Templeton

Templeton Support

FAQs

What filtering options are available in Templeton? And how do I use them?

A powerful set of filters to further drill into results and answer key questions about your target readers.

What are Advanced Filters?

A personalized view of your engagement activity

What are Default Filters?

Quality score is an engagement activity rating.

What does Quality Score mean?

What are Buyer's Journey tags?

How do I limit the view of my engagement activity by Quality Score?

Filter by company, reader org, job title, and more.

How do I view data from a specific company?

How do I see Engagement Activity by Source?

Saved Search

What Countries are in each region?

Templeton Filters

Common Questions About Functionality

What data is in Templeton?

Functionality

Exporting Data in Templeton

Using Data Outside Of Templeton

Marketing Performance Suite 

How can I utilize the information presented in the Net New Readers & Orgs report?

How do I configure “Net New” report parameters?

What are the types of content presentment?

Why are some filters missing from my dashboard filters?

What date range is applied to the report results?

What is the difference between a Reader and a Reader Org?

Can I drill in to learn more about the readers and reader orgs that appear in my results?

Net New Readers & Orgs

How can I use the information presented in the Pipeline Impact report?

Can I narrow the report results to display specific Reader Orgs (Targets)?

Can I sort the data in the table?

Can I drill down to get more information on the readers engaging from the listed organizations?

Pipeline Impact

What content is included in the Content Buyer’s Journey Stage “Unknown” label?

What is included in the Content Source “Unknown” bucket?

What is included in the Content Type “Other” bucket?

How many results are available in the chart “Most Engaged Documents”?

Can I apply different content attributes to analyze content engagement results?

How can I use the information presented in the Content Insights report?

Content Insights

What is a tactic?

How can I use the information presented in the Tactic Activity report?

How do I select different tactics?

Which tactics are covered in the report?

If I have not purchased any Custom Newsletters, how do I use this report?

Can I view the tactic that is selected in the report?

Tactic Activity

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

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