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
Company
Contacts can be assigned to a Company to see the combined Customer Journey of a Company
Contact
Any lead, customer or identified visitor
Customer
Any lead with tracked revenue
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.
D
Deal
A sales opportunity synced from your connected CRM, including its amount, stage and status. Deals are matched to contacts and their customer journeys, so you can see which marketing touchpoints influenced them.
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.
L
Lead
Any visitor that triggers a cut-off event. If no cut-off event is configured and a CRM has been connected, Spectacle will take the earliest deal creation time for the visitor.
T
Touchpoint
Any interaction by a visitor with your brand. Current touchpoint types:
- Page (any page view)
Transaction
A single revenue event, such as a payment or an invoice. Transactions come from a connected payment provider (e.g. Stripe), your CRM, or revenue tracked as part of an event. The revenue of a transaction is attributed to the customer journey.
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_campaignorutm_idthan 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.