Signals are meant to provide relevant information in your CRM. Their primary goal is to give Sales teams a high-level context about leads' scores in order to build trust in the scoring system you built.
When you first see the Signals page of the Studio, there will already be standard signals preconfigured by default. You can start tweaking them to match the logic of your customer fit model. You can also add new signals.
How to add a signal to surface information to your Sales team?
Step 1: Duplicate the live model
- Go to the Data Studio (studio.madkudu.com or through app.madkudu.com > Predictions > Data Studio)
- Duplicate the model marked as "live" (live models cannot be edited directly)
- Name the duplicated model (we recommend using a name describing the purpose of the model, like 'MyAudience - MyConversion')
Step 2: Create Signal
- In the model, navigated to Model > Signals
- Please regularly save your work since an error in configuration will revert all signals to a previous state.
- Click on Add signal group at the bottom of the page
- Give a title to the Group, descriptive of the traits used in this Group (Industry, Country...)
- Fill in the Definition : Select a condition based on a Computation, condition and value
- Fill in the Display : Select how the signal should be displayed
- Signal direction: is it a positive or negative signal for Sales?
- How the signal will look: What text should display?
- If the signal should look like a predefined text WITHOUT any dynamic value, simply enter the text in the field input and select "NULL" in the last picklist
- If the signal should look like a predefined text WITH a dynamic value, enter the text in the field input and select the computation value you want to display after your static text in the last picklist
- Priority: between 0 and 100, how should this signal be positioned compared to other signals? Note that in your CRM only 10 signals are displayed total (5 positive, 5 negative).
- Click on Save after each new signal is configured.
* Note that:
- 1 Group = 1 Signal
- 1 Group can include several rules
- A lead can only fall in 1 rule per Group -> the order of the rules in a Group is important
Step 3: Check the signal on a few leads
- Go to the Sample tab under Review
- Look into some examples of leads to make sure your signal look good and there isn't any error in the logic
- Make sure the signal explain well the fit segment of each lead
- If you have a tree based model : If there’s a lack of explanation for a lead, the last columns tell you in which node the lead ended up for each tree. Click on the number of the node and you can go up the tree and see what split conditions the lead has been through. Create signals corresponding to these split conditions.
Step 4: Deploy Signal
Keep these considerations in mind when deploying signals:
- All your Leads, Contacts, or Accounts that are usually scored by MadKudu will get rescored with the next batch scoring (see when the next Analysis then Sync process should run in the Processes Page).
- Adding, editing, or deleting signals that change the prospects signals may trigger automated workflows (out of MadKudu's control) in your CRM which are based on the customer fit or lead grade score (like your MQL workflow).
When you are ready, go to the Deploy tab
- If the live model you are editing is flagged "Live as Standard", then go into the first sub tab "deploy as standard" and click Primary deploy
- If the live model you are editing is flagged "Live as Multi-fit" please contact firstname.lastname@example.org, we'll help you with that.
To go further ...
How to build signals based on the decision trees (for decision tree based models): if a split condition of a node in a tree creates a node with a high conversion rate, it means the condition on this trait impacts the score of a lead positively.