Quick view of all Klearly terms, their definitions, and where you'll find them
| Term | Definition | Where you'll find it |
|
Accounts |
Account's current relationship status to your company based on its purchase history (e.g., "Prospect" = no purchase history, "Customer" = at least one purchase in the last 12 months, and "Past Customer" = at least one purchase, but not in the last 12 months). |
Account Views & Account Details |
|
Engagement status |
An account's engagement status based on the recency of its last inbound response (e.g., email click, form submission, etc.), including "Active" (at least one response in the last 90 days), "Lapsing" (at least one response in the last 180 days, but not in the last 90 days), "Lapsed" (at least one response in the last 365 days, but not in the last 180 days), "Inactive" (at least one response, but not in the last 365 days), and "Pending" (no responses, ever). |
Account Views & Account Details |
|
Machine learning |
The use of algorithms that allow a computer to learn complex patterns in a dataset — These learned patterns are then typically used to make predictions. |
N/A |
|
Outreach Intensity |
Comparison between recent and historical outbound signal activity, indicating potential deviation from past performance. |
Account Views & Account Details |
|
Prediction |
A value indicating the likelihood or expected outcome of some future event (e.g., an account becoming a customer) that is typically made using machine learning. |
Account Views & Account Details |
|
Prediction Summary |
Summary of prediction for this fiscal quarter. |
Account Views & Account Details |
|
Purchase Trend |
Comparison between the current and previous 90-day rolling averages of purchases, indicating possible trend changes. |
Account Views & Account Details |
|
Recommended Action |
Recommended action (e.g., pause or pursue) based on a comparison between expected signal performance and recommended signal performance. |
Account Details |
|
Signals |
Filter signals by source (e.g., All, Marketing, or Sales) and by direction (e.g., All, Outbound, or Inbound). |
Account Signals |
|
Signal Date |
Date on which a signal occurred. |
Account Signals |
|
Signal Type |
Type of outbound activity (e.g., a call) or inbound response (e.g., an order). |
Account Signals |
|
Signal Type Detail |
Additional detail or context regarding a signal's type (e.g., a renewal order). |
Account Signals |
|
Signal Topic |
Signal's general subject matter (e.g., product line). |
Account Signals |
|
Signal Topic Detail |
Signal's specific subject matter (e.g., product type). |
Account Signals |
|
Winfluence |
Ranking of the possible influence recommended signal actions could have on an account's current win probability of ever becoming a customer. |
Account Views & Account Details |