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Narrator Documentation

Intro

  • What is Narrator?

Set Up

  • Connect a Warehouse
    • Narrator's Static IPs
    • Redshift
    • BigQuery
    • Snowflake
    • PostgreSQL (or Panoply)
    • Azure / Synapse / Microsoft SQL Server
    • Amazon Athena
  • Invite Users

Onboarding

  • Narrator Dataset Training
    • Pre-work
    • Training Session
  • Narrator Training
    • Adding Activities to Narrator
    • Exploring Customer Behavior and Datasets
    • Calculate Key Metrics
    • Real-time hypothesis exploration
  • Day One: Tutorial
    • Total Revenue Per Month
    • Total Page Views
    • Session to Sale Conversion
    • Unique Visitors
    • Monthly Active Users
    • Repurchase Rate
    • Revenue by First-time vs Recurring Purchasers
    • Time Between Purchases
    • Subscription Duration
    • Visitor to Sale Conversion
    • Checkout Flow Conversion
    • Impact of Referral Source on Conversion
    • Email Open to Web Visit Conversion
    • Frequency of Emails
    • First Touch Attribution
    • Last Touch Attribution
    • Conversion Rate by Ad Source
    • Total Visits by Ad Source
    • Bounce Rate by Ad Source
    • Website Bounce Rate
    • Unique Ad Sources per Customer (Media Mix)
    • Number of Engaged Ads per Customer
    • Frequency of Support Tickets
    • Tickets that Led to Churn
    • Length of Sales Cycle
    • Lead to Win Conversion
    • Num. of Sales Meetings Before Sale
    • Length of Sales Cycle by Contract Size
    • Impact of Order Value on Repurchase Rate
    • Count of Total ____
    • Revenue from ____
    • Time Between ____ and ____
    • Conversion Between ____ and ____
    • Likelihood to ____ again
    • Impact of Time to Delivery on Repurchase Rate
  • Set Up Your Data System

Data System

  • Planning your Activities
  • The Activity Stream (your Customer 360 table)
  • Transformations
    • Activity Transformations
    • Customer Transformation
    • Enrichment Transformations
    • Spend Transformations
  • Validation
  • Activity Details
  • Data Processing
    • Manage Processing
    • Transformation Processing
    • Resync a Transformation

Sample Transformations

  • Transformations by Activity
  • Transformations by Source
    • Adwords
    • Calendly
    • Facebook
    • Google Analytics 4
    • Internal DB
    • Iterable
    • Klaviyo
    • LinkedIn
    • Mixpanel
    • Mandrill
    • Pardot
    • Pinterest
    • Postmark
    • Salesforce
    • Segment
    • Sendgrid
    • Shopify
    • Snowplow
    • Stripe
    • Xero
    • Zendesk

Identity Resolution

  • Identity Resolution
  • Dedicated activities for identity resolution

Dataset Basics

  • Defining a Dataset
    • Activities
    • Occurrence
    • Relationships
  • Computed Columns
  • Group By / Aggregations
  • Spend Columns
  • Plots
  • Integrations
  • Analyze Button

How to: Data System

  • Create an Activity
    • Create an Activity Using Another Activity
  • Create a Customer Table
  • Create a Spend Table
  • Create an Enrichment Table
  • Resync a Transformation
  • Set up Alerts

How To: Dataset

  • Materialize in your Warehouse
  • Sync to Google Sheets
  • Use Spend Data
  • Borrow features from other activities
  • Segment by a Customer Attribute
    • Segment by a Customer Action
  • Swap activities in a dataset to answer more questions
  • Generate Analyses with Analyze Button

Additional Features

  • Customer Journey

Privacy + Security

  • Security

Analysis Basics

  • What is a Narrative?
  • Content Blocks
    • Plots
    • Dataset Metric
  • Dynamic Content and Automation
    • Configuring Dynamic Stories
    • Narrative Automation
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BETA

Support for this is warehouse is currently in Beta. Please open a chat or email us with any questions or issues.

Before you start

Please make sure you allow Narrator to connect to your warehouse:
Connection Options

Instructions coming soon

Updated 4 months ago

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  • Table of Contents
    • Before you start
    • Instructions coming soon