Touchpoint Suppression

Hello, today we’re going to talk about using the touch points settings feature in order to repress or remove touch points from Salesforce. So to access this, go ahead and jump into apps.visible.com, my account, settings, and then click into touch point settings. This is a great feature for potentially suppressing touch points that are occurring frequently on your site, like maybe logins from repeat visitors. So it may be kind of blowing up your web direct channel where you can set up specific rules where if landing page contains login, go ahead and suppress that. And touch point from Salesforce. There’s kind of two main ways to set up these suppression or removal rules. You’ll notice that at the top here, there’s the option to remove visible touch points from CRM. This is more used for Salesforce storage issues if you want us to remove maybe touch points from closed lost opportunities or something like that. The issue or not the issue, but the thing to note with remove visible touch points is that we will not redistribute waiting from we won’t redistribute attribution waiting if you remove them, but we will redistribute waiting if you suppress them. So that’s the second option that you’re going to see here, and this is what you’re going to use in probably 99% of what you’re after. What we’ve done here is we’ve actually gone ahead and suppressed touch points where the marketing channel, if the marketing channel starts with organic search and they land on our home page, we don’t want to create touch points for that. So it will kind of redistribute the attribution credit and across those more significant channels that we can optimize, and it makes it more of a distilled like touch point story as opposed to having a lot of noise from like web direct or organic search. So we’ve got several rules set up in here. Here’s another example where we’ve got a lot of rules that we can use to create touch points for our users. So we’ve got several rules set up in here. Here’s another example where we set up a rule where if landing page contains our app login, we want to exclude the app from our marketing story. Let’s see here. Cool. And then another thing to note is you’ll notice the like kind of four categories here. You’ve got remove visible touch points, suppress visible touch points, remove visible attribution touch points and suppress visible attribution touch points. In most cases, you’re going to want to set up like mirrored rules underneath these suppress visible touch points from CRM and suppress visible attribution touch points. Because one of them will suppress touch points on the individual lead and contact, and one of them will suppress touch points on the story of like the opportunity. So if you’re going to suppress one, I would recommend setting up suppression the same set of suppression rules on the other. Cool. It’s really simple. So if you wanted to add in a new rule, you could say, okay, if… You could say, okay, if account score is not equal to 10 or something like that, and you just select your API field name and from the opportunity, the account or the contact, select your operator and then enter in the value and click the little checkbox. From there, you’re gonna wanna save and process the rules once you’ve kind of defined everything as you’re hoping for.

Cool, thanks for joining.