Transcript

In this video, you’ll learn about Account and User schema in Totango. Major topics include: Unique identifiers and required fields, dimensions, and navigating the Data Modeler.

The primary types of data in Totango are Accounts and Users. An account represents an entity such as a business, a division, or even a product. A user represents an individual person, such as a named contact at that business or even a user of your product.

Let’s start with accounts. Every account has an Account ID, which is its unique identifier. In Totango, the account ID is also part of the URL whenever you’re on an account profile. Even if your company uses account hierarchy to show relationships between your account types, each account–regardless of level–has an account id.

Other data about the account is represented using attributes, which are grouped by Dimension for organizational purposes and optionally, account health. Other required attributes for an account are: Name, Account Type, Parent Name and Id (if using multiple account types as a hierarchy), and Status, which among other things determines whether health is calculated.

Account attributes have a 1 :1 relationship with the account record. If you have a value today for an attribute (such as Contract Value) and then load a new value tomorrow, it will replace the value–and you can see a historical record of those changes. Attributes are just one part of account information. Accounts also have other data categories, such as revenue, activity, custom metrics, and more.

Now let’s look at users! Users can be manually added to Totango as contacts from the Contacts widget on the account profile and they can be added via an integration, perhaps even just representing users of your products. Every user also has a unique ID, which is most often the user’s email address.

In addition to the User ID, users must also be associated with at least one account. Users can also be associated with more than one account. This means that if I want to update information for this user–say track their attendance in a webinar–I need to know which account to use–keeping in mind that an account can represent a company or even a product. As you can see, information about the user may be different under each account.

Other required attributes for a user are: Email, Name, Contact (whether the user is also added as a contact on the account profile), Key Contact (denoted with the crown icon). User attributes have a 1 :1 relationship with the user record. Unlike account attributes, there is no historical activity when a user attribute is changed. In addition to attributes, users can have different data categories, too–such as usage, activity count, and more.

Now that we’ve seen how account and user data shows up in Totango, let’s go into Global Settings and see how that schema is configured. Under Data Management, I’ve expanded Data Modeler. Here, I can see every account and user attribute that is in my database–grouped by dimension. As you can see, this is very handy for keeping data organized and finding things quickly. Think of the Data Modeler as a master list of data points that are possible for an account or user. Where an account profile shows me only attributes that have a value stored about the current account, here in Data Modeler, I can see attributes that are available AND I see the rules for what each value can be or how each value must be formatted.

As an example, the Company Domain is a Text data type, which accepts alphanumeric text. Whereas Company Size is a Number, which accepts numeric values, and Create Date accepts a date value. In general, these are the types from which you can choose when you create a new account attribute. There are also more sophisticated data categories that are Totango-specific, such as a lifecycle, custom metric, hierarchy roll-up, and collection.

At the user level, these are the attribute types available. Note that NPS and CSAT are unique to users, since feedback is always associated with a person.

Within Data Modeler, Named attributes are those that are built into Totango, and they appear with a gear check mark. If you remember, Contract Status was a required field, and it is unique in that its values are editable on a separate tab in Data Modeler. Here, you can edit and add new statuses. Everything else is a custom attribute, which you can edit and add to reflect your company’s data. However, always be mindful of where your data is coming from and going to. You’ll learn more about data types and data sources in another video.