Contents:

• Overview
• Blueprint Runs
• One-Time Run
• Run History
• Settings
• Creating a New Segment
• Segment Settings
• General
• Marketing Signals
• Sales Signals
• Opportunities
• Advanced
• Settings Change Log

 

Overview

The purpose of this article is to provide LeanData Blueprint customers with a guide on configuring and using the various Blueprint settings. Blueprint is part of the LeanData Analytics App. You will need to download the LeanData Analytics App from the Salesforce App Exchange before using this guide. To access Blueprint, you will need to access the LeanData Analytics Tab instead of the standard LeanData Tab. 

 

Blueprint Runs

The Blueprint Runs section gives you visibility and control over when your Blueprint Runs process as well as details as to how they are performing.

Each time a Blueprint Run takes place, LeanData will delete the entire existing Blueprint dataset and recreate a new dataset. 

 

One-Time Run

Once all of your Blueprint configuration is set, kick off a One-Time Run to generate or regenerate all of your Blueprint data.

 

Run History

Run history shows details on how your Blueprint Runs are performing. If there are any errors on your runs, you can hover over the row with errors and click view errors on the right side to get the details of those errors. 

 

Settings

This is the main landing page for the settings section and is also where you can set up Opportunity Segmentation and Title Clustering.

Opportunity Segmentation

Opportunity Segmentation allows you to create different settings for distinct, mutually exclusive groups of Opportunities. The groups must be defined with one singular Opportunity field and the field type must a text string. Formula fields which output a string are also acceptable. 

Title Clustering

Title Clustering allows you to group Buying Group Members with similar titles together to perform aggregate analytics on which Personas are typically engaged in Opportunities and what their engagement looks like.

 

Creating a New Segment

To create a new segment, select the desired Opportunity Field and click the Create Segment button. 

The screen you see next depends on which Opportunity Field you chose for the segment. For most segments you will see this screen: 

Enter a name for the segment. As needed, search for your desired value(s). Select the needed value(s) and click Create Segment.

 

Segment Settings

Most Users may choose to use one default segment. To access your settings for this segment, hover over that row and click on it (it will highlight green when hovering). 

 

General

 

Number of Required Signals

The minimum number of Signals a Lead or Contact must show towards an Opportunity to be considered a Buying Group Member. This will default to 1 Signal.

Object Types 

Select which object types you would like to include as Buying Group Members. 

Please note: When selecting your settings in the Settings pages, please remember to click Save in the upper right corner.

 

Marketing Signals

Relevant Signal Timeframe

Specify how far back LeanData should look for Campaign Members to use as Marketing Signals.

Campaign Type and Campaign Member Statuses

This section is used to select which Campaign Members are relevant and will be created as Marketing Signals. To include a selected campaign type, click the checkbox of that campaign type and the underlying member statuses that are relevant for that campaign type. If you select a campaign type and member statuses but receive an error upon saving, it is likely that there are no existing campaign members for your selection. You will have to unselect those and reselect them when there are existing campaign members for those campaign types/member statuses. 

Please Note: Keep in mind that this is an inclusionary model so if there are new Campaign types or member statuses that are added, you will have to access the settings page and select them if you would like them to be included. 

 

Sales Signals

Relevant Signal Timeframe

Specify the number of days back you would like for us to look back at Sales Activities for consideration as Sales Signals.

Task Types & Statuses and Event Types

This is where you can set which Tasks and Events are included as Sales Signals for your Blueprint run. Select which tasks and events are relevant based on their Task Type, Status, or Event Type. If those three fields are too broad you can also add filter conditions on the task and event objects in the Filters section under Advanced in Settings. 

 

Opportunities

Opportunity Types & Stages

This section allows you to define which Opportunities will be included in your Blueprint run. For example, you might not want Renewals or some operational opportunity type included your Blueprint analysis. You can exclude Opportunities based on Opportunity Type, Opportunity Stage, Closed/Won Stage, or Closed/Lost stage. 

Opportunity Stage Mapping 

The Opportunity Stage Mapping section allows you to Map opportunity stages. For example, if you would like to count certain opportunity stages as closed won that are not already marked as closed won in your Salesforce setup, you can indicate these mappings here.

 

Advanced

The Advanced Tab allows you to add additional filters to include/exclude data in the Blueprint run. 

Filters 

This section allows you to filter records based on any standard or custom field on a related object. 

Please note that these filters are inclusionary so if you would like to exclude something you would use operators like not equal to or does not contain. 

Field Mappings 

This section allows you to switch from using the default Salesforce fields to custom fields that are more pertinent to your business.

One common use case is that by default, we use the Campaign Member create date to determine when a Marketing Signal actually happened. If there is a different date/time field on the Campaign Member object that better indicates when the marketing interaction occurred (some users pick a Member First Associated Date or First Responded Date), you can map to that field. 

 

Settings Change Log

The Settings Change Log displays all changes that are made to your Blueprint settings. Each entry includes: 

• Segment - The segment that had setting changes
• Settings Page - Where the changes occurred 
• Description - Description of the change 
• Date & Time - When the change occurred 
• User - Who made the changes 

Holding the cursor over a log entry will highlight the row and a View Logs button will appear. Clicking on the View Logs button will display a page with more details about the changes.