Stephanie Falk

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Activity overview

Latest activity by Stephanie Falk
  • Stephanie Falk created an article,

    New Terminus Report Filtering

    Overview We are excited to announce the introduction of several new reports that utilize a brand new report filtering panel, including: Intent Surges (Data Studio) Spike Report (Data Studio) Si...

  • Stephanie Falk created an article,

    Intent & Metro Surge Reporting

    Overview The Intent & Metro Surge reports offer invaluable insights into trending topics and geographical hotspots for accounts experiencing intent surges. These reports empower users to discern p...

  • 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...

  • 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 ...

  • 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 t...

  • 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...

  • 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...

  • 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...

  • 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...

  • Stephanie Falk created an article,

    Introduction to Segment Builder

    Prerequisites  Segment Builder is available to customers who have an active Data Studio instance integrated with their Salesforce or Hubspot CRMs. We are actively working on expanding our integrati...