Contents:

  • What are Profiles in Factors?

  • How to use Profiles In Factors?

  • Use cases

Factor's Profile feature enables you to get powerful context about the people and customers that your business interacts with, right inside. With the end-to-end complete view of user details at your hand, you can easily save the time you would’ve spent hunting down details about the prospects. In a nutshell, you can use the Profiles dashboard to aggregate and organize a collection of user profiles.

Please note that a user profile property can be either a static value, like first name, or even a dynamic value that transitions, like the date of last login.

Let’s understand how you can utilize Factor's Profiles feature to filter users and gain a deeper understanding of how they interact with your website or application. We build profiles by connecting information about a user to a distinct_id, which creates a location that collects current information about a user.

Terms You Should Know Before Using Profiles:

User Categories

In Factors, you get to choose from the given user categories:

  • Users: Easily explore and peek into user insights like website visitors, salesforce users, HubSpot contacts, and more. Slice and dice data with the help of filters and breakdowns to derive meaningful insights.

  • HubSpot Company: Get insights on users representing a HubSpot company.

  • HubSpot Deal: A HubSpot deal represents an ongoing transaction that your sales team pursues with a contact,, tracked through pipeline stages until won or lost. You can analyze such HubSpot deals efficiently by applying filters and breakdowns via Factor’s dedicated category on HubSpot Deals.

  • Salesforce Account: Salesforce accounts represent an individual customer account, organization or partner involved with business. You can analyze them with ease by selecting this category from the dropdown.

  • Salesforce Opportunity: Salesforce opportunity is an ongoing deal where the prospect is approached and they have shown interest in engaging with your business but are yet to fully engage with you and the deal is not yet closed. All you need to do is to select this category if you want to track your salesforce opportunities with ease.

How to use Profiles In Factors?

Step 1: Login to Factors

Once you login to the Factors app, click on the ‘Analyze’ icon in the sidebar and then locate Profiles.

Let’s say we want to analyze the profile of website visitors based out of India. So, in the Analyze section, choose ‘users’ from the dropdown menu. At this point, your query should look like this:

Step 2: Choose the profile to analyze

Choose whether you want to analyze the website visitors, Salesforce users, HubSpot Contacts or Marketo users from the dropdown menu. In this case, we want to analyze the web visitors.

Step 3: Add Filters

Add filters to see results precise to your needs and also eliminate unwanted data. Factors allow you to segment your audience to derive more meaningful insights.

You can filter your report by OS, Browser version, platform, campaign type, or country. So, for this report, we want to track the profiles on a country basis. Therefore, add the "Country" filter and select the value as "India" (or the country you wish to). At this point, your query should look like this:

Step 4: Add Breakdowns

Breakdowns simply break down the data into groups. Even though the ‘Breakdown’ is an optional feature, you can still use this option for precise insights. For instance, here we want to segment the Profiles by breaking them down by the ‘Day of first event’. At this point, your query should look like this:

Step 5: Add Time Frame

Choose a time range for the profiles. You can simply select a date starting which you would want to track the profiles:

Congratulations, you're now done with your very first Profile query! See, it's that easy. Now, click on ‘Run Analysis’ to view your Profile Report. You can then save your Profile report by clicking on the save icon on the top right corner of the screen. Here’s how your query should look like at this point:

Use cases

  • Slice & Dice the entire user data across Website Visitors, Hubspot or Salesforce in one place.

  • Retrieve historical records filtered or segmented by any CRM properties within minutes

  • Save time by having a single place to view all Website & CRM data

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