The Touchpoint Settings section of your Bizible app allows you to set rules that will suppress or remove touchpoints from your Bizible data and related systems. These rules can help you to isolate certain sets of data that do not need to be represented in your Bizible touchpoint data or that you don’t want to receive attribution credit without disturbing your tracking and data collection.
Touchpoint Removal means Bizible will purge (i.e. remove) any Touchpoints from your CRM that fit the rule criteria. The data can be reported on within the Bizible ROI Dashboard (Discover), but not appear in the CRM. Commonly used to alleviate stress on your data storage limits within your CRM
Touchpoint Suppression is similar to Touchpoint Removal, but the data CANNOT be reported on within the ROI Dashboard. Any touchpoints that are suppressed will not be accessible in the CRM or Discover. Suppression will ensure that your CRM data and your Discover data will match. Commonly used to fine tune and further specify which touchpoint data you want to receive attribution credit.
In your Bizible app, the Touchpoint Settings section will be broken out into four key sections. Each section suppresses or removes a different set of data. Use the key below to ensure your rules are suppressing or removing the desired touchpoints.
Whether you’re establishing Touchpoint Setting rules for the first time or just reviewing them to check for accuracy, keep the following best practices in mind.
Reviewing your Touchpoint Settings is important as they can drastically change your data when not defined appropriately. As a best practice, we recommend you review your Touchpoint Settings at least twice a year. This is a simple visual review of the rules set up in the Touchpoint Settings section of your Bizible app. This review will allow you to feel confident that your Touchpoint Settings are up to date and that any changes can be made accordingly.
Reasons to review your Touchpoint Settings include…