Managing a data source

Once you have added at least one data source store / service / site (after creating your Autopilot account, including any others you have configured), you can manage these configured data sources through the Data sources page.

From this page, you can view the recent activities and people who interacted with a data source’s site, disconnect and re-connect a data source, as well as archive, restore or delete a data source.

The exception to this is your Autopilot account’s Tracking code, which needs to be added to the header of some sites to allow Autopilot to track people’s activities on these sites.

View people’s recent activities

To view people’s recent activities on a configured data source site, including which people conducted these activities:

  1. Access the Data sources page.

  2. On this page, click the data source whose activities and people you want to view.

  3. On the data source’s page, click the appropriate option (Overview, Activity, and Audience along the top-right) to view more information about the activities and people who conducted them in this data source:

Overview

This option presents a high-level view of:

  • Records - the total number of new people and organizations who have been added to your Autopilot account’s CDP through this data source.

  • Total activities - the total number of activities conducted by people on your data source site, during periods when Autopilot has been connected to the data source.

    When the data source was initially connected to Autopilot, any activities conducted up to 90 days prior to this initial connection may be captured and included in this total. However, no activities are recorded or reflected in this total while the data source has been disconnected from Autopilot.
  • Last 30 days - this value reflects the last 30 days of the Total activities value.

  • Activities - a bar chart reflecting the last 14 days of Total activities, where each bar represents the total activities on a given date.

Activity

This option lists the last 7 days of activities in reverse chronological order, where each activity indicates:

  • The person who conducted the activity, where the person’s name links to their actual record (contact) in the Autopilot CDP.

  • A brief description about the activity this person conducted.

  • A Show details link that reveals more information about the activity conducted.

By default, all recent activities conducted through this data source are presented. Of all Autopilot activities configured, only those relevant to this data source are shown.
You can, however, filter these activities down to a specific subset, by initially clicking the Filter activity list:

filter activity
The activities shown in this list differ depending on the data source you are viewing.
  • To view only one or a small number of activities, clear the All activities checkbox, and select the checkboxes of the specific activities you want to see over the last 7 days.

  • To exclude only one or a small number of activities, just clear the checkboxes of the specific activities you want to exclude over the last 7 days.

  • If the list of activities is extensive, you can filter this list itself by typing one or more consecutive letters into the Search box, and any activities whose names do not match these letters are dynamically excluded from the list as you type.
    You can then select and/or clear the remaining activities on this list.
    Be aware that clearing the Search box, or clicking X keeps the selected and/or cleared state of all activities in the list, thereby allowing you to use this Search box multiple times to select and exclude from a wide range of activities whose names differ substantially.

Audience

This option lists all people who conducted the Total activities, during periods when Autopilot has been connected to the data source.

By default, Autopilot indicates the following field information for each person in this list:

  • Name - A combination of the person’s First name and Last name fields.

  • Engagement - A five-star indication of the person’s level of interaction with the data source.

  • Email - The person’s email address.

  • Last seen - The person’s last interaction with the data source. This field is used to sort this Audience list by default.

Customizing field visibility

You can change and customize these default fields for each data source by clicking the cog icon, and selecting or clearing the fields you want to show or hide, respectively:

audience people customize fields
  • Use the People and Organization tabs to show (visible) the hidden (not visible) fields associated with each of these types of data records.

  • You can filter this list of visible and hidden People or Organization fields by typing one or more consecutive letters into the Search box, and any fields whose names do not match these letters are dynamically excluded from the list as you type.
    You can then select and/or clear the remaining activities on this list.
    Be aware that clearing the Search box, or clicking X keeps the selected and/or cleared state of all activities in the list, thereby allowing you to use this Search box multiple times to select and exclude from a wide range of fields whose names differ substantially.

Once you have customized which fields you want to show, click Apply (or Cancel to discard your selections).

To restore the fields back to their defaults (above), click the Reset to default link.

Searching for specific people

You can filter the list of all people (who conducted the Total activities, during periods when Autopilot has been connected to the data source), by typing one or more consecutive letters into the Search box. Any names, as well as other visible field values that do not match these letters are dynamically excluded from the list as you type.

audience people search

Clearing the Search box, or clicking X shows all people originally listed again.

Click the Cancel link to leave this search mode.

Downloading the list of people

You can download this list of all people (who conducted the Total activities, during periods when Autopilot has been connected to the data source) in CSV format, by clicking the Download link.

This opens the Download CSV dialog, which allows you to choose between downloading this list of all people containing:

  • only the visible field data (by choosing Current column layout), or

  • all of these people’s People and Organization field data (by choosing All data). Bear in mind that if you have many fields available, this process can take a while to complete.

In both cases, and email containing a Download button is sent to your registered email address. If you chose All data, this email may take a while to arrive.