Best Practices for Touchpoint Settings

Overview

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.

  • Remove Bizible Touchpoints from CRM
    • Use this section when you want to create a rule that will remove Bizible Touchpoint data (the touchpoints that are associated to the individual, not the opportunity) from your CRM
  • Suppress Bizible Touchpoints from CRM
    • Use this section when you want to create a rule that will remove Bizible Touchpoint data (the touchpoints that are associated to the individual, not the opportunity) from your CRM and Discover
  • Remove Bizible Attribution Touchpoints from CRM
    • Use this section when you want to create a rule that will remove Bizible Attribution Touchpoint data (the touchpoints that are associated to the opportunity and revenue) from your CRM
  • Suppress Bizible Attribution Touchpoints from CRM
    • Use this section when you want to create a rule that will remove Bizible Attribution Touchpoint data (the touchpoints that are associated to the opportunity and revenue) from your CRM and Discover

Best Practice

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.

  • Establish the list of data you want to suppress or remove prior to creating the rules
  • Identify exactly what fields will clearly denote the rule or rules you’re setting up
  • Make sure you have specified the correct operator for the rule
  • Utilizing the key above, make sure your rule is specified in the correct section of the Touchpoint Settings
  • Test your rules before implementing them by replicating the rule logic in a Bizible touchpoint report in CRM to ensure it is suppressing or removing the desired data

Best Practice for Maintenance

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…

  • Turnover in your marketing team
  • Major updates to your website structure
  • Identification of touchpoint data that is no longer useful
    • Any time you come across touchpoint data that you feel shouldn’t receive attribution credit, touchpoint suppression rules are the functionality to ensure your data as clean and accurate as possible.
  • Changes to the fields that are used to define your suppression or removal rules

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