Release is Here!
The october
In this release guide, you’ll find information on all of the enhancements available to you and why you need to take advantage of these NOW. We will dive into a few of our top release items, including:
The New Homepage for Ad Experiences Aggregate Ad Tactic and Creative Reports LinkedIn Campaign-level reporting Global Ad Targeting data in SFDC Eloqua integration for Chat Experiences Hubspot Integration The Terminus CDP
Click on these icons for more information throughout this eBook
It’s almost spooky season but there’s nothing scary about what we have for you in our October release, except maybe that it’s scary good. For this release, our newest features are all about giving you actionable insights so that you can make informed decisions that drive the needle.
At Terminus, our product releases are constantly focused on improving the customer experience while building the multi-channel ABM platform of the future. And in our October Release, customers can expect a new look and feel for Ad Experiences (plus new reporting!), new Chat Experiences features, a new HubSpot integration and the Terminus CDP. Let’s dive in!
And with Terminus, we believe More Insights = More Action. When you have the insights you need and can get them quickly, you’re set up to make your next move and make an impact. Look at you go!
Table of Contents
The New Homepage for Ad Experiences Aggregate Ad Tactic and Creative Reports LinkedIn Campaign-Level Reporting Global Ad Targeting Data in SFDC Eloqua Integration for Chat New Chat Experiences Features Hubspot Integration The Terminus CDP GDPR Compliance Details
Release Highlight #1
Ad Experiences: Homepage
AVAILABLE NOW | Release Highlight #1
What is it?
The Ad Experiences Homepage is your new go-to for a view on how your Ad Campaigns are performing.
Where To Find in Terminus?
Value Points
Customer Challenges Addressed
Use Cases
Ad Experiences
Our customers need to know where to take action and quickly distill how campaigns are performing. The Homepage serves as a place where customers can gather and execute on actionable insights.
View important aggregate metrics across the page Visualize aggregated performance metrics over time with a customizable graph Leverage performance widgets to source insights on high performing campaigns Navigate seamlessly through Ad Experiences with an intuitive sidebar navigation
As a Marketer, I want to view insightful and actionable information about my current advertising efforts so that I can quickly determine how my campaigns are performing and take any necessary actions. I need to know how many active campaigns I they currently have and what they are. I need quick visibility into my overall spend/budget. I need to know what needs my attention immediately. I want to understand how my campaigns are performing overall and know what is working well versus what isn’t working well.
Our approach to ad targeting delivers unbeatable match rates and 2X lower fraud rates than industry average. There’s simply no one better at helping you reach your target audiences.
Tell Me More About Ad Experiences
Check out the support article!
Ad Experiences: Aggregate Tactic and Creative Reports
Release Highlight #2
AVAILABLE NOW | Release Highlight #2
New aggregate reporting for Ad Tactics and Creatives that help you make critical decisions on performance.
Our customers want to be able to easily determine how their tactics and creatives are performing and don’t want to be bogged down by tactics and execution-oriented reporting.
As a Marketer, I want to view performance metrics across all my creatives and tactics, so that I can analyze and determine what is performing well versus what isn’t. I need a fixed set of aggregated metrics that summarizes the general performance across all of my creatives and tactics within a specified time window. I need to know the trending performance metrics for 1 or many creatives and tactics within a specified time window. I need to sort and filter creatives and tactics by specified performance data so that I can distill what creatives are performing well versus those that are not. I need to easily export (via CSV) aggregated creative and tactic performance metrics within a specified time window.
Visualize aggregated performance metrics across all creatives with a customizable graph Filter and sort performance to analyze and determine which creatives are and are not performing Analyze, measure, and export performance metrics across all tactics Leverage a customizable graph and performance table to determine which tactics are and are not performing
Unlike other providers, Terminus’ unique targeting technology makes sure your ads get in front of the right people - whether they’re at home, on the road, or in the office.
Tell me more about Ad Experiences
Check out the support articles!
Tactic and Creative Reports
Release Highlight #3
Ad Experiences: LinkedIn Campaign-Level Reporting
LinkedIn Campaign-level reporting provides valuable LinkedIn campaign metrics without you having to navigate away from the Terminus platform.
Our customers want to have more insight how their LinkedIn campaigns are performing without having to navigate back to LinkedIn.
As a Marketer, I want to view reporting for LinkedIn in Terminus along with my campaigns and audiences. I need to be able to quickly understand how my campaigns are performing and take action from there.
Click on a campaign name to navigate to campaign reporting View campaign-level metrics such as: Impressions, Clicks, CTR, Spend, and Total Engagements Make informed decisions around where to increase or decrease spend and understand which campaigns may or may not be resonating with key audiences
AVAILABLE NOW | Release Highlight #3
Release Highlight #4
Data: Global Ad Targeting in SFDC
We are making strides in data consistency across the Terminus platform. Navigate to SFDC to see global ad targeting data and display ad targeting data that your sales team can use to make important prospecting decisions.
Our customers need data at their fingertips, especially for sales and marketing alignment.
As a marketer, I want my sales team to have visibility into my global and display advertising campaigns. As a sales representative, I want to know where marketing is focusing their efforts so I can coordinate my outreach accordingly.
Navigate to SFDC for visibility into Global and Display advertising performance Leverage this data for sales prospecting and to strengthen sales and marketing alignment
Platform integration with SFDC
AVAILABLE NOW | Release Highlight #4
Release Highlight #5
Eloqua Integration for Chat Experiences
The Eloqua integration for Chat Experiences is an easy and seamless way to connect your Eloqua and Terminus data.
Our customers need to be able to pull their existing data in Eloqua into Terminus to power their chat ABM strategy.
As a marketer using Chat Experiences and Eloqua, I need to create coordinated and personalized buyer experiences. As a marketer, I need to be able to push contact data collected during a chat conversation to Eloqua to continue to nurture and educate that lead.
Sync Eloqua Contact and Segment lists with Terminus to create dedicated playbooks for those audiences Automatically create new contacts in Eloqua to continue to provide personalized content throughout the sales cycle Strengthen your first-party data with real-time data enrichment
Chat Experiences
AVAILABLE NOW | Release Highlight #5
Release Highlight #6
New Chat Experiences Features Available Now!
New Chat Experiences Features
Google Analytics Uptick
Our customers need to be able to show when a conversion is made within Chat Experiences in Google Analytics.
Easily capture and report on Chat conversions in Google Analytics. With Google Analytics Uptick, you are able to pass events such as data captured, chat requested, first visitor interaction, and meeting booked from Terminus Chat into Google Analytics. For a full list of events captured, check out this article.
AVAILABLE NOW | Release Highlight #6
Top Level Navigation
Our customers need to be able to easily access their playbooks and manage their members page.
Chat admins can quickly access their Chat Playbooks in one click from the updated sidebar navigation.
Message Delays
Our customers need to be able to control the tempo of their chat conversation to ensure that they can engage visitors throughout their time on site.
Create playbooks that build momentum and re-engage idle visitors at the right moment with Message Delays. By adding a message delay criteria within your playbook, you can allow visitors time to consume any shared content before following up or sending information to continue the conversation.
Release Highlight #7
Hubspot Integration
Terminus now provides customers a friction-less, direct integration of HubSpot CRM data into Terminus Data Studio. Integrating HubSpot with the Terminus Engagement Hub enables customers to see their CRM data in Data Studio, as well as build segments of CRM accounts to activate in ABM campaigns and track their success.
Customers want to automatically update their Hubspot CRM data within Terminus and avoid manual import efforts.
As an account based marketer, I want my Hubspot CRM data to automatically update in Terminus, so I no longer need to manually import and export that data. As an account based marketer, I want to see account, lead and opportunity data from Hubspot in my Terminus account so I can create multi-channel campaigns and activate them from Terminus. As a marketing administrator, I’d like to configure my org’s Hubspot integration so I can more quickly get value from the Terminus platform.
Sync your HubSpot CRM Company, Contact, and Deal data into Terminus: Daily cycle to ingest data from the three targeted HubSpot objects (Companies, Contacts, Deals) and automatically update in Terminus for dynamic ABM efforts and robust attribution. Leverage HubSpot data for multi-channel campaigns: View account, lead and opportunity data from HubSpot in my Terminus account, create multi-channel campaigns and activate them from Terminus.
Data Studio
AVAILABLE NOW | Release Highlight #7
Release Highlight #8
Terminus CDP
Improve CRM data accuracy and discover new buying committees.
Inaccurate & Incomplete CRM data Messy Data Creates GTM Inefficiency & Waste Data is siloed in many different GTM systems
As a Marketing Ops professional, I am heavily reliant on accurate CRM data As a Marketing Ops professional, I am managing a complex tech stack, with data all over the place, and I need that single source of truth As a Marketer, I want to get my confidence back and improve my conversion rates, engagement, scoring, and lead routing using more accurate data
All the insight you need to understand the data gaps within your target accounts - accurate & in real-time, in a single place Cleanse your CRM and MAP data Enrich your accounts and buying committees Scale and manage your data intelligence to drive GTM
Integration with SFDC (currently a standalone product (previously Zylotech) separate from Terminus Engagement Hub)
AVAILABLE NOW | Release Highlight #8
Release Highlight #9
GDPR Compliance Details
Terminus has made information security and data privacy foundational principles of everything we do and we are firmly committed to GDPR. To ensure we meet regulatory guidelines, Terminus has built the Terminus ABM platform with data privacy by design and are only working with the data necessary to provide our service.
As we expand into EMEA, it is important that we continue to provide our customers with the tools they need to be GDPR compliant and make it as easy as possible for them to implement. Take for example the GDPR feature in Chat Experiences that quickly determines what country a website visitor is coming from and proactively asks for consent if they are located in the EU.
We are in this together! For more information, please visit or reach out if you have any questions.
https://terminus.com/gdpr/
We really are going ALL IN with our new experiences for our customers as we continue to build the ABM platform of the future.
Wait, there’s more!
And there’s so much more in this release for you to get excited about and it’s all available to you today. See these features in action and learn why Terminus is the only account-based engagement platform; driving more pipeline and revenue from your target accounts.
Want to chat? Come check out the customer community and get engaged with some Q&A!
