Getting Started
What does onboarding with Magnify look like?
Onboarding to Magnify follows a two-step process:
- Integrations and data ingestion
- Enabling account insights and no-code motion automation
Our Customer Onboarding team will walk you through a step-by-step on-call 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, our systems will take about another week to process the data to generate insights and make them available for motion creation.
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.
Magnify Insights
Magnify tells why some of your accounts and users have churn risks and expansion opportunities using statistical and machine learning (ML) techniques. You can easily create segments on top drivers to resolve churn risks or increase expansion opportunities. We also forecast the annual recurring revenue (ARR) over the next 4 quarters for you.
How does Magnify leverage machine learning to generate insights?
Magnify turns metrics from integrated platforms into historical account behaviors. Magnify builds statistical and machine learning models to summarize typical churn and expansion patterns and places accounts into high, medium and low segments of churn risks or expansion opportunities. You may apply motion actions to these ML-generated segments to resolve churn risks or increase expansion opportunities.
What account characteristics are used to understand behavior?
An account behavior can be a static metric, for example, employee number, annual revenue, etc. It can also be an aggregated metric over a period of time, for example, total number of trouble tickets created in the last month, average streaming time in the last week, etc.
How does Magnify define a churn or expansion event?
Magnify amortizes the revenue or contract values of each individual account into monthly recurring revenue (MRR). Magnify defines an expansion event as the increase of MRR, and a churn event as the decrease of MRR.
How does Magnify’s machine learning model determine the top drivers of churn, expansion, and trial conversions?
Top drivers are the historical account behaviors that drive churn risks or expansion opportunities most significantly. Magnify discovers top drivers as the metrics from integrated platforms with strongest indication power to the recent churn or expansion events.
How are probabilities determined and what is considered high versus low?
Magnify trains probabilistic models through matching historical account behaviors with recent churn or expansion events followed by applying the models to estimate the probability of churn or expansion within the next 6 months. Magnify groups the accounts with bottom 30% probability estimates in low, top 30% probability in high and the rest in medium.
How is account revenue forecasted?
Magnify amortizes the revenue of each individual account into QRR. Magnify trains forecasting models to associate historical account behaviors with the QRR followed by applying the models to forecast QRR over the next 4 quarters.
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?
To begin, click Motions in the left hand navigation pane. From there, select New Motion in the upper right corner. When creating a new motion you will be prompted to input the following information:
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Motion Name: This should be a short, unique, but descriptive name per motion.
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Description (optional): It is recommended to include a description to help others better understand the objective of the motion.
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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.
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Predictive Insights (optional): Track machine learning insights to measure against churn, expansion, or trial conversion probability.
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:
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From the Motions menu, locate the motion you wish to execute, click the ⋯ icon and select Run.
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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:
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Draft: A motion that has been created but has not yet been executed.
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Scheduled: A motion that has been scheduled for execution at a future date.
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Running: A motion that is currently active.
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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.
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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:
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Every Day
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Every Weekday
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Every Week
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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 access reporting?
In order to access motion reporting you will first need to navigate to the Motions page, located on the left hand navigation pane. Once there, locate the motion you’d like to report on. Select the motion name to go to its report. Clicking the motion name will take you to the motion reporting metrics, which include Operational Stats, Goal Metrics, Predictive Insights, and an Account List. Motion reports are only available for motions that have successfully executed. Motions in the Draft state will not have an available report.
What metrics are available through reporting?
Metrics available through reporting include:
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Goal Metrics: These are metrics associated with the goals that were set during motion creation.
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Magnify Insights: These pertain to churn, expansion, and trial conversions based on benchmarks established during the initial motion creation.
Additional Support
If you need additional assistance, please contact support@magnify.io.
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