Stephanie Falk
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Activity overview
Latest activity by Stephanie Falk-
Stephanie Falk created an article,
New Terminus Reporting Features & Enhanced Filtering
Overview We’re excited to announce the introduction of advanced reporting functionality that provides greater flexibility and deeper insights into your data, including: Compare to Prior Period: A...
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Stephanie Falk created an article,
Intent Surge Reporting
Overview The Intent Surge report offers invaluable insights into trending topics for accounts experiencing intent surges. This report empower users to discern patterns and monitor topic engagement...
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Stephanie Falk created an article,
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 Vis...
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Stephanie Falk created an article,
Setting Up Salesforce Flow to Sync Account Insights Text Field to a Picklist Field
In this guide, we'll walk through the process of configuring a Salesforce Flow to synchronize data from an Account Insights text field (e.g., Engaging On) to a different field type (e.g., Customer ...
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Stephanie Falk created an article,
Testing Terminus Insights in a Sandbox or Secondary CRM
Step 1: Connect Terminus Data Studio with your Sandbox If you need to connect with a secondary CRM for pushback testing, follow the steps below to perform "OAuth" (i.e., connect). Either clear...
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Stephanie Falk created an article,
Segment Details & Reporting
The Segment Index page functions as the central hub for Terminus' Segment Builder feature, allowing users to efficiently manage all created segments. Clicking into a segment name from the Segment I...
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Stephanie Falk created an article,
Terminus Insights for Salesforce: Managed Package Installation & Upgrade Guide
—————————————————————————————————————————————————————— Steps for Installing/Upgrading Terminus Insights: Step 1: Upgrade/install the latest version of the Terminus Marketing managed package from Ap...
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Stephanie Falk created an article,
Utilizing Segments in Global Filters
Prerequisites This feature is available to customers whose subscription includes Terminus Data Studio and have Segment Builder enabled. What are Global Filters? Global filters are a powerful featu...
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Stephanie Falk created an article,
The Terminus Engagement Funnel
The Terminus Engagement Funnel provides a comprehensive view of the customer journey, from Intent through Closed Won. This report can be found by clicking the funnel icon on the left menu. Funnel...
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Stephanie Falk created an article,
Terminus Insights for Hubspot: Feature Overview
Prerequisites To leverage Terminus Insights, you must have an integrated HubSpot CRM Data Studio instance. Additionally, to see Site Engagements and Engagement Spike data, you must have the Visitor...