You would like to give the Data Studio a try by uploading a CSV file containing some Leads and Conversions? Here is how to do it, to get insights from your data!
Step 1: Create a dataset
- Duplicate this spreadsheet template.
- Import your data into the spreadsheet.
- email: email of the lead (if you only have domain, you can add a prefix info@)
- target: 1 if the lead has converted, 0 if the lead has not converted
- amount (optional): the amount of the conversion (opportunity amount) the amount of the conversion (opportunity amount)
- target_closed_won: 1 if the lead has converted as Closed Won, 0 if the lead has not converted Closed Won.
- can default to null if you don't have the information.
- amount_closed_won: the amount of the Closed Won conversion when the lead has converted Closed Won
- can default to null if you don't have the information.
- created_date (optional)
Important:
- No transformation or cleaning will be applied to the dataset(s) you upload, therefore make sure there are no null values or your dataset won't be enriched and will be rejected.
- Download as .csv file
Step 2: Upload dataset in MadKudu Data Science Studio
- Connect to studio.madkudu.com
- Click Create new model
- Enter any name you'd like for the model
- Select Customer Fit
- Click on Create
- The new model is now created
- Click Import data
- Click Upload from CSV
- Upload the dataset in both sections of training and validation
- Click on Save audience
And voilà!
The dataset will be uploaded and MadKudu will start enriching your dataset. You should receive a confirmation email when it's done. Depending on the size of the datasets, it should take a few minutes (if ~100 records) to a few hours (if >10k records).
Once you get the confirmation, click the link in the email and navigate in the model.
Next step: Understand how to get insights from the dataset by looking at the Customer Fit insights