Signals
What is a Signal?
A Signal is a measurable event or behavior observed in your data that provides meaningful insights into and influences your customer pipeline.
Identifying Signals is crucial because they may indicate when a customer is ready to engage further, make a purchase, upgrade, downgrade, or potentially churn. By leveraging Signals, you can optimize your performance, your spending, and revenue.
Defining Signals
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Signals can be set up and managed in the Activation Hub > Signals UI. This interface allows you to:
- Create and view all active Signals
- Monitor how frequently each signal is triggered
- Define whether a Signal should contribute to the Engagement Score
- See a list of AI signals
Use the Signals UI to manage, monitor and discover new signals that are influencing your pipeline.
AI Signal Discovery
Identifying which engagements and events have a strong impact on your pipeline is a complex challenge. AI helps by automatically identifying signals that influence your performance and revenue, often uncovering key factors and signals that have been overlooked whos impact is surprising.
Activate Signals
It is a good idea to monitor and activate AI signals, because these signals have already proven to influence your pipeline.
Activating a signal is very easy. Select Activate,
AI Signal Impact Levels
AI Signals are categorized into three impact levels:
- Strong: High influence on pipeline performance and revenue.
- Significant: The influence is not high enough to be classified as strong but is still very impactful on your pipeline.
- Moderate: The AI has detected that the influence of these events is clearly above average.
Signal Timing
I work in marketing and my focus is on generating high-quality leads. How can I get a list of the most impactful signals in the earlier part of our pipeline?
By adjusting the Signal Timing, you can direct the AI engine to focus more on the signals that typically appear in either the early or later stages of your pipeline. So, if you work in Marketing and are focused on the earlier part of the pipeline, you may want to set Signal Timing to Earlier. This will prompt the AI engine to surface more of the signals that are most impactful in the stage of the pipeline you work with.
Archiving AI Signals and Feedback
AI signals are generated by Dreamdata’s AI engine. However, the engine may sometimes identify signals that you don’t want to activate or ones you’ve already activated manually. Additionally, a domain expert might determine that two AI signals are part of the same process, making it unnecessary to activate both. In such cases, you can choose to archive a signal.
