Getting started
Core concepts
Below you'll find a list of core concepts that are used throughout Spectacle. Familiarizing yourself with these concepts will help you understand how Spectacle works and how to use it.
C
Customer
Anyone visitor that triggers a cut-off event.
Customer journey
Every visit of a visitor up to the first configured cut-off event. Any revenue for a customer will be attributed to the customer journey visits only.
Cut-off event
One or more events that demarcate the end of a customer journey. Any revenue tracked for a customer will be attributed to the visits up to the first cut-off event.
Spectacle suggests using the first moment a visitor provides their contact details as the cut-off event, as from that point onwards you can use other channels (e.g. email marketing or phone) to try and convert the customer to a paying customer. Typical cut-off events include: White paper download, demo booked, lead form fill, trial sign-up, freemium sign-up or even newsletter sign-up.
E
Event
You can track any significant event for your visitors in Spectacle. Spectacle suggests tracking at least every step in your conversion funnel. A simple funnel might look like this:
Customer Created
→ Trial Started
→ Subsciption Started
→ Customer Charged
Some of these events are automatically tracked when connecting some of Spectacle's integrations. E.g. when connecting Stripe, a "Payment Intent Succeeded" event is automatically tracked, including the revenue
and currency
properties.
I
Identification
As soon as a visitor provides you with their contact details, you can identify the visitor. Identifying a visitor early and often helps Spectacle build an as complete as possible picture of the customer journey.
T
Touchpoint
Any interaction by a visitor with your brand. Current touchpoint types:
- Page (any page view)
V
Visit
Some touchpoints are considered a visit. This is when any of the following conditions is true:
- A visitor has their first touchpoint
- A visitor has a touchpoint more than 30 minutes after their previous touchpoint
- A visitor came in through a different
utm_campaign
orutm_id
than their previous touchpoint
Visitor
Anyone who creates a Touchpoint
W
Workspace
A workspace is a container for your data. You can have multiple workspaces for different projects, websites or businesses. Each workspace has its own data and settings.
You can create a workspace in the Spectacle Dashboard.