Summary |
|---|
1. Overview
Many organizations have historical web and campaign activity distributed across marketing automation platforms, CRM systems, data warehouses, data lakes, or other internal systems. RevSure can use these existing sources to bootstrap historical journey data for Multi-Touch Attribution (MTA), rather than limiting analysis to activity collected only after implementation.
Once the initial historical dataset is loaded and mapped, newly captured web activity can continue flowing into RevSure. Historical and new activity can then be analyzed together as part of the same customer journey and attribution model.
2. Historical Data Sources
Historical web and campaign activity can typically be sourced from systems where this data is already available, including:
Marketing automation platforms such as Marketo or HubSpot
CRM activity or custom objects
Data warehouses or data lakes
Existing web analytics or event repositories
Other internal systems that retain person-level or session-level web activity
3. Recommended Historical Web Data
For the initial ingestion, the most useful export includes the following categories of data:
Data Category | Recommended Fields | Purpose |
|---|---|---|
Person / Contact Identifiers | Email, CRM Lead ID, Contact ID, MAP ID, or another stable person identifier | Used for identity resolution and person-level journey mapping |
Web Activity | Page URL, landing page, page view, form submission, event/action type | Represents the web touch or engagement |
Timestamp | Event date and time, ideally with timezone | Places each touch correctly within the customer journey |
Acquisition Context | UTM source, medium, campaign, content, term, referrer/referral site | Supports campaign and channel attribution |
Campaign / Ad Context | Campaign ID, ad ID, click ID, source system identifiers where available | Helps connect web activity back to paid and owned campaigns |
Custom Parameters | Relevant custom dimensions or parameters captured by the source system | Provides additional context for segmentation, mapping, or analysis |
4. Identity and Person Mapping
The key requirement for historical web ingestion is the ability to resolve a web activity to a known person. Ideally, each record includes one or more stable identifiers such as email address, CRM Lead/Contact ID, or a marketing automation platform ID.
When sufficient identity information is available, RevSure can associate those web interactions to the appropriate person and, through the broader RevSure data model, connect them to the relevant account and opportunity journey where applicable.
5. Historical + New Web Data
Yes. Historical web data can sit alongside new web activity captured after implementation. The intended pattern is:
1. Historical bootstrap: Export existing web activity from available systems and perform a one-time ingestion into RevSure.
2. Mapping and validation: Map identifiers, timestamps, web properties, campaign context, and custom fields into the RevSure data model.
3. Ongoing collection: Capture new web activity going forward using the RevSure First-Party SDK.
4. Unified analysis: Analyze historical and newly captured touches together in customer journeys and MTA.
6. Data Quality Considerations
The quality of historical attribution will depend on the completeness and consistency of the source data. The most important factors are:
Reliable person/contact identifiers
Accurate event timestamps and timezone handling
Consistent page, UTM, and referrer values
Sufficient campaign/ad identifiers to map activity back to marketing efforts
A clear distinction between anonymous activity and activity tied to a known person
7. Recommended Next Step
The best next step is to share a sample export or schema of the historical web data. RevSure can review the available fields and confirm the recommended mapping, identity-resolution approach, and ingestion format before the full historical export is prepared.
Expected outcome: a continuous view of the customer journey that combines historical web touches with new web activity, enabling MTA analysis across the full available period. |
|---|