Terminus Insights for Dynamics 365: Feature Overview

Prerequisites

To leverage Terminus Insights, you must have an integrated Dynamics365 CRM Data Studio instance. Additionally, to see Site Engagements and Engagement Spike data, you must have the Visitor ID Script installed on your website.

Article quick links:

• Terminus Insights Overview
• Enable Terminus Insights for Dynamics 365
  • Connecting Your Dynamics 365 Account
  • Verify Visitor ID Tracking Script
  • Import/Update Terminus Insights Solution in Power Apps
  • Data Cycle Refresh
  • Terminus Insights Data in Dynamics 365

• Terminus App, Reporting & Dashboards

Overview

Terminus Insights enables customers to access Terminus advertising metrics, website activity, and other crucial account-level intelligence in a single, powerful location: Dynamics 365 CRM. The data pushback encompasses aggregate summary metrics on a custom object linked to the account object via an importable managed Power Apps Solution. 

 

Enable Terminus Insights for Dynamics 365

1. Connecting Your Dynamics 365 Account

If you have not yet connected your Data Studio instance with Dynamics 365, you'll need to do it for the first time by following these instructions.

For customers who have already connected to your Data Studio instance with Dynamics 365, no additional authentication is required. You can proceed directly to Step 2.

2. Verify Visitor ID Tracking Script

With the Visitor ID tracking script installed, you are able to view website engagement, including page views, form fills, video plays, and specific page interactions, for visiting accounts directly in your Dynamics 365 CRM. Once the tag is installed, you can check to make sure it is running by using the developer tools in Google Chrome or Firefox.

• On a PC, you can either press F12 or go to Settings > More Tools > Developer Tools. Click on "Network", then in the filter section, type "wec-assets". If you see the code load on the site, it indicates that it was implemented correctly.
• On a MAC, you can click on "View" from the menu bar at the top left section. Hover over "Developer" and select "Developer Tools". Click on "Network", then in the filter section, type "wec-assets". If you see the code load on the site, it indicates that it was implemented correctly. Alternatively, you can right-click on the browser screen and select "Inspect" > "Network".
• When the script fires in your browser, you should see the following cookies (named jwt_cookie):
• "s-9da4" is a session cookie, and "d-a8e6" is a device ID cookie. If you delete or block them, you will lose Visitor ID tracking for visitors.
• Similar to other tracking scripts, you can choose to prevent the VID code from firing off if the user declines the cookie policy/agreement. Additionally, if visitors have Do Not Track Headers (DNT), we will not track them.

To verify that the script is running via your Tag Manager, follow these steps:

1. Open Developer Tools (Right click + Inspect, or Settings > Developer Tools)
2. Click on "Sources"
3. Look for your Tag Manager URL and click on it
4. Find your Tag Manager Container and click on it
5. Search for "wec-assets"
6. Verify that the Terminus script was installed on the correct container

If you do not see the tracking script, it's possible that it has not been installed correctly. You can follow these instructions to implement it for your website or contact your webmaster and submit a ticket through the Terminus Help Center.

3. Import/Update Terminus Insights Solution in Power Apps

1. To import the Terminus Insights Solution, request the zip file from the Support team via the Terminus Help Center. Upon requesting the zip file, we will automatically enable the data pushback service. You'll have a 30-day window to import the solution into Power Apps before the pushback service is automatically disabled. If you're unable to install the solution within that timeframe, or if your data isn't updating as expected, please reach out to our Support team via the Terminus Help Center to request re-enabling the pushback service for your account.
2. Open Power Apps.

3. Navigate to the Solutions tab in the sidebar.

4. Click on “Import Solution,” then browse for the solution export .zip file provided by Terminus. Click Next.
   
   
   
   
   

5. If installing the solution for the first time, Click Import, and you will receive notifications: “Currently importing Terminus Insights” followed by “Terminus Insights imported successfully.” The version number will be updated accordingly.
   
   
   
   
   If upgrading an existing solution, Click Advanced Settings, and select the Solution action. These actions will not overwrite any customizations made to the previous version.
   
   - Upgrade: Upgrades your solution to the latest version. 
   - Stage for Upgrade: Upgrades your solution to the higher version, but defers the deletion of the previous version until you manually apply the upgrade. 
   - Update: Replaces your older solution with the one being imported.
   
   Click Import, you will receive notifications: “Currently importing Terminus Insights” followed by “Terminus Insights imported successfully.” The version number will be updated accordingly.
   
   
   
   
   
   

6. Review "All" or "Managed" solutions, select the desired solution, then choose “Publish all customizations” from within that specific solution.
   
   
   
   Click here for more detailed instructions on importing or updating solutions in Dynamics 365.

4. Data Cycle Refresh

After you have connected to Data Studio, verified your Visitor ID tracking pixel is on your website, Imported Terminus Insights Managed Solution and had the pushback service enabled by Terminus Support, the Terminus Insights data will begin populating within 24 hours. Data in Dynamics 365 will be refreshed daily. It's important to note that while pushback data is refreshed daily, Engagement Spike and Intent data currently refresh on a weekly basis within the Terminus application. Therefore, this data will only change on a weekly basis.

5. Terminus Insights Data in Dynamics 365

After the initial data cycle has refreshed, your Terminus Insights data will now populate in the Terminus Insights table. You will find the following data available on the Terminus Insights table:

Account Data

These fields are the key pushback fields to for Dynamics 365 pushback.

Field Label	Data Type	Description
Account	Lookup	This is a lookup field that establishes a connection between the Terminus Insights data and the Account object. (Required)
Account Name	Single Line of Text	This is the primary column for the Account Name. (Required)
Unique Account ID	Single Line of Text	This is a Terminus-specific unique identifier used to identify the account for lookup. (Required)
Business Unit	Single Line of Text	This is a customer-defined field that identifies which business unit the pushback metrics apply to when multiple business units share a CRM but have separate Data Studio instances. (Optional feature, but a required field when enabled.)
Last Pushback Date	Date only	This is the date that pushback data was last updated. (Recommended)

 

Engagement Spike

Engagement Spike surfaces CRM accounts with spiking engagement on your most valuable web content. Marketers set up engagement models based on High-Value pages and Awareness pages. Spikes then track anonymous web data at an account level and will alert you weekly when an account is spiking.

Terminus Engagement Spike allows you to compare the web activity of the same account week over week, averaging each week’s engagement data over a continual rolling 4-week baseline resulting in a percentage lift as we show for the spike percentage. Engagement Spike generate weekly, on Saturdays, for their respective Engagement Models. Therefore, these fields will also change weekly in Dynamics, if there is any Engagement Spike data for that account.

Within the Terminus Engagements view, you will be able to see the following Engagement Spike fields. This data can be leveraged in CRM reporting or to trigger other marketing channels and better align your sales and marketing activities. 

Field Label	Data Type	Description
Last Spike	Date only	This is the date of the most recent engagement spike period. This will update on Sunday for each account that has a new spike for the previous week.
Spike Percent	Decimal	This metric represents the engagement spike percentage lift, which is determined by comparing activity over a rolling 4-week period. A higher percentage suggests increased activity compared to the previous 4-week baseline.
Spike Status	Single Line of Text	The status of the most recent spike — New vs. Repeat. A new spike indicated this account has either never spiked before or hasn't spiked within this current 4-week rolling period. A repeat spike indicates the account had spiked at least once during the 4-week rolling period and is spiking again.
Engaging On	Multiple Lines of Text	This indicates the Engagement Models on which an account is experiencing spikes. If an account is spiking on pages associated with multiple models, model names will appear as separate values delimited with a semicolon.
Most Visited Awareness Pages	Multiple Lines of Text	This field displays which awareness web pages, as defined by the marketer (ex. blog posts), are most frequently visited during the 1-week spiking period set by the Last Spike Date. It will display a maximum of 10 URLs.
Most Visited High-Value Pages	Multiple Lines of Text	This field displays which high-value web pages, as defined by the marketer (ex. case studies or webinars), are most frequently visited during the 1-week spiking period set by the Last Spike Date. It will display a maximum of 10 URLs.

 

Site Engagements

Terminus's Visitor ID web tracking technology turns your anonymous website visitors into named accounts, allowing you to see how your account-based programs are driving meaningful engagement on your website. With the Visitor ID tracking script installed on your website, you will be able to view website engagement, including page views, form fills, video plays, and specific page interactions, for visiting accounts in your CRM. Visitor ID data generates daily in the Ad Experiences interface. Therefore, these fields will also update daily in Dynamics 365, if there is new Visitor ID data available for that account. 

Within the Terminus Engagements view, you will be able to see the following Site Engagement fields. This data can be leveraged in CRM reporting or to trigger other marketing channels and better align your sales and marketing activities. 

Field	Data Type	Description
Last Visit Date	Date only	This is the date of the last website visit.
People on Site (7 Day Snapshot)	Whole Number	This metric indicates the number of unique web visitors within the 7-day period from the Last Pushback Date.
People on Site (30 Day Snapshot)	Whole Number	This metric indicates the number of unique web visitors within the 30-day period from the Last Pushback Date.
People on Site (90 Day Snapshot)	Whole Number	This metric indicates the number of unique web visitors within the 90-day period from the Last Pushback Date.
Web Visits (7 Day Snapshot)	Whole Number	This metric indicates the number of total web visits within the 7-day period from the Last Pushback Date.
Web Visits (30 Day Snapshot)	Whole Number	This metric indicates the number of total web visits within the 30-day period from the Last Pushback Date.
Web Visits (90 Day Snapshot)	Whole Number	This metric indicates the number of total web visits within the 90-day period from the Last Pushback Date.
Last Form Fill Date	Date only	This is the date of the last form fill.
Form Fills (7 Day Snapshot)	Whole Number	This metric indicates the number of form fills on your website within the 7-day period from the Last Pushback Date.
Form Fills (30 Day Snapshot)	Whole Number	This metric indicates the number of form fills on your website within the 30-day period from the Last Pushback Date.
Form Fills (90 Day Snapshot)	Whole Number	This metric indicates the number of form fills on your website within the 90-day period from the Last Pushback Date.
Last Video Play Date	Date only	This is the date of the last video play.
Video Plays (7 Day Snapshot)	Whole Number	This metric indicates the number of video plays within the 7-day period from the Last Pushback Date.
Video Plays (30 Day Snapshot)	Whole Number	This metric indicates the number of video plays within the 30-day period from the Last Pushback Date.
Video Plays (90 Day Snapshot)	Whole Number	This metric indicates the number of video plays within the 90-day period from the Last Pushback Date.
Last Download Date	Date only	This is the date of the last download.
Downloads (7 Day Snapshot)	Whole Number	This metric indicates the number of content downloads within the 7-day period from the Last Pushback Date.
Downloads (30 Day Snapshot)	Whole Number	This metric indicates the number of content downloads within the 30-day period from the Last Pushback Date.
Downloads (90 Day Snapshot)	Whole Number	This metric indicates the number of content downloads within the 90-day period from the Last Pushback Date.

 

Display Advertising Metrics

Terminus' account based advertising allows marketers to engage with best-fit accounts across the entire internet. The metrics described here allow you to understand the exposure your brand has had from Terminus advertising across these different accounts. The more impressions and clicks, the higher likelihood that the account is aware of your brand and interested in your company's offering. Advertising data generates daily in the Ad Experiences interface. Therefore, these fields will also update daily in Dynamics 365, if there is new advertising data available for that account. 

Within the Terminus Engagements view, you will be able to see the following Advertising fields. This data can be leveraged in CRM reporting or to trigger other marketing channels and better align your sales and marketing activities. 

Field Label	Data Type	Description
Last Ad Click Date	Date only	This is the date an ad was last clicked by the account. This is a very strong signal that the account is interested in your company.
Ad Clicks (Last 7 Days)	Whole Number	This metric indicates the number of clicks that the account generated during a 7-day period from the Last Pushback Date.
Ad Clicks (Last 30 Days)	Whole Number	This metric indicates the number of clicks that the account generated during a 30-day period from the Last Pushback Date.
Ad Clicks (Last 90 Days)	Whole Number	This metric indicates the number of clicks that the account generated during a 90-day period from the Last Pushback Date.
Last Ad Impression Date	Date only	This is the date an ad was last served to the account. In general, the more impressions, the more likely the account is aware of your company.
Ad Impressions (Last 7 Days)	Whole Number	This metric indicates the total number of ad impressions that were served to the account within a 7-day period from the Last Pushback Date.
Ad Impressions (Last 30 Days)	Whole Number	This metric indicates the total number of ad impressions that were served to the account within a 30-day period from the Last Pushback Date.
Ad Impressions (Last 90 Days)	Whole Number	This metric indicates the total number of ad impressions that were served to the account within a 90-day period from the Last Pushback Date.
Ad Spend (7-Day Snapshot)	Currency	This metric provides insight into the total amount of money that was spend on advertising within the 7-day period from the Last Pushback Date.
Ad Spend (30-Day Snapshot)	Currency	This metric provides insight into the total amount of money that was spend on advertising within the 30-day period from the Last Pushback Date.
Ad Spend (90-Day Snapshot)	Currency	This metric provides insight into the total amount of money that was spend on advertising within the 90-day period from the Last Pushback Date.
Ad Spend (Week to Date, USD)	Currency	This metric provides insight into the total amount of money that was spent on advertising during the current week, from the Monday up until the Last Pushback Date.
Ad Spend (Month to Date, USD)	Currency	This metric provides insight into the total amount of money that was spent on advertising during the current month, from the 1st of the month up until the Last Pushback Date.
Ad Spend (Quarter to Date, USD)	Currency	This metric provides insight into the total amount of money that was spent on advertising during the current quarter, from the beginning of the quarter up until the Last Pushback Date. Quarters begin January 1, April 1, July 1 and September 1.
Ad Spend (Total, USD)	Currency	This metric provides insight into the total amount of money that has been spent on advertising up until the Last Pushback Date.

 

Intent Surges

Intent data identifies which accounts are researching Intent topics related to your business, products and services. 

Within the Terminus Engagements view, you will be able to see the following Intent Surge fields. This data can be leveraged in CRM reporting or to trigger other marketing channels and better align your sales and marketing activities. 

Field Label	Data Type	Description
Intent Topic	Single Line of Text	Name of the most recent Intent Topic that this account is surging on.
Last Intent Surge	Date only	The date of the most recent intent surge.
Intent Score	Whole Number	The intensity of research on a particular topic compared to its historical baseline for the most recent surging intent topic.
Last Intent Surge Topic	Single Line of Text	This is the most recent surging intent topic with the highest intent surge score.
Last Intent Surge Date	Date only	This is the date of the most recent surging intent topic surging with the highest intent surge score.
Last Intent Surge Score	Whole Number	This score represents the intensity of research on a specific topic when compared to its historical baseline, for the most recent/highest surging intent topic.
Surging Intent Topics	Single Line of Text	This is a list of all surging intent topics during the 14-day period following the Last Pushback Date, sorted first by the most recent activity, then by the highest intent surge score.
Active Intent Keywords	Single Line of Text	This is a list of all intent keywords with activities during the 14-day period following the Last Pushback Date, sorted by the highest number of activities.
Last Intent Keyword	Single Line of Text	This is the most recent intent keyword with the most recent activity.
Last Keyword Activity Date	Date Only	This is the date of the most recent keyword activity.

 

Engagement Funnel

The Terminus Engagement Funnel provides a comprehensive view of the customer journey, from Intent through Closed Won. Within the Terminus Engagements view, you will be able to see the following Engagement Funnel fields. This data can be leveraged in CRM reporting or to trigger other marketing channels and better align your sales and marketing activities. 

Field Label	Data Type	Description
Terminus Funnel Stage	Single Line of Text	This is the name of the Terminus Engagement Funnel stage the account is currently in.
Days in Funnel Stage	Whole Number	This is the number of days the account has been in this funnel stage.
Entered Funnel Stage	Date only	This is the date when the account entered this funnel stage.

 

Audience Sources

Terminus supports two types of audience sources — Account Lists and Segments. Account Lists are static, named groups of targeted accounts. Segments are groups of targeted accounts that are dynamically included or excluded based on changes in source data and rule criteria.

In the Terminus platform, both audience sources can be used to coordinate and prioritize your target accounts by analyzing their marketing, sales, and web activity, along with key firmographics. The key difference between them is that one produces a static list of accounts, while the other produces a dynamic list of accounts. Account List and Segment membership data updates daily in the Data Studio interface. Therefore, these fields will also update daily in Dynamics 365 if there are changes in audience membership for that account.

Within the Terminus Engagements view, you will be able to see the active Account Lists the account is currently in -- Segments coming soon! This data can be leveraged in CRM reporting or to trigger other marketing channels and better align your sales and marketing activities.

Field Label	Data Type	Description
Terminus Account Lists	Multiple Lines of Text	Shows the Account List name(s) that the account being viewed actively belongs to in Terminus Data Studio.
Terminus Segments	Multiple Lines of Text	Shows the segment name(s) that the account being viewed actively belongs to in Terminus Data Studio.

 

Terminus App, Reporting & Dashboards

Terminus Insights provides curated views and dashboards through the Terminus Insights Power App solution, as shown below. Leveraging discrete fields of data directly linked to the Account object, you can also access this data as a related element in your existing accounts data. Additionally, you can customize reports and dashboards using this data or seamlessly integrate it into existing reports or dashboards you've created. All dashboards include filtered views for 7, 30, or 90 days, as well as the option to choose between viewing All Accounts or My Accounts.

Terminus Metrics

Terminus Metrics showcases various table views of Terminus data for accounts, encompassing those in the Engagement Funnel, engaging with content through downloads and views, experiencing spikes in engagement, showing intent surges on specific topics, clicking on ads, and visiting the website.

 

Advertising Metrics

Advertising Metrics offers visibility into the performance of your account-based advertising. This section provides an aggregated overview of your advertising clicks for display, retargeting, and global campaigns based on Last Ad Impression or Click over the last 7, 30 or 90 days. The metrics included in this report are impressions, clicks, and spend.

 

Engagement Funnel

The Terminus Engagement Funnel provides a comprehensive view of the customer journey, from Intent through Closed Won. This report presents an aggregated overview of accounts in the Terminus Engagement Funnel — and displays a graph with number of accounts and average days in funnel by stage name. If you are unsure about how the Terminus Engagement Funnel works or is set up in Data Studio, you can learn more by clicking here.

 

Engagement Spikes

Engagement Spikes provides visibility into accounts that are showing increased engagement with your product offerings and brand through a lift in web activity for the previous week compared to the account's previous 4-week baseline. This report presents an aggregated overview of engagement spikes based on Last Spike — and displays a list of accounts ranked by the highest spike percentage. Metrics included in this report are spike status (new vs. repeat), spike percentage, site visitors, and the most frequently visited high-value and awareness pages. If you are unsure about Engagement Models or how they work, you can learn more by clicking here.

Intent Surges

The Surging Intent Report provides visibility into accounts that are surging on your intent topics defined in Data Studio. This report presents an aggregated overview of intent surges based on Last Intent Surge — and displays a list of accounts ranked by the highest surge score. Metrics included in this report are Intent Topic, Intent Score and Last Surge. If you are unsure about how intent works or is set up in Data Studio, you can learn more by clicking here.

Site Engagements

Site Engagements, powered by Terminus's Visitor ID web tracking script, provides visibility into how your account-based programs influence engagement on your website. This section presents an aggregated view of web activity from visiting accounts based on their Last Visit Date, displaying accounts prioritized by the most recent visit, download, form fill, or video play date. The report encompasses metrics such as site visitors, form fills, video plays, downloads, and page views.