How to View and Interpret Data for Your Audiences in the ABM Platform

Updated:

Overview

The Audiences page allows you to build, manage and measure the performance of your account lists. You can:

  • View intent insights for accounts across the entire platform.
  • Filter any audience by firmographic, behavioral or intent data.
  • Use audience-level statistics to drive territory-planning and resource allocation.
  • View ABM Analytics to understand audience performance for your sales and marketing funnel.

Each audience might include accounts tied to a specific campaign or initiative, accounts in a particular vertical or company size, or it might be a broader list of target accounts that you are interested in driving through the funnel. 

For each audience, you can see aggregate statistics for all of the related accounts. There are top-level statistics on the total number of accounts, how many have visited or engaged on the website, and the total number of page views. Click the arrow next to each audience to see more detailed web activity for this audience. 

audiences_small.png

Audience Filters

You can use the audience filters to search for:

  • A specific audience or account.
  • A specific profile.
  • The date the audience was created.
  • The person who created the audience.
  • The audience source. 

audience_filter_options.png

 

ABM Analytics Tab

On the ABM Analytics tab, you can see a complete view of your marketing performance with data from across the sales and marketing funnel. Put that performance in context by comparing any two audiences to measure their relative progression rates through the funnel.

abm_analytics_tab_small.png

Website Activity Tab

On the Website Activity tab, you can view website activity for each audience including: total sessions and page views, the last time a user from that audience was on your site, and how this activity has changed over time. You can also see which specific content is being consumed by accounts in this audience.

website_activity_small.png

Customize Definition for Sessions

You have the option to customize the definition for Sessions on the Website Activity tab by using the Account Engagement Filter feature. To access this feature:

  • On the ABM Platform Home page, click Setup
  • In the Account Engagement area, click Manage Definition.

engagement_filter_manage_definition.png

  • Select how many unique sessions you want for a 30 day period.
  • Click Save.

account_engagement_filter_window.png

Firmographics Tab

On the Firmographics tab, you can view account traffic ranked by industry, revenue and employee size. This gives you a top-level view of account engagement by vertical that you can use for further granularity in your segmentation. Especially if this list is generated by Account Selection, you’ll want to understand more about the makeup of the audience. What kinds of industries are in it? What revenue ranges or employee sizes? All this information helps you to make decisions about how best to market to this audience.

firmographics_small.png

Account Location Tab

On the Account Location tab, you can see where your accounts are concentrated, and build your marketing and sales territories around those areas that are most densely populated with your highest value accounts.

account_location_tab_small.png

Ranked List of Accounts

Click the audience name to see a ranked list of accounts for this audience. 

click_blue_arrow.png

Using the ranked list of accounts you can:

  • View your entire list of target accounts or filter into segmented audiences.
  • Sort accounts based on your specific needs.
  • Refresh data and insight when you choose to refresh.
  • Expand the account tabs to uncover more details on each account.

ranked_acct_list.png

Working with Custom Attributes

  • Overview:
    • Custom Attributes are first party attributes provided by a customer that can be used in the Platform to filter, segment, and create sub-audiences.
  • Setup:
    • When creating an audience via File Upload or CRM, any fields included in your source file that are not recognized as Account Name or Domain will be identified as Custom Attributes and pulled into the Platform.
    • Note: Custom Attributes are tied to an Account not an Audience. If a Custom Attribute is appended to Account A during the creation of Audience 1, this Custom Attribute will also be tied to Account A if it is in a different Audience, say Audience 2.
    • Custom attributes are ingested into the ABM Platform during the audience creation process.
  • Location:
    • Custom Attribute functionality can be accessed by navigating to the Audience list, and clicking in to a specific audience. 
  • Functionality:
    • Users can filter on Custom Attributes using the Custom Attribute filter located in the left hand filter section in the Audience view. Custom Attributes with too many unique values will not be filterable due to performance constraints (for example, Salesforce ID).

custom_attributes_filter.png

Working with the Account Stage Filter

  • Overview:
    • The Account Stage Filter allows users to segment accounts in a given audience by their stage in the funnel, enabling them to identify accounts which have taken certain actions such as Engaged on their Website, or have progressed in the funnel and turned into Opportunities.
  • Location:
    • The Account Stage filter can be accessed by navigating to the Audience list, and clicking in to a specific audience. This filter is available on the left hand filter list.
  • Functionality:
    • This filter provides multiple levels of segmentation by offering AND/OR configuration, not only allowing user to view accounts in a given account stage, but also enabling them to segment an audience by accounts who have NOT progressed to a certain account stage, or who have been in one stage but not another.  For example, a user could apply a filter to view all accounts that have Engaged on Website, but have NOT Converted on Website.

account_stage_small.png

Reviewing Account Details

You can review specific details about each account including: Why This AccountWebsite Activity, Trending Intent, Account Stages, and Custom Attributes. Reviewing the account details on each of these tabs allows you to create relevant conversations with your most important accounts.

  • The Why This Account tab gives you visibility into this account's industry, similarity to existing customers, related products and services and active user roles.

why_this_account.png

  • The Website Activity tab provides you with insights on how an account is engaging on your website including: unique sessions in the last 30 days, number of page views in the last 30 days, how many days since the last visit, change in traffic over time, and URLs of top pages viewed.

website_activity.png

  • The Trending Intent tab shows real-time Intent and buying signals for identified accounts. For each identified account, you can view keywords and topics that are being researched, the number of users that are researching each topic, and the URLs to the content and pages.

trending_intent.png

  • The Account Stages tab gives you the ability to filter a set of accounts for any audience by account stage allowing you to easily identify funnel drop-off, which empowers you to make more educated targeting and engagement decisions.

account_stages_tab.png

  • Custom Attributes can be viewed on the Account level by navigating to the Custom Attributes tab. This tab contains a table with the Attribute Name and Value for all Custom Attributes tied to this account.

 

Was this article helpful?
3 out of 3 found this helpful