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View received and activated signals and their sources

How to use Signals Report to filter and view all signals received in your account and journeys.

Updated over 4 months ago

Signals received by the system indicate an intent or engagement of a person. Signal is any action taken by a potential customer that indicates their interest to us. Some common examples are a click on a link in the newsletter, visit to the website, subscription to a blog, download of a whitepaper, and request for a demo.

Depending on your criteria to process signals, a few such signals are activated in Tapistro. Any action that you take in the platform based on the signal is called activation. Some common examples are email outreach, discount offers and offer of a free trial.

We provide a detailed report of all signals received, including those activated, along with the reasons for their activation. We provide two views for the Signals Report:

  • All signals are listed in the Signals Report available from the left margin of your Tapistro app and you use it to look at the overall intents received in your account from different sources across journeys.

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  • Journey-specific signals are listed in the Journey's page, and you use them to understand the intents received in a specific journey.

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Our dashboard displays the received signals in real-time. However, it displays processed signals after some time. The time difference between receiving a signal and processing it is intentional. The reason for delay is to associate a particular signal with a person and an account.

We recommend waiting for about an hour before activating a received signal. The delay lets the system collect rich intentions, and the activation can then be based on the nuanced behavior of the person. For example, a person can generate a signal by clicking on your newsletter link and, after some time, subscribe to a paid plan on your website. After the first signal (newsletter link click) is received, you must wait for the next nuanced intent to unfold before triggering an outreach (say, an email with paid plan offers).

For you to explore, understand, and act on the signals received, we provide nuanced search and filtering capabilities on signals report in both UIs – journey-specific and all signals.

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A: View or hide columns in this view of the report.
B: Search in this field to run a full-text search across signals.
C: Filter the report using this list of predefined time periods.
D: Filter the report based on preset time period or a custom date range.
E: Filter the report based on preset time period, processing status, and more.
F: Export the results as a CSV file, that includes all columns.
G: View the report in full screen mode.

You can find specific signals and their sources based on time of receiving it and filter it based on sources, time of processing, and so on. For example, you can find signals from last week, where persons were identified, but some error occurred during processing it.

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Also, you can export the signals report as a CSV file to process and analyze it in your preferred tool. The CSV export contains data for all columns irrespective of the columns displayed in the web view of the report.

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