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Engagement Properties

Holly Jones

The InsightSquared platform calculates a whole series of analytics tracking activity and engagement per record. It does so as part of a "context".

There are 4 primary content types that calculate a context today:

  • Account

  • Opportunities

  • Contacts

  • Leads

For each of these 4 types, the system will track activity and calculate a set of engagement metrics to track the health of the relationship. These engagement metrics are specific to the relationship that's being built for the record.

Account

  • All activity related to an account, using contact addresses for the account (click here to learn more about how this is calculated)

    • All emails/meetings from ACCOUNT CONTACT ROLES or ACCOUNT CONTACTS that are not blacklist domains, team domains or partner domains

    • All emails/meetings that mention the specific account name from a partner contact addresses

  • SFDC Activities where "whatID" matches an account

    • All tasks of type or subtype of “Call” or “Email” will populate last touch date

    • All tasks of type or subtype “Meeting” will populate last/next meeting date

    • All SFDC Events will populate last/next meeting date

Opportunities

  • All activity related to an opportunity, using contact addresses for the opportunity (click here to learn more about how this is calculated)

    • All emails/meetings from OPPORTUNITY CONTACT ROLES or ACCOUNT CONTACTS that are not blacklist domains, team domains or partner domains

    • All emails/meetings that mention the specific account or opportunity name from a partner contact addresses

  • SFDC activities where "whatId" matches an opportunity

    • All tasks of type or subtype of “Call” or “Email” will populate last touch date

    • All tasks of type or subtype “Meeting” will populate last/next meeting date

    • All SFDC Events will populate last/next meeting date

Contacts / Leads

  • All activity with the email address of the contact/lead

    • All emails/meetings from CONTACT/LEAD that are not blacklist domains, team domains or partner domains

What does a context look like?

What Engagement Properties are calculated? What data does each look at?

Based on the activity per type above, the following properties are calculated for each record in the CRM.

Last Touch Date

The most recent meeting email/meeting OR task of type CALL/MEETING/EMAIL OR task of subtype CALL/MEETING/EMAIL OR Salesforce Event

Last Inbound Touch Date

The most recent inbound email

Last Meeting Date

The most recent meeting OR tasks of type meeting OR task of subtype meeting OR Salesforce Event

Next Meeting Date

The next meeting OR tasks of type meeting OR task of subtype meeting OR Salesforce Event

LastCRMUpdateDate

The most recent CRM update for any related record to the CRM record you are looking at

Number of Inbound Emails

Count of inbound emails

Number of outbound emails

Count of outbound emails

Number of Meetings

Count of meetings (including calendar and SFDC events)

ActivityTotal

Count of total activities (anything and everything, it's a total count)

If you run into any issues, please contact support.

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