Tuesday, August 18, 2009

Insights on Data Quality from Contact Group Dashboards

Understanding your data is one of the most critical things to do as a marketer. Data is a foundation for everything you do; lead scoring, segment definition, content personalization, lead routing, and marketing analysis. Without good data, each of those tasks will be challenging if not impossible.

One of the most powerful tools in understanding your data is the contact group. It lets you build almost any cut of data that you want. Most simply, this can be done with simple group overlap rules that show people who are in group A, but not group B for example.

A slightly more advanced technique is to combine groups and filters to perform robust group manipulation to create a combination of activity and data as a driver for a group definition. This process can be further automated using a marketing automation program to dynamically create a dashboard based on group membership.

With each of these techniques, you are provided with a one-click dashboard of the group. By selecting "Contact Group Dashboard" from the menu, you get a full suite of interesting reports showing you what is happening with that group and the contacts in it.

One of the most interesting reports in this dashboard is the Contact Field Completeness report. This report shows you, based on a view, how complete the fields are in contacts within that group. Each field is shown as being between 0 and 100% complete, giving you good insight into whether you have data to work with for the set of contacts in your group.

However, more interesting than this, is the results you get by clicking on a field of interest. For example, if we click on the "Title" field (98.2% complete), we can see that the data within that field is from a manual text field as it is obviously free form.

A quick look at this data gives you a good sense of whether it is of sufficient quality to build rules upon.

Using this dashboard to quickly understand your data gives you a very quick sense of where you are at and what areas you need to work on in terms of data quality.

Armed with this understanding, you can quickly tune your contact washing machine to best optmize the data that you have and the data that you need. With cleansed and normalized data, building segmentation rules, lead scoring rules, content personalization rules, and marketing analysis becomes significantly easier.