. Dashboards keep every member of your (revenue) team on top of the numbers and enable data-driven decisions every day.
this article
Feature Overview
Dashboards are designed to save you and your team time by providing fast access to key metrics to measure your marketing programs. Highlights from reports can be saved to a Dashboard as Tilesso you can easily view your indicators of performance in one place.
Furthermore, by creating public Dashboards, your entire team can stay on the same page, working towards your marketing and sales goals.
Private vs. Public Dashboards
When creating Dashboards, you have the option of creating a Private or Public Dashboard. Public Dashboards will allow all users in your organization to view the Dashboard. All dashboards can be edited only by the creator.
Dashboard Limits
Each organization has the following dashboard thresholds:
Public dashboard limit per org: 20Private dashboard limit per user: 10Tile limit per dashboard: 12
Tips and Tricks
Many users leverage Dashboards as a shortcut into their favorite reports. To view the entire underlying report, simply click on the tile and the platform will navigate to the detailed report with the settings and global filters from your dashboard already applied.
Managing Your Dashboards
How to Create a New Dashboard
Hover over the Dashboard icon in the left navigation bar.
Go to the bottom of your listed Dashboards and click + New Dashboard.
Enter a name for the new Dashboard in the Dashboard Name field.
Choose to create either a Personal (Private) or an Organizational (Public) Dashboard.
Click Create Dashboard.
How to Rename a Dashboard
Hover over the Dashboard icon in the left navigation bar.
Choose the Dashboard you would like to rename and click on the 3 dots on the right of the name.
Click Rename Dashboard.
Enter a new name for the Dashboard.
Click Rename Dashboard.
How to Duplicate a Dashboard
Hover over the Dashboard icon in the left navigation bar.
Choose the Dashboard you would like to duplicate and click on the 3 dots on the right of the name.
Click Duplicate Dashboard.
Name the new dashboard.
Click Create Dashboard.
How to Delete a Dashboard
Hover over the Dashboard icon in the left navigation bar.
Choose the Dashboard you would like to delete and click on the 3 dots on the right of the name.
Click Delete Dashboard.
Click ok to confirm you want to delete this Dashboard (action cannot be undone).
Alternatively, you can use the "Delete Dashboard" button in the top right corner (action cannot be undone).
For ideas on how to get started with Dashboards, check out .
FAQs
Can I filter Dashboard tiles?
Yes, you can apply Global Filters to each tile by clicking on the three dots in the top right of each tile and selecting "tile settings." Once applied, the Global Filters are saved to the tile until you remove the filter criteria.
View ArticleOverview
In addition to the standard data columns available for all users of the Account Hub, Terminus customers can customize up to 8 additional columns in the Account Table.
Custom columns are created directly from the Account object of your connected CRM, and populate the associated account values directly in the Account Hub.
Considerations
Custom columns can only be configured by the Terminus Support team. Please reach out to or your Terminus CSM, if you have questions or need to add custom columns to your Hub instance.
Currently, we can only pull directly from the Account object when adding custom columns, Additionally, the value associated to the selected field cannot be a lookup or a reference. For example, if you have a field on the Account object which links to a parent account, the value will not display correctly in the Account Hub.
We cannot apply logic when bringing in values for custom columns. For example, we are not able to say, "Pull Field [X] if [X] condition is met, and pull Field [Y] if condition [Y] is met."
View ArticleAs you think about your organization's technology stack, two critical systems of record will likely come to mind - your Marketing Automation System (MAS) and your Client Relationship Management System (CRM). This resource will review how to work toward data structure best practices for optimal reporting and hygiene across your connected systems, and within the Terminus platform.
The key sections of this document will cover:
How to best structure your marketing campaigns to create alignment and consistency across your MAS, CRM, and Terminus instances.
Our recommendations around UTM structure when tracking your digital efforts externally.
A review of our standard data configurations, with recommendations and best practices for bringing your data into the Terminus platform.
Download the full resource below:
View ArticlePrerequisites
To access the Configuration Page, you must have Terminus Hub as part of your subscription. Additionally, some settings will only be viewable and/or editable by Org Administrators in your Terminus instance.
Overview
The Configuration page can be used by an Org Administrator in your Terminus account to make changes to your Hub instance. The Configuration is broken out into four sections: Field Mapping, Validity, Integrations, and Global Filters.
Customers who have the Terminus Bombora Integration enabled will also see the "Bombora Intent" section in the Configuration page.
Any changes made to the Configuration page will be reflected after the nightly data cycle has run (re: next business day). Please submit a ticket to [email protected] if you need this sync to be initiated sooner.
Field Mapping
The field mapping section can be directly accessed by navigating to: https://app.brightfunnel.com/#/settings/self-configure/field-mapping
Here, you will be able to update your Terminus mappings to specific fields in your CRM for the Campaign, Campaign Member, and Opportunity objects as well as setting up your Fiscal Year (for reporting purposes).
If you see "(Overwritten)"displayed on any field mappings, that means there is a back-end configuration in place for this setting.Please submit a ticket to [email protected] if you need to make changes to this setting.
Validity
In this section, an Org Administrator can set and update exclusion rules for the following objects:
Campaign
Campaign Member
Opportunity
Lead
Contact
In add a validity rule:
1. Click the + ADD RULEbutton to add a new validity rule.
2. Use the Salesforce Field picklist to select a field to filter on.
3. Use the Operator picklist and Value textbox to create a rule for filtering.
4. Hit 'Done'.
5. Now go to the top of the page to the 'Filtered By' section and hit 'Edit'.
6. Incorporate your new rule into the filtering logic. Hit 'Done'. Hit 'Save Rules'. The rules above would be read/applied as "a Campaign record is valid if it's Name field is not Test AND it's Created Date is after 2015-12-01 AND it's Type is not SDR/Sales Outbound".
Note 1: when using the 'is' and 'is not' operators, multi values may be put in a single rule and separated with semi colons.
Ex:
Note 2: If custom validity rules have been implemented and enabled, these sections will be read-only and you will see the following message:
"This content is read only - these mappings are overwritten via a custom, backend configuration."
Please contact your Customer Success Manager or [email protected] to make changes to this setting.
Integrations
This section contains the links to update your OAuth connection to a connected system. Your initial configuration, (set up during your Terminus onboarding period), will have connected you to all of the necessary systems, but it may be necessary to reconnect if the OAuth integration user account has been deactivated.
It is not necessary to update any of your existing integrations settings once they are configured, unless otherwise instructed by your Terminus Customer Success Manager or the Terminus Support team.
Global Filters
In this section, an Org Administrator can create and update Global Filters for the following objects:
Campaign
Campaign Member
Account
Opportunity
Lead
If you see "Custom"displayed for a filter, that means there is a back-end configuration in place for this setting. Please contact your Customer Success Manager or [email protected] to make changes to this filter.
Note: There is currently a limit of 8 filters per object.
To Create a New Filter:
Navigation to your CRM integration under the "Integrations" section, and search for the desired field under the corresponding object:
Once you've selected your field, it will automatically appear in the "Pending Approval" box. From there, you can select the "approve" button to have it added as a potential Global Filter option.
After this action has been completed, you can navigate to the Global Filters section to submit it as a new filter option:
Click the ADD FILTER button to add a new row.
Enter a label for your filter in the FILTER TITLEtext field.
Select the field for your filter from the FILTER FIELDdrop-down menu.
(Optional) If you would like to limit or group the values that will display in the filter, click the RULES APPLIEDlink and then click the + ADD RULEbutton.
When you are finished creating filters for the current object, click the SAVE FILTERSbutton to save your changes.Your new filter should appear in your Hub instance after the next data cycle (over night).
If you have any questions, or need any help with these settings, please submit a support ticket by emailing
View ArticlePrerequisites
In order to utilize this feature, you must have display retargeting as part of your Terminus subscription.
Overview
With Terminus's account-based retargeting offering, B2B marketers can target visitors to specific URLs, layering in firmographic filters (such as size or industry) and the individuals characteristics (such as function or seniority).
In this article, well walk through how to set up and use Retargeting with a Terminus campaign. Well cover all the necessary steps and requirements to get your retargeting campaign up and running in no time!
Retargeting Implementation Steps
Choosing Your Retargeting URLs
For retargeting tactics, we'd recommend selecting website pages that are most likely to be visited by your targeted audiences (e.g. not your Careers page). Selecting pages you're already tracking in your Engagement Spike modelscan be a good starting point. To learn how to set up an Engagement Spike model, check out this article.
Requesting & Implementing the Pixel
Once you have your retargeting URLs selected, you can request and implement your retargeting pixel.Please contact your Onboarding Specialist or Customer Success Manager and they will provide the pixel.
The retargeting pixel will need to be implemented on all the desired web pages with the same process that your Visitor ID script was implemented. Please follow the steps provided here and contact [email protected] for any issues implementing the pixel.
Example Pixel -
Providing Tactic Details
At this time, retargeting tactics will need to be set up by the Terminus team, and can not be launched directly within the Terminus Engage interface.
Below is a list of details your Terminus Onboarding Specialist or CSM will need to collect from you in order to create the retargeting tactic:
Tactic Name (please include the word 'Retargeting' in the name)
Daily Budget
Optional Overall Budget
Optional End Date
Ad Creatives & Landing Page URLs
If using more than one UTM code, please provide an Excel sheet with two columns - Creative Name ( ex: retargeting -300x600png) and Landing Page URL.
.CSV with URLs that youd like to retarget visitors from
The Terminus retargeting offering allows for some additional traffic filtering options, including:
Optional: Company size filtering - SMB, Mid-Marketing, or Enterprise
Optional: Desired personas (departments) to target with the retargeting tactics (marketing, IT, sales, etc.) Available department options include:
Optional: Desiredindustries to target with the retargeting tactics (Automotive, Construction, etc.)Available industry options include:
Please consult with your Terminus team when selecting from these additional options.
Verifying the Pixel Is Running
Once the tag is installed on either your site or an external landing page, you can check to make sure it is running by using the developer tools in Google Chrome or Firefox.
On a PC: either hit F12, or go to Settings > More Tools > Developer Tools. Click Network then in the Filter section type js.adsrvr and if you see the code load on the site, it was implemented correctly.
On a MAC: Click on view from your menu bar at the top left section. Hover over Developer, select Developer Tools, click Network then in the Filter section typejs.adsrvr and if you see the code load on the site, it was implemented correctly.
If you do not see it, please refresh your page. If there continues to be an issue, contact [email protected].
Retargeting Tactic Reporting
After your Terminus Onboarding Specialist/CSM confirms the retargeting tactic has been set live, you will be able to see it in your Campaign Overview page. Please keep in mind that youwon'tbe seeing any account-level data in the tactic. However, you will be able to see overall clicks, spend and impression metrics.
As a reminder, the visitors being retargeted with Terminus ads will include anyone that visits a page tagged with your Terminus retargeting pixel, that also meets any filtering options you overlay (company size, persona/dept, industry). Retargeting will not be limited to only visitors from accounts in your Terminus database, or in your connected CRM.
*Note - Tactic will be set live within 3-4 business days, per Terminus's standard SLA.
If you have any questions about launching a Terminus Retargeting Tactic, please contact.
FAQs
Is there is a minimum number of cookies that Terminus needs to identify in order for a retargeting ad to be displayed?
No - there is no minimum cookie requirement. We will cookie any website visitor that lands on a page with a Terminus retargeting pixel (and that meets your demographic/firmographic parameters), and retarget them with Terminus ads.
Can we retarget users located outside of the US/Canada?
No - currently, retargeting is only supported for users located within the US & Canada.
View ArticlePrerequisites
To use this integration, you must have the Terminus Engage product (advertising) as part of your subscription. Additionally, you must have an active LinkedIn advertising account set up. For information on how to integrate your Terminus and LinkedIn advertising accounts, please reference this article.
Getting Started
Tactic and Campaign Structure in Terminus
In Terminus, a campaign is a group of one or more tactics that share a common identifying factor or goal. A tactic is what allows you define your unique advertising audience, delivers your creative set(s) to that audience, and allows you to set specific budgets for ad serving, etc. For more on the campaign and tactic structure in Terminus, check out this article.
Whether youre building a brand new campaign or adding a new tactic to an existing campaign, youll start off by clicking the New Campaign/New Tactic button, which is accessible on all of the main sections of the Terminus Engage navigation. Youll then be directed to the the Campaign & Tactic Builder.
[email protected] After clicking on the "New Campaign/New Tactic button, you will navigate to the Campaign & Tactic Builder page. The first step in the builder is to either create a new campaign, or add a new tactic to an existing campaign. If you would like to use our "copy from existing tactic" feature (which allows you to clone the setup of a previously created tactic and adjust as needed), you can select the orange link below the "Create a Campaign/Tactic" button, with the prompt "use the old Campaign Builder, instead."
Building Your Campaign
Step 1: Naming Your Campaign / Tactic & Selecting Audience Source
Once you have clicked into the Campaign/Tactic builder, you can begin creating your new campaign/tactic as well as selecting the audience source.
The settings on this first page include:
Create new campaign - Thiswill allow you to launch a brand new campaign, with new associated tactics. Youll begin building the first advertising tactic within that campaign in the next step.
Add to existing campaign - This will give you the option to add a new tactic to an existing campaign. Once you select an existing campaign to add the tactic to, you will have the option to create a new tactic. If you would like to copy a tactic from an existing tactic, please go back to the previous page and select the "use the old Campaign Builder instead" link.
Campaign NameEnter the name of the campaign that the tactic you are building will be a part of. Generally, a campaign name will be more generic, and will help define the overall goal of the associated advertising tactic. For example, "Q1 Demand Gen - Key Verticals."
Tactic NameEnter a name for your tactic. This is typically different than the campaign name, and will help you identify separate tactics within the campaign. For example, "Technology Vertical - Marketing Personas." In Terminus, "Tactic Name" will = "LinkedIn Campaign name."
On this first page, you'll also be asked to identify what advertising channel you'd like to serve ads on - either Display or LinkedIn. In this article, we'll walk you through how to launch a tactic on the LinkedInchannel. For more information on our display advertising channel, check out this article.
After selecting your channel, you'll be asked to identify the audience source for your target account list. Audience source determines where we'll be pulling in your target account list information from, and may vary based on your advertising strategy and/or technology stack.
While LinkedIn's account targeting option for Sponsored Content only offers the option to upload a static list of accounts, Terminus's integration gives you the ability to either upload a static list, or leverage one of our integrations to create dynamic LinkedIn audiences. Depending on your feature access, you may see several options under "Choose your audience source." A list of all of our available options and integrations for this section can be found here, and more information on these integrations can be found under the Integrations and Configurations section of this knowledge base.
Customer's that have access to the Terminus Account Hub can also leverage saved account lists and global filters to build their advertising audience.
Step 2: Audience Selection
In this article, we'll walk you through the steps for leveraging two of our primary audience source options - Salesforce and .CSV list upload.When building your list of accounts keep in mind that, at this time, thereis currently a maximum of 200 accounts (via the Terminus <> LinkedIn integration) thatcan be targeted in any one LinkedIn Sponsored Content Campaign at a given time.Salesforce
If you select Salesforce as your audience source, youll use the Salesforce audience builder, (available via our Salesforce advertising integration ), to create rules that will identify your target accounts in Terminus.
You can build your audience from the Campaign, Lead, Account, or Opportunity objects in Salesforce. Using standard or custom Salesforce fields on these objects, you can create rules to build your list of accounts to target. As data changes in your Salesforce instance, the audience will automatically update in Terminus via our nightly sync.
For example, if you target Opportunity accounts where "Stage = Demo," then all the accounts in the Demo Stage will be brought in from Salesforce and will be part of your targeted account list for that tactic. As the Opportunity Stage of other accounts is changed to "Demo," new accounts will be automatically added or removed.
Feature Note
When using Salesforce as your audience source, an account that moves to an "Inactive" status (due to changes in audience source rules and/or progression rule), will not be moved to an "Active" status again. For this reason, the of use highly dynamic fields (re: fields that are updated regularly), like "Lead Status" or "Engagio Minutes" is not recommended for this integration. Customers that have access to the Account Hub, however, can leverage dynamic field functionality when using Account Hub as their audience source.
The Salesforce audience builder operates on Boolean logic, meaning you have the ability to layer on different Salesforce audience criteria (via "IS/IS NOT," "TRUE/FALSE," and "AND" operators) to get down to your desired list of target accounts.
Once you have your audience set, you will also have the option to define progression rules, under the "Account Progression" section. A progression rule will dictate, based on changes made in Salesforce, when any one account should stop seeing ads in that tactic. You can set a progression rule to capture positive forward movement in the marketing and sales process, rather than having to turn accounts off manually.
For example, if you are targeting accounts where "Status = Net New", you might want to set the progression rule to "Created Opportunities > 0" to capture all of the accounts that are converted to new sales opportunities from that tactic.
CSV List Upload
If you select the list upload option, you will be prompted to upload a list of accounts in a .CSV or vnd.ms-excel file format that is less than 10,240kb and contains fewer than 201 rows. You will need to ensure that there are two header columns included in your list:
"Company Name" that contains all of the names of the accounts you wish to target.
"Company URL" with all of the websites associated with those accounts.
You will also have the option to manually input Company Names and URLs. If you have any questions about formatting your Excel file for upload, please contact your Terminus CSM or [email protected].
If you select list upload, you will be prompted to upload a list of accounts in a .CSV file format that contains fewer than 200 rows. You will need to ensure that there are two columns: one titled Company Name that contains all of the names of the accounts you wish to target and one titled Company URL with all of the websites associated with those accounts. You will also have the option to manually input Company Names and URLs. If you have any questions about formatting your Excel file for upload, please contact your CSM or [email protected].
Step 3: Audience Targeting
On this page, you define which personas within your target accounts will be served ads from this tactic. Note: At this stage, the Terminus Campaign / Tactic Builder will be leveraging targeting options from the LinkedIn Advertising platform.
Select Location
The first setting in this section will prompt you to select which locations you'd like to target your list of accounts in. You can select one or multiple countries to target by typing in the "Country Names" box.Note: This option is pulling information directly from LinkedIn's database, and is based on the user's location.
Select Department, Seniority or Job Titles
Once you've selected your locations, you have the option to either narrow your audience by Departments/Seniority OR specific Job Titles (you cannot select both options).
Department/Seniority:
Job Titles
Step 4: Budget and Duration
In this step, you will input additional information to control the spend and run time for your advertising tactic.
BudgetYou will be able to set a daily budget for the tactic, and you also have the option to set a total budget.Since we are using LinkedIn's bid type of cost-per-click (CPC) in the Terminus integration, if there are no clicks registered by LinkedIn, you are not charged for any costs incurred during that period. To learn more about budgeting with LinkedIn, check out this guide.
DurationYou have the option set a specific end date for your tactic, or you can let it run "indefinitely," which means the tactic will run until it is paused or archived. Note: If you set a total budget and a specific end date, your tactic will stop running based on whichever setting is reached first.
Once your total audience size (number of unique members across your account list based on the targeting criteria you set) is determined, LinkedIn will recommend a bid value. Bid values are based on current competing bids by other advertisers targeting same audience on LinkedIn. To get your LinkedIn Tactic started, Terminus will use LinkedIn's recommended bid value. We will show the bid value LinkedIn suggested in Tactic Detail page when its available.
Please note:LinkedIn requires that a tactic (a campaign in LinkedIn) has a target audience of at least 300 members. Until that number is met, LinkedIn will not be able to start advertising to the target audience. If your audience returns less than 300 members after submitting, you will be notified.
Step 5: Campaign Creative
The next step in the process is to build your Sponsored Content creative. As you build your content, you can see a preview (to your right) of how the creative will appear in the LinkedIn feed. You will have the option to run up to 5 creatives within one Sponsored Content campaign at a time. Note: you company name and logo will populate (via your LinkedIn company page / ad account) when the campaign is live.
The options you need to input in this section are:
Introductory text - Maximum length of 150 characters.
Title -Maximum length of 70 characters.
Landing Page URL
Creative Name
Creative Image(Must be a valid dimension: 1200x627. Must be png, jpg, jpeg. Must be under 5,000kb)
Step 6: Review & Submit
Before submitting the tactic, you will be able to review all your selections, including the name of the campaign, the audience and targeting options, and othersettings such as budget and duration.
Once you've reviewed all of your settings, hit the "Submit" button - and your part is done! After submitting, your tactic is sent to Terminus to be reviewed and launched. LinkedIn tactics are still held to Terminus's standard 3-4 business day SLA for launch.
Additional Settings: Discard Tactic and Create a Draft
At the bottom of every page of the Campaign / Tactic Builder you will see an option to "Discard Tactic." This will allow you to discard/delete the tactic you are currently building.
Cancel Selecting "Cancel" after clicking on "Discard Tactic" will cancel the request to discard the tactic.
Confirm Selecting "Confirm" will confirm that the tactic should be discarded, and a draft of your tactic WILL NOT be saved.
You are also able to save a tactic as a draft in order to revisit it at a different time. Navigating away from the page while creating a tactic will automatically save the tactic as a draft. You will then be able to see your tactic in draft status in the Campaign Overview page.
If you have any additional questions about launching a LinkedIn Sponsored Content Campaign through Terminus, please reach out to your Terminus CSM or contact.
View ArticlePrerequisites
To launch a display advertising campaigns through Terminus, you must have the Engage product as part of your subscription.
Getting Started
Tactic and Campaign Structure in Terminus
In Terminus, a campaign is a group of one or more tactics that share a common identifying factor or goal. A tactic is what allows you define your unique advertising audience, delivers your creative set(s) to that audience, and allows you to set specific budgets for ad serving, etc. For more on the campaign and tactic structure in Terminus, check out this article.
Whether youre building a brand new campaign or adding a new tactic to an existing campaign, youll start off by clicking the New Campaign/New Tactic button, which is accessible on all of the main sections of the Terminus Engage navigation. Youll then be directed to the Campaign & Tactic Builder.
After clicking on the "New Campaign/New Tactic button, you will navigate to the Campaign & Tactic Builder page. The first step in the builder is to either create a new campaign, or add a new tactic to an existing campaign. If you would like to use our "copy from existing tactic" feature (which allows you to clone the setup of a previously created tactic and adjust as needed), you can select the orange link below the "Create a Campaign/Tactic" button, with the prompt "use the old Campaign Builder, instead."
Building Your Campaign
Step 1: Naming Your Campaign / Tactic & Selecting Audience Source
Once you have clicked into the Campaign/Tactic builder, you can begin creating your new campaign/tactic, as well as select your audience source.
The settings on this first page include:
Create new campaign - Thiswill allow you to launch a brand new campaign, with new associated tactics. Youll begin building the first advertising tactic within that campaign in the next step.
Add to existing campaign - This will give you the option to add a new tactic to an existing campaign. Once you select an existing campaign to add the tactic to, you will have the option to create a new tactic. If you would like to copy a tactic from an existing tactic, please go back to the previous page and select the "use the old Campaign Builder instead" link.
Campaign NameEnter the name of the campaign that the tactic you are building will be a part of. Generally, a campaign name will be more generic, and will help define the overall goal of the associated advertising tactics. For example, "Q1 Demand Gen - Key Verticals."
Tactic NameEnter a name for your tactic. This is typically different than the campaign name, and will help you identify separate tactics within the campaign. For example, "Technology Vertical - Marketing Personas."
On this first page, you'll also be asked to identify what advertising channel you'd like to serve ads on - either Display or LinkedIn. In this article, we'll walk you through how to launch a tactic on the Display channel. For more information on our integration with the LinkedIn advertising platform, check out this article.
After selecting your channel, you'll be asked to identify the audience source for your target account list. Audience source determines where we'll be pulling in your target account list information from, and may vary based on your advertising strategy and/or technology stack.
Depending on your feature access, you may see several options under "Choose your audience source." A list of all of our available options and integrations for this section can be found here, and more information on these integrations can be found under the Integrations and Configurations section of this knowledge base.
Customer's that have access to the Terminus Account Hub can also leverage saved account lists and global filters to build their advertising audience.
Feature Note
Once a tactic has been submitted, you will not be able to change your channel or audience source selections.
Step 2: Audience Selection
In this article, we'll walk you through the steps for leveraging two of our primary audience source options - Salesforce and .CSV list upload.
Salesforce
If you select Salesforce as your audience source, youll use the Salesforce audience builder, (available via our Salesforce advertising integration ), to create rules that will identify your target accounts in Terminus.When building your list of accounts, keep in mind that there is a maximum of 500 active accounts that can be in any one tactic at a given time.
You can build your audience from the Campaign, Lead, Account, or Opportunity objects in Salesforce. Using standard or custom Salesforce fields on these objects, you can create rules to build your list of accounts to target. As data changes in your Salesforce instance, the audience will automatically update in Terminus via our nightly sync.
For example, if you target Opportunity accounts where "Stage = Demo," then all the accounts in the Demo Stage will be brought in from Salesforce and will be part of your targeted account list for that tactic. As the Opportunity Stage of other accounts is changed to "Demo," new accounts will be automatically added or removed.
Feature Note
When using Salesforce as your audience source, an account that moves to an "Inactive" status (due to changes in audience source rules and/or progression rule), will not be moved to an "Active" status again. For this reason, the of use highly dynamic fields (re: fields that are updated regularly), like "Lead Status" or "Engagio Minutes" is not recommended for this integration. Customers that have access to the Account Hub, however, can leverage dynamic field functionality when using Account Hub as their audience source.
The Salesforce audience builder operates on Boolean logic, meaning you have the ability to layer on different Salesforce audience criteria (via "IS/IS NOT," "TRUE/FALSE," and "AND" operators) to get down to your desired list of target accounts.
Once you have your audience set, you will also have the option to define progression rules, under the "Account Progression" section. A progression rule will dictate, based on changes made in Salesforce, when any one account should stop seeing ads in that tactic. You can set a progression rule to capture positive forward movement in the marketing and sales process, rather than having to turn accounts off manually.
For example, if you are targeting accounts where "Status = Net New", you might want to set the progression rule to "Created Opportunities >= 1" to capture all of the accounts that are converted to new sales opportunities from that tactic.
Feature Note
Once a tactic has been submitted, you will not be able to edit your Salesforce audience rules.
.CSV List Upload
If you select the list upload option, you will be prompted to upload a list of accounts in a .CSV or vnd.ms-excel file format that is less than 10,240kb and contains fewer than 501 rows. You will need to ensure that there are two header columns included in your list:
"Company Name" that contains all of the names of the accounts you wish to target.
"Company URL" with all of the websites associated with those accounts.
You will also have the option to manually input Company Names and URLs. If you have any questions about formatting your Excel file for upload, please contact your Terminus CSM or [email protected].
Feature Note
After a tactic has been submitted via a .CSV list upload, you can upload an additional list, or manually input additional accounts, by selecting the pencil icon next to "List of Accounts."
Step 3: Audience Targeting
On this page, you define which personas within your target accounts will be served ads from this tactic.
First, you will select the specific department(s) you wish to target; you'll also be given the option to target the whole company. Within the department options, Terminus also provides the option to target the C-Suite and VPs. Selecting one of these two options will target the C-Suite and/or VPs across all departments in the company, and is not impacted by other department selections. Any specific department selections will include personas from the C-level and down. Selecting both "C-Suite" and/or "VPs" with additional departments will neither negate nor duplicate any personas included in any of your selections.
Next, you will select whether you want to target all people within the selected department(s) or use Seniority Targeting. Learn more about the levels of targeting in Terminus in this article.
Lastly, you will choose if you wish to expand to the entire company if Terminus cannot find at least one cookied device to target based on your previous selections. If you select "Yes, expand to company", Terminus will expand to the whole company only if we cannot find any cookied devices at the seniority and/or department level. If you select "No", Terminus will not expand to the entire company, even if it cannot find any cookied devices at the seniority and/or department level.
Step 4: Budget & Duration
In this step, you will input additional information to control the spend and run time for your advertising tactic.
BudgetYou are required to select a daily budget for the tactic, and you also have the option to set a total budget. You can also set a per-account spend limit on each tactic. To do this, or to get recommendations on budgeting, contact your Terminus CSM or reach out to [email protected]. Both daily budgets and total budgets can be adjusted, at the tactic-level, at any point while your tactic is running.
DurationYou have the option set a specific end date for your tactic, or you can let it run "indefinitely," which means the tactic will run until it is paused or archived. Note: If you set a total budget and a specific end date, your tactic will stop running based on whichever setting is reached first.
Feature Note
You will not be able to go back and add an end date or overall budget once a tactic has been submitted. You can, however, adjust your overall budget and end date at any time after a tactic has been launched.
Step 5: Creative Upload
On this page, you will be able to upload ad creative files and associated landing page URLs. You will have the option to either upload new creatives, or re-use existing creatives from your Ad Library.
Upload Creative - With this option, you will upload all the creative files for the different ad sizes you wish to use directly from your computer. Check out our Ad Creative Guidelines for more information on our recommended and supported ad sizes, as well as accepted file formats. You will also be asked to include the destination URL for each ad, which is the landing page you want people to direct to when they click on the ad. Note: We support the use of UTM parameters as well as custom tracking URLs.
Browse Ad LibraryTo use ad creatives that have been previously uploaded, click on "Browse Ad Library." From there, you will be able to search and select ads from your Terminus Ad Library. The ads can be filtered by name and size and can be sorted by newest/oldest (date uploaded).
Step 6: Review & Submit
In this last step, you will have the option to review all your selections, including the name of the campaign, the audience and targeting options, and othersettings such as budget and ad creative, before you submit your tactic.
Once you've reviewed all of your settings, hit the "Submit" button - and your part is done! After submitting, your tactic is sent to Terminus to be reviewed and launched. The review process includes the matching and data validation process conducted by our in-house advertising operations team, as well as verification and approval from ad networks. This process can take up to 3-4 business days to complete, depending on the time of day your tactic is submitted.
Additional Settings: Discard Tactic and Create a Draft
At the bottom of every page of the Campaign / Tactic Builder you will see an option to "Discard Tactic." This will allow you to discard/delete the tactic you are currently building.
Cancel Selecting "Cancel" after clicking on "Discard Tactic" will cancel the request to discard the tactic.
Confirm Selecting "Confirm" will confirm that the tactic should be discarded, and a draft of your tactic WILL NOT be saved.
You are also able to save a tactic as a draft in order to revisit it at a different time. Navigating away from the page while creating a tactic will automatically save the tactic as a draft. You will then be able to see your tactic in draft status in the Campaign Overview page.
If you have any questions about launching a Terminus campaign, please reach out to your Terminus CSM or contact.
View ArticleAs part of Terminus's 2019 Fall Release, we are excited to announce a few new feature releases and updates that launched in the month of November:
View-through conversion tracking will help you prove the ROI of advertising programs and see where Terminus influenced a lead, opportunity, or deal from an omni-touch perspective.
The Marketing Influence Report shows - from a high level - how much of your open pipeline is being meaningfully touched by marketing. You can use Terminus Global Filters to segment by Account List, channel, opportunity stage, and more. Then use Opportunity Insights and Campaign Analytics to dig in on individual opportunities and channels.
Sick of building out first- and/or last-touch attribution in your CRM? Our Campaign Analytics report will now have those filters available out of the box.
Be sure to check out the Fall Release webinar for more details on what we have planned next!
View ArticlePrerequisites
This feature is available on all Professional (Pro) plans, and to customers whose Terminus subscription includes the Campaign Analytics report.
What is Campaign Analytics?
Campaign Analytics is a bottom-up discovery report that enables marketers to understand the full breadth of their marketing programs, and provides unprecedented visibility into how each campaign is impacting pipeline and revenue.
Global Filters
With Campaign Analytics, Terminus customers can:
View the pipeline and revenue impact of marketing campaigns on your target accounts.
See which campaigns are performing best for specific tiers, segments, and industries - by channel.
Optimize your customer journey through each stage of the funnel to closed-won revenue.
Get visibility into the buying committee and how each person is engaging with your campaigns.
Understand the amount of pipeline and revenue your efforts are influencing to better allocate where youre spending your marketing dollars.
Stack-rank your program influence on opportunity generation with a first and last touch campaign attribution framework.
Measure program performance that occurred during the sales acceleration phase of open opportunities, to help prioritize which programs are most relevant in the lower funnel stages.
Feature Details
The Campaign Analytics report can be accessed from the main menu in your Terminus Hub Instance.
Campaign Types Tab
This is the default reporting view on the Campaign Analytics page, and helps determine high-level marketing influence across your key channels. Campaign Types will be based on the types defined in your connected CRM.
Data in Campaign Analytics will be based on recorded campaign responses from the Campaign object in your connected CRM.
Data Table
The following columns are viewable on the Campaign Types, All Campaigns, and Campaign Type-Specific tabs:
Campaign Type: Refers to the Campaign Type defined in your CRM. You can click on any of the Campaign Type links to view all individual campaigns that roll up to each type.
People Influenced: The unique number of people (leads/contacts) that responded to a campaign or campaign type. If an individual engages with multiple campaigns within a given type, they will only be counted once.
Accounts Influenced: The number of unique accounts with associated people (leads/contacts) that have responded to a campaign or campaign type.
Opportunities Influenced: The number of unique opportunities influenced by each campaign or campaign type. Opportunity influence is account-based, factoring all campaign responses from any person associated with the account where the opportunity is later created, or is already open when the campaign response occurred. Opportunities influenced may currently be in an open stage or may have progressed to closed won or closed lost.
Deals Influenced: The number of unique closed won opportunities influenced by a campaign or campaign type. Deal influence is account-based, factoring all campaign responses from any person associated with the account when the campaign responses occurred before the opportunity was created or during the opportunity cycle.
Pipeline Influenced: Sum of the total value of all opportunities influenced by a specific campaign or campaign type within the selected cohort.
Revenue Influenced: Sum of the total value of all closed won opportunities influenced by a specific campaign or campaign type within the selected cohort.
Created Date: Campaign created date (visible only on the All Campaigns tab).
If your view is changed to Influence Type = Pre-Opportunity Influence and Touchpoint = First Touch, the following columns will also be viewable:
Responses: The number of people whose response to any campaign in a specific group was their first response to marketing.
Oppt. Touches: Number of opportunities where the opportunity's first campaign response was from a specific campaign/type.
Deal Touches: Number of closed won opportunities where the opportunity's first campaign response was from a specific campaign/type.
Pipeline Sourced: The total value of all opportunities where the first touch on an opportunity was a response to any campaign in a specific type. An opportunity can be open, closed won, or closed lost.
Revenue Sourced: The total value of all closed won opportunities where the first touch on an opportunity was a response to any campaign in a specific type.
Similarly, if your view is changed to Influence Type = Pre-Opportunity Influence and Touchpoint = Last Touch, the following columns will be viewable:
Responses: The number of people whose response to any campaign in a specific type was the last touch before an opportunity was created.
Oppt. Touches: This refers to the number of times that the campaign or campaign type was the Last Touch before opportunity creation. This includes ALL opportunities including open, closed lost, and closed won, (i.e. All opportunities, cohorted by the campaign of their last campaign response).
Deal Touches: This refers to the number of times that the campaign or campaign type was the Last Touch before opportunity creation on a Closed Won Opportunity (Deal). i.e. Closed won opportunities, cohorted by the campaign of their last campaign response.
Pipeline Created: The total value of all opportunities where the last touch before opportunity creation was a response to any campaign in a specific type. An opportunity can be open, closed won, or closed lost, (i.e. Pipeline amounts of all opportunities, cohorted by the campaign of their last campaign response).
Revenue Created: The total value of all closed won opportunities where the last touch before opportunity creation was a response to any campaign in a specific type.
Data Filters
Users can leverage the cohort filter options at the top of the page, as well as their, to narrow the data to specific cohorts and segments.
"Campaigns That..."
Have Activity in this Cohort: Campaigns with campaign members that have a "responded" status that occurred in the Cohort you selected. This option provides the widest set of data looking at all campaigns in your CRM and all campaign members with a "responded" status in the chosen cohort.
Started in this cohort: Campaigns that have a start date in your CRM in the cohort selected.
Influenced opportunities created in this cohort: Campaigns where there are campaign members with responded statuses that correspond to accounts with opportunities that have an open date or create date in the cohort selected.
Influenced opportunities that have a close date in this cohort:Campaigns where there are campaign members with responded statuses that correspond to accounts with opportunities with a close date in the chosen cohort. This could include closed opportunities (won or lost) or opportunities with a future close date in the selected cohort.
Cohort
Adjust your reporting view for pre-set time cohorts, or choose custom date range.
Influence Type
This filter is used to distinguish when the the campaign influence (re: campaign responses) occurred - before, after, or any point during pre or post-opportunity creation.
Any influence: All responses from leads and contacts associated to an account, that happened either pre- or post-opportunity creation.
Pre-Opportunity Influence: Responses from leads and contacts associated to an account that happened before an opportunity was created.
Post-Opportunity Influence: Responses from leads and contacts associated to an account that happened after an opportunity was created.
Touchpoint
This filter is used to distinguish between touchpoints (re: campaign responses) that occurred before an opportunity was created, based first, last, and multi-touch attribution models.
This filter is used to distinguish between touchpoints (re: campaign responses) that occurred before an opportunity was created, based first, last, and multi-touch attribution models.
All Influence: Any pre-opportunity touchpoints (multi-touch).
Only available for Pre-Opportunity Influence Type:
First touch: The first campaign response a lead/contact received.
Last touch: The last campaign response a lead/contact received before converting into an opportunity.
All Campaigns Tab
Switch to the "All Campaigns" tab to see a comprehensive list view of all the individual campaigns across all campaign types in your selected cohorts and dataset.
All Campaigns w/ Activity in the Selected Cohort
On the All Campaigns tab, you may want to add a tag in order to organize outside of your formal Salesforce architecture.
To add a tag to a campaign:
Click the Campaign you would like to tag
Click add tags
Enter the name of the tag you would like to use
Click + Add
Click close
Campaign Type-Specific View
Clicking on a campaign type in the data table will allow you to view influence metrics for all campaigns of that specific type.
Campaign-Specific View
From either the All Campaigns tab, or the Campaign Type-Specific view, users can click on a specific campaign name to view individual campaign details. These pages surface granular details including the names of leads and contacts with responses in that campaign, and opportunities and deals influenced by each campaign.
The Salesforce Compare tab gives users visibility into the Salesforce data being leveraged for their Hub reporting, can be used as an additional reference point when validating that your Terminus configuration matches your expectations.
What Questions Can Campaign Analytics Answer?
With Campaign Analytics, marketers will be able to better understand the impact of their campaigns' influence on people, accounts, pipeline and revenue. Users can leverage this report to help answer questions like:
General
Which campaigns are resonating with my Tier 1 accounts?
Which campaigns are resonating with the most people overall, or within specific account segments?
Which campaign types are influencing the most pipeline or revenue?
Which campaigns types are influencing the least amount of pipeline or revenue?
What was the impact of a specific campaign? Which key people, accounts, opportunities or deals interacted with that campaign?
Which campaigns, or campaign types, should we allocate more revenue to this quarter based on historical performance?
Pre-Opportunity
Which programs are sourcing the most new leads? (Pre-Opportunity, First Touch). Provides historical context to make data-driven decisions when trying to prioritize programs and determine future marketing resource allocation.
Which programs resulted in the least amount of sourced leads, opportunities, and pipeline (ascending)
Which programs resulted in the largest amount of sourced leads, opportunities, and pipeline (descending)
Which programs are converting leads into opportunities? (Pre-Opportunity, Last Touch)
Which programs resulted in the least amount of sourced opportunities and pipeline (ascending) to help de-prioritize under-performing demand generation programs whose purpose is to drive conversions
Which programs resulted in the most amount of sourced opportunities and pipeline (descending) to help prioritize top demand generation programs whose purpose is to drive conversions when trying to determine future marketing resource allocation.
Post-Opportunity
Which programs are accelerating and providing coverage during the sales cycle? (Post-Opportunity)
Stack ranks his programs to understand which are least or most prevalent across the sales opportunities.
View ArticlePrerequisites
This feature is available to all customers on Terminus Professional (Pro) plans, or who have Advanced Analytics included in their subscription.
What is the Marketing Influence report?
The Marketing Influence Report provides a holistic view of marketing activities that traditional CRM reporting cannot. It allows users to quickly measure, across all opportunities, how their marketing programs are influencing pipeline and revenue.
Visitor ID
Feature Details
Graph and Data Table
Rather than focusing on individual activities or deals, the Marketing Influence Report offers an executive-level view of all the air cover marketing is providing to existing pipeline and revenue.
The report is accessible via the Analyze tab in your instance of Terminus Hub:
The report leverages Salesforce contacts and lead-to-account matched campaign response data. The report also includes all of the orphan leads and contacts that were attributed to the associated opportunities to give a more complete overview of how Marketing has supported key business outcomes.
The bars in the graph represent the total influenced pipeline created or revenue won, compared to the overall total.
Below the graph is the Marketing Influence Data table. Here, users can see a breakout of total Pipeline/Revenue, Opportunities Created/Deals Won, Influenced Pipeline/Revenue, Influenced Opportunities/Deals, % Influenced Pipeline/Revenue, and % Influenced Opportunities/Deals, by quarter.
Checking on/off individual quarterly will change the graph view above:
Clicking on the links in the Opportunities Created/Deals Won and Influenced Opportunities/Deals columns will take you to the full opportunity report within Opportunity Insights:
Filtering
The graph and table data can be altered by applying different filtering options.
These include:
Cohort: Specify historical time periods to measure against, like last full year, specific past fiscal years, or a custom date range.
Interval: Define quarterly or monthly intervals to trend on the graph.
Metric: Select between showing total & influenced pipeline or revenue.
Influence Type:
Any influence: All responses from leads and contacts associated to an account, that happened either pre- or post-opportunity creation.
Pre-Opportunity Influence: Responses from leads and contacts associated to an account that happened before an opportunity was created.
Post-Opportunity Influence: Responses from leads and contacts associated to an account that happened after an opportunity was created.
Customers can also use Global Filters to view pipeline and revenue influence for specific account lists, campaign channels, opportunity types, and more.
Dashboard Tiles
This report is used as a first step in analysis before diving into individual opportunities with Opportunity Insights, or individual channels with Campaign Analytics. It can also be added as a Dashboard tile to give more visual context to list-based reports, and track which opportunities have marketing touches.
Dashboard tiles can be created directly from the Dashboard page, or from the Marketing Influence report page.
Tile settings can be adjusted to show:
Reporting by Month or by Quarter
By Revenue or by Pipeline
For 2-7 Quarters
Influence Type (Any, Pre, or Post-Opportunity)
Tiles can also be filtered based on any available Global Filter selections.
What Questions Can the Marketing Influence Report Answer?
This report serves as a jumping off point for both look-back analysis and campaign planning. It answers questions like:
What percentage of revenue is being influenced by marketing?
What percentage of our target accounts were meaningfully impacted by marketing last quarter?
Do we need more coverage by marketing before or after opportunities are created?
Are there channels where we can invest more to ensure were covering our target accounts through the entire buying cycle?
Is there a discrepancy in how marketing is providing influence between open pipeline and closed won revenue?
Is marketing coverage trending up over time?
Use Cases for the Marketing Influence Report
Pipeline
Any Influence - I want to see what percent of my historical pipeline was influenced by a campaign response at any point before the opportunitys close date, so I can track the breadth of my program coverage throughout the entire sales cycle, and better accelerate deals.
Pre-Opportunity Influence - I want to see what percent of my historical pipeline was influenced by a campaign response before the opportunity created date, so I can track how pipeline creation is being supported by my programs, and optimize for demand generation.
Post-Opportunity Influence - I want to see what percent of my historical pipeline was influenced by a campaign response after the opportunity created date, so I can track how my programs are accelerating deals, and optimize for supporting the sales team.
Revenue
Any Influence - I want to see what percent of my historical revenue was influenced by a campaign response at any point before a deals close date, so I can track the breadth of my program coverage throughout the entire sales cycle and better accelerate deals.
Pre-Opportunity Influence - I want to see what percent of my historical revenue was influenced by a campaign response before the opportunity created date, so I can track if won deals were sourced by my marketing programs.
Post-Opportunity Influence - I want to see what percent of my historical revenue was influenced by a campaign response after the opportunity created date, so I can track if won deals were accelerated by my programs.
Global Filters
Account and Terminus Firmographic Filters - I want to see what percent of my historical pipeline/revenue from a particular account segment were influenced by a campaign response, so I can quickly report on performance across companies with different combinations of attributes.
e.g. I want to see how much total and influenced pipeline came from [Account Region = North America] or [Industry = Financial Services].
Account Lists - I want to see what percent of my historical pipeline/revenue from my saved account lists were influenced by a campaign response, so I can quickly report on the performance of target accounts that were involved in account-based strategies and compare them with performance for the overall business.
e.g. I want to see how much total and influenced revenue came from my Q2-2019 Financial Services target accounts list.
Opportunity Filters - I want to see what percent of my historical pipeline/revenue from specific opportunity types were influenced by a campaign response, so I can quickly report on the performance of specific types of offerings that were attempted/sold.
e.g. I want to see much total and influenced revenue came from [Opportunity Type = New Business or Channel Sale]
People Filters (Lead/Contact) - I want to compare total pipeline/revenue to influenced pipeline/revenue from specific leads/contact attributes, so I can discover which personas or buyer traits most engaged with our programs, and resulted in initiating/completing the sales process.
e.g. I want to see how much influenced pipeline had program engagement from people with [Title = Directoror C-level], compared to total pipeline created by the business.
Campaign Filters - I want to see what percent of my historical pipeline/revenue was influenced by a specific CRM campaign attributes, so I can quickly report on performance by marketing program(s) engagement.
e.g. I want to see how much influenced pipeline had program engagement from [Campaign Type = Tradeshowsor Dinners], compared to total pipeline created by the business.
Terminus Engagement Spike or Bombora Filters - I want to see what percent of my historical pipeline/revenue had engagement spikes/Bombora intent surge, so I can show what outcomes came from accounts showing website engagement or intent.
e.g. I want to see how much total and influenced pipeline had intent from [Topics = Cloud Storageor Distributed Processing]
FAQs
Does the Marketing Influence report include Terminus advertising as a channel?
The report currently only measures CRM campaign responses, which does not include influence from Terminus advertising or .
View ArticlePrerequisites
To use this feature, you must have Terminus Engage (advertising) as part of your Terminus subscription, and have the Terminus Visitor ID tracking script installed on your website.
This article focuses on functionality and use cases for the conversion tracking report. For information onhow to setup conversion tracking within the Terminus platform, check out this setup guide.
Feature Overview
In B2B digital advertising, clicks only tell a small part of the story. As a result, marketers have largely relied on conversion tracking to illustrate how their advertising efforts drive a return to their business.
More specifically, conversion tracking is a functionality that provides visibility into how your digital advertising campaigns are influencing conversions on your website, as well as driving visitor traffic. Within the Terminus platform, users can track view-through visits and conversions driven by their account-based advertising campaigns, and use that information to understand their return on investment, and make better informed decisions about their advertising spend.
account-specific page
Feature Details
How Does Terminuss View-Through Tracking Work?
As a part of this release, well be making an update to our Visitor ID tracking script that is installed, or will be installed, on your website. This has two core additions:
Enables the tracking of conversions across your website.
Enables additional GDPR/CCPA compliance via support of new IAB V2.0 standards.
The graphic above describes the following process:
Onceyou've installed the Visitor ID script, we will track visits to your website on a daily basis.
When someone sees a Terminus ad on an advertisers website, our DSP (demand-side platform) drops a cookie on that viewers device.
When that viewer then visits any page on your website with the Visitor ID script in place, or completes the conversion action you defined, our pixel recognizes the cookie, and we record it as a view-through conversion or visit.
Some additional information about this process:
This feature is based on cookie-level data, not reverse IP lookup (like Visitor IDs standard website activity tracking).
With view-through tracking, the activity recorded in Terminus is tied to the unique individual who saw the ad, and then came back and visited your site and/or converted (based on the unique cookie); not visits/conversions from anyone at the company. For privacy reasons, however, the activity is still rolled up to the account-level.
Terminuss view-through tracking was designed to quantitate the complete influence that advertising is having on conversions and site visits. It captures both events where an ad was viewed but not clicked, and then a visits/conversion occurred, and events where and ad was viewed and clicked. The main value with view-through tracking, however, is that conversions/visits from users that do not click on your ads. Ad clicks themselves can be tracked in other areas of the advertising platform (like the Campaign Overview Page ).
Users can easily configure the Visitor ID pixel (via a tool like Google Tag Manager ), to only fire after a certain amount of time has been spent on your site.
Within the Terminus interface, its important to understand these terms:
View-through Conversion: A conversion action or event is an activity that is valuable to your business - like someone filling out a form to download a piece of content, or to request a demo. A view-through conversion is counted when a person is shown your Terminus ad (an impression is served), and later returns to your website and converts. Both the conversion event and the timeframe between the impression and the site conversion can be configured in the Terminus interface.
View-through Visit: Similar to a view-through conversion, a view-through visit is counted when a person is shown a Terminus ad (an impression is served), and then later returns to your website and visits any page. This metric is important, as it illustrates the impact that proactive advertising can have on driving web engagement from the right people, at the right accounts.
Lookback Window: This is the period of time after an ad is viewed (but not clicked) within which a conversion or visit can be attributed, or matched, to the ad. Advertisers and attribution providers use lookback windows to determine if a specific ad view influenced a users decision to visit the website, or complete a conversion event.
What information is included in the report?
On the Conversion page, youll first see a graph that plots both conversions and visits across a designated reporting date range.Updating the date range will update both the graph view, and the information table below.
The exact number of conversions/visits that occurred each day will be indicated above the graph bars, and can also be viewed by hovering your mouse over the graph.The zoom bar, located just above the graph, can also be adjusted to show activity groupings based on days, weeks, or months.
Once you have completed setup, we will also provide a detailed report showing view through-visits and conversion events that occurs. By default, the table will show view-through visits and conversions, but the table can also be filtered by either visits or conversions. Additionally, users can search for specific accounts and URLs at the top of the table.
The following metrics will be visible in the reporting table:
Account: The account the visit/conversion came from, as determined by Terminuss Visitor ID script.
Conversion Type: Used to distinguish between View-Through Visits and Conversions.
URL: For View-Through Conversions, this is the conversion page that was visited.
Tactic(s): Shows advertising tactics where an impression was served within the lookback period.
Days to Conversion - Last Touch: The number of days between the last time an ad was viewed and the respective visit/conversion was recorded.
Date: When the visit or conversion event was recorded.
View-Through Visit Table View
View-Through Conversion Table View
Where can I access this information in the Terminus platform?
In Terminus Engage, youll see a Conversions tab on both the Campaign Overview page and TacticDetail page:
Campaign Overview Page
Tactic Detail Page
What Questions Can This Report Help Answer?
As an ABM marketer, we understand that you still need to show direct ROAS (return on advertising spend) in a way that is more concrete than holistic pipeline results. Tracking view-through visits and conversions at the tactic and account level lets you tie your ad spend back to specific high-value actions such as high-fit accounts visiting your website for the first time, or filling out a demo request form.
This report can help you answer questions like:
How many people from my targets accounts came back to my website after seeing Terminus ads?
Are visitors from my target accounts converting at a higher rate after seeing Terminus ads?
Have my advertising efforts influenced pipeline and revenue in my key segments?
Can we justify our advertising spend, based on the influenced pipeline and revenue attributed?
FAQs
Can I also see Linkedin view-through visits and conversions within Terminus?
No; currently this report will only showing view-through activity for cookie-based display, retargeting, and global/IP-based tactics.
Will I be able to see retroactive view through visits/conversions, after I complete this setup?
No; visits/conversions will only be tracked from the time your landing page URLs have been input into the Terminus setup interface.
Whydon'tthe account names in my View-Through Conversion report match the Account Names in Visitor ID reports?
The view-through conversions report is based on cookie-level data, which is where the Account Name is identified from. Visitor ID, on the other hand, is based on a reverse-IP lookup, so it is possible that there may be some variation in account names between the two reports.
Why am I seeing accounts with conversions in VTC reports, but no visits in Visitor ID?
There are two main reasons why these wouldn't match up:
1) The account in question doesn't have an IP address in our lookup database
2) The account conversion occurred from a device not on the corporate ID. Because conversions are cookie based, we may not see them in Visitor ID
Will view-throughs capture international visitors?
Yes, and our script is V2 compliant for IAB GDPR standards.
Do view-through visits and conversions share the same lookback window?
Yes.
What if I accidentally input a URL with a typo, or a URL that is no longer live?
Our system has front end validation built in that will check to make sure URLs are valid or not. You will receive an error message in the Terminus UI if you input a URL that is not valid.
Can Terminuss view-through tracking capture conversions that occur on custom javascript - for example, a pop-up notification?
No, we do not support tracking on javascript today.
Can I track conversions that occur on a 3rd party or partner site?
Currently we are only able to track activity on domains that you own (re: that you are able to place our Visitor ID script on), and have been whitelisted in the Terminus system.
Can I track conversions that occur on pages hosted by a 3rd party landing page site?
Yes; if you can install the VID script on the site (or hosting site), and its a white labeled domain, we can track activity on those pages.
I understand that Terminuss reporting for view-throughs is only at the account level. How can I determine who the person that visited/completed the conversion action is?
Terminus provides the date the visit/conversion happened so you can easily cross-reference activity that occurred on that same day within the Terminus Account Hub, or your marketing automation platform/CRM. For example, in Account Hub you could navigate to the, and match interactions on that account on the date the conversion/visit happened to draw deeper conclusions about who the converting/visiting individual might have been.
View ArticlePrerequisites
This feature is available to all Terminus customers whose subscription includes Embedded Intent Powered by Bombora.
If you purchased your Bombora license through Bombora directly, or if you have questions about your current Terminus plan, please reach out to your Customer Success Manager.
Feature Overview
The Terminus Account Hub delivers intent and engagement data, combined with your CRM data, to provide predictive account identification, audience creation, and prioritization.
Embedded Intent Powered by Bombora delivers Bombora Company Surge natively within the Account Hub, so marketers can easily:
Create audiences with specific combinations of intent, engagement, and firmographic features.
Action intent signals quickly with multi-channel advertising.
Deliver intent trends to sales via Account Insights in Salesforce.
Once their topic selection has been configured, Terminus customers will be able to view Intent Topic as well as Last Intent Date in their Account Hub columns, and Intent Topic and Last Intent Surge as global filters.
topic taxonomy
About Bombora
Bombora is the leading provider of intent data for B2B sales and marketing.
Intent signals and topics are gathered through billions of monthly content consumption events. Proprietary deep-learning technology digests context, relevance, and density of the content to identify applicable business topics (updated quarterly). Then, it gathers a baseline of a business interest in that topic, and surfaces the changes to measure if that level of interest has increased, decreased, or stayed the same compared to the historical norm. The higher the interest (a Surge Score in Bomboras terms), the more likely that a business is in-market for the related product or service it is researching.
Bombora's data aligns marketing and sales teams, enabling them to take coordinated action when a company is actively researching a topic more than usual. Marketers armed with intent data can drive more qualified demand, while sales teams can use it to prioritize accounts where they are likely to have more quality conversations.
The source of this data is the first co-operative of premium B2B media companies. Members contribute content consumption and behavioral data about their audiences that are aggregated into over 6,000+ intent topics.
Topic Selection
Every Terminus Account Hub user can select up to 18 intent topics to use as part of their global filters to quickly and easily filter their reporting views, create account lists, and launch advertising campaigns based on intent data.
Within the Terminus Hub Configuration page, you can search for specific topics, or filter based on topic theme and category. Topics can include your company or competitor names (for acquisition and retention programs), general topics in your industry (to create better content and messaging for acquisition or expansion programs), or use cases and pain points specific to disparate product lines (for all programs).
We'd recommend syncing with your marketing, sales, and customer success teams to determine the intent topics you would like to monitor for your acquisition, expansion, or retention ABM programs. Your Terminus Onboarding Specialist and/or Customer Success Manager can also help make recommendations for your business.
Here are some additional best practices and recommendations for topic selection:
Reviewing the keywords in your SEO program can be a good starting point when thinking about topic selection. Unlike keywords, however, Company Surge will not need an exact keyword match to detect intent, so youwon'tneed to use multiple topics to cover keyword variations, (e.g. account-based marketing and ABM).
Bomboras topic taxonomy is extensive (6,000+ topics), but only a certain percentage of topics are actual company names. If you plan on searching for your company name, or your competitors name, keep in mind that some companies may not currently be available in the taxonomy.
If your organization has multiple products or services lines, wed recommend focusing on one or two of those to start with when selecting topics. Limiting topic selection to 1-2 topics per product/service may lead to ineffective or incomplete results, so its best to start with an initial, more narrow focus and test and refine from there.
You can view Bombora's current taxonomy, in full, by navigating to their homepage :
Configuration in Terminus Hub
Please reach out to your Terminus Customer Success Manager or Onboarding Specialist to ensure this feature has been enabled for you.
Onceyou'veconfirmed that this feature has been enabled, you can access the Bombora configuration setup page by navigating to User > Configuration > Bombora Intent. There you will be able to search for new intent topics, and view your previously selected topics.
To add new topics, you will select thebuttonnext to the topic name. Similarly, you can remove topics by selecting thebutton under the "Selected Topics" section. Once your adjustments have been made, you will scroll down, below the Score Threshold section, and select "Save."
Feature Note: Topic Search Functionality
Currently, in the Terminus interface, our search functionality will only return topic options based on'starts with'logic, rather than 'contains'. For example, if you are looking for the topic "workplace safety," typing "safety" into the search bar would currently not return a match; rather, you'd need to first type in "workplace" to see that option.
In the future, we will look into enhancing this feature to include more flexible wildcarding functionality. If you need assistance with topic selection in the meantime, please work with your Terminus Onboarding Specialist or Customer Success Manager.
The Composite Score Threshold will be locked at a score of 70 for all Terminus customers, and cannot be adjusted. This score indicates the intensity to which a business is demonstrating intent on a particular topic compared to its historical baseline. Scores range from 0 to 100, where scores above 70 are demonstrating active intent.
If you would like help strategizing on your topic selection before confirming, please reach out to your CSM to assist. Once your topics have been selected and saved, you will be able to update your topics on a quarterly basis.
How the Integration Works
After selecting your initial topics and completing the internal configuration setup in the Terminus application, you can use the Account Hub columns and Global Filters to view and filter your CRM data by accounts that have demonstrated intent in specific topic(s) during a selected date range.
Note: Both the "Account Name" and "Domain/Website" fields will need to be populated in your CRM for intent to show on the account in Account Hub.
The fields surfaced in the Account Hub include:
Intent Topic: All topics an account is considered to be Surging on, based on the Composite Score Threshold. Your topics will be available within the Global Filters section as separate selections.
Note: These values will only appear as options in Global Filters when there are accounts that have Surged on those corresponding topics (data isupdated weekly on Sundays).
Additionally, if you would like to add a new topic that is available in Bombora's taxonomy, but is not yet available in the Terminus interface, please reach out to [email protected] to have those added for you.
Last Intent Surge/Last Intent Date: The last time an account was considered Surging, or showing intent, on one or more of your topics. The available values are: Last 7 days, Last 14 days, Last 30 Days, Last 90 Days (Ex: Filter for Accounts that have surged on ABM in the last 14 Days). In the Account Hub columns, this will show as Last Intent Date.
Note: These values will only appear as options in Global Filters when there are accounts that have Surged in those corresponding time ranges (data isupdated weekly on Sundays).
Accounts that are Surging on one or more of your topics for a selected time range will be shownas a comma delimited list in the Intent Topic column of the Account Hub:
Customers can also use the Global Filter options to build target Account Lists in the Hub. From there, you can run Terminus advertising campaigns to Surging accounts, view pipeline activity accounts showing intent, or export your data to execute on other ABM-centric activities.
Need Ideas for Getting Started with Intent Data?
Check out this video from the Terminus Marketing team!
FAQs
What is Intent data?
Intent data is data collected about a prospective business users observed behavior specifically website consumption that can provide insights into their interests in certain products or services, and provide signals for your internal teams (sales, marketing, customer success, etc.) to initiate proactive outreach to those accounts.
What is a Topic Score?
A Topic Score indicates the intensity to which a company is demonstrating intent on a particular topic compared to its historical baseline. In the Terminus integration, accounts with a surge score of 70 or greater will be considered to be showing intent.
How often can I change my topics?
After initial topic selection, Terminus customers will be able to update their topics on a quarterly basis. Please connect with your Terminus CSM for further details.
How often is the Bombora Surge data updated in the Account Hub?
On a weekly basis (updated every Sunday), the Terminus Account Hub will update with newly available Bombora Surge data. All previous Surge data will be available unless a new Surge occurs on the same account, which replaces previous data.
Do I have to be targeting accounts with Terminus advertising to see Bombora Surge data for them?
No; we will show the intent data for an account as long as it is in the Account Hub.
Does Bombora's intent data capture activity from users outside of North America?
Bombora collects intent signals from across the world. More than a third of their data is sourced outside of the United States.
Can I get Bombora intent data pushed back to my Salesforce instance, or another 3rd party platform?
No; the Terminus <> Bombora integration will not include a data push back to any 3rd party platforms. This information will be displayed within Terminus's Account Insights package, available to Salesforce users on the Hub, and your Account Hub data can also be easily exported via .CSV.
If I have access to Bombora Company Surge data via a 3rd party, such as DiscoverOrg or Everstring, or if I purchased intent data directly through Bombora, will I be able to use the integration?
If you've already purchased Bombora from Bombora directly, you will be able to access your topics in the Account Hub. However, you will not have access if you've purchased through another third party.
What if some of my topicsaren'tavailable?
If you have topics youd like to suggest as additions to Bomboras taxonomy, you can send them to your Terminus Onboarding Specialist or Customer Success Manager,along with a brief description. These topic suggestions will then be sent to the team at Bombora for review. However, the process for adding new topics to the taxonomy can take several months to complete, so this should not be used as an immediate solution for new topic solution.
How often is Bomboras taxonomy updated?
Topics are added to the taxonomy every 4-6 months based on new industry trends and customer suggestions. The in the Terminus Hub will be updated automatically when Bombora updates their taxonomy.
View ArticleGENERAL TERMINOLOGY
Attribution Models
First Touch - the single first successful marketing campaign response, with a lead or contact, that may result in an open opportunity or closed-won revenue.
Last Touch - the single last successful marketing campaign response with a lead or contact before an opportunity is created.
Multi-Touch - all of the successful engagements with leads or contacts throughout the entire buying lifecycle.
People and Known People
Terminus Hub combines all known leads and contacts associated with an account.
Lead - all individuals who have not yet been associated as a contact to a specific account.
Account Contact - all individuals associated with a specific account.
Opportunity Contact - all account contacts associated with a specific opportunity.
Measuring Successful Engagements
Response(s)- the event(s) when a lead or contact engaged with marketing campaigns, for example: attending a webinar, filling out a form, attending an event. By default a response in Terminus Hub is determined by the campaign member status in your CRM being marked with a "responded" status.
Sales Activity - logged task activity from your CRM. This can also include activity from third party sales activity automation software.
Lead and Opportunity Stages
Lead Stages - the stages leads progress through from introduction into the CRM system to association with an account or opportunity. Common stages include New, Engaged, MQL, SAL.
Opportunity Stages - the stages opportunities progress through from open to closed-won/lost. Common stages include Discovery, Coalition Building, Negotiation, Closed-Won, Closed-Lost.
Pipeline - current open opportunities for potential business
Deal, Revenue, or Closed-Won - synonymous terms for successfully securing business at the end of an opportunity cycle.
Computed Terms
Avg. Opportunity Value - The average closed-won opportunity value connected to the cohort of leads vs. the average historical closed-won opportunity value connected to all leads by the source campaign type.
Avg. Velocity - # of days from Lead created date to Opportunity created date
Avg. Opp. Value - Average of all Leads/Contacts evenly attributed opportunity value
Avg. Deal Value - Average of all Leads/Contacts evenly attributed opportunity value
Avg. LTO % - Opportunity Count divided by Total Leads/Contacts
Avg. OTD % - Deal Count divided by Opportunity Count
Avg. LTD % - Deal Count divided by Total Leads/Contacts
Avg. LTO Days - Average of all Lead/Contact velocities
Avg. OTD Days - Average of all Opportunity to Deal velocities
Avg. LTD Days - Sum of Avg LTO and Avg OTD
REPORT SPECIFIC TERMINOLOGY
Marketing Impact Report
Revenue - The total revenue amounts of closed-won opportunities.
Deals Won - The total number of closed-won opportunities.
Marketing Influenced Revenue - The total value of all Marketing influenced opportunities that closed-won within the date cohort, given the specific attribution model.
Marketing Deals Won - The total count of all Marketing influenced opportunities that closed-won within the date cohort, given the specific attribution model.
Attribution by Campaign Type
Cohort - Change the datasets opportunity sourced date range.
Sourced Deals - Total count of deals sourced by campaign during the applied date cohort.
Responded Deals - Total count of deals influenced by each campaign during the applied date cohort.
Cohorted Waterfall
Cohort - View of all the stage changes that occurred within the specified date cohort for leads/opportunities (and the specified starting stage).
e.g. In FY18, what was the movement between different stages for leads & opportunities.
Starting Stage - The progression stage of the lead at a point in time (within the specified date cohort). Changing this shows leads that were at this stage, and subsequently what happened to them.
e.g. In FY18, what was the movement between different stages for leads & opportunities starting at MQL.
Progressed to Next Stage - Total number of leads or opportunities that progressed to the next sequential stage in the revenue waterfall stages.
Progressed to Any Stage - Total number of leads or opportunities that progressed to any forward stage in the revenue waterfall stages. Forward stages do not include closed-lost, disqualified, hold, or nurture stages.
Remaining - The total number of leads or opportunities that are currently in this stage.
Win Rate - The total number of leads or opportunities that ended up as closed-won. If a lead stage is selected, there may be more leads than closed-won due to multiple leads being associated to the same deal.
Dropout Rate - The total number of leads or opportunities that fell out of the funnel progression.e.g. Closed-lost, disqualified, hold to nurture
Cohorted Waterfall Data
Total - The total number of instances where leads or opportunities progressed through this stage.
Progressed - The total number of leads or opportunities that progressed to any forward stage in the revenue waterfall stages. Forward stages do not include closed-lost, disqualified, hold, or nurture stages.
Progression Rate (any stage) - The percent of leads or opportunities that progressed to any further stage, of the total leads or opportunities.
Progression Velocity - The average amount of days required for the leads or opportunities to progress to the next sequential stage.
Velocity from Top - Average days between the starting stage selected and the current row's stage. Use this to determine what was the average amount of days required to reach a certain stage.
Campaign Analytics
Campaign Activity Date - Cohorting leads/contacts by date of marketing activity to analyze responses within a specific time range.
e.g. Which campaigns influenced the most leads in FY18?
Campaign Start Date - Cohorting leads/contacts by creation date of SFDC campaign to analyze a specific subset of campaigns.
e.g. What was the result of campaigns created in FY18?
Opportunity Created Date - Cohorting leads/contacts by the opportunity's creation date to understand which campaigns influenced the most opportunities created within a specific time range.
e.g. Which campaigns were attributed to the opportunities created in FY18?
Opportunity Close Date - Cohorting leads/contacts by the opportunity's close date to understand which campaigns influenced the opportunities set to close within a specific time range.
e.g. Which campaigns influenced the closed-won/lost opportunities in FY18?
Single-Touch: First Touch - Attribution/total opportunity value given to the first marketing response from a specific campaign/campaign type.
e.g. I want to know which campaigns are sourcing the most leads/opportunities
Single-Touch: Last Touch - Total opportunity value attributed to the last marketing response prior to opportunity creation.
e.g. I want to know which campaigns are most effective at pushing leads to opportunities.
Multi-Touch: Evenly Weighted - Total Opportunity value evenly attributed to all successful marketing responses on leads and contacts.
e.g. I want to understand the overall exposure that my marketing activities had on leads/contacts and opportunities.
Multi-Touch: 40-20-40 - Total Opportunity value attributed by assigning first and last marketing campaign activity 40% weight (80% total), and all activities in between receive the remaining 20%.
e.g. I attribute bias toward first & last marketing activities as being more impactful and want to reflect this in my marketing activity attribution, by discounting all responses in between.
Attributed Pipeline - Responses that occur before an opportunity is created are attributed to pipeline. If an opportunity moves to closed lost, only the pre-opportunity responses will contribute to pipeline.
Attributed Pipeline (MRR) -Responses that occur before an opportunity is created are attributed to pipeline (recurring).
Attributed Revenue - Total value of closed-won opportunities with marketing influence from a specific campaign/campaign type.
Attributed Revenue (MRR) - Total value of closed-won opportunities with marketing influence from a specific campaign/campaign type (recurring).
Responses- Total number of leads and contacts that successfully interacted with a specific campaign type (examples: booth scan at tradeshow, webinar download, email CTA, etc.). "Successful" interactions are determined by the client.
Opportunities Touched- Total number of open or closed/won opportunities with successful marketing responses on leads/contacts from a specific campaign/campaign type (examples: booth scan at tradeshow, webinar download, email CTA, etc.).
Deals Touched- Total number of closed/won opportunities with successful marketing responses on leads/contacts from a specific campaign/campaign type (examples: booth scan at trade show, webinar download, email CTA, etc.).
Opportunities- the unique number of opportunities influenced by a specific campaign/campaign type.
Deals- the unique number of closed-won opportunities influenced by a specific campaign/campaign type.
Cost - Total value of campaign cost data for a specific campaign/campaign type
ROI - Revenue minus Cost, divided by Cost (Net Profit over Cost)
Note: Only items with cost data will have a ROI calculation.
Created Date - Campaign created date (specific campaigns only).
Campaign Trends
Field - The selected metric for analyzing campaign performance trending data.
Campaign Activity Date - Cohorting leads/contacts by date of marketing activity to analyze responses within a specific time range.
e.g. Which campaigns influenced the most leads in FY18?
Campaign Start Date - Cohorting leads/contacts by creation date of SFDC campaign to analyze a specific subset of campaigns.
e.g. What was the result of campaigns created in FY18?
Opportunity Created Date - Cohorting leads/contacts by the opportunity's creation date to understand which campaigns influenced the most opportunities created within a specific time range.
e.g. Which campaigns were attributed to the opportunities created in FY18?
Opportunity Close Date - Cohorting leads/contacts by the opportunity's close date to understand which campaigns influenced the opportunities set to close within a specific time range.
e.g. Which campaigns influenced the closed-won/lost opportunities in FY18?
Cohort - The date cohort for the metric & data set selected.
Single-Touch: First Touch -Attribution/total opportunity value given to the first marketing response from a specific campaign/campaign type.
e.g. I want to know which campaigns are sourcing the most leads/opportunities
Single-Touch: Last Touch -Total opportunity value attributed to the last marketing response prior to opportunity creation.
e.g. I want to know which campaigns are most effective at pushing leads to opportunities.
Multi-Touch: Evenly Weighted - Total Opportunity value evenly attributed to all successful marketing responses on leads and contacts.
e.g. I want to understand the overall exposure that my marketing activities had on leads/contacts and opportunities.
Multi-Touch: 40-20-40 -Total Opportunity value attributed by assigning first and last marketing campaign activity 40% weight (80% total), and all activities in between receive the remaining 20%.
e.g. I attribute bias toward first & last marketing activities as being more impactful and want to reflect this in my marketing activity attribution, by discounting all responses in between.
Opportunity Insights
Amount - The total value of the opportunity.
Amount (RR) - The annual recurring revenue of the opportunity amount.
Current Stage - The current stage of the opportunity.
Oppt. Created Date - The created date of the opportunity.
Oppt. Close Date - The close date of the opportunity.
OTD Velocity - Opportunity-to-Deal Velocity: number of days between opportunity creation date and closed-won date.
Source Campaign - The name of the source campaign associated to the opportunity.
Source Campaign Type- The campaign type of the source campaign associated to the opportunity.
Last Touch Campaign - The last marketing response for the leads associated the opportunity prior to creation.
Last Touch Campaign Type- The last marketing response by Type for the leads associated the opportunity prior to creation.
Total Campaigns Attributed - The total number of unique campaigns that influenced leads associated to the opportunity.
Oppt. Contact Count - Opportunity Contact Count: Total number of unique contacts associated via Opportunity Contact Role, regardless if it had marketing influence.
Account Contact Count - Number of unique leads and contacts matched to an account, regardless of marketing influence.
Opportunity Respondents - Number of opportunity contacts that successfully engaged with at least one marketing campaign response.
Account Respondents- Number of leads and contacts matched to the account with at least one marketing campaign response.
Lead Source - The "lead source" (SFDC) value of the lead that converted into the opportunity.
Pre-Opportunity Creation Responses - Total number of successful marketing campaign responses for both leads and contacts that occurred prior to opportunity creation.
Post-Opportunity Creation Responses - Total number of successful marketing campaign responses for both leads and contacts that occurred after the opportunity was created.
All Responses- The total number of pre and post opportunity creation responses.
Opportunity Type - The opportunity type (SFDC) of the opportunity.
The detailed report of an individual Opportunity Journey
Opp Value - TotalOpportunity Value.
Close Date - The date the opportunity was set to close.
Created Date -The date the opportunity was opened.
Opportunity Type - Record type of the opportunity, which is set in SFDC.
Stage - The current stage for the opportunity, which is set in SFDC.
Account - The account (linked to the SFDC account) the opportunity is associated with.
Total Opportunity Amount - The total value of the opportunity record, which is set in SFDC.
Responses- Total number of successful marketing campaign responses.
People Influencing- Number of unique leads and contacts associated with the account that have successful marketing campaign responses.
Campaigns Influencing- Number of unique campaigns that leads and contacts have successfully engaged with.
Date - The date of the successful marketing campaign response.
Campaign - Specific campaign name that the person successfully engaged with
Lead - The lead or contact associated with the account that's connected to the opportunity.
UTM Source - Digital Channel
UTM Campaign - Specific Digital Campaign
Title - Title field pulled from the lead or contact.
Relationship - Denotes whether a person is an account contact, opportunity contact or orphan lead.
Response Type - Denotes whether the successful marketing campaign touch occurred before or after opportunity creation and if it will receive the first or last touch attribution.
Amount Attributed - Percentage and amount attributed to each unique response. (Total Opp Value/# of Unique Responses = Amount Attributed to each response) (Amount Attributed/Total Opp Value = Percentage Attributed)
Account Hub
Cohort - Cohorting by both marketing engagements (campaign membership activity date) and sales activity (task activity date) in the selected range.
Actions Lists - Ways to segment the accounts
Needs Marketing - high sales/ no marketing (show only accounts that have sales activity but no marketing engagement)
Needs Sales - high marketing/ no sales (show only accounts that have marketing engagement but no sales activity)
Needs Marketing & Sales - high web activity, no sales or marketing (show only accounts that have Web Activity but no Marketing engagement or sales activity)
Needs Contacts - no leads or contacts associated with the account
Has Open Opportunities -All accounts with open opps.
All Active Accounts with No Open Opportunities -Accounts with successful marketing responses and no open opps.
Percentage Engaged by Marketing - Shows you the percentage of accounts in this list that have at least one successful marketing response.
Average Contact Engagement - Shows you a weighted average of "Percent Engaged" across all of the listed accounts.
Marketing Engagements - The number of valid marketing responses within the specified date cohorts.
Total Contacts - Total number of leads and contacts matched to the account.
Unique Engaged Contacts - Total number of unique leads and contacts matched to the account with successful marketing responses, given the selected date cohorts.
Sales Activity - The number of sales activities associated to the account, given the selected date cohorts.
% Engaged by Marketing - The total percent of unique leads and contacts that have successful marketing responses.
Web Activity - The number of web activities tracked for the account during the specified date cohorts.
Detailed view of a Specific Account
Total Open Opportunity Value - Total value of all open opportunities associated to this account.
Total Closed-Won Revenue - Total value of all closed won opportunities associated to this account.
Marketing Engagement
Date - The activity date of the marketing engagement for the campaign membership record.
Campaign - The specific campaign that the contact is associated with.
Contact - The name of the contact that is associated to the campaign membership.
Contacts
Source Campaign - The campaign type of the source campaign associated to the account.
Marketing Engagements - The number of valid marketing responses within the specified date cohorts.
Sales Activity - The number of sales touches, given the selected date cohorts and task filters (in config).
Orphan Leads - Leads that may be associated to an account/opportunity.
Confidence - high, medium, or low confidence that the lead is associated with the account or an opportunity under the Account based on several Terminus algorithms.
Sales Activity
Type - The Salesforce field "Type" for the given task record.
Date - The created date of the task record.
Name - The name of the contact associated to the task record.
Subject - The subject title of the task record.
Account Trends
Marketing Engagements - The total number of campaign responses to contacts given the specified date cohort and filters at a given weekly cohort.
Unique Engaged Contacts - The unique number of contacts that had marketing responses given the selected date cohort and filters.
Accounts Engaged by Marketing - The unique number of accounts that had associated contacts with marketing engagements.
Percent Engaged by Marketing - The percent of contacts that had marketing engagements (during the specified date cohort and with the applied filters) to an account's total number of contacts.
Avg % Contacts Engaged by Marketing - Average Percentage of Contacts Engaged by Marketing across all Accounts within specific date cohort
View Article[ 7.31.19 ]
One of the most common challenges we hear from marketing and sales teams is centered around alignment. In fact, LinkedIn reports only a 23 percent overlap in the typical target audience between these two teams. So how do we create more of an overlap on which accounts to target, deliver coordinated messaging across all activities, and enable sales to act with precision via meaningful buying intent signals?
Engagement Spike Reports are powerful weapons in the war against misalignment, highlighting meaningful web engagement through accounts that are spiking on your website, accounts that are engaging with digital advertising, best-fit accounts that are showing both intent and engagement, and more. This data is leveled up even more with Terminus new ability to track engagement data on all accounts in your CRM, not just those in Terminus tactics. This info is great for helping reps prioritize accounts on a Monday morning.
Level two of this fight was Terminus Sales Insights, which brings real web engagement data to the eyes of sales directly on the account record in Salesforce. If this dataisn'talready being surfaced to reps, learn more here.
But we knew even all of this data wasnt enough. We needed a way to bring all the marketing data goodness from Account Hub and put it in the hands of sales and customer success reps on the front lines.
Today, were excited to announce the availability of Terminus Account Insights, which unifies sales and marketing data to drive more efficiency for your reps across the entire buying cycle. This solves the #1 challenge from InsideViews 2018 sales and marketing survey !
Reps can now get an at-a-glance view of what an account is doing, as well as deep-dive information on the people, content, and activities associated with an account. And it all lives on the account record in Salesforce.
Thisisn'tjust web engagement (thought thats still powerful info). Now, reps can see:
The most active person at an account
How many new contacts have been added at the account
How many contacts at the account have marketing influence
Anonymous web visits (to potentially bring forth new account contacts)
What content and channels account contacts are engaging with
The entire timeline of an accounts engagement
Even more stuff we could call out but its probably easier to just check out the screenshots
this article
At the end of the day, Account Insights levels up your sales enablement and team alignment by empowering reps to better prioritize which accountsthey'reworking and how based on actionable behavioral data. And they can do it all in Salesforce, so no need to download a report, read an email, or use a new tool.
This feature is currently available to all customers on our TEAM Pro and TEAM Enterprise plans, who have completed their Account Hub setup. It is also recommended (but not required) that customers have our Sales Insights package installed.
Ready to install this feature?
Check out for step-by-step instructions, troubleshooting tips, and FAQs.
View Article[ 8.15.19 ]
As we announced at our Untapped customer conference earlier this month, Terminus Account Hub customers on specific plans are getting Embedded Intent powered by Bombora. You can use this intent data to create better content tied to topics your target accounts are researching, light up accounts with digital advertising based on research surges on those topics, and accelerate deals with a better understanding of where an account is in their buying cycle.
full knowledge base article If youaren'talready on the full Terminus platform, come on in! The waters fine. Learn more about Bombora intent data and reach out to your Terminus CSM to see if you qualify. *If youre already on a paid Bombora plan, check with your CSM to make sure youre maximizing its full potential including net new account identification and data portability into your CRM.
Ready to get started?
Check out the for more information on how to select topics and configure your integration.
View Article[ 5.16.19 ]
Overview
You may have noticed some new engagement data filtering through your accounts in Salesforce. Thats because Terminus has expanded our partnership with Salesforce, enabling web visit and engagement spike data for all your CRM accounts not just those currently receiving ads.
You can now filter, segment, report on, and build lists based on engagement data for all of your accounts, making it easier to add new engaged accounts to Terminus tactics or send to Sales for proactive outreach. This process is made even better with our automated Sales Insights push, which is easy to set up and customize based on what your sales and customer success reps want to see on the account page in SFDC.
This update will reflect across the Terminus product suite in a few areas:
Your Salesforce Sales Insights package will push all web visit and engagement spike data to every CRM account in your Salesforce instance
Account Hub will display web engagement data for every CRM account (Engagement Spike, Engagement Model, Page Views)
In Terminus Account Hub [email protected]
In Salesforce
Feature Prerequisites
To utilize this feature, the following must be true:
You are a Terminus Engage customer, and have integrated your instance of Engage with your Salesforce instance (REQUIRED)
You have installed the Visitor ID script on your website, and have confirmed that it is tracking correctly (REQUIRED)
You have created at least one Engagement Spike Model (STRONGLY ENCOURAGED)
You have access to the Account Hub as part of your Terminus subscription, and have completed the configuration process with Account Hub and Salesforce (REQUIRED)
Looking for some tips to help you get started?
Check out this video from the Terminus Marketing team!
FAQs
How will this update affect my daily API calls in Salesforce?
This will have low impact on your SFDC API call limit (1 call per day per 10k accounts).
Will my Visitor ID data and weekly Engagement Spike reports look different with this update?
With this update, we expect customers to see more visits and engagement spikes in your regular reporting within the Account Hub, as this data is no longer restricted to just accounts that have been targeted in a Terminus advertising tactic.
Customers should also see more accounts in their CRM with web visits and engagement spike data.
Currently, this data will not be included within in-app Visitor ID reporting in Terminus Engage, nor will it reflect in Engagement Spike .CSV reports.
Please reach out to your Terminus CSM or for any additional questions!
View ArticlePrerequisites
This feature is also only available to Terminus customers whose subscription includes the Engage advertising product, and who have purchased an "Activate" or "Accelerate" Buyer Intent Data package through G2.
Integration Overview
In the B2B market, intent data can help marketing, sales, customer success, and other go-to-market teams detect early buying or interest signals, based on the online activity of their target accounts, to better tailor their outreach strategies. G2'sBuyer Intent Data shows users what companies have visited the G2 site and viewed their product page, category page, or a comparison of their company and a competitor in order to reach out to prospects at the right time and prevent current customers from churning.
This Terminus integration with G2 enables users of both platforms to leverage their Buyer Intent Data to create strategic advertising lists on our display and LinkedIn advertising channels.
https://www.g2crowd.com/products/terminus/reviews
Internal Configuration
To use this integration, Terminus customers must first go to the Product Admin page in G2, and navigate to "Integration Hub" to connect your Terminus instance.
Connecting to the Terminus platform will give G2 authorization to send your intent data directly to Terminus.
Integrations Hub Navigation
Integrations Hub in G2
Once connected, Terminus users will be able to view the tactics they have created, specifically for G2 intent use, in Terminus, and can select one or more tactics to start sending their account-level intent data to (this will serve as your advertising audience, or account list).
Selecting Terminus Campaigns / Tactics in G2
How the Integration Works
Selecting G2 as Your Audience Source
The first step to leveraging the integrationwill be to create a new advertising Campaign / Tactic in the Terminus Engage Campaign / Tactic builder. On the first page of the builder, customers will input their Campaign and Tactic names, and will select the G2 icon under the list of available audience source options.
Note: You will not be prompted to upload a list of accounts, or enter any further audience criteria, before submitting your Terminus tactic.
G2 Buyer Intent Data
G2 currently has two primary methods for expressing "intent" in their platform:
The first is when a user from another company visit's another company's profile page (example: ). This level of intent data is available to all paying G2 customers.
The second form of intent is when a user from a company completes other actions on the G2 site that may indicate they are looking for a solution similar to your company. Those actions include: product comparisons (Company A vs. Company B), going to a category page that the company is included in, or searching for competitive alternatives to a product in that category. This level of intent data is only available to the highest customer tier for G2.
After an Advertising Tactic Has Been Submitted
Once a Terminus advertising tactic, with G2 as the audience source, has been submitted, that tactic will then be visible and available to select in the Terminus integration page in your G2 instance.
As Terminus receives a customer's Buyer Intent data from G2, we will start advertising to those intent accounts on the designated advertising channel.
After intent data from G2 is initially synced to your Terminus tactic, your original advertising account list will not change, (meaning accounts will not be automatically removed), unless the user manually turns off accounts in Terminus. However, since G2 is regularly searching for new intent accounts on a daily basis, the integration will push new accounts to your advertising tactic. If, at any point, the users's advertising audience exceeds the active account limits for our display (500 active accounts) and LinkedIn (200 active accounts) channels, those accounts will remain in our validation cue until accounts are inactivated (manually turned off) in the tactic.
FAQs
How quickly will my G2 intent data sync to the Terminus platform after I connect an advertising tactic?
Once users authenticate and authorize the Terminus integration in G2 and select a Terminus advertising tactic (or tactics), the data will be primed to sync over to the Terminus platform at the next daily send time, which happens around 12:30 am EST. After the initial sync, the data will be sent on daily basis for Intent accounts seen in last 24 hours. Users will not have the ability tocontrol when the data is sent from G2.
Can I filter, or segment, my G2 intent data?
No; users will not be able to apply a filter or create a subset of their G2 intent accounts in neither their G2 nor Terminus instances.
If my business has multiple G2 profiles, can I link Terminus to all of them?
Yes; customers should see the Terminus integration available to them on all of their profiles.
View ArticleEasy way - click here !
Detailed way:
Go to app.brightfunnel.com
Click Forgot Password
Enter your email address associated with your BrightFunnel account
Click Send"
Youll receive an email with a link to change/update your password. If you have questions, please email [email protected].
View ArticlePrerequisites
The steps below assume that your organization has already registered an application for the Terminus Hub integration in Azure. Microsofts instructions for registering an application can be found here.
Overview
This document outlines the steps for integrating Terminus Account Hub with your Microsoft Dynamics 365 instance. Note: This integration requires an Azure/Dynamics 365 Admin user.
Customers who integrate their Terminus Hub instance with Microsoft Dynamics can access the following app pages:
Account Hub
Opportunity Insights
Dashboards
Scorecard
Dynamics-integrated customers can also use their Account Hub lists as an audience source in their Terminus Engage (advertising) instance. There is currently no direct integration available between the Terminus Engage platform and Dynamics.
Steps To Integrate
Step 1 - Add the Account Hub Redirect URIs to your Dynamics 365 Azure account.
a. Log in to: https://portal.office.com/AdminPortal/Home.
b.Navigate to the Admin centers menu on the left hand navigation and click on Azure Active Directory. This will load the Azure Active Directory admin center console. [email protected] c.From the Azure Active Directory admin center console click on Azure Active Directory under Favorites in the left hand navigation pane. d.Click on App registrations in the navigation panel. e.Click on your own organizations application* in the All applications list ('Test' in this example). *See 'Prerequisite' section at the start of document for more information.
f.Click on the Redirect URIs section.
g.On this page add the following four urls, with a Type of "Web":
https://app.brightfunnel.com/dynamics/authorized
https://p1.brightfunnel.com/dynamics/authorized
https://p2.brightfunnel.com/dynamics/authorized
https://p3.brightfunnel.com/dynamics/authorized
h. Finally, click Save in the top action bar once all four urls have been added.
Step 2 - Authorize the Dynamics : Account Hub integration through the Terminus Hub Configuration page.
a. Log in to https://app.brightfunnel.com/login / using the temporary credentials provided by your Onboarding Specialist.
b. On the Dynamics integration page enter the requested information, which is:
(1) Your Dynamics instance's OrganizationName (which is often, but not always, the same as the Application Unique Name). Your OrganizationName is the name of your Azure Directory and can be found as the base of the url displayed on the Azure Directory Overview page.
(2) Your Dynamics instance's Discovery Service Endpoint URL. Find your applications Discovery Service Endpoint URL bylogging in as an Admin to Dynamics 365 and navigating to Settings > Customizations > Developer Resources. Or see this page for more detailed instructions.
Then hit Connect to Dynamics.
c. You're done! Terminus will automatically be notified of the successful connection and will begin syncing your CRM data to the Account Hub.If you have questions at any point in the process outlined above, please reach out to your Terminus Onboarding Specialist or for assistance.
View ArticleCustomers leveraging our Salesforce integration with the Engage platform may, at some point, need to re-authenticate their connection for one of the following reasons:
Their connection with their current SFDC instance has been disrupted/broken
They need to re-authenticate with a new SFDC user
They need to connect a different instance of SFDC with their Engage account
This article will cover instructions for the first two scenarios. If you need to connect your Engage instance with a different/new instance of SFDC, please contact [email protected].
Re-Authenticating an Expired SFDC Integration
If you receive the following message in your Engage instance (generally displayed at the tactic level):
Navigate to Settings > Integrations tab > Select the "Authenticate Salesforce" button, and follow the standard OAuth steps:
Once you've re-authenticated, you should see this updated message:
Re-Authenticating with a new SFDC User
If you need to re-authenticate the integration with a different SFDC user in your current instance, navigate to Settings > Integrations tab > Re-authenticate via the orange link:
If you need to verify who your original authenticating user was, or, if you need to break the current SFDC integration, you can follow these steps in your SFDC instance:
Navigate to Setup at the top right inside Salesforce
On the left hand pane please click into the Quick Find / Search, paste in Connected Apps OAuth Usage
Click Connected Apps OAuth Usage, on this page you should see a connected app called MyTerminus
To the right of this you should see a column with user count, please click this underlined number and a user name will be displayed. Here, you can also revoke access for the connected user.
If you have additional questions please reach out to .
View ArticleBy default, Terminus is configured to report on response-based marketing influence. This means that a valid marketing touch is defined as a Responded Campaign Member on a valid Campaign from Salesforce.
The Activity Date for that marketing touch will be be defined during your onboarding and implementation process. The standard available Salesforce fields for most configurations are defined below:
Member First Responded Date (FirstRespondedDate) - Updated once by SFDC the first time a campaign member has a Responded Member Status
Member First Associated Date (CreatedDate) - Updated once by SFDC when a Lead or Contact is added to the Campaign to create a new Campaign Member
Member Status Update Date (LastModifiedDate) - Updated by SFDC every time any field on the Campaign Member is updated.
You can check your current validity rules and mappings on the Configuration Page in Terminus Hub. If your configuration page shows that you have custom configuration rules in place, please contactto see the detailed configuration.
View ArticlePrerequisites
All Terminus customers have access to this feature. Please review our feature overview article for further details on the reporting available once the script has been installed.
Installation Overview
If you are unfamiliar with the process of installing tracking pixels on your website, you can send this document with your unique Javascript code to your webmaster. You should receive your code (and these instructions) during your Onboarding period, or you can reach out to your Customer Success Manager.
Once you receive the Terminus Account-Based Visitor ID tag from your Onboarding Specialist or Customer Success Manager, you will need to place the tag in either the <footer>, <body>, or <head> of your website, or in your preferred tag manager.
You can place the tag across any selected domains and subdomains or you can choose specific pages on certain domains. If you have any questions, concerns, or challenges, please contact [email protected].
Step 1: Add Tracking Code to Website(s)
Option 1: Footer Implementation
Find the <footer> tag in your websites source code. Paste the Terminus tracking code right after the opening <footer> tag. Once you have done that, clear any cache or CDN your website may be using so the code goes live immediately. Example below:
Option 2: Body Implementation
Find the closing </body> tag in your websites source code. Paste the Terminus tracking code right before the closing </body> tag. Once you have done that, clear any cache or CDN your website may be using so the code goes live immediately. Example below:
Option 3: Header Implementation
Find the </head> tag in your websites source code. Paste the Terminus tracking code right before the closing </head> tag. Once you have done that, clear any cache or CDN your website may be using so the code goes live immediately. Example below:
Option 4: Implementing with a Tag Manager
Installing on Your Main Website
If you will be using a tag manager to install the script, you should start by creating a new Custom HTML tag. Paste the tracking code into the block, and be sure to choose the option to Support Document.Write
When configuring the trigger for the tag, be sure to select the All Pages option (unless there are specific pages you would not want to track).
Once the tag is created, publish the container and clear the website's cache or CDN to ensure the code has made it to the website.
Installing on a Subdomain
If you want to install your VID script on a subdomain, like resources.terminus.com (this may include content platforms like Uberflip, Pathfactory, or your hosted blog), you will first have to ensure that your tag manager script is installed on that subdomain.
Onceyou'veensured your Tag Manager script is installed on the subdomain, you will need to add the VID script to the container that includes your subdomain. You will also need to ensure that you create a Custom HTML tag for this implementation.
When configuring the trigger for the tag, be sure to select the All Pages option (unless there are specific pages you would not want to track).
Once the tag is created, publish the container and clear the website's cache or CDN to ensure the code has made it to the website.
Step 2: Add Tracking Code to Externally Hosted Content
If any of the web content relevant to your ABM efforts is hosted by third-party vendors, you may also choose to implement Visitor ID tracking code on those externally hosted pages.
As an example, many of our customers are hosting landing pages on a marketing automation platform like Marketo or Hubspot, or a landing page tool like Leadpages or Unbounce. In order to track visits from your Terminus accounts to those landing pages, youll need to install your tracking code on pages hosted on these platforms.
For installation instructions, please refer to the custom code installation instructions for each provider and install the tracking code provided by Terminus according to those instructions. Instructions for some of the most common providers are linked here:
Marketo: How to Add Custom Code to a Marketo Landing Page
Hubspot: How do I Add HTML to my HubSpot Page?
Unbounce: Using Custom Javascript and CSS On Your Landing Page
Leadpages: Tracking And Third-Party Analytics
Step 3: Verify The Tag Is Running
Once the tag is installed on either your site or an external landing page, you can check to make sure it is running by using the developer tools in Google Chrome or Firefox.
On a PC: either hit F12, or go to Settings > More Tools > Developer Tools. Click Network then in the Filter section type t.js and if you see the code load on the site, it was implemented correctly.
On a MAC: Click on view from your menu bar at the top left section. Hover over Developer, select Developer Tools, click Network then in the Filter section type t.js and if you see the code load on the site, it was implemented correctly.
You should see the following cookies when the script fires in your browser (named jwt_cookie):
"s-9da4" is a session cookie, and "d-a8e6" is a device ID cookie. If you get rid of them or block them then you will lose Visitor ID tracking for visitors.
Similar to other tracking scripts, you may choose to have the VID code not fire off if the user declines the cookie policy/agreement. Also if they have DNT (Do Not Track Headers) we will not track those visitors.
If you do not see it, please refresh your page. If there continues to be an issue, contact your webmaster and e-mail
View ArticleWhat is a Per-Account Spend Limit?
As part of our continued effort to maximize your ad spend with Terminus, weve introduced the ability to set a per-account spend limit for all accounts in a tactic. This will allow you to decide how much you're willing to spend on any given account in a tactic, set the spend limit based on that budget, and that same limit will be applied to all accounts in a tactic.
By default, all newly-launched advertising tactics will have a $500 per account limit in place to avoid unwanted over-spending on any one account. However, this default can be adjusted at the tactic-level, based on your preferences and spending features. Currently, this feature does not allow you to set a spend limit on just one account. The same limit will be applied across all accounts in a tactic.
Setting a per-account spend limit ensures that all accounts in a tactic are receiving impressions by spreading your budget more evenly across accounts. This also eliminates the ability for larger accounts to take up the bulk of the budget.
How to Set Up Account Spend Limits
To update a per-account spend limit for a single tactic, reach out to your Customer Success Manager. He or she will work with you to identify the right spend based on the desired reach and impressions, overall budget for the tactic, and the size and number of the accounts in the tactic. This limit can also be applied at the Terminus marketer-level, meaning all tactics launched in your account after the change has been put in place will have the same per-account spend limit, (note: this change is not retroactive, and will not apply to any pre-existing tactics).
Once your CSM has updated the spend limit at the tactic-level, the automated optimization process will go into effect, and theres no additional effort required on your end.
How This Feature Works
As an example, if your per-account spend limit is set at $100 per account, as your ad spend for that account gets closer to the $100 limit, the rate of ads served will gradually taper off until it reaches $100.
Once and account has reached the limit in place, the account will still appear "active", but the spend and serving will stop. You can start serving to these accounts by increasing your limit.(Note: Due to the nature and volume of real-time bidding for ad placements, a per-account spend limit does not guarantee an exact spend amount or number of impressions served and may go slightly over the per account spend limit.)
If you have any questions, please contact [email protected].
View ArticleAd Serving vs. Web Tracking
The way Terminus tracks activity on your website (via a reverse IP address lookup) and the way we serve display ads (via cookie-based data ), are very different. Terminus ad serving is based on third party cookie data, which allows us to target down to the department or title-level at your target accounts. Web engagement data, captured by Terminus's Visitor ID tool,is only collected when a device is connected to a company's recognizable IP address at the time an ad is clicked.
Example: Company X is showing 5 Page Views in Visitor ID in the selected date range:
For the same date range, Company X is only showing 1 ad click:
With cookie-level data, we are able to proactively serve an ad to someone who is browsing the internet at their company's office, remotely, or at another location outside of their work office (re: not connected to their company's recognizable IP). However, if a user clicks an ad and lands on your website, that page view/visit will only register in Visitor ID if they are connected to their work IP address at the time the click occurred.For these reasons, it is possible that a targeted advertising account that is showing clicks for your ads will not show up as a visiting account in Visitor ID immediately, or that ad clicks will equate directly to Page Views for that account.
How does Visitor ID work?
Once Account-Based Visitor ID is properly set up, Terminus begins recording website activity, cookies unique visitors, and then conducts a reverse-IP lookup to associate a company with the visit. Once the reverse-IP lookup is complete, Terminus identifies if the company is in a Terminus campaign or not and then displays that information in the Account-Based Visitor ID section of your Terminus account. Since the visitor is cookied during their visit,they'reconsidered a unique visitor and subsequent visits to your site will be tracked but not be counted against your allotment of monthly unique visitors.
As with any other cookie-based tracking solution, if a visitor clears their cookies, doesnt allow cookies, or visits from another device, they will be counted again as a unique visitor if they return to your site.
Additionally,if someone is visiting your site from home or outside of the office (i.e., is not connected to their organization's recognized IP address), Terminus may not be able to associate that visit to one of your accounts.
If you have any additional questions related to cookie vs. IP-based ad serving and tracking, please reach out to .
View ArticlePrerequisites
To use this feature, you must have the Terminus Engage Models as part of your subscription. Additionally, you must have Account-Based Visitor ID installed.
To download the a .PDF version of the Setup Guide for this feature, please navigate to the end of this article.
For more information on Engagement Spike Reports, check out this article !
Feature Overview
The term Engagement Spike refers to a data signal for Marketing and Sales to understand that a target account is engaging with their product offerings and brand through a lift in web activity relative to prior activity from that account.
Engagement Spike is based off of the data we collect from Account-Based Visitor ID. By applying an algorithm to the number of visitors and views to specific pages, we can determine if the level of web engagement for a particular target account is high enough to be considered spiking. Terminus Engagement Spike is account-specific and is not intended to be a comparison between accounts, but to compare the web activity of the same account week over week, averaging each weeks engagement data over a continual rolling 4 week baseline resulting in a percentage lift as we show for the spike percentage.
You will need to set up an Engagement Model to have reports generated for download.A model is a compilation of web pages categorized into two types; High Value and Brand Awareness.
A report is generated every Saturday morning. Marketers will receive an email alert that a new report is available and can be downloaded first thing Monday morning.
Setting up Engagement Models
Note: You must have implemented our Account-Based Visitor ID tool to leverage this feature.
To get started, navigate to the Engagement Spike Overview Pagein the Terminus Engage navigation bar:
Click on the 'Add New' button to create a new model.
Please reach out to your Terminus CSM to confirm the number of Engagement Spike Models you can create.
Engagement Model Setup screen
Naming Your Model
Click on the pencil icon under the "Model Name" section to name your model. Model names should typically be something identifiable such as a goal, product line, or something that your internal teams will recognize.
Adding Your Web Pages
Engagement Spike is based off of Terminus's Account-Based Visitor ID, so you will only be able to add pages that are part of the whitelisted domains that are synced to your Terminus instance. The whitelisted domains are displayed for you at top of the "Add Pages to Engagement Model" section. A few things to note before getting started:
If you explicitly whitelisted www.terminus.com then all pages copied and pasted in will have to include the www prefix
If you whitelisted without the prefix such as "terminus.com" then all pages cannot include the www prefix (Please reach out to [email protected] if any domains need to be edited or added)
We support wildcarding URLs such as "terminus.com/platform/*". Anything after the "platform/" will be captured. We also support multiple wildcards in the same URL. If your website is multilingual, you can insert multiple wildcards such as "terminus.com/*/products/*"
Once you start inputting web URLs, you will be asked to assign a Page Type to each. There are 2 types of pages that users can add to create an Engagement Model; High Value and Brand Awareness.In the Engagement Model algorithm, High Value pages are weighted more heavily than Brand Awareness pages. Any web page that is not tagged High Value or Brand Awareness will not be counted in the Engagement Model algorithm.As a best practice, we recommend consulting with your sales leaders, and other internal stakeholders that may be leveraging this data, on how pages should be designated.
High Value pages are those that could indicate buying intent, interest in your products or services, or have proven value related to your buyer's journey.Examples of high value pages could be: product pages, product resources pages, case studies, request a demo pages, contact us pages, pricing pages, free trial pages, or other critical content that a current or future customer might consume while researching your offering.
Brand Awareness pages are thosethat provide information about your company and/or information on the problems you solve. Examples of Brand Awareness pages could be: blog posts, high-level product pages, content related to the challenge your solution addresses, company news, and about us.
Note: You can edit, add, or remove pages in your Engagement Models at any time.
FAQs
What happens if I delete a page in my Engagement Model?
Web activity to any deleted pages will not be taken into consideration the next Saturday when your new spike report is generated.
What happens if I remove a whitelisted domain?
If you need to remove a whitelisted domain, please contact. When a whitelisted domain that is captured with Account-Based Visitor ID is removed, all pages associated with that domain will need to be removed.
Can I wildcard a section of pages as brand awareness, but then add a specific page sunder that wildcard as high value?
Yes - if you wildcard a blog page such as terminus.com/blog/*, but would like to add a specific blog post as high value, any web engagement to that specific page will be tracked as high value.
Do I have to enter pages of both types into my model?
No, you can have an entire model built with all high value or awareness pages.
How is Terminus Engagement Spike different than intent data?
Terminus Engagement Spike measures engagement activity on your website, while intent data is based on searches, content consumption, and general activity across the web.
I only have access to set up one Engagement Model and would like more - what should I do?
Please reach out to your Terminus CSM if you are interested in adding additional models to your instance.
To download the .PDF Setup guide for this feature, see below!
View ArticleThere are several levels of targeting in Terminus that you can use to build audiences for display advertising tactics: whole company, departmental, seniority, and custom title targeting. Having different levels of targeting granularity allows Terminus customers to decide whether they want to stay at the broadest level and target an entire company, or drill down deeper and only target specific departments and/or senior-level decision-makers within specific departments.
Levels of Targeting
When setting up a new display advertising tactic, users will be able to select their targeting options on the "Audience Targeting" page of the setup process:
Department:Department or function-level targeting can be set up directly within the Terminus platform as a step when creating an advertising tactic.We use a combination of cookie sources and technologies to create 27 functional groups specifically designed for B2B audiences. This is a good option for customers who want to deliver function-specific messaging into different departments within their target accounts, and who are also targeting companies that have greater than ~200 employees.
Seniority: This option targets manager-level and above within the selected department(s), or across the entire company. Unlike our custom title targeting option, seniority targeting happens behind the scenes at the job level or function, and is not based on specific jobtitles. Filtering the data in this way ensures that wedon'tleave out key decision-makers, particularly at larger companies where a manager can have significant decision-making power. This is generally a good option for customers that are targeting companies that have greater than ~200 employees.
Company:With this selection, customers can target all available cookies, across departments and seniority levels, within their target account list. This is generally a good option for customers targeting accounts with less than ~200 employees.
Expand to Whole Company:Customers also have the option to select our "Expand to Whole Company" feature when creating a tactic.
If a customer has selected "Yes" for this option when creating their tactic, a "waterfall" effect will take place when searching for cookies for their target accounts. For example; if no cookies are found with the seniority filter for either the selected department(s) or the entire company, Terminus will automatically expand to target all individuals in the entire selected department.If no devices are found using the previous two filters (seniority and department), Terminus will expand to target the entire company. (Note: Terminus will not automatically expand to the entire company unless you select that option when building a tactic.)
This is a good fail safe option to have in place to ensure we are able to reach as many of your target accounts as possible. You can view which targeting option is being deployed for each account in the "Expansion" column of the table view in your tactic detail page:
Frequently Asked Questions
What is the difference between Seniority Targeting and selecting the C-Suite and VP departmental options?
The C-Suite and VPs selections allow users to target all the C-Suite or VP-level individuals in the entire company while ALSO targeting entire department(s) (e.g., Sales, Marketing). Seniority targets cookies for managers and above within each department you choose. This allows your tactic to reach manager-level individuals in selected departments without having to target managers in other departments. Using these selections in tandem ensures reach of manager-level (and above) cookies in departments you select, such as Marketing and Sales, as well as C-Suite and VPs in every other department.
How do I know which level of targeting was used?
Because targeting capabilities within Terminus are flexible and happen at the account-level, there are three ways to view which level was used for each account. All three of these indicators are visible within each tactic.
Audience Box
In the Audience box at the top of the tactic show page, you will see the levels of targeting that you selected for the entire tactic.
Account Cards on Tactic Detail Page
In the Card View, the account cards will display which level of targeting was used on a particular account.
Table View on Tactic Show Page
In the Table View, the Expansion column displays which level of targeting was used on a particular account.
How does Seniority Targeting impact my ad spend?
Implementing deeper levels of targeting within Terminus tactics will reduce ad spend, especially in larger accounts. Instead of targeting an entire department or company, you can use Seniority Targeting to focus ad spend on reaching key decision-makers.
What departments are available to target?
The follow departmental selections are available within the Terminus platform:
If you have questions about where specific titles may fall within these selections, please contact .
Can I add or remove targeting levels from a running tactic?
Currently, it is possible to expand targeting within a running tactic, but it is not possible to narrow your original targeting selection. For example, if your tactic is targeting the entire company, you cannot add departments or Seniority Targeting after the tactic has been submitted. If your tactic is targeting at the department level, you can add additional departments once the tactic has been submitted, but you cannot add Seniority Targeting or remove any of the existing departments that were previously selected. You can also go back and select "Yes" for "Expand to Whole Company" after the tactic has been submitted, but you cannot remove that selection. All of these selections can be made by navigating to the "Edit Tactic" link within the tactic details page:
If you do wish to make the targeting selections more granular once a tactic has been submitted, we recommend archiving the existing tactic, and creating a new tactic with the desired changes.
View ArticlePrerequisites
This feature is available to customers whose subscription includes Account Scorecard, and the Account Hub. For a more detailed feature overview of Scorecard, check out this article.
Setting Up Your Scorecard
Adding Account Lists
In order to leverage Scorecard, you must have created at least one Account List in the Account Hub. To start adding Account Lists to your Scorecard view, simply click the Add List button.
For best practices on how to create and manage account lists in Terminus, check out our article, " Introduction to Account Lists."
Engagement Spike Model In the first step, youll be asked to select the list, and its associated folder, that youd like to add:
A few things to consider when choosing your lists:
Account Lists in private folders cannot be used in Scorecard; you can only select from public and read-only folders.
Given our 10 row limit in Scorecard today, we would advise users to choose the lists they wish to track strategically.
Users can change the lists they are tracking in Scorecard at any time. We would advise you to use Scorecard to report on lists that are more directly tied to how your organizations revenue goals are segmented to leverage its true value. For example: Tracking progress on strategic account lists for specific verticals, segments or product lines over a quarter, vs. adding a list for a four-week event campaign or advertising tactic.
Get in touch with your Terminus CSM or Onboarding Specialist if youd like to discuss best practices for list selection further.
We would recommend tracking prospect accounts (net-new business) and customer accounts (renewals, upsells) in different lists.
Different strategies should be employed when selling to either prospects or existing customers. By having prospects and customers in different lists, users will be able to quickly see how different segments of potential revenue streams are impacted by their corresponding go-to-market efforts.
Users should revise target account memberships within an account list frequently.
As the business executes or as priorities change, its important to make sure that target account lists stay relevant. Since Scorecard will only show accounts that were a part of the list during the selected snapshots (see Additional Report Settings below), usersdon'thave to worry about reporting on the wrong accounts during a given period. A single list can be used effectively on Scorecard in perpetuity, if desired.
Selecting Opportunity Criteria
Next, youll need to define your Opportunity Criteria for that list. The settings on this page should be directly related to the types of accounts in your list, and will be based on the Opportunity settings in your connected CRM. For example:
I select Prospect Account list, located in my public folder in the Account Hub
I set Minimum Opportunity Amount to $0, because I know that my Salesforce reportsdon'tcount those as valid opportunities
I set Opportunity Type = New Business, because I know that prospect accounts in our Salesforce reports should have those types of opportunities associated to them
I set Product Line = Core Offering, because I know that prospect accounts in our Salesforce reports for prospect should have those types of opportunities associated to them
Note: If "Product Lines" were not configured for you during onboarding, please work with your Customer Success Manager to get this configured
A few things to consider when choosing your Opportunity criteria:
Only surface opportunities that are meaningful to measure.
Make sure to know which Opportunity Types and Product Lines correspond to the account list segment you are measuring. Users should check their existing CRM reports filters and ensure that the metrics surfaced align with what their overall business is measuring.
We also include an optional Opportunity Value filter to prevent dilution of opportunity measurements.
Track the same account list with different opportunity types and product line configurations, if it makes sense to see that segmentation.
The totals row will aggregate all the lists being tracked, and will not double-count the same opportunities or accounts, thus making it an accurate measurement of all business outcomes for target accounts.
If you have any questions regarding Opportunity Criteria, please contact [email protected].
Selecting Your Engagement Model
On the last step of setup, you will have the option to associate an to your list.
If you have accounts in your Scorecard list that have also been targeted with Terminus advertising (either actively or previously), this setting will show all accounts, and what % of your total list, have had an Engagement Spike in the designated time frame. This gives users the ability to introduce account-level engagement as an objective and meaningful KPI in their account-based program, and can also help to more easily show correlations between account engagement and other key business outcomes. This selection will reflect directly on the Engaged Accounts and Engaged % data columns on Scorecard (Account View). If you do not select an Engagement Spike Model, those columns for that list will be blank.
Modifying or Removing an Account List in Scorecard
Customers can modify (or remove) an existing account list by simply navigating to the Scorecard report and clicking the List name located on the first column within the table. On the edit screen users can then modify the settings of an existing list by clicking through to the additional setup steps, or delete the list from Scorecard by selecting the delete button.
Additional Report Settings
Customers can use the Report Settings to adjust the time period they want to view performance metrics for (e.g. Quarter to Date), and to view metrics based on historical list membership. Customers can also export their Scorecard view via the Download .CSV button.
As users add or remove accounts from their lists, we will capture and keep record of historical performance data, so customers can easily access reporting snapshots of their accounts over time. For example, if there were 100 accounts in a list in Q1, and 300 accounts in Q2 (today), a user could set "Of Account Lists From = Q1" and see performance reports for only those 100 Q1 accounts.
Want more Scorecard setup tips and best practices?
Check out this video from the Terminus Marketing team!
View ArticlePrerequisites
All Terminus customers have access to this feature. Please review our implementation guide for further details on getting started.
Feature Overview
Terminus's Account-Based Visitor ID turns your anonymous website visitors into named accounts, allowing you to see right within your Terminus instance how your account-based advertising is driving meaningful engagement in your target accounts. Specifically, youll be able to see the number of unique visitors, page views, pages per visit, and total visits for each account, as well as the date of the last visit.
Users can also drill into a specific account view to understand what content their website visitors (both Terminus advertising accounts and non-advertising visitors) are interacting with so they can delivertimely, personalized marketing communication and sales outreach.
The Potential Account Visits tab shows the website behavior of companies that are not matched to an account in a Terminus campaign. This data is appended with firmographic data to help you discover new accounts that are on your site researching your solution, that also align with your ideal customer profile.
How does Visitor ID work?
Once Account-Based Visitor ID is properly set up, Terminus begins recording website activity, cookies unique visitors, and then conducts a reverse-IP lookup to associate a company with the visit. Once the reverse-IP lookup is complete, Terminus identifies if the company is in a Terminus campaign or not and then displays that information in the Account-Based Visitor ID section of your Terminus account. Since the visitor is cookied during their visit,they'reconsidered a unique visitor and subsequent visits to your site will be tracked but not be counted against your allotment of monthly unique visitors.
While Terminus's proactive display ad serving is based on third party cookie data, (which allows us to target down to the department or title-level at your target accounts), web engagement data captured by Visitor ID,is only collected when a device is connected to a company's recognizable IP address at the time an ad is clicked.
(Note: As with any other cookie-based tracking solution, if a visitor clears their cookies, doesnt allow cookies, or visits from another device, they will be counted again as a unique visitor if they return to your site.)
Feature Details
Aggregate View
In this view, you can see the website behavior of accounts in Terminus campaigns and accounts that are not. The aggregate data includes:
Impressions:Similar to the "Aggregate View" in the Aggregate Account Report, both the data table and .csv reports show aggregate impression data for a single account under the "Impressions" column. Filtering by a single campaign will only alter the accounts shown in that view, and will not display impression data for only that campaign. Changing the date range will display total impressions served to that account, across multiple tactics, within that range.
Total Visits: Total number of times the different people from an account visited your site in a given time period.
Unique Visitors: the number of people who visited your site from a particular company
Campaigns: how many Terminus campaigns an account is in.
Page Views: total number of pages viewed by people at a given account.
PPV (Pages per visit): average number of pages viewed during a visit.
Last Visit Date: the last time someone from a particular account visited your site.
Clicking on the Potential Target Tab shows the website behavior of companies that are not matched to an account in a Terminus campaign to help you discover new accounts that are on your site researching your solution.
Account Drill Down
To drill down into the specific behavior of an account on your website, click on the account.
The Account Drill Down gives you the ability to dive into a particular accounts web behavior including:
Domain: shows the domain or subdomain that people from a particular account have visited
Unique URL: shows the particular page people at a particular account visited
Last visit date: the last time someone from a particular account visited that specific page
Visits: total number of visits from people at an account to that particular web page
Unique Visitors: how many different people visited that particular web page
Account-based Visitor ID provides date range controls and is exportable for deeper analysis.
Filtering Visitor ID Data
There are filters within Account-Based Visitor ID that allow you to look at website engagement data for specific campaigns and/or accounts.This allows you to more easily visualize how Terminus is driving accounts to engage with your website.
When you search for an account and the search term applies to multiple accounts, well show all of the ones that match. Once the search terms match a single account, the graph showing total visits and impressions will update to display only data for that account. (Note: Filtering to an account will find the account in either the Targeted or Potential tab.)
Filtering by a campaign will show all Terminus campaigns and campaign creation date in a drop-down menu regardless of status and you can only select one campaign at a time. When you choose a campaign, the default view will show all targeted accounts that are or have been a part of any tactic within that campaign. (Note: Potential will show no results since the filter applies to all accounts that are being targeted.) You can also select a date range filter for a campaign, which will automatically extend impression and site visit data in the graph 4 weeks prior to the campaign start date and 4 weeks after the end date (or until the current date).
To learn more about filters, check out this article.
Setting Up Visitor ID
To set up Account-Based Visitor ID on your site, youll need to work directly with your Terminus Customer Success Manager (CSM) to ensure it is setup properly. Visitor ID requires you to place a snippet of Javascript code on your website and identify the domains and subdomains to track. Youll probably want to work with your webmaster to install the code. Instructions for that can be found here.
Before your Visitor ID onboarding meeting, youll need to first identify the following:
How many total visits (also known as sessions in Google Analytics) does your site get per month?
How many unique visitors (also known as users in Google Analytics) does your site get per month?
Which websites and/or subdomains would you like to track? (Note: we suggest only selecting high-value pages to track such as your product page and pricing page to cut through some of the noise of website visitor tracking. This will also help you stay within the unique monthly visitor limit included in your Terminus package.)
During your onboarding call, your CSM will explain how Visitor ID works and how to set it up as well as answer any questions you have. Based on your current website traffic, theyll advise on which pages to track. If you have a highly trafficked site, you may need to be selective to stay within your allotted monthly unique visitors, or you can add more. After the call, youll have all the information you need to install the tracking code on your site.
Once the code is installed on your site, let your CSM know and they will activate Account-Based Visitor ID for your Terminus account.
How should Visitor ID be used?
Terminus changed digital advertising for B2B marketers by allowing them to target all relevant stakeholders at best-fit accounts with targeted display ads even without contact data and see how display ads are driving account progression towards closed-won deals. Account-Based Visitor ID provides a more robust leading measure of engagement than clicks and a better indicator of buying intent. Whether they actually click on the ad or just visit your website directly, youre now able to track that activity using Account-Based Visitor ID.
For example, Terminus customer VersionOne saw that Terminus ads drove 2x more organic traffic without any SEO changes. They were able to see the lift in traffic but werent 100% sure which accounts that traffic was coming from. With Account-Based Visitor ID, you can now track that web traffic within Terminus and identify the accounts from which the traffic is coming.
Tracking website behavior of target accounts closes the loop on understanding if Terminus campaigns are driving engagement. Impressions and clicks tell part of the story, but insight into how those ads are affecting traffic to your website from your target accounts tells an even stronger story about campaign performance. For example, impressions and clicksdon'tcapture the VP who has seen your ads everywhere and then Googles your company to do research. Combined with account progression reporting*, you now have all of the right indicators to measure the success of your Terminus campaigns in helping drive the results that matter: opportunities created, new customers, and larger deal sizes.
If you have further questions about Account-Based Visitor ID, please email .
View ArticleWhat is Frequency Capping?
Frequency capping, referred to as an F-cap, is the number of times a single user has seen an ad within a given timeframe. F-caps are optimized by carefully analyzing audience behaviors, and considering factors such as reach sizes, campaign goals, and daily budgets. Campaigns with more narrow audience targeting settings may be set to unlimited F-caps, while larger audiences may be set to serve up to 3 ads within a 10 minute browsing session to achieve maximum brand impact.
Additional FAQs
If I have an F-Cap set, am I guaranteed to serve a certain number of impressions served to an account within a given time period?
F-caps should be viewed as a limit, not a goal, and are not guaranteed. They are completely dependent on the browsing patterns of targeted users; if usersdon'tappear online, we will not be able to serve them ads.If my F-cap is set to one impression per hour, is it possible to exceed that limit?
Yes, this is possible. Supply Side Publishers* have different bid request protocols. They will sometimes send multiple bid requests for different ad sizes on a single page, therefore making it possible to win several bid requests at the same time, prior to the f-cap being enforced.
*A supply-side platform is used to sell advertising in an automated fashion. SSPs are most often used by online publishers to help them sell display, video and mobile ads.Do I need to tell my CSM what I want my F-cap settings to be?
Not at all, weve got you covered! Our dedicated Ad Operations team regularly evaluates F-caps as an integral part of the optimization routine, and proactively evaluates performance metrics to make frequent adjustments that will drive more quality traffic to your site.
View ArticlePrerequisites
This feature is available to Terminus customers that have both the Account Hub and Terminus Engage as part of their current subscription.
Feature Overview
The Terminus Account Hub lets you identify which accounts in your Total Addressable Market you should be pursuing with marketing and sales outreach right now, and lets you easily create and manage those account audiences using Global Filters and saved Account Lists.
In Terminus Engage, you can also use Global Filters and saved lists as the basis for your advertising audiences on the display and LinkedIn advertising channels. Enhanced audience segmentation allows users to more efficiently filter their CRM data and broader accounts lists by additional behavior or buying stage-based filters, such as the presence of intent, or a certain opportunity stage, to create sophisticated ad progressions that lead accounts down the buying journey.
Pro Tip: Account Lists
Generally, Account Lists should be used to create groups or segments of accounts that you plan to target with marketing and sales programs over a specific time period - such as a quarter or a year. They should represent relatively static segments, such as high-fit accounts in a particular industry, geography, or company size (or however you segment your marketing efforts). This is the audience that youll measure progress against, and youll use it as the basis for different campaigns throughout the quarter or year. Enhanced audience segmentation introduces the ability to filter down your saved lists to accounts you wish to advertise to within those segments, without having to create lists solely dedicated for advertising initiatives. You can also directly filter your connected CRM data, without having to derive your advertising audience from a saved list, for further flexibility.
Using Enhanced Audience Segmentation to Create an Advertising Tactic
Since the filtering in Enhanced audience segmentation will directly mirror your Global Filters in the Hub, (initially configured during your Terminus onboarding period), you should first check to ensure that the desired filter options have been configured in your Hub instance before launching an advertising tactic.
Feature Note: Cross-Object Filtering
Using Global Filters is the most efficient method for creating advertising audiences that reference multiple Salesforce objects. When you use the current SFDC audience rule builder, you can only reference a single object to bring in your desired accounts, which can limit your ability to whittle down to the exact audience youre wanting to target.
Enhanced audience segmentation resolves this by letting you filter across any attribute available in your Account Hub Global Filters for a single audience. It is also not currently possible to create cross-object reports in SFDC directly - another added benefit of Terminus Global Filters!
Once you have confirmed that your desired Global Filters are in place, you will navigate to your Engage instance to create a new advertising tactic.
In the first step, you will select your advertising channel (display or LinkedIn), and then select your audience source as Terminus Account Hub.
Firmographic and Behavioral Intelligence data
On the next page, you will have the option to:
Select Global Filter options to create an advertising audience
Select a saved account list to use as your advertising audiences
Select a combination of Global Filters and saved account lists to create an advertising audience
Like our existing SFDC integration, you will have the ability to layer in as many filter options as needed to get down to your desired list of accounts.
Pro Tip: Terminus SFDC Integration vs. Global Filters
While Enhanced audience segmentation brings a ton of flexibility and new possibilities for your advertising programs, some customers that have utilized our existing Salesforce integration for advertising in the past may find that there are some scenarios where it is more beneficial.
For example: You may choose to use the Salesforce rule builder to launch a marketing campaign when you want to measure the performance of individual accounts over a short period of time (e.g., an advertising tactic launched two weeks ahead of a field marketing event to provide additional air cover).
When measuring a broader set of strategic accounts across key segments, and over a longer period of time (like a quarter, or throughout the year), you should use Account Lists and/or Global Filters in the advertising tactic builder.
As you add in filtering criteria, the Target Accounts Preview box and count will update to show an approximate count of all the accounts that currently meet your criteria. We will also show a preview of the first 50 accounts that meet your rules, and will append that preview with our firmographic filters available in the Account Hub, to further validate that we are bringing in the right accounts.
If youd like to see all accounts that meet your audience rules, you can click on the link to the right of the audience account, and youll be navigated to your Account Hub instance.
With this audience source, you will still be held to our standard per-tactic account limits - 500 accounts for display advertising, and 200 accounts for LinkedIn-integrated tactics.
Due to the potentially dynamic nature of this functionality, tactics with audiences of more than500 / 200 accounts (respectively) can be submitted. However, if your audience does exceed these limits, accounts will be selected at random by our system when the tactic is set live. As accounts are inactivated (either manually or dynamically) in the tactic, accounts sitting in your audience queue will automatically flow in.
Once your criteria and additional tactic settings have been selected and you submit a new tactic for your review, your accounts will flow in via our next data cycle (over night), and we will bring in any accounts that meet your global filter + list criteria at that time.
Managing Lists & Advertising Audiences
Once your advertising tactic is up and running in Terminus Engage, there are a few ways you can manage your audience:
Launching an advertising tactic from a static account list will maintain your advertising audience for the entire runtime of your campaign, unless accounts are manually turned off, or are removed/added to that list in the Account Hub. With Enhanced audience segmentation, however, accounts will move in and out of your advertising tactics dynamically, as they are updated in your connected CRM.
For example: If you originally selected to target accounts in Opportunity Stage = Demo Requested, and an account in your CRM is updated from Stage = Interest to Stage = Demo Requested, that account will move into your advertising tactic after our next data cycle (overnight).
Accounts will also be inactivated in a running tactic if they no longer match the Global Filter settings you originally selected. However, they will be reactivated in that tactic if they match that same criteria again in the future, (NOTE: This functionality is exclusive to tactics that are using Enhanced audience segmentation with Global Filters).
For example: If you originally selected to target accounts in Opportunity Stage = Interest, and an account in your list is updated in your connected CRM to Opportunity Stage = Demo Complete, that account will switch to an inactive status during our next data cycle (overnight).
Similarly, if accounts were originally selected based on the criteria Last Engagement Spike = Last 30 Days, and an account is inactivated in that tactic when its engagement spike date exceeds 30 days, the account will reactivate if a new engagement spike occurs while the tactic is still active.
Users can manually switch accounts off at any time in the Tactic Detail Page.
A few additional notes on functionality to consider when using this feature:
If an Account List associated to an advertising tactic that has global filters applied is deleted in the Account Hub, all active accounts in that tactic will be inactivated in the next data cycle (over night).
If one of the Global Filters (or corresponding Field Names) are updated or changed (either in the Terminus Hub or in your connected CRM), all accounts that were previously matched in a tactic will be inactivated in the next data cycle.
Ideas for Getting Started
For users that may be new to this feature, or for existing users looking for some new ideas, here are a few core use cases to get you started:
(1) Activate Advertising When Intent or Engagement Spikes Occurs
Automatically turn on advertising as soon as an account shows off-site intent for your product, or a competitors product, or shows an engagement spike on your website, so youre the first to act.
You can do this by first creating a list in the Account Hub for accounts that are high-fit (meaning, they align closely with your ideal customer profile ) prospects or existing customers, or applying Global Filters directly in the Engage tactic builder.
Next, create a new tactic in Terminus Engage using Account Hub as the audience source. In the next step, youll apply filters and/or select from a pre-existing list to filter on further to determine when accounts will receive advertising:
Segmentation Filters in Engage:
Intent Topic = [list all intent topics tracked - or create a tactic for each topic so your messaging is tailored to the specific intent topic]
*Note: You will need to have the Terminus <> Bombora integration configured to do this.
AND/OR
Engagement Model = [Desired Terminus Engagement Model]
Last Engagement Spike = [Desired Timeframe]
We recommend selecting 30 or 90 days as a baseline for Last Engagement Spike and Last Intent Surge, especially if youre working a smaller volume of accounts or if your accounts are less active online.
You can then choose to layer in additional account details and/or select from a pre-existing list of accounts, to narrow this audience further.
(2) Serve a Progression of Ads Based on Opportunity Stage
The goal of this setup would be to target accounts with different sets of ads as they progress through the buying cycle.
As a starting point, you could work from a saved Hub list of high fit, prioritized accounts in your key business segments (tiers, industries, sizes, etc.), or apply account and stage-specific global filters across all your connected CRM data.
From there, you can create an advertising tactic for each stage where you want to engage different people with different content.
For example:
Tactic A:
Account List = Opp Acceleration (*optional)
Global Filters = Opportunity Stage = Interest
Global Filters = Industry = Construction
Ad Creative / Landing Page = Pain Point/Challenge-Focused / Blog Post
Tactic B:
Account List = Lead to Opportunity Acceleration (*optional)
Global Filters = Opportunity Stage = Consideration
Global Filters = Industry = Construction
Ad Creative / Landing Page = Feature-Specific/Value Prop / Webinar Invite
Tactic C:
Account List = Lead to Opportunity Acceleration (*optional)
Global Filters = Opportunity Stage = Negotiation
Global Filters = Industry = Construction
Ad Creative / Landing Page = Competitive Messaging / Case Study
As accounts are updated in your CRM to new Opportunity Stages (as reflected in your Global Filter selections), your advertising audiences will also update.
(3)Activate Advertising Plays for Accounts with Sales Accepted Leads/Contacts
Running account-based advertising plays in tandem with outbound sales prospecting cadences is a great way to compound engagement and drive better outcomes in those accounts without spreading your budget too thin.
Lets say your BDR/SDR team is focused on a key set of accounts this quarter, and marketing wants to help drive additional engagement in those accounts once a key influencer or stakeholder has been identified.
To start, you could pull from a listyou'vealready created in the Account Hub to track overall progress in your SDR target accounts, and include a filter for all accounts that have a contacts that have a status of Accepted/Working:
Global Filter = Account List = Q2 SDR Targets
Global Filter = People, Contact Status = Accepted/Working
This means youd be targeting any prospect accounts from your Q2 SDR Target List who also have a contact with a status that is Accepted/Working.
FAQs
Can I use Enhanced audience segmentation for IP (Global) targeting, or my retargeting campaigns?
No; currently this feature is only available for display or LinkedIn-integrated advertising tactics.
In the Account Hub, will I be able to see which display/LinkedIn tactics my accounts are in?
No; currently we will not surface which specific advertising tactics accounts are a member of in the Account Hub.
Can I set progression rules in advertising tactics using Enhanced audience segmentation?
No; progression rules can only be applied when using our direct Salesforce integration for advertising. However, with Enhanced audience segmentation, accounts can still move in and out of your advertising tactics dynamically as they are updated in your connected CRM.
I already use the Terminus <> Salesforce direct integration to launch advertising tactics. What are the advantages of using Hub Lists + Global Filters instead?
The enhanced functionality enables cross object rule building. This means customers can more easily create scalable, automated tactic audiences.
While some cross object functionality is available in the current rule builder between opportunity and accounts, this feature will allow you to expand to the 5 primary objects including: Accounts, Opportunities, Campaigns, Contacts & Terminus Information including .
View ArticleArticle Updated: October 2019
Within the Terminus Engage advertising platform, customers are able to report on advertising performance at the campaign, tactic, account, and ad creative levels.
To help customers better evaluate the performance of their advertising efforts, we review performance benchmarks across our customer base on a quarterly basis. Below, you'll find our current averages for the following advertising metrics:
Click-through-rate (CTR): Measures the number of users that clicked on your ad, and is the ratio of clicks to impressions.
Cost-per-mille (CPM):The amount an advertiser is charged for serving 1,000 (mille) impressions. *This is how Terminus customer's are billed for their media spend.
Cost-per-click (CPC): The amount an advertiser is charged every time an ad is clicked.
Benchmarks for Display Advertising
The following information reflects current display advertising industry key performance indicators, as well as current performance on the Terminus platform.While these benchmarks serve as guides to gauge your performance against, it is important to keep in mind that there are several factors that can affect your performance in these areas. These include:
Your overall and daily budgets (Have we allocated enough budget to effectively reach as many of our target audience as possible?)
Your audience selections (Does our performance align with what we'd expect to see from the departments and/or seniority levels we are targeting?For example, it can be more expensive to get in front of senior or C-level executives, and they also typically have lower click-through-rates)
Your ad messaging and design (Does our ad messaging/design align with creative best practices ?)
Your advertising performance goals (What goals have I communicated to my Terminus Customer Success Manager? For example, if you requested to have your advertising tactics optimized to drive more impressions, you may have a higher CPM)
Metric
Industry Averages
Terminus Average
CTR
0.03 - 0.06%
0.19%
CPM*
$8 - $20
$11.60
CPC*
$3 - $18
$6.07
*Varies by industry/audience/personas
Our Ad Operations team works within our programmatic ad platform to ensure that your advertising campaigns are driving the highest quality engagement in your target accounts, while also optimizing your ad spend and overall performance. If you have any questions regarding your current performance, you can work with your Customer Success Manager and our Ad Operations team to discuss the specific needs of your program.
Retargeting, IP, and LinkedIn Targeting
As Terminus's display retargeting and global IP targeting capabilities are fairly new offerings, we are still working to gather data for benchmarking. Please work with you Customer Success Manager to discuss best practices for these advertising methods.
Additionally, these benchmarks do not reflect performance for Terminus campaigns serving on the LinkedIn advertising network.
View ArticleThe Aggregate Account Report allows you to see total reach, impressions, clicks, and media spend for each target account. The Aggregate View (account by account) provides advertising results from all tactics, while the Detail View (tactic by tactic) shows individual account results from each individual tactic. These reports make it easier to track marketings influence and spend on a target account from your Terminus advertising campaigns. With search and filter capabilities, you can export the report as a CSV and receive it via email.
Accessing the Aggregate Account Report
To access the Aggregate Account Report, scroll to the Engagement section in the Terminus Dashboard and click the "Aggregate Account Report" link.
Lets walk through the two tabs and the information available in each view.
Detail View (tactic by tactic)
When you click to view the Aggregate Account Report, the Detail View (tactic by tactic) is the default view. It shows advertising results for each account by the individual tactic.
(Note: if an account is in more than one tactic, the account will appear on multiple rows one for each tactic.)
For example, if you targeted Microsoft and in three different tactics throughout the buying process, Microsoft would be listed three times, showing the results from each tactic.
This view allows you to better understand how much influence each tactic had on the account by showing reach, impressions, clicks, and spend by company and tactic. The campaign and tactic columns link to the specific campaign and tactic, so you can click on the link to view more information. You can also search for a company or filter by specific date range to further segment the results or export the results to CSV.
The new Detail View is especially valuable for customers who have accounts in multiple Terminus tactics because it shows each tactics influence on an account.
Aggregate View (Account by Account)
The Aggregate View (account by account) aggregates reach, impressions, clicks, and spend across all tactics for each account.
This view shows overall Terminus advertising results for each account across all tactics, giving a holistic view of the impact your Terminus advertising campaigns had on any given account. Note that you will see all of the tactics an account has been in listed under the tactics column.
The Aggregate Account Report further enhances the ability to report on the overall impact of Terminus advertising at the account level. Just like the Detail view, this view is filterable by date and company and can be exported for deeper analysis.
If you have any questions about the Aggregate Account Report, please email or reach out to your CSM.
View ArticlePrerequisites
This feature is available to customers whose subscription includes Terminus's Advanced Analytics or the TEAM Pro package.
What is the Opportunity Journey report?
Opportunity Journey enables users to more deeply understand how marketing touch points across all account contacts are impacting the buying cycle. Marketers can use Opportunity Journey reports to analyze how many and what type of touches across an account's buying committee contribute to each deal in order to report influence back to the business and replicate whats working against future pipeline.
Feature Overview
In the Opportunity Journey visual, Terminus maps every campaign touchpoint to each opportunity's timeline. The touches can be highlighted or excluded from the visual based on contact relationship, title, and campaign type, to understand each engagement from first touch to deal close.
Journey View
The Journey view, (the default view in the report), is a visual representation of all valid campaign responses against a particular opportunity over time. This view can be likened to an account based "Buyers' Journey."
Hovering over any point on the Journey graph will reveal details associated with each campaign response, including:
Date the touchpoint occurred
Which leads or contacts within the account engaged with each campaign
The titles of all engaged leads and contacts
The relationship of each lead or contact as it relates to the Opportunity (Account Contact, Opportunity Contact, Orphan Lead)
Which specific campaigns and campaign types influenced the opportunity
When each touchpoint occurred, before ("pre") or after ("post) the opportunity was created
On the right-hand side of the Journey view, users can hide or highlight Campaign Types, Contact Roles and Title groups, on the Journey graph.
Titles of leads and contacts are based on your CRM data. Then, they are assigned title groups based on the logic in the table below:
All post-opportunity touch points will also display the stage the opportunity when the action occurred:
Changes in opportunity stage will be represented visually, via alternating semi-transparent bars overlayed on the graph. For example:
List View
Users can switch to the List view to see all opportunity influence data organized in tables.
The Responses list identifies each individual Lead or Contact, the campaign they engaged with and the date in which it occurred.
The People list identifies all individuals engaging with marketing during this buying cycle, and how many unique campaigns they engaged with.
The Campaigns list surfaces all of the campaigns that influenced this buying cycle and how many unique people each campaign influenced.
What Questions Can Opportunity Journey Answer?
Opportunity Journey is a powerful reporting feature solving two major use cases that many teams struggle with:
Understanding Trends in Effective Campaigns and Replicating them:With Opportunity Journey, you can visualize an accounts journey from the first touch before an opportunity is created all the way until the opportunity is marked as closed. This granularity allows you to uncover details such as: how many people engaged; who were they; what did they engage with; and at what point did they engage? From there, you can determine winning (or losing) patterns across key opportunities or segments and inform future marketing programming.
Understanding Marketing's Influence:The Terminus platform surfaces the entire story of marketing influence. We look across the entire account to show every campaign touch against each individual associated with an account, without relying on perfect data hygiene or manual processes to identify who is involved in decision making. This key differentiator allows you to see a full snapshot of your impact against key opportunities and deals.
The types of questions marketers answer with Opportunity Journey reports are:
Which people in the buying center got involved in this deal, when?
Which campaigns are involved earlier or later in won deals?
Which campaigns are always present in closed won deals?
Is there a persona or type of campaign that is missing in lost deals?
Are there early indicators of red flags on lost deals that we can use to take earlier action on the next opportunity?
When and how do senior decision makers get involved?
View ArticlePrerequisites
This feature is available to customers on our Engage Pro, TEAM Standard, TEAM Pro, and TEAM Enterprise plans.
For more information regarding your current plan, please consult with your Customer Success Manager.
Title Targeting Overview
In addition to function/departmental and seniority targeting (both available directly in the Terminus Engage product), Terminus offers customers the ability to target specific titles within their target accounts to further tighten advertising audiences and deliver persona-level messages to different stakeholders in your buying committee. Our title targeting is based on verified cookie data from a variety of sources.
Title targeting can be used to support a number of advertising strategies, including:
Serving different value messages to different persona types in a complex buying committee.
Delivering budget-conscious ads to secondary influencers of the buying committee, such as finance and procurement teams.
We maintain a list of ~250 title groups that customers can choose from for targeting purposes, including a variety of marketing, engineering, and operational titles. These title selections can be found below.
We use a combination of data systems to create a high-quality audience that is focused on the titles you select, but there may be some variance beyond this audience. Because of this variance, Terminus cannot guarantee coverage of any particular title in an individual account, and titles are considered to be approximate. Customers should work with their Customer Success Manager to develop an advertising strategy that appropriately leverages our title targeting capabilities.
*NOTE: We are currently working to incorporate this feature directly into our platform interface. In the meantime, please coordinate with your Terminus Onboarding Specialist or Customer Success Manager if you wish to launch an advertising tactic using title targeting.
Title Targeting Options
Title Targeting options are currently grouped into the following departmental categories. Click on the links to navigate directly to the respective category.
DEPARTMENT
TITLE
C-Suite
Chief Executive Officer
CEOs & Founders & Presidents
Chief Financial Officer
Chief Engineer or Lead Engineer
Chief Information Officer
Chief Marketing Officer
Chief Mechanic or Mechanic
Chief Operating Officer
Chief Marketing Officer
Chief Technology Officer
Customer Service
Customer Service
Computer Operations, Help Desk & Tech Support
Office & Administrative Support
Office Managers
Operations
Receptionists
Support
Education
Administration
Learning
Training
Academic
Educator/Teacher/Professor/Instructor
K-12 Career & Technical Education Teachers
Lecturers
Librarian
Archivist
Professor
Teachers
Engineering
Biomedical
Chemical
Civil
Design Engineering
Electrical
Electronics
R&D
Industrial & Mechanical
Mechanical Engineer
Finance
Accountant
Accounting & Auditing
Accounting & Finance
Admin
Audit
Banking
Chief Financial Officer
Corporate Finance
Finance IT
Finance Majors
Finance Management
Finance/Banking/Insurance
Financial Advisors
Financial Analyst
Insurance
Investment Banking
Management Consulting
Payroll
Personal Finance
Purchasing
Risk Management
Securities & Commodities Trading
Trading & Investing
Treasurer
Wealth Management
Government
Military
Civil Service
Corrections/Probation/Parole
Elected Officials
Firefighter
Government Official
Government/Federal/County Employee
Law Enforcement
Police/Trooper
Politician/Legislator/Diplomat
Postal Employee
Human Resources
Benefits
Compensation
Diversity
Employee Development
Employee Services
Human Resources Admin
Legal & Regulatory
Payroll & Compensations
Recruitment, Hiring & Onboarding
Training & Development
IT Engineering
Chief Information Officer
Computing & IT
Chief Technology Officer
Data Management
Data Scientist/Analyst
Database Administration & Design
Hardware
Hardware & Network & Systems
Information Centers
Management Information Systems
Network Administration & Engineering
Networking & VOIP
Operations
QA
Software Designers & Programmers
Software Engineering
Support
Systems Administration & Engineering
Systems Analysts
Systems & Business Analysts
Systems Programming - Network Architecture Admin
Web Development
IT Operations
Database
Database Administration & Design
Database Management
Database, Data Engineer
Databases & Storage
Hardware & Network & Systems
Social Networks
Legal
Attorney
Legal Services
Corporate Counsel
Judges
Law Enforcement
Lawyers
Regulatory
Paralegal
Legal Assistants
Marketing
Advertising
Agencies & Branding
Chief Marketing Officer
Content Marketing
Corporate Marketing Strategy
Creative
CRM & Marketing Automation
Demand Generation
Email Marketing
Events
Marcomm
Marketing Communications
Marketing Decision Maker
Media Buyers
Multimedia Marketing
Online Advertising
Advertising/CSRS/Telemarketing/Market Research
Product
Product & Research
Product Marketing & Business Development
Product/Market Management
Programmatic Advertising
Public Relations
Research
Search Marketing
Social Networks
Strategy & Analysis
Telemarketing
Website Publishing
Medical
Administration
Biomedical
Chiropractors
Counseling
Dental
Dental Assistants
Dental Hygienists
Dentists
Dermatologist
Diagnosing & Treatment
Dieticians
Disease Control
Doctors
General Practitioner
Health Care
Health Insurance
Health Science Majors
Health Services
Infectious Disease
Laboratory Technicians
LPN
Medical Administrative Assistant
Medical Assistants
Medical Personnel
Medical Secretary
Nurse
Nursing Aides/Orderlies
Ob/Gyn
Occupational Health & Safety
Opticians
Optometrists
Paramedics
Pediatrics & Adolescent Medicine
Pharmaceuticals
Pharmacist
Physical Medicine & Rehabilitation
Physical Therapist
Physicians
Psychiatry & Mental Health
Psychologist
RN
Social Worker/Case Worker
Surgeon
Technicians
Therapist
X-Ray Technicians
Operations
Administration
Bookkeepers
Change Management
Clerks
Compliance
Computer Operations, Help Desk & Tech Support
Corporate Operations Strategy
Couriers & Messengers
Customer Relations
Customer Service Representatives
Facilities
Food & Beverage
General Operations
Logistics
Maintenance
Office & Administrative Support
Office Manager
Office/Clerical
Production
Purchasing & Procurement
Quality Assurance
Receptionists
Safety
Secretaries
Trust Officer
Product
Project Management
Product Management
Research & Development
Sales
Account Management
Business Development
Corporate Wide Sales Strategy
Customer Service
Real Estate Agents/Brokers
Regional Sales
Sales Account Management
Sales Support
View Article[ 9.12.19 ]
When creating an email nurture program, its always important to consider how you can tailor content based on how recipients are engaging with the program typically by using if/then logic. If they open and click on email A, then they receive email C next week. If theydontopen email A, then they proceed to email B the following week, etc.
But with digital advertising, its difficult to segment out your message based on where an account is in the buying cycle without creating a lot of manual work. Its even more difficult to automate action based on behavioral signals like intent or engagement, since those signals may pop up before a person becomes a lead and go away within a matter of days.
Through an account-based lens, this creates issues in list management, as the target accounts you select at the beginning of the quarter will all quickly require different activities and messaging based on how they engage with and progress through your programs.
But now, with Terminus Enhanced Audience Segmentation capabilities, its possible to dynamically move target accounts between tactics based on their behavior. You can even use cross-object fields pulled from your CRM.
full knowledge base article
Imagine being able to start with one list of accounts defined through firmographics, and personalizing an ad and content journey for each account dynamically throughout your reporting period while still having all activities roll back up to that one master list for easy measurement.
Ready to get started?
Check out the for more information on how to create advertising tactics using Enhanced Audience Segmentation.
View ArticlePlease download the PDF guide at the bottom of this article for the complete HTML5 ad requirements.
General Specs
HTML 5 creatives are a type of display creative and must follow the same guidelines as display with someadditional recommendations.
Supported File Types
HTML5: HTML, JS, CSS, JPG, JPEG, GIF, PNG, and SVG
Supported File Sizes
Initial: 200 KB maximumMax Initial File Load Count: 15 FilesSubsequent/Polite Load: 1 MB maximumUser-Initiated Load: 2.2 MB Recommended
Required ClickTag Implementation
The following tag must be placed before the closing </body> tag of HTML5 advertisements to make them clickable:
<script type="text/javascript">
function getParameterByName(name) {
name = name.replace(/[\[]/, "\\[").replace(/[\]]/, "\\]");
var regex = new RegExp("[\\?&]" + name + "=([^&#]*)"),
results = regex.exec(location.search);
return results === null ? "" :
decodeURIComponent(results[1].replace(/\+/g, " "));
}
var banner = document.getElementById('Stage');
banner.onclick=function(){
var clickTag = getParameterByName('clickTAG');
window.open(clickTag, "_blank");
};
</script>
Best Practices
The IAB suggests that commonly used JavaScript and CSS libraries (e.g. jQuery) do not need to be includedwith the creative. The IAB has a list of commonly used libraries on their HTML5 Wiki page.
Image Sprite
To help increase performance from HTML ads, the IAB suggests that you include image sprites instead ofmany images to decrease the number of file requests made by your creative.
Video Tags
Video tags may be used in place of animations as long as the video file follows all IAB and Terminus guidelinesfor display creatives. Videos should always be muted unless a user intentionally triggers sound, andshould not automatically be played on mobile devices.
Audio Tags
Audio tags may be used on a creative. Audio tags should only play if an intentional user action startsthe audio.
View ArticlePrerequisites
This integration is available to all Terminus Engage customers. Please note that this integration is currently only support for contact-based workflows in HubSpot, and is not compatible with newly-released company, deal, quote, and ticket-based workflows.
Integration Overview
Terminus integrates with HubSpot Marketing software to allow marketers to trigger account-based advertising tactics from within the HubSpot Workflow tool. The integration enables accounts to be added or removed from a Terminus or LinkedIn tactic based on actions in a HubSpot Workflow.
Since many HubSpot Workflows require some form of contact information for their nurture programs, this integration allows you to use account-based advertising with Terminus to expand beyond the contact to reach other key stakeholders in the account, even if youdon'thave any of their contact information, by coordinating digital advertising with nurture touch points from HubSpot.
Remember that a Terminus advertising tactic cannot serve more than 500 accounts at one time, and a LinkedIn tactic cannot serve more than 200 accounts at one time. You will need to choose Workflows with 200/500 or fewer high-value, qualified contacts depending on the advertising channel you chose.
The integration utilizes the Trigger a webhook action within HubSpots Workflow to input information from your Terminus or LinkedIn tactic.
Creating a Tactic
Step 1: Create a New Tactic in Terminus
To build a HubSpot Workflow that incorporates a Terminus tactic, you will first need to build the tactic within Terminus and then input information from that tactic into the HubSpot Workflow. First, click on New Campaign in your Account-Based Marketing Hub and choose to create a new campaign.
Terminus Display Advertisement
here
LinkedIn Sponsored Content
On the Audience tab, choose HubSpot as the source for your audience.
Click next and follow the steps to build out the rest of the tactic just as you would. In the Targeting tab, select the targeting level by choosing specific departments, seniority, and/or expansion options. Read more about levels of targeting in Terminus here. In the Settings step, upload your creative, add landing page links, and set your budget. Confirm your choices in Review and launch the tactic.
(Note: No accounts will be added to the tactic until the Terminus webhook URLs are added to the Webhook action in the HubSpot Workflow and contacts reach that step in the Workflow. Once the Workflow is turned on and the webhook action is executed, accounts will begin flowing into the tactic.)
To learn more about building a Terminus tactic, check out this article. Your customer success manager is also available to help you build a tactic.
Step 2: Get Terminus Webhook URLs for HubSpot Workflow
Go back to the Account-Based Marketing Hub by clicking the Terminus home button. Select your newly created HubSpot tactic.
In the new tactic, youll see the URLs you need to add to the webhook step in the HubSpot Workflow.
You will notice two URLs one to start display advertising for an account and one to stop display advertisements for that account.
Step 3: Add Terminus to a HubSpot Workflow
Next, open your HubSpot Marketing account in another tab. Under the Contacts tab, navigate to Workflows. Either choose an existing Workflow or build a new one. Learn more about HubSpot Marketing Workflows here.
First, you will set up the enrollment criteria, which will determine how contacts enter the Workflow:
You will then set up any initial actions that you want to incorporate into the Workflow. When youre ready to add Terminus into the Workflow, select the action Trigger a webhook.
To properly add the Terminus tactic to the webhook, do the following:
Change the Method from GET to POST.
Copy the Start Display Advertisement URL from the Terminus tactic.
Paste the Start Display Advertisement URL in the Webhook URL box.
(Note: do not select "Use authentication.")
In the HubSpot Workflow, you will see a new step called Trigger a webhook with the URL to start Terminus advertisements. When a contact reaches this stage of the Workflow, the contacts account will be added to the Terminus tactic.
Step 4: Stop Serving Terminus Ads to an Account Using the Workflow
Finally, to stop Terminus advertising to the account, you will need to add another step to the Workflow.
Follow the same steps as above, but use the Stop Display Advertisement URL from the Terminus tactic.
To remove an account from the Terminus tactic, youll need to:
Add a new step to the Workflow.
Choose the action Trigger a webhook.
Change the Method from GET to POST.
Copy the Stop Display Advertisement URL from the Terminus tactic.
Paste the Stop Display Advertisement URL in the Webhook URL box.
In Terminus, the account will now appear under the Inactive tab so that you can retrieve the results from the ad tactic for that account at any time.
TIP: Ensure that there is enough time between the starting and stopping of the Terminus advertising tactic for an account to be impacted by your ads. We recommend running Terminus advertising for no less than two weeks. Four weeks or longer will typically produce the strongest impact on accounts because it allows for all of the stakeholders to see a meaningful number of impressions. Use the Add Delay action to ensure enough time for Terminus ads to impact the account.
FAQs
Which Workflows should I add Terminus to? When during the Workflow should I trigger Terminus campaigns?
Terminus is an account-based marketing tool and ABM requires a focused approach to marketing. Instead of trying to engage as many accounts as possible, you want to use it with accounts that are a good fit for your company and fall within your Ideal Customer Profile (ICP). You can learn more about defining your ICP here.
Thus, you will want to use Terminus to serve ads only to contacts that are qualified and from companies that fit your ICP. With the flexibility HubSpot Workflows and Terminus both provide, there arevirtually endless possibilities. Your CSM can help you strategize the most effective ways to add Terminus to a HubSpot Workflow. Learn more about the standard use cases .
How does Terminus take information from HubSpot and use that to target accounts?
To reach the key stakeholders in an account with Terminus, it needs to have the account name or URL but does not require additional contact data. From the Workflow, HubSpot sends Terminus the contacts email, company name, and company URL. Terminus will use that information to find an account and the right people from that account from our database with billions of data points on B2B companies and professionals. Terminus can match an account using any of the three pieces of data HubSpot sends to Terminus (email, company name, or URL), but we recommend that your company records in HubSpot have anaccurate account name and URL for the best results.
What happens if my Workflow pulls in more than 500 accounts?
A single Terminus tactic cannot serve ads to more than 500 accounts at any given time or more than 200 accounts for a LinkedIn tactic. If your Workflow sends an account to a tactic that has reached the maximum account limit, the account will not be added until another account is removed or exits the tactic. Accounts can be removed from a tactic using the HubSpot Workflow with the "Stop webhook" action.
How do I stop Terminus ads for accounts sent from a HubSpot Workflow?
To stop serving Terminus ads to an account, you need to add a Stop step to your HubSpot Workflow. To do this, you need to:
Add a new step to the Workflow.
Choose the action Trigger a webhook.
Change the Method from GET to POST.
Copy the Stop Display Advertisement URL from the Terminus tactic.
Paste the Stop Display Advertisement URL in the Webhook URL box.
When a contact reaches the Stop step, HubSpot will send a message to Terminus to stop serving ads tothat account. The account will be shown in the Inactive tab in Terminus. We recommend that the account remains in Terminus tactic for at least 14 days to allow your ads to have a meaningful impact on the account. If a contact does not reach the Stop step, that account will remain in the Terminus tactic unless you manually pause it in the Terminus app.
View ArticleOverview
Within the Terminus Engage platform, customers can orchestrate digital advertising campaigns from a central command center to move individuals through the buying journey.
Engage offers several levels of account-based reporting, including advertising engagement and website engagement. In this article, we'll walk you through some of the main reporting features available in Engage, and how you can export those reporting views for further analysis.
Campaign Overview (Advertising Engagement)
The Campaign Overview tab is your go-to view for high-level campaign and tactic reporting. On this single page you have the ability to assess high-level program metrics, tactic-level efficiency, and overall performance of advertising campaigns over a selected date range.Campaign Overview is primarily used by marketers/end users looking to assess overall ad campaign performance and do regular budget analysis. [email protected]!
Data from the Campaign Overview page can be easily exported to a .csv file for a desired date range (fixed or custom), and for different advertising channels (Terminus display, LinkedIn) and campaign statuses.
Users can also add and remove metric columns as desired from both the in-app view, as well as the .csv download. Scrolling horizontally in the data table will reveal any additional columns that are not visible in your desktop window.
When selecting a fixed date range (Quarter to Date, Last Full Month), your data will automatically update. However, if you selected "Custom Date", you will need to select the "Apply" button for the data to change.
Additionally, when selecting different status(es), channels, and additional columns, be sure to hit "Apply" to see data in the table change.
Once those selections have been made, you can then generate and download a .csv report. To generate the .csv, select thebutton. Once the report is ready to download, you should see the button change to, and your report will be automatically downloaded.
Tactic Detail Page(Advertising Engagement)
The Tactic Detail page provides more in-depth data on an individual advertising tactic, including account-level engagement. To navigate to this page, click on the "Tactic Name" link in Campaign Overview.
Below the tactic summary cards, you will see the default "Card View" for account-level advertising performance. This data can be viewed as a sortable table by toggling over to "Table View":
Within Table View, you can easily sort by the different metrics available, including:
Expansion - options will be "Company", "Department" or "Seniority", based on your targeting selections and our data availability
Reach -the number of user cookies associated with your target accounts that we were able to identify
Impressions- the number of times users associated to a company have seen a Terminus ad
Clicks- the number of times users associated to a company have clicked-through on a Terminus ad
CTR - click-through-rate; the ratio of clicks to total impressions served
CPM - cost-per-"mille", or one thousand impressions (*this is how Terminus advertising spend is calculated and billed)
CPC - cost-per-click; total spend / total clicks
Spend - total amount spent on advertising for that account
On/Off - denotes whether the account in currently active (toggled green), has been manually turned off (toggled grey), is inactive (status = Inactive), or the account has progressed (status = progressed)
By default, the account-level data will appear for the "Lifetime" of the tactic. This data can also be filtered by specific date ranges by selecting the drop down option:
From here, you can select the "Save Page to CSV" button to download your report. If you do not see this button, try following these troubleshooting steps, or contact [email protected] to assist further.
Aggregate Account Report(Advertising Engagement)
To report on account-level advertising engagement across multiple campaigns or tactics for a specific period of time, use the Aggregate Account Report. The Aggregate Account Report can be accessed from the "Dashboard" tab in the Engage navigation bar:
Within the report, you can view performance metrics for all accounts within your selected date range at the Detail View (tactic by tactic), or in an Aggregate View (account by account):
Detail View (separate line items, by tactic, for the same account)
Aggregate View (account performance data is aggregated across multiple tactics)
Once you have applied your desired reporting date range and view (detail vs. aggregate), you can have a .csv report sent directly to the email address associated to your user account. If you have not filtered this reporting by a specific account, the .csv will contain a line item for all accounts that were in a running advertising tactic for that date range, whether or not they had advertising engagement (impressions, clicks, etc.).
Visitor ID (Website Engagement)
In the "Site Visits" tab in the Engage navigation, you will be able to see which targeted and non-targeted accounts are engaging with your brand directly on your website, via Terminus's Visitor ID tool. This is some of the most powerful data in Terminus Engage, as it shows the impact of display as a channel and how it's helping to drive account-level engagement.
*Note: You will only see data in this view if you have installed your unique Visitor ID tracking script on your website.
Within Visitor ID, there are two main data categories - Targeted Account Visits (accounts that have been added to a Terminus advertising tactic), and Potential Account Visits (all other accounts that have been detected on your site that have not been added to a Terminus advertising tactic).
Within these reporting views, you can filter your data for a specific date range, or to only view data for a specific account, or a set of accounts in a specific advertising campaign.
TARGETED ACCOUNTS REPORTTo download this view from the "Targeted" tab, select the "CSV" button at the top right-hand side of the data table:
The data in the "Targeted" tab and .csv download includes:
Impressions:Similar to the "Aggregate View" in the Aggregate Account Report, both the data table and .csv reports show aggregate impression data for a single account under the "Impressions" column. Filtering by a single campaign will only alter the accounts shown in that view, and will not display impression data for only that campaign. Changing the date range will display total impressions served to that account, across multiple tactics, within that range.
Total Visits: Total number of times the different people from an account visited your site in a given time period.
Unique Visitors: the number of people who visited your site from a particular company
Campaigns: how many Terminus campaigns an account is in.
Page Views: total number of pages viewed by people at a given account.
PPV (Pages per visit): average number of pages viewed during a visit.
Last Visit Date: the last time someone from a particular account visited your site.
POTENTIAL ACCOUNTS REPORT
Clicking on the Potential Account Visits tab shows the website behavior of companies that are not matched to an account in a Terminus campaign. This data can help you discover new accounts (that may not be part of your current targeting strategy) that are on your site researching your solution.
Once you are under the Potential Account Visits tab, you will see data for accounts that have visited your website within the specified date range. You will see data similar to the "Targeted" tab, including: Account Name, Domain, Total Visits, Unique Visitors, Page Views, PPV, and the date of their last visit.
The Potential Accounts report has also been appended with firmographic data on each account, to moreeasily identify net-new accounts that also fit your ideal customer profile (ICP) and are already engaging with your brand.
To view the website engagement + firmographic data, you will need to export the report to a .csv. To do that, you will click CSV + FIT DATAbutton under the visits and impressions graph:
The "fit" or firmographic data in the .csv report will include:
Location
Revenue range
Employee count
Year founded
Industry
NAICS description
Company description
LinkedIn URL
Account-based web engagement data (unique visits, total visits, page views, PPV, last visit date)
From here, you can filter the report based on what information is important to your business.
Engagement Spike(Website Engagement)
The Engagement Spike tab is where you will go to make Visitor ID even more actionable for your sales team. Here you can build Spike Models around the most valuable pages on your website. These inputs will generate a weekly report that shows which accounts are showing the most relevant engagement on your website that week. This will enable your sales team to prioritize their weekly outreach in a strategic manor.
This data can be pushed directly back into your Salesforce instance, via our Sales Insights package, or it can be exported directly from the Terminus application. When a new report is available for a spike model, a "Download Report" button will appear under the "Current Week's Report" column. Additionally, the previous week's report (if one was generated), will also be available for download.
For more details on how to create an engagement model and what data your weekly Engagement Spike reports will contain, please navigate to this article.
For additional questions on Terminus's reporting capabilities, please reach out to
View ArticlePrerequisites
You must have Terminus Engage as part of your Terminus subscription to access this view.
Overview
The Campaign Overview page is your go-to view for high-level campaign and tactic reporting. On this single page you have the ability to assess high-level program metrics, tactic-level efficiency, and overall performance of advertising campaigns over a selected date range.
Users that will need to assess advertising campaign performance and do regular budget analysis will likely spend the most time on this page.
Program Metrics Cards
At the top of the Campaign Overview page, youll see four metrics cards - Impressions, Clicks, Average CTR (click-thru rate), and Spend. These metrics are displayed for the dates selected in the Date Range dropdown above. These cards will always display metrics for all of your advertising campaigns within the designated time frame, and will not be affected by any of the adjustments made in the table below.
Tactic Analytics Table
Columns in the Tactic Analytics Table can be toggled on or off to display the advertising metrics that are most important to you.
At this time, you can view the following data points as columns in your tactic table:
Campaign Name (display campaigns will link to the Campaign Detail page)
Tactic Name (linked to the Tactic Detail page)
Tactic Status
Created Date
End Date (if unspecified, this will show a dash)
Reach (cannot sort or filter by)
Number of Active Accounts in Tactic
Impressions
Clicks
Spend
Daily Budget
Overall Budget
Budget remaining (in dollars)
CTR
CPC
CPM (for display campaigns only)
You can also filter the tactic table by Campaign or Tactic Name, Channel, and Status by clicking the "Filter By Channel" dropdown.
Lastly, data from the Campaign Overview page can be easily exported via the "Generate CSV" button. NOTE: You will need to first select "Generate CSV" and then "Download CSV" once the report generates.
View ArticlePrerequisites
To leverage this feature, you must have the Terminus Engage advertising platform integrated directly with Salesforce.
Overview
The Engage advertising platform allows users to select accounts to target with digital advertising from their Salesforce CRM data.The integration with Salesforce also allows users to setprogression rules, which are automated triggers, based on updates made in Salesforce, that remove accounts from an active advertising tactic.
Setting Up a Progression Rule
When you're creating a new tactic, positive progression through yourpipeline would be defined in Terminus as a progression rule. For example:
A net new opportunity being created for a target account
An account moving from stage "Interest" to stage "Evaluation" in your sales cycle
After you've completed your Salesforce integration authentication, you'll start by creating a new advertising tactic.
When creating a new tactic, you'll need to select "Display" as your advertising channel, and "Salesforce" as your audience source.
Feature Note
The progression rule feature is unique to our direct integration with the Salesforce platform, and cannot be used with other audience sources, like the Terminus Account Hub, or a direct .CSV upload.
In the next stage of the tactic setup process, you'll be prompted to select your Salesforce audience rules, and create your progression rule. At the bottom of the "Audience Selection" setup page, you'll see the option to create a progression rule:
A few notes on this step:
Your progression rule will be based on fields from the SFDC object your audience rules were pulled from. For example: If your audience was pulled from the Account Object, your progression rule would also need to be based on fields on the Account Object.
Your audience rules and progression rule can only be based on fields and values that your authenticating SFDC user has access to view. Please consult this article for more details, or reach out to if you are not able to see your desired fields.
Neither the audience rules nor the progression rule operators support "CONTAINS" functionality. Rather, the operators will be based on the field types designated in SFDC. For example, you could not create a rule that says, "Opportunity Name CONTAINS 'New Business'."
Like your audience rules, if your progression rule field is a multi-select list option, you can select multiple fields as your progression rule to create an "OR" logic situation. For example, a progress rule that says, "Opportunity Stage = Interest, Evaluation" would mean that an account should stop seeing ads if they are updated to Stage = Interest OR Evaluation in Salesforce,
Unlike your audience rules, however, you do not have the ability to layer in multiple fields; your progression rule can only be based on a single field criteria.
Progression rules are optional; if you select "No, I would like accounts to always remain in this tactic," accounts will see your ads until they are manually turned off, until the tactic is paused or completed/archived, or if they no longer meeting your original audience rule criteria.
Here are two ways you might use progression rules:
Example 1: Targeting Active Accounts w/ No Open Opportunities
In this scenario, your goal would be to serve a specific set of ads to a group of accounts until a net new opportunity is generated in Salesforce. You could start by targeting on the Account object with some basic segmentation criteria:
And, for your progression rule, you could utilize the "Created Opportunities" option, which is a default rule made available to all SFDC-integrated Terminus accounts:
This rule says that, if an account that has received Terminus impressions in this tactic is updated in SFDC to have a net new opportunity record created, our system will automatically remove the account from seeing ads in our next data cycle (over night), and the account will be marked as "Progressed" in the Tactic Detail Page.
Card View in Tactic Detail Page
Table View in Tactic Detail Page
With this progression rule, we will not remove accounts you're targeting that have an existing opportunity record open. Additionally, the "Type Number" for this rule should be set to "1" and not "0", to avoid having all accounts automatically move to an "inactive" status when the tactic is launched.
Feature Note
An account will only be counted as "progressed" if they also receive ad impressions in the tactic. If an account meets your progression rule criteria before any impressions are served, that account will instead be moved to an "inactive" status.
Example 2: Targeting Accounts That Are In an Active Sales Cycle
In this scenario, your goal would be to progress accounts out of your advertising tactic when they move to the next positive stage in your sales cycle. This is a great use case for setting up a dynamic advertising campaign that automatically progresses accounts through a series of ads, similar to an email nurture campaign.
You'd start by selecting the Opportunity Object, and designating your audience criteria. For this example, both your audience criteria and your progression rule should include the "Opportunity Stage" field:
When setting up your progression rule, you'd then select the nextpositive stage (or stages), in your sales cycle:
So, once this tactic is submitted, you'll start by targeting all accounts in SFDC that have an opportunity with stage = "Demo" and whose opportunity type = "New Customer." If, at any time the campaign is running, and active account who has received Terminus impressions moves from stage = "Demo" to stage = "Evaluation",our system will automatically remove the account from seeing ads in our next data cycle (over night), and the account will be marked as "Progressed" in the Tactic Detail Page.
From here, you could set up a subsequent advertising tactic to target accounts in "Stage = Evaluation," and so on.
Feature Note
Once a tactic has been submitted, your progression rule criteria cannot be changed. If you need to make changes to your progression rule, you will need to launch a new advertising tactic.
View ArticlePrerequisites
To use this feature, you must have Global IP Targeting as part of your subscription.
Overview
In addition to our display and retargeting capabilities, Terminus offers IP Targeting for non-U.S. display advertising. This display advertising method is fully GDPR compliant, alongside the already available integration to LinkedIn for global reach.With it, users can orchestrate their U.S. and global campaigns from a single hub without engaging additional tools for new markets. On our end, we make sure the type of targeting is appropriate and compliant in every region you serve.
Feature Details
Account-level display targeting in non-U.S. markets can be a challenge, both because of limited or low-quality cookie inventory, and because of strict personal privacy regulations (such as GDPR within the EU).Terminus account-based display advertising in non-U.S. markets leverages IP-based targeting at the account level to offer our customers the best balance of reach, coverage, and compliance. This also makes Terminus one of the few platforms that enables marketers to leverage both IP and cookie-based targeting from a single, centralized campaign management system.
With Terminus's international ad serving capabilities,customers have the ability to:
Serve ads across Europe, the Middle East, APAC and LATAM
NOTE: Due to Chinese regulations, APAC currently excludes the ability to target in China. Additionally, Terminus cannot target the following countries: Cuba, Iran, North Korea, Syria.
Use "Rooftop targeting" to reach company headquarter buildings* (*IP targeting does not allow for targeting departments or personas)
View the same account-level impression, click, and cost metrics in your advertising tactics* (*All IP-based campaigns will show a Reach of 1, because weve matched a single IP address).
Please reach out to your Customer Success Manager for additional details on coverage.
GDPR Compliance
IP targeting relies on company data, but no personally identifiable information (or PII). When you set up ads to serve outside of the United States, well automatically use the most appropriate targeting method to keep you compliant without any extra work or setup.
Please note, youll still need to ensure that any forms or cookies you carry on your web properties comply with GDPR regulations.
Fraud Protection, Brand Safety, and Viewability
All Terminus display advertising, regardless of what geography its being served to, leverages our world-class advertising system designed to get more of your ads in front of the people that matter, on high-quality sites.
When you run a Terminus display ad, heres some of the things we do before your impression hits human eyeballs:
Brand safety filter to ensure your ads only serve on high-quality sites without potentially negative affiliations. Remember, were trying to create a positive brand association here, so we never put your ads on low-quality sites.
High-viewability test to make sure that when you bid on an impression, the ad is actually viewable by the site visitor for as long as possible. Were constantly optimizing our platform to offer ads that real people actually see for a meaningful amount of time.
Fraud prevention system that continuously optimizes to remove fraudulent impressions from our system using a variety of technologies driven by machine learning. Across our customer base, we see average fraud rates of under 3%, significantly beating programmatic ad benchmarks (which hover around 17% in the US).
Launching an IP-Based Tactic
While we work to productize IP-based targeting in the Engage platform, you can work directly with your Onboarding Specialist or Customer Success Manager to launch these tactics.
In order to set up a global (IP-based) tactic, you will follow the same process as a .CSV list upload for a display tactic (step-by-step instructions for launching a display tactic can be found here, as a reminder).
For IP-based tactics, however, there are a few differences in process, including:
Account lists can only be provided by .CSV upload (Company Name and Company URL). If you plan to launch the tactic on your own, you should choose the following selections:
For the tactic name, please include either the specific country names that you want to target, OR put INTERNATIONAL or ROOFTOP within the tactic name
Reminder: Each tactic can only be for one of the 4 regions: "APAC (excluding China)," "EMEA,"LATAM or "North and South America"
If you want to target across multiple regions, you will need to launch multiple tactics, grouped by region
It is typical for marketers to target by country for IP-based tactics, but there may also be opportunities to target specific cities within your desired countries. Please reach out to your OS or CSM to confirm that we have coverage in your targeting cities before launching.
Under Audience Targeting, select Whole Company & Everyone (department-level targeting is not available for IP-based tactics)
If your OS or CSM is submitting the tactic information for you, the following will also need to be provided:
Daily Budget
OptionalOverall Budget
Optionaltactic Start andEnd Dates (or you can select it to run "Indefinitely)
Ad Creatives & Landing Page URLs
If using more than oneUTM code, please provide an Excel sheet with two columns - Creative Name ( ex: retargeting-300x600png) and Landing Page URL.
Once the tactic is submitted, please email your OS or CSM the tactic name and confirm what countries you want to target within that tactic.
**Please note: This feature is currently in an early access phase for Terminus customers. Please reach out to your Customer Success Manager for more information.
View Article
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