Command Dashboard
Table of Contents
- Command Dashboard
- Command Settings
The Command Dashboard sits on top of your existing marketing database providing key insights into your marketing Database.
Command offers the ability to view your database as a whole as well as granular views into existing segments created in your MAP or CRM.
To view deeper insights for a segment click on any segment title.
Each segment will include an overview of your Marketing Data, Quality, and Marketability. This data is separated by Contact or Account. Users may select Contacts/Accounts by clicking the corresponding tab
Contacts
The Contacts module displays the current number of unique contacts in the selected data segment. This is determined by the unique identifier as defined by the linked Marketing Automation Platform or CRM.
Command will create a trend line displaying your change in segment contacts over time.
Data Quality
Quality Score is powered by Sureshot's Data Validation applications. Once these services are activated, Command will track and score the overall validity of the users marketing data. User can configure which data modules are displayed when configuring your Command Account.
Key drivers of Quality Score include:
- Valid Contact Data
- Invalid Contact Data
- Unknown/unverified contact data
- Opt-Outs
Sureshot currently offers Phone, Email, and Address Validation Services. For more information on adding validation to your instance of Command please contact your Client Success Manager or visit https://sureshot.io/data-enrichment/
Segment Data
The Data section of Command will break down data sources, completion of data fields and how your data set compares to the Total Addressable Market.
Sources
The Sources module will display the number of unique contacts for each data source connected to Command.
Selecting multiple sources will allow the user to see the total number of shared unique contacts across each connected source.
Data Completion
The Data Completion module allows the user to add additional custom fields to Command to be tracked for data completion. These fields are selected and mapped by the user during account configuration.
Selecting multiple fields allows the user to view the number of records with data existing for all selected fields. In this example, 4,573 Contacts exist that have data for City, State, and Industry.
Relational Market Fit
Market fit shows the number of contacts in your data segment compared to the total addressable market. These Market Fit filters will be added to each data segment by the user when creating a segment.
Market fit filters may be added to each custom data segment as well as the "All Data" Segment.
-Note: If the total market is displaying as 0, Market Fit data filters need to be added to the segment. For more information see Edit an Existing Segment below
For more detail on configuring Market Fit see the Market Fit Configuration below
Marketability
Marketability displays the number of contacts with existing data for each communication channel. Your marketability score provides a health check on how well you can reach contacts in a segment. This score considers how many channels are available for each contact as well as overall data completion.
Selecting multiple channels allows the user to view the number of records with data existing for all selected channels. In this example, 528 Contacts exist that have data for both an email address and a mobile number.
Command Settings
Command Global Settings and Segment Settings may be accessed from the "All Segments" Page.
To access Command settings click
In to Configuration Settings users may edit:
-Global Settings
-Sources
-Fields
-Segments
Global Settings
Global Settings will take affect in all segments unless a specific segment is configured to display data otherwise.
Once changes are made a save button will appear in the header. Click Save to save all changes
Market Fit Configuration
In Global Settings you may add the classification tags to your database. These tags define your market segment and will compare your database against the Total Addressable Market
Note: Tags added in the Global settings will be applied to all segments unless tags are later applied to a specific segment. See Editing Segments
Sources
In the Sources settings, users may adjust configuration settings for existing data sources or add additional sources.
Users may toggle between records types in Command. B2B will allow users to view both Contacts and Accounts in the Dashboard. If B2C is selected only the Contacts view will be available.
All connected sources will appear in the Monitored Sources Section. Active Sources will be outlined in green. To edit a source click on the source.
After clicking the source button, the Edit Source window will appear
- Reauthenticate: Use this to reauthenticate Command with your connected source. This may be required if the connected user's credentials have been updated.
- Stop Monitoring: This will pause all data syncs between Command and the connected source. Existing Data will remain available in command.
Creating a New Source
To create a new source click on the New Source Button
- Enter a name for the new Source. This will be used internally in Command to identify the data source in each reporting module.
- Click the Source that you would like to connect. A new window will open prompting Login to the corresponding source. Complete this login to grant Command access to your source.
- Once complete the new source will appear as a Monitored Source.
Fields
The Fields Settings will allow users to configure which fields are measured in each Command reporting section.
Users May toggle between editing fields for the Contact View or Account view by clicking this tab. The active tab will appear on top and is highlighted blue.
Marketability fields
Fields appearing in the Marketability data module on the dashboard may be edited here.
Users may map each channel to the corresponding field in their MAP or CRM.
Click on the mapping field to see all available fields in the connected source. Click to Select the Source field corresponding to the Marketability field.
Users may also type the field name to filter the results.
Clicking the eye icon will hide the field from the Command report. Hidden fields are greyed out as seen in the Address field above.
Clicking the "New Field Button will add a new row to the table.
Quality Fields
Use this section to configure the fields that will appear in Command's quailty module.
Clicking the eye icon will hide the field from the Command report. Hidden fields are greyed out as seen in the Address field above.
When mapping quality fields, users should select the field in the MAP or CRM that hold the validation status for the marketing channel. For example Phone should be mapped to Phone Validation Status
Sureshot currently offers Phone, Email, and Address Validation Services. For more information on adding validation to your instance of Command please contact your Client Success Manager or visit https://sureshot.io/data-enrichment/
Data Completeness
Users may configure any addtional or custom fields in the Data Completion section. These fields may not be marketing channels but are still important to competeing a marketing profile for a users database.
Clicking the eye icon will hide the field from the Command report. Hidden fields are greyed out and will not appear in the Command Dashboard.
Clicking the "New Field Button will add a new row to the table.
Type in the name of the field to be added
Map the new field to the corresponding data field in the connected MAP or CRM.
Once all changes are in place click Save at the top of the Fields section.
Segments
The Segments page will allow users to edit exisiting segments linked to command, add a new segment, or delete an exisiting segment.
Creating a new Segment
To begin creating a new segment click the New Segment button
Enter the name for the New Segment and a short description
Select the Segment that will be synced from the connected source
To change the selected segment click on the X nest to the segment name or the drop down arrow
By default new segments with inherit the Global Market fit configuration. To turn off the Global settings click on the higlighted green button
When deselected, the Market fit classification options will be available to the user.
Click on each dropdown window to select and assign all corresponding classifications.
Once all settings are complete click the Create Segment button
Editing a Segment
To edit an exising segment click on the pencil icon on a segment
The Configure Segment window will open displaying all current segment settings
Once all changes are in place click Save Segment
Deleting a Segment
To delete a Command Segment click the trash can icon on the Segment label