Getting Started
What does onboarding with Magnify look like?
Onboarding to Magnify follows a two-step process:
- Integrations and data ingestion
- Enabling AI-powered insights and no-code motion automation
Our Customer Onboarding team will walk you through a step-by-step guided experience to complete the platform integrations, after which it will take our systems about a week to ingest all the required data from these integrations. Post data ingestion, your AI-powered forecasts and drivers will be generated and made available on your Dashboard and AI Insights page.
What user roles are available within Magnify?
Magnify supports the following user roles:
- Admins; can add and remove users, establish integrations, and create motions
- Users; can create motions
Where can I view my account settings?
To access your account settings, locate your username in the lower left hand corner of the navigation menu. Click your username and select Account Settings. Account settings allow you to view your profile, which includes your email address, role, and ability to change your password. You can also view notifications, which will include information about motions, typically those that have encountered an error.
How do I change my password?
Access your account settings and select Change Password under the profile section.
AI Assistant
Magnify’s AI analyzes your integrated data to generate revenue forecasts, identify drivers of churn and expansion, and provide account-level insights. You can explore these insights conversationally through the AI assistant on the AI Insights page, or view them on the Dashboard.
What is the Agent page?
The Agent page is the primary landing page when you log in to Magnify. It provides a conversational interface with the Magnify AI assistant, allowing you to ask questions about your data, explore trends, and take action — such as creating motions — directly from the conversation.
What can I do with the AI assistant?
The AI assistant allows you to explore your customer data through natural language. You can:
- Ask questions about your accounts, revenue, and customer behavior
- Identify trends and patterns across your customer base
- Get explanations of the drivers influencing your revenue
- Create motions directly from the conversation when you identify an opportunity to act
How does Magnify generate revenue forecasts?
Magnify’s AI generates forecasts at the individual revenue record level. Each revenue record (typically an opportunity) receives its own Forecasted Closed Amount — a per-record judgment on what that record will close at. These individual forecasts are aggregated to produce the revenue metrics displayed on your Dashboard across three time periods: Current Quarter QTD (actuals), Current Quarter Remainder (forecast), and Next Quarter (forecast).
What are drivers?
Drivers are the key factors identified by Magnify’s AI that influence churn, expansion, and revenue retention across your accounts. Each driver includes a name, a narrative summary explaining what it represents and why it matters, and a metric label identifying the specific data point involved.
How does Magnify determine which drivers to surface?
Magnify’s AI evaluates your integrated data to identify the factors most significantly influencing revenue outcomes. A driver synopsis is provided to explain why these particular drivers were selected for your business.
What is Impact Severity?
Impact Severity is a per-account, per-driver rating that indicates how significantly a given driver is affecting a specific account. Accounts are rated as High, Medium, or Low severity for each driver.
How is account revenue forecasted?
Magnify generates forecasts at the individual revenue record level. Each open revenue record is assigned a Forecasted Closed Amount by Magnify’s AI. These per-record forecasts are aggregated to compute renewal, expansion, churn, and net revenue metrics for the current quarter and next quarter.
Motion Creation
What is a motion?
At the center of Magnify are motions. Motions are a set of steps that create a workflow based on rules and actions, based on your integrated tool stack. With motions you define a segmentation model and place users or accounts into a predetermined set of steps through the Motion Builder.
The Motion Builder is an easy to use drag and drop interface which links the various rules and actions together leveraging a (relatively) low code workflow*.
*Some level of effort is required during initial integration setup and various third party integration actions.
How do I create a motion?
There are two ways to create a motion in Magnify: through the AI Assistant, or by creating one manually.
Option 1: Ask the AI Assistant
From the Agent page, describe the motion you want to build in natural language — for example, "Build me an onboarding motion for new customers" or "Create a motion to re-engage users who haven't logged in for 14 days." The AI Assistant will propose a complete motion structure, including suggested rules and actions tailored to your tenant's available integrations. You can refine the suggestion through conversation, and when you're ready, apply it directly as a new draft motion. The assistant will also auto-name the motion based on your conversation. For details, see AI Assistant in Motion Builder.
Option 2: Create a new motion manually
Click Motions in the left-hand navigation pane, then select New Motion in the upper right corner. When creating a new motion you will be prompted to input the following information:
- Motion Name: This should be a short, unique, but descriptive name per motion.
- Description (optional): It is recommended to include a description to help others better understand the objective of the motion.
- Metrics for motion performance (optional): Choose specific data field(s) from linked data sources/integrations to track performance of the motion. Data can be aggregated by evaluating total, average, minimum, or maximum criteria measured against a desired time span with defined targets.
Once your new motion is created, you can use the AI Assistant directly within Motion Builder to help build it out. Describe your goal in the assistant chat panel and it will suggest rules, actions, and sequencing — you can iterate on its suggestions and apply them to your draft without having to configure every component manually.
What is a segment?
A segment is a group of accounts or users you’d like to address through a specific workflow. For example, you may want to segment any new user to your platform for a predefined onboarding motion.
How do I create a segment?
When you create a new motion, an empty segment component will appear by default; this segment will need to be defined. To define the segment, simply click on the segment component to open the criteria builder and choose the data source based on your integrations and the specific criteria for the cohort you’d like to segment on.
What are Rules?
Rules can be thought of as conditional operators that control the flow of the motion. Magnify supports time delays, loops, merges, decision trees, and triggers off data sources you’ve integrated into the platform.
What are Actions?
Actions are steps in your motion that are executed using your integrated tooling. Each integration allows for unique actions. For more details or integration specific questions, please reach out to your Customer Success team.
Motion Execution
I’ve created a motion, how do I find it?
All motions can be found by navigating to Motions located on the left hand side of the navigation pane.
How do I run or execute a motion?
There are multiple ways to execute a motion:
- From the Motions menu, locate the motion you wish to execute, click the ⋯ icon and select Run.
- On the Motion Builder page, click the clock icon in the upper right hand corner.
How do I stop a motion?
If a motion is running or scheduled to run, but you wish to stop it, locate the specific motion and click the ⋯ icon and select Cancel.
What do the different statuses mean?
There are various statuses for motions within Magnify:
- Draft: A motion that has been created but has not yet been executed.
- Scheduled: A motion that has been scheduled for execution at a future date.
- Running: A motion that is currently active.
- Failed: A motion that has failed to execute. A failed motion cannot be run again, you must clone the motion, apply updates or changes, and then execute the newly created motion.
- Canceled: A motion that was either previously running or scheduled to run, but has been stopped. As with a failed motion, a canceled motion cannot be run after cancellation. In order to run again, a clone must be created, applying any updates or changes (if necessary) followed by execution.
What is the difference between a one-time run and multiple runs?
Magnify provides you multiple options when executing a motion. You can opt to run a motion one time or multiple times.
Each option supports immediate or delayed start times.
Multiple runs will allow you to define what frequency you’d like the motion to be executed, supporting the following options:
- Every Day
- Every Weekday
- Every Week
- Every Month
Additionally, when running a motion multiple times you have the option to include accounts and/or users from previous runs.
My motion failed to execute, what do I do?
If your motion failed to execute please review the motion by navigating to Motions and selecting the specific motion that failed. This will open the motion in editing mode. From here, start by reviewing the segmentation. If segmentation looks accurate throughout the motion, review the other steps of the motion. Once you have reviewed the motion, attempt to rerun it. If you’re still experiencing issues, please reach out to support@magnify.io.
Motion Exclusions
Can I exclude a specific user or account from a motion?
Yes, motions support excluding a specific individual or account from being acted upon.
How do I remove a user or account from a motion?
In order to remove a user or account from a motion, you will need to specify the unique universal identifier for the desired entity in the exclusions list when running a motion.
How do I find the right Account or User ID?
When conducting certain actions within Magnify it may be necessary to determine a specific User or Account ID. There are 2 main ways of identifying:
- If you know what system and record field is being used for the Universal Account and/or User ID within Magnify, then you can simply utilize the native tool to determine the specific ID in question. For example, if during initial onboarding you specific Salesforce Account ID and Contact ID to be the universal identifiers, then you could locate the account or user in question and source the ID directly from Salesforce. The same would be true for any other system that is being utilized.
- If you do not know, or are unsure, where the universal identifier is being sourced from you can do the following:
- Create a new Motion
- Define a segment that includes the account(s) or user(s) in question
- Create a segment output
- Once the segment is created, open the file and source the account(s) or user(s) and note their ID(s)
Reporting
How do I set up reporting for a motion?
Each motion can track up to 10 performance metrics to help you measure impact. To configure reporting, select Configure Report in the motion builder. For each metric, you will provide:
- Metric Name: A descriptive name for the metric (e.g., "Average Contract Value" or "Total Logins").
- Data Field: Select a Data Source, Object, and Field from your connected integrations. Any data being ingested into Magnify is available for reporting.
- Aggregation: Choose how the data should be aggregated — Sum, Count, Average, Min, or Max. Metrics are aggregated across accounts (for account-level data) or across users (for user-level data).
- Goal (optional): Set a numeric target to display alongside your metric on the chart.
Once a metric is saved, Magnify begins calculating it daily. You can start tracking results as soon as the motion runs — you don't need to wait for historical data to accumulate.
Note: After a metric is created, you can update its name and goal at any time. The data field and aggregation method cannot be changed; create a new metric as a workaround if needed.
How do I view motion reporting?
Navigate to a motion's detail screen to view your configured metrics. Each metric is displayed as a time-series line chart with time on the x-axis and the metric value on the y-axis. Charts display data filtered to motion participants, so you can see how your motion is impacting the accounts or users it reaches.
You can adjust the time span for each chart using the dropdown: 1 Month (default), 3 Months, 6 Months, Year to Date, 1 Year, or All Time. Hover over any data point to see the exact value and date. On days where no data exists for a metric, no data point is plotted — nulls are not treated as zeros.
When does reporting data start?
Reporting data begins accumulating from the moment a metric is defined — historical values prior to metric creation are not available. Metrics are recalculated on each data sync (typically daily). For the best results, configure your metrics before or shortly after running the motion.
Additional Support
If you need additional assistance, please contact support@magnify.io.
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