November 2024 Release Notes
Hello! 🍂 November has brought a season of impactful enhancements and features at Metadata! As we head into the cooler months, we’re excited to share updates designed to elevate your experience and improve efficiency.
Get ready to explore the latest features that have just launched, ready to empower your campaigns and streamline your workflows. Let’s dive into what’s new this November! 🚀
- Spotlight: Custom Funnel Reporting
What It Is:
The new Custom Funnel Reporting in Spotlight delivers a detailed, integrated view of progression through marketing and sales funnels. Track each stage, disqualification reasons, and average time spent, enabling real-time, actionable insights for decision-making.
Key Functions:
- Full funnel view from awareness to conversion
- Disqualification tracking and time-in-stage metrics
Why It’s Important:
This report enhances data-driven decision-making with insights into customer journeys, facilitating better planning and optimization.
- Spotlight: Account Journey Enhancements
What It Is:
The Account Journey page now includes an organized view of activities grouped by page visits, conversions, and opportunities.
Key Functions:
- Activity breakdown for better account analysis
- Organized views based on engagement type
Why It’s Important:
This update improves insights into account activities, helping prioritize high-value accounts.
- Spotlight: Channel Revenue Drill-down
What It Is:
The Channel Revenue Report now allows a drill-down view of campaigns, opportunities, and accounts that contribute to specific channels.
Key Functions:
- Drill-down for detailed channel performance
Why It’s Important:
Gives users a granular understanding of channel performance to optimize investments.
- Spotlight: Email Scheduler for Sales Enablement
What It Is:
Users can now schedule exports of the Account Journey table by segment on a daily, weekly, or monthly basis.
Key Function:
- Configurable email scheduling for selected segments and recipients
Why It’s Important:
This feature automates account insights sharing, saving time and enhancing coordination.
- Spotlight: Slack Notifications
What It Is:
Configure segment-specific notifications in Slack, reducing noise and ensuring timely alerts on account activities.
Key Functions:
- Hourly website visit notifications
- Configurable options for high-intent visits, conversions, or all activities
Why It’s Important:
Improves sales and marketing teams’ ability to track and act on account engagement in real time.
- Click-through Conversion Reporting
What It Is:
We’ve introduced Click-through Conversion Reporting across channels to capture conversions influenced by Metadata campaigns even when the user’s final action wasn’t in the same session.
Key Function:
- New column for click-through conversions in Budget Groups, Campaigns, Experiments, and multi-variate reports
Why It’s Important:
This helps track campaign influence beyond immediate interactions, giving a more comprehensive view of long-term conversions.
- Campaign Update Notifications
What It Is:
Receive alerts on Campaign Updates to track the success or failure of campaign settings changes.
Why It’s Important:
Enables immediate corrective actions, improving campaign management efficiency.
- MQL Date and Score Mapping
What It Is:
Enhanced flexibility in MQL Date and Score Mapping enables users to map these fields from either their CRM or Marketing Automation (MA) tool.
Key Functions:
- Allows MQL data to be mapped to CRM or MA tools
- Flexible mapping with the option to switch between CRM and MA tools as needed
Why It’s Important:
This feature accommodates varied setups across users’ CRM and MA systems, ensuring smooth data integration and consistency for tracking MQLs.
- Target Group Tagging
What It Is:
Now, users can add Tags to Target Groups similar to individual audiences, making it easier to organize and filter groups within campaigns.
Key Functions:
- New column for Tags in the Target Group table
- Bulk tagging options and filter capabilities
- Auto-import Tags from included/excluded audiences
- Tag inheritance when Target Groups are added to campaigns
Why It’s Important:
Improves organization and campaign customization, allowing for efficient management of complex targeting structures.
