HockeyStack
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      • Building a Campaign Grouping property
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  • Setting up your Data for import
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Account Reset Guide

PreviousSettingsNextAuto-tagging of URLs

Last updated 1 month ago

Just like spring cleaning, sometimes your HockeyStack account needs to be swept out and reset. Account reset may be needed for many reasons. If you’re experiencing one of the following, it may be time for to shake things out:

  • You can’t find the report you need, when you need it, even though you’ve built it multiple times

  • You have a whole new exec team

  • Your core KPIs have changed

Below is the HockeyStack Team’s recommended process to audit and reset your account.

  1. Create a list of your KPIs

    1. Follow this guide:

  2. Create a list of CRM properties needed

    1. HockeyStack ingests all of the CRM properties that it has permission for. We want to group these properties into 2 groups

      1. Properties we need for reporting

      2. Properties we don’t need and will just confused everyone else in the system

  3. Hide all non-defined properties that are not needed for reporting

    1. Follow this Guide:

  4. Create a list of dashboards that will initially be used

  5. Make sure Channel (previously: Unified Channel) is properly built

    1. Follow This Guide:

  6. Make sure Campaigns (previously: Unified Campaigns) Defined Property is properly built

    1. Please Note: Please ensure this exactly matches Channel (previously: Unified Channel)

    2. Follow this step by step guide:

    3. Reference this Video Guide:

  7. Create campaign groups properties. Follow this guide:

    1. Tactic

    2. Region

    3. TOFU MOFU BOFU

  8. Create the Asset Type property. Follow this guide:

  9. Create assets property. Follow this Guide:

  10. Build a Business Overview Dashboard and compare your KPIs to the source reports from your CRM that you referenced for your HockeyStack KPI definitions

    1. Follow this Guide:

    2. When comparing your KPIs to your source reports, select a date range in the past like, last quarter or last month

  11. Delete goals that are not or should not be used

    1. If they are being used somewhere, do the excruciating work of deleting where they are used and then delete the goal

  12. Goals should be pulled from defined properties wherever possible

    1. Goals built from defined properties are linked to the defined property mapping. If the defined property mapping is updated, the goal will also update, and every report that the goal is used in will update. It is best practice to build goals from defined properties to minimize the number of places you need to update when a definition changes.

    2. Follow this guide:

  13. Delete defined properties that are not or should not be used

    1. Click the three dots to the right of the property name, then select “Remove”

  14. Create Segments for common filters

    1. Follow this guide:

  15. Clean dashboards

    1. Remove unused reports

    2. Remove unused columns from large tables

    3. Combine reports that are redundant

      1. a report that is exactly the same except for a breakdown filter can be combined

    4. Ask for report requests / questions from whoever consumes this dashboard and add them

  16. Add new features that the account has not used yet

    1. Attribution weights:

    2. Attribution funnel:

    3. Company bar graph:

    4. Company feed (breakdown by date, important moments, company name) -

      1. Build the important moments property first:

      2. Build the company feed report:

    5. Lift reports:

    6. Lookback window - GUIDE TO COME

⚙️
https://docs.hockeystack.com/hockeystack-academy/102-implementation-guide/step-3-create-your-kpi-goals#block-3e4b7875827a44ed8a17cc79149bdda2
https://docs.hockeystack.com/hockeystack-academy/102-implementation-guide/step-1-complete-the-technical-implementation/hiding-showing-properties#block-3d0cd43761824d488cb474d6b99896a5
https://docs.hockeystack.com/hockeystack-academy/102-implementation-guide/step-23-create-your-unified-channel-property
https://www.notion.so/hockeystack/Building-Unified-Campaign-Property-b95595d1aae34d29ad34e69663ee442f
https://www.loom.com/share/520f143433a2485c9fb6d16e24bfc931?sid=8eb64ac6-efdb-4aad-a740-123923c6b4c1
https://www.notion.so/hockeystack/Building-Campaign-Tactic-Defined-Properties-080072e0af6c40acb92bfcfdd47b7321
https://www.notion.so/hockeystack/How-To-Build-an-Asset-Type-Defined-Property-d448ebfd5b94429e97bef760e3e10092
https://www.notion.so/hockeystack/How-to-Build-an-Asset-Defined-Property-a7976183a8454f97888fc998ec7c336e
https://www.notion.so/hockeystack/Business-Overview-Dashboard-b33cef6a17e34535ae2c92ce5224218e
https://www.loom.com/share/c59498b31362455ea96b8550821150e1?sid=5572129a-9bcb-4f7c-b4e8-98689ce958bc
https://docs.hockeystack.com/filtering
https://docs.hockeystack.com/guides/defining-custom-attribution-weights
https://docs.hockeystack.com/hockeystack-academy/report-examples/attribution-funnel#block-a90d608cc52741dab2170a086fd9270b
https://www.loom.com/share/9e06b8c1619f4284b44050ee6664f12b?sid=647f65ee-b9f4-41cf-af2e-4fd4258b7096
https://www.loom.com/share/ce884c19ccea4dc2a1c273729666a187?sid=17cbb076-266c-4e17-9c24-0c5017e19a11
https://www.loom.com/share/771e1edd81a348e7bfef87bdb8f39573?sid=91250c11-2131-4a1a-8599-2a9ca3d9c12a
https://docs.hockeystack.com/data-visualization/lift-reports#block-0c2e99bf1d13480d9686987f526b1997