Metrics Setup

Enhance decision-making and optimize operations with metrics for a tailored, data-driven strategy.

Out of Dark enables you to integrate essential metrics—ranging from financial figures like income and expenses to digital metrics such as social media followers and churn rates—into the touchpoints of your customer journey. By incorporating these metrics, you can significantly improve decision-making processes, enhance performance tracking, and optimize operations through data-driven insights. Utilizing metrics within Out of Dark offers a deeper insight into customer behaviors, allowing you to customize experiences to better meet your business objectives. Additionally, metrics can be used to automate specific actions when data changes meet predefined criteria. For example, reaching a certain threshold might trigger an automated platform response, which could include sending notifications, launching marketing campaigns, or reallocating resources.Screenshot 2024-03-25 at 9.45.31 PM

Set up your metric

There are two ways to start leveraging this powerful tool. If you wish to do so in the context of the journey, navigate to the Detail view and click the "Add metric" button in the metrics widget of an activity. Then simply select the metric you wish to add. Screenshot 2024-04-19 at 12.48.59 PM

To configure, adjust, or update your metric, just click on the pencil icon.

To manage your metrics, use the Connections tab. Here, you can access all your metrics, configure multiple metrics simultaneously, customize parameters, and more. This tab displays important details for each metric, such as its name, the journey it's linked to, its data source, and the template used for processing the data. If you need to modify or delete a metric, click on the three dots on the right side of the metric and select the appropriate option. To introduce a new metric, just click the yellow plus button labeled “Add Metric.”Screenshot 2024-03-25 at 9.49.06 PM

When you start adding a metric, you will be asked to select a metric template. This choice dictates how your data will be handled in Out of Dark. There's a broad selection of templates available like "Appointments," "Budget," "Calls," "Conversions," "Leads," "Open rate," and more, catering to various data tracking needs. If these templates do not meet your specific requirements, you can craft your own for a more customized, hands-on approach. After selecting or creating a template, it’s time to give it a name. Once that is finished, simply click 'next' to proceed.Screenshot 2024-03-25 at 9.50.24 PM

The final step in the process is selecting the journey phase (Awareness, Consideration, Purchase, Loyalty, or another framework of your choice) and activity to which your metric will be applied. After making these selections, click "Create" to finalize the process. Your newly added metric will then be displayed at the top of the list. To view your metric within its assigned journey, simply click on the link found in the Location column.Screenshot 2024-03-25 at 9.52.23 PM

Configure alerts and automation

To update, automate, or input data into your metrics, click the link in the Location column of the Connections tab and then select the “pencil” icon for the appropriate metric. To add data, click on the yellow plus button labeled “Add Data.” Next, enter the relevant value, set its validity, and specify its start date where appropriate, and click “Create”. You can edit or delete this data at any time by clicking the three dots on the right and select the appropriate option.Screenshot 2024-03-25 at 9.55.20 PM

To configure alert automation for a specific metric, click the "pencil" icon of the relevant metric and then select the Alert tab. Alerts can be triggered when a metric's value falls below a predetermined limit or exceeds a certain threshold. After setting your criteria, finalize the process by clicking the “Add Data” button.Screenshot 2024-03-25 at 9.57.43 PM

In the same dialogue box, you can set whether you want this metric to appear on your main Dashboard in Out of Dark and whether to hide it from the Planning view. To do this, navigate to the Source tab within the metric's editing interface and check the “Display on Dashboard” or "Hide from Planning View" options. Then click “Add Data” to complete the setup.Screenshot 2024-06-17 at 12.51.26 PM

If you need to modify how Out of Dark processes your data, you can easily edit both the metric and its underlying template. To do so, locate the metric you wish to adjust in the Connections tab, then click on the three dots and select “Edit Metric.”Screenshot 2024-03-25 at 10.00.30 PM

And that’s all there is to it. To keep reading, find out about metrics templates here.