> ## Documentation Index > Fetch the complete documentation index at: https://help.stiddle.com/llms.txt > Use this file to discover all available pages before exploring further. # Full Guide to Stiddle [2026] This guide walks through how Stiddle is organized, how data flows in, and how to configure and use every feature — with B2B and B2C examples and FAQs. Integration and setup steps live in their own guides. ## Contents **Getting started** * [1. How Stiddle is organized](#1-how-stiddle-is-organized) * [2. Where your workspace data lives](#2-where-your-workspace-data-lives) * [3. The Stiddle Data Layer (Quad Tracking)](#3-the-stiddle-data-layer-quad-tracking) * [4. Finding your way around](#4-finding-your-way-around) **Setup** * [5. Setup: script, events, goals, connectors and UTMs](#5-setup-script-events-goals-connectors-and-utms) * [The Stiddle script](#the-stiddle-script) * [Install the script](#install-the-script) * [Script configurations](#script-configurations) * [Third-party scripts](#third-party-scripts) * [Script FAQs](#script-faqs) * [Events: what Stiddle tracks](#events-what-stiddle-tracks) * [Three ways events are created](#three-ways-events-are-created) * [The Events Manager list](#the-events-manager-list) * [Create an event manually](#create-an-event-manually) * [Pageview URL events](#pageview-url-events) * [Click events](#click-events) * [Form Submission events](#form-submission-events) * [CRM Event events](#crm-event-events) * [CRM Opportunity events](#crm-opportunity-events) * [Order events](#order-events) * [Custom events](#custom-events) * [Editing an event and updating past history](#editing-an-event-and-updating-past-history) * [Event FAQs](#event-faqs) * [Properties](#properties) * [Property groups](#property-groups) * [The Stiddle Toolbar (toolbar events)](#the-stiddle-toolbar) * [Launch the toolbar](#launch-the-toolbar) * [If the toolbar doesn't appear: manual launch](#if-the-toolbar-doesnt-appear-manual-launch) * [The toolbar buttons](#the-toolbar-buttons) * [Create a click event](#create-a-click-event) * [Create a pageview event](#create-a-pageview-event) * [Create a form submission event](#create-a-form-submission-event) * [See and edit events from the toolbar](#see-and-edit-events-from-the-toolbar) * [Toolbar FAQs](#toolbar-faqs) * [Goals](#goals) * [From event to goal](#from-event-to-goal) * [Connectors](#connectors-data-connectors) * [Facebook (Meta Ads)](#facebook-meta-ads) * [Google Ads](#google-ads) * [LinkedIn Ads](#linkedin-ads) * [Managing a connection](#managing-a-connection) * [Shopify](#shopify) * [Salesforce](#salesforce) * [HubSpot](#hubspot) * [Zapier](#zapier) * [Slack](#slack) * [UTM tracking](#utm-tracking-data-utm-manager) * [Google Ads UTMs](#google-ads-1) * [Meta Ads UTMs](#meta-ads) * [LinkedIn Ads UTMs](#linkedin-ads-1) * [Everything else](#everything-else) * [Connector and UTM FAQs](#connector-and-utm-faqs) * [Webhooks](#webhooks-data-developer-webhook) * [Import (CSV upload)](#import-csv-upload) * [Event Logs](#event-logs) * [Sync Logs](#sync-logs) * [Data FAQs](#data-faqs) * [Attributed vs platform-reported metrics](#attributed-vs-platform-reported-metrics) **Attribution** * [6. Attribution — Paid Channels](#6-attribution-paid-channels) * [7. Attribution — All Channels](#7-attribution-all-channels) **Analytics and reports** * [8. Analytics — Dashboards (Boards)](#8-analytics-dashboards-boards) * [9. Analytics — Reports & Dashboards Overview](#9-analytics-reports-dashboards-overview) * [10. Reports — Insights](#10-reports-insights) * [11. Reports — Funnels](#11-reports-funnels) * [12. Reports — Flows](#12-reports-flows) **Profiles and audiences** * [13. People Profiles](#13-people-profiles) * [14. Audiences](#14-audiences) * [15. Company Profiles (B2B)](#15-company-profiles-b2b) * [16. Deal Profiles (B2B & B2C)](#16-deal-profiles-b2b-b2c) * [17. Smart Scores](#17-smart-scores) **AI** * [18. Stiddle AI CoPilot](#18-stiddle-ai-copilot) * [19. Stiddle MCP](#19-stiddle-mcp) **Reference** * [20. Putting it together](#20-putting-it-together) * [21. Glossary and troubleshooting](#21-glossary-and-troubleshooting) ## 1. How Stiddle is organized Your **account** owns one or more **workspaces** (called *Spaces* in the app). Treat each workspace as a separate company: it has its own data, members, configuration and billing subscription, and nothing crosses between workspaces. | Level | What it holds | Example | | - | - | - | | Account | Your login and personal profile. Owns every workspace you create. | James at Stiddle | | Workspace (Space) | One company's data, storage location and region, integrations, goals, dashboards, audiences, scores, AI settings and subscription | "B2B" and "D2C" in the demo | | Members | The people invited to that workspace, each with their own feature permissions | A paid media manager who only sees one client | When you log in you land on **Getting Started**, which explains workspaces and links to guided tours, configuration guides, the technology overview and case studies. ![The Getting Started home page](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/001-the-getting-started-home-page.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=65bb5ac25387fd3750899507047ab698) ### Switching and viewing workspaces 1. Click the workspace name at the top of the left nav (e.g. **B2B**). 2. Pick another workspace from the list, or search for it. 3. Click **All Spaces** to see every workspace as a card with its owner ("Owned by") and team members. Switch between grid and list view at the top right. The green dot marks the active workspace. 4. Click the gear icon on a card to open that workspace's settings. Everything you see — attribution, profiles, reports — belongs to the active workspace, so check the name at the top of the nav before changing anything. ![All Spaces — each workspace as a card](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/002-all-spaces-each-workspace-as-a-card.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=59e84054ecf97ee94146037497a597b8) ### Creating a workspace 1. On **All Spaces**, click **+ New Space**. 2. **Create a New Workspace:** enter **Name your Space** and optionally upload a space image or logo. Click **Continue**. 3. **Where should your data be stored?** Choose **Stiddle Managed Cloud** (the default) and set **Select Location** to US or EU — or connect your own warehouse with **BigQuery → Connect** (section 2). 4. Click **Continue** and pick a plan for the workspace. Each workspace is billed separately. **Talk** **to** **Stiddle Sales** **for** **more info.** ![Step 1 — name the workspace](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/003-step-1-name-the-workspace.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=ac621313345b1d0052d1187b6fc4cee8) ### Account settings vs workspace settings Settings has two kinds of pages. **Account** settings belong to you, the user, and follow you into every workspace. **Workspace** settings belong to the active workspace and apply to that workspace only — changing them never affects your other workspaces. | | Account settings | Workspace settings | | - | - | - | | Belongs to | You, the user | The active workspace | | Applies to | Your login, in every workspace you're a member of | That one workspace only | | Pages | General, Password | Space, Members, Billing & Plan, MCP, Stiddle AI, Smart Scores | | Examples | Your name, photo, role, password | Workspace name, currency, members and their permissions, plan, MCP keys, AI business context, scores | Permissions work the same way: they're set **per workspace**, not on your account. Someone can have full access in one workspace and only Analytics Dashboard in another, or no access at all. **Example:** you rename yourself in Settings → General and the new name shows in every workspace. You change the currency in Settings → Space while in the "D2C" workspace — only D2C's reports change; "B2B" keeps its own currency. Before changing a workspace setting, check the workspace name at the top of the nav — the change applies to whichever workspace is active. ### Workspace settings (Settings → Space) | Setting | What it does | | - | - | | Name your space | The workspace name shown in the switcher and on its card | | Currency | The currency revenue and cost metrics display in. **Default** uses your connected sources' currency. | | Upload Space Image or Logo | The workspace icon used to show in dashboards. | | Save | Applies changes | | Danger Zone → Delete Space | Permanently deletes the workspace and its data | ![Settings → Space](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/004-settings-space.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=193bee39491bf8b42087268b18d7f5bd) ### Members and permissions (Settings → Members) Members belong to one workspace only, so agencies or multi-brand companies can keep each client or team's data and access fully separate. The top of the page lists current members and their role (e.g. **Admin**). To add someone: 1. Go to **Settings → Workspace → Members**. 2. Enter their **Full Name** and **Email**. 3. Open **Permissions** and tick the areas they can use. 4. Click **+ Add Member** to add more people, then **Continue** to send the invites. | Permission | Gives access to | | - | - | | Stiddle Pixel | The IRIS tracking script and its settings | | Profiles | People, company and deal profiles, audiences | | Analytics Dashboard | Dashboards and reports | | Connectors | Connecting and managing integrations | | Campaign Manager | Attribution tables (Paid and All Channels) | | Smart Scores | Creating and editing Smart Scores | ![Settings → Members with the permissions list](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/005-settings-members-with-the-permissions-list.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=5618169d5cd1e58dff8279d8015e5c4e) **Example — agency:** an agency runs three clients as three workspaces. Client A runs on its own BigQuery in the US, Client B on Stiddle Managed Cloud in the EU. Client A's in-house marketer is a member of Client A only, with Analytics Dashboard and Campaign Manager permissions, and never sees Client B. ### Your account (Settings → General) Your personal profile: **Change photo**, **Full name**, **Company name**, **Email address** (read-only), **Business type** (e.g. SaaS) and **Your role** (e.g. Sales). Click **Save changes**. **Danger Zone → Delete Account** removes your login. **Password** is the next page down. ![Settings → General](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/006-settings-general.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=127bcdf34a46e25bbaa033a8305440e4) ### FAQs **Does access to one workspace give access to the others?** No. Membership is per workspace. **Can I limit what a teammate sees?** Yes — tick only the permissions they need when you invite them. **Does one subscription cover every workspace?** No. Each workspace has its own plan (Settings → Billing & Plan). **Can one person belong to several workspaces?** Yes. They switch between them from the workspace switcher. ## 2. Where your workspace data lives Each workspace stores its data either in your own data warehouse (**Composable Architecture**) or in **Stiddle Managed Cloud**, in a **US** or **EU** location. You choose when you create the workspace, so different companies or clients can use different setups. | | Composable Architecture | Stiddle Managed Cloud | | - | - | - | | Where data lives | Your warehouse — Google BigQuery today | Stiddle-managed storage | | How Stiddle works with it | Connects directly to read and write in your warehouse — nothing is copied or duplicated into another platform | Stores and manages the data for you | | Who it's for | Teams that already run a warehouse and want full ownership and direct SQL access | Teams without a warehouse who want to start fast | | Ownership | Data stays in your environment; Stiddle doesn't keep its own copy of sensitive customer data | Data is 100% yours, never sold or shared | | Location | Your BigQuery data location (e.g. US) | US or EU | ![Where should your data be stored? — Stiddle Managed Cloud or your own BigQuery](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/007-where-should-your-data-be-stored-stiddle-managed-c.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=6b819f0a1c22f5b555792816faf81905) ### Composable Architecture Stiddle sits on top of your existing warehouse. Your data stays where it already lives, which means: * **True ownership and access** — everything Stiddle produces (identity resolution, attribution, scores, audiences) is written back into your warehouse, where your data team can query it alongside everything else. * **Lower storage cost and simpler governance** — one copy of the data, under your existing access policies. * **One source of truth** — marketing, sales and data teams work from the same tables. The stack, bottom to top: 1. **Data Warehouse** — BigQuery, and in the diagram also Snowflake and Redshift **\[confirm which are live]**. 2. **Customer Data** — CRM, ecommerce, ads, email and the other sources you connect. 3. **Data Engine** — identity resolution with the **Stiddle IRIS ID**, real-time streaming, data unification and transformations. 4. **Customer Intelligence** — AI insights, revenue attribution, people profiles, buying journeys, funnel analysis, predictive analytics, audience syncs and AI workflows. ![Stiddle Composable Architecture](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/008-stiddle-composable-architecture.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=2c0c210aa6e60ded7e2ef9b558294fb0) To connect BigQuery when creating a workspace, click **Connect** next to BigQuery and fill in **Project Id**, **Data Location** (e.g. US) and your **Google Cloud JSON key file**, then **Connect**. If your project restricts access by IP, whitelist Stiddle's IPs first. Full steps are in the BigQuery setup guide. ![Connect BigQuery](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/009-connect-bigquery.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=0499f9fe554c5aeb7e1d8dfd2bb18e35) ### Stiddle Managed Cloud If you don't have a warehouse, keep **Stiddle Managed Cloud** selected and set the location under **Select Location**. You get every feature with nothing to provision. **Example:** a growing company starts on Managed Cloud in the EU, then uses profiles, attribution, dashboards and audiences to see the path from first visit to sale. ### FAQs **Do I need a data warehouse?** No. Stiddle Managed Cloud is fully managed. **Can two workspaces use different storage?** Yes — one on your BigQuery in the US, another on Managed Cloud in the EU. **Which warehouses are supported?** Google BigQuery. Others are available upon request. **Can I switch storage or location later?** You'll need to talk to support to do so. ## 3. The Stiddle Data Layer (Quad Tracking) The Stiddle Data Layer combines four sources — sales, browser, ads and marketing — into one identity graph of every customer journey. This is the core of Stiddle: every attribution number, profile, report, audience and score is built on it. | Source | What it connects | What it tells you | | - | - | - | | **Server side — sales** **revenue** | CRMs (Salesforce, HubSpot, etc), commerce (Shopify, Salesforce Commerce, etc), payments (Stripe, etc), webhooks | The revenue outcome: orders, deals, pipeline stages, closed won — mapped back to the marketing sources and touchpoints behind it | | **Browser side — Stiddle IRIS** | Cookieless tracking on your website | Every visit and on-site action, persistently recognized for up to 3 years | | **Ads** | Paid search, paid social, programmatic, DSPs, CTV | Spend, clicks, impressions and view-through, so paid media's impact on revenue can be measured | | **Marketing** | Email, SMS, AI search (ChatGPT, Claude, Perplexity, etc), call tracking, uploaded offline data such as conference attendee lists, plus UTM parameters for anything else | The owned, organic and offline touchpoints in the journey | ![Quad Tracking — server side, browser side (IRIS), ads/marketing and UTM parameters flow into Stiddle and out to dashboards, journeys, campaign intelligence, attribution and audiences](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/010-quad-tracking-server-side-browser-side-iris-ads-ma.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=feb87a767f7fc1a5e79eba25578a6f88) ### Stiddle IRIS and the identity graph IRIS identifies visitors without first- or third-party cookies and keeps that identity for **up to 3 years**, across sessions, devices and incognito browsing. Browser cookies, by contrast, are often reset after about 7 days in browsers like Safari, long before a typical buying cycle ends. How a profile builds up: 1. A new visitor arrives and IRIS creates an **anonymous profile**, recording device signals, IP, location and every touchpoint (e.g. Meta ad click → product page → pricing page). 2. The visitor keeps coming back over weeks or months; each touchpoint is added to the same profile. 3. When they identify themselves — a form, purchase, signup or booked demo — Stiddle **merges the history** and the profile becomes **known**. 4. Server-side data (CRM stages, orders) is joined to the same person, and in B2B to their **company** and **deals**. Each profile has an **IRIS Identity Graph** tab showing the signals used to resolve that identity — see section 13. ![IRIS Identity Graph on a profile — the signals behind one Stiddle IRIS ID](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/011-iris-identity-graph-on-a-profile-the-signals-behin.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=048fd05956ede6e6d7b6cc33006d2504) ### Online and offline in one journey AI search visits (ChatGPT, Claude, Perplexity) appear as their own sources. Offline touchpoints — phone calls from a call-tracking system, or attendees uploaded from a conference — are matched to profiles and appear in the journey alongside digital touches. **B2B example:** a deal in the demo shows a LinkedIn ad click, a Facebook ad → page view, a whitepaper download, attendance at "SaaS Growth Summit 2026" and a "30-min Discovery Call Booked" meeting — all on one timeline before the deal reached the Meeting stage. **B2C example:** a shopper clicks a Meta ad, comes back through a Klaviyo email a week later and buys. Stiddle ties both touches to the Shopify order. Stiddle also strips third-party bot and crawler traffic out of analytics and attribution automatically. ### FAQs **Does IRIS use cookies?** No. It's cookieless. **Do I get three years of history on day one?** No. IRIS starts building history from when tracking goes live. Three years is how long it keeps recognizing a visitor. Imported CDP, CRM or order history can add earlier records. **Can an anonymous profile become known later?** Yes, at any point within the 3-year window. All of its earlier touchpoints merge in. **Does Stiddle see what someone asked ChatGPT or Claude?** No. It sees the visit that arrived from that AI service, not the conversation. ## 4. Finding your way around The left nav holds every feature, grouped by job, and you can hide what you don't use in each workspace. Its footer shows your plan usage (AAP or MAP, and AI tokens) and links to Settings. ### The left navigation | Group | Items | Read more | | - | - | - | | Workspace switcher | Active workspace, other workspaces, All Spaces | Section 1 | | Stiddle CoPilot | AI assistant (shortcut ⌘K) | Section 18 | | Attribution | Paid Channels, All Channels | Sections 6–7 | | Analytics | Dashboards, Reports, plus any dashboards or reports you pin (e.g. Website Analytics) | Sections 8–12 | | People | People Profiles, Audience, Companies, Deals | Sections 13–16 | | Data | Scripts, Connectors, UTM Manager, Events Manager, Goals Manager, Property Groups, Properties, Event Logs, Sync Logs, Webhook, Import | Section 5 | | Footer | Configure Navigation, AAP/MAP and AI meters, Settings, Help, Logout | Below | The header has **Getting Started** (guided tours), **Support**, notifications (bell) and your profile menu. ### Configure Navigation (show or hide features) Use **Configure Navigation** to choose what appears in the nav for this workspace. 1. Click **Configure Navigation** at the bottom of the nav. 2. Under **Features**, tick or untick items: Stiddle CoPilot, Attribution (Paid Channels, All Channels), Analytics (Dashboards, Reports), People (People Profiles, Audience, Companies, Deals) and Data. Unticking a parent hides its whole group. **Search** finds an item quickly. 3. Under **Dashboards** and **Reports**, tick any saved dashboard or report to pin it straight into the nav — e.g. pin "Website Analytics" so it sits under Analytics. 4. Click **Save**. **Reset to default** restores the standard layout. ![Configure Navigation](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/012-configure-navigation.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=c069869e56e06a130df10b275d0a74e7) **Example:** a B2B workspace keeps **Companies** and **Deals** visible, because account and opportunity journeys matter. A D2C workspace hides them and keeps People Profiles and Audience, since shoppers don't belong to companies or deals. Hiding an item only tidies the nav — it doesn't remove access. What someone can use is set by their Members permissions (section 1). ### Usage meters Two bars at the bottom of the nav show what you've used of your plan: * **AAP or MAP — Annual or Monthly Active Profiles.** Depending on your plan, this tracks the unique profiles (unique visitors and customers) active this year or month against what your subscription includes. ∞ means your plan has no profile cap. * **AI — token usage.** How much of the workspace's AI token allowance has been used by CoPilot, MCP and other AI features. Hover for detail, e.g. "AI Token Usage — of 1,000,000 tokens, 100% remaining". The full breakdown is in **Settings → Stiddle AI → Usage Logs** (section 18). ![AAP and AI meters in the nav footer](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/013-aap-and-ai-meters-in-the-nav-footer.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=8c58fbc7f7903aff3a667955645c7c1e) ### Settings | Section | Page | What's there | Read more | | - | - | - | - | | Account | General | Name, photo, company, business type, role | Section 1 | | Account | Password | Change your password | — | | Workspace | Space | Workspace name, currency, logo, delete space | Section 1 | | Workspace | Members | Invite people and set their permissions | Section 1 | | Billing | Billing & Plan | Plan, AAP/MAP and AI allowances, invoices **\[confirm]** | — | | AI | MCP | Endpoint, keys, tool permissions, usage logs | Section 19 | | AI | Stiddle AI | Business context, memory, AI defaults, usage logs | Section 18 | | Other | Smart Scores | Predictive scores | Section 17 | ### FAQs **If I hide Companies, can a colleague still see it?** Yes, if it's in their nav and their permissions include it. **What counts as an active profile?** A unique person (anonymous or known) with activity in the period. **What uses AI tokens?** CoPilot chats, MCP tool calls from outside AI tools, "Ask Stiddle AI" edits and "Build with AI" options. Settings → Stiddle AI → Usage Logs breaks it down by feature and user. ## 5. Setup: script, events, goals, connectors and UTMs Three ideas show up on every screen: **conversion goals** (the outcomes you measure), **events** (everything people do), and the difference between **Stiddle-attributed** and **platform-reported** metrics. ### The Stiddle script The Stiddle script is the small snippet that runs **Stiddle IRIS** on your website. It tracks every visit and on-site action, recognizes visitors without cookies for up to 3 years, and powers auto events, forms, the toolbar and third-party scripts. Every website you want to track needs it. Manage it in **Data → Scripts**, which has three tabs: **Install**, **Script Configurations** and **Third-party scripts**. The status badge at the top shows **Active** once Stiddle is receiving data. **Webhook** and **Setup guide** link to the webhook settings and the full install docs. #### Install the script Pick the method that matches your site. Every method installs the same script and uses the same configuration, so use only one per site. | Method | Where the script goes | Extra step | | - | - | - | | **Any website** (recommended) | Paste before the closing `` tag on every page | — | | **Google Tag Manager** | A Custom HTML tag that fires on all pages | — | | **Shopify** | `theme.liquid`, before `` | Add a customer events pixel to capture checkout and purchases | | **WooCommerce** | Before `` on your site | Add order created and order updated webhooks | | **Magento** | Store's HTML head | Flush the cache | After installing, publish your site and open it in a new tab. The status changes to **Active** within a few minutes of the first visit. Each method also links to its full guide in the help center. **Any website** 1. Click **Copy** next to the Stiddle script. 2. Paste it into your site's code before the closing `` tag, on every page (usually your site-wide footer or custom code setting). 3. Publish, then check for **Active**. ![Install — Any website](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/014-install-any-website.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=09c1af6974b045e4b35060a5cd8c572d) **Google Tag Manager** 1. Copy the Stiddle script. 2. In GTM, go to **Tags → New → Tag configuration**, choose **Custom HTML**, paste the script and name the tag *Stiddle script*. 3. Under **Triggering**, pick **Initialization – All Pages** (or **All Pages**). 4. Click **Submit → Publish**. Use Preview mode to confirm the tag fires. If GTM already loads on your site, don't also paste the script into your site code — events will be counted twice. ![Install — Google Tag Manager](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/015-install-google-tag-manager.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=1595e4bdc39e9c9ddc7af44933aa2f5d) **Shopify** 1. In Shopify admin, go to **Online Store → Themes → ⋯ → Edit code**, open `theme.liquid`, and paste the Stiddle script just before ``. 2. Go to **Settings → Customer events → Add custom pixel**, name it *Stiddle*, paste the second code block from Stiddle, then **Save** and **Connect**. This captures checkout and purchase events, which Shopify's checkout pages don't allow theme scripts to see. ![Install — Shopify](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/016-install-shopify.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=c7c115f5a66f7807f271ce3f257d0d34) **WooCommerce** 1. Copy the Stiddle script and add it to your site before ``. 2. Copy the **Order created** and **Order updated** webhook endpoints from Stiddle. 3. In WordPress admin, go to **WooCommerce → Settings → Advanced → Webhooks → Add webhook**. Name it *Stiddle order created*, set Status to **Active**, Topic to **Order created**, paste the order created endpoint into **Delivery URL**, paste your workspace API key into **Secret**, and save. 4. Repeat with Topic **Order updated** and the order updated endpoint. The endpoints and API key are unique to your workspace — keep them private. ![Install — WooCommerce (endpoints and key blurred)](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/017-install-woocommerce-endpoints-and-key-blurred.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=fac319471c3d221fe5ac9ce3dff1265a) **Magento** 1. Copy the Stiddle script. 2. Go to **Content → Design → Configuration** and edit your store view. 3. Open **HTML Head → Scripts and Style Sheets** and paste the script. 4. Click **Save Configuration**, then flush the cache in **System → Cache Management**. ![Install — Magento](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/018-install-magento.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=544559be0171db30af7f94fb15baea1b) Other platforms (Webflow, WordPress, Wix, Squarespace, HubSpot CMS, custom apps) use **Any website** — paste the script into the site-wide footer or custom code area. #### Script configurations These settings apply to the Stiddle script everywhere it's installed. | Setting | What it does | | - | - | | **Exclude URLs from tracking** | Pages on these paths aren't tracked — e.g. `/checkout`, thank-you or admin pages. You can also exclude whole domains. | | **Exclude locations from tracking** | Visitors from these countries, states or cities aren't tracked | | **Enable form tracking** | Captures form submissions on any page with the script. When off, form submissions aren't tracked. | | **Enable form merge** | Merges two known profiles when they submit forms with the same email address. Requires form tracking. | ![Script Configurations](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/019-script-configurations.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=11a8d34cf54bddfd05403ec5027bdce5) **Exclude URLs** 1. Click **Configure** next to Exclude URLs from tracking. 2. For each path, choose the **Website**, a **Match** rule and the **Path** (e.g. `/checkout`). **+ Add path** adds more; the bin removes one. 3. Under **Exclude domains**, pick a website or add a domain whose events shouldn't be tracked at all — e.g. a staging site. 4. Click **Save paths**. ![Exclude pathnames and domains](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/020-exclude-pathnames-and-domains.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=3d7fdec9257d93d97dce9b5a0f062401) **Exclude locations** 1. Click **Configure** next to Exclude locations from tracking. 2. Search for countries, states or cities and select them — each shows as a tag, e.g. *United States · Country*. 3. Click **Save locations**. With nothing selected, every location is tracked. **Example:** exclude the city your office is in to keep employee visits out of your data, or exclude countries you don't sell to. ![Exclude locations](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/021-exclude-locations.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=2ab6c07722e8b61688d19345d723cd4a) ![Pick countries, states or cities](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/022-pick-countries-states-or-cities.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=0fecf6e7bfbce1873efcc39a33b877d1) #### Third-party scripts Third-party scripts let you inject another vendor's script through the Stiddle script, so you only maintain one tag on your site. The main reason to use this is to **pass the Stiddle IRIS ID into a third-party script**. The vendor can then use IRIS to recognize the same person across their tool and match their data back to Stiddle profiles. This extends IRIS's persistent identity to other tracking scripts and raises how many profiles Stiddle can identify. Good fits are niche tools such as **data enrichment and identity providers** or **intent and signaling scripts**. Don't add general analytics like Google Analytics here — this isn't a replacement for Google Tag Manager. **Add a script** 1. In **Data → Scripts → Third-party scripts**, click **+ Add script**. 2. Enter a **Script name**. 3. Choose the **Script type** — e.g. **Paste snippet / pixel code** **\[confirm other types]** — and **Load timing** (**Async** is recommended). 4. Paste the vendor's full `` snippet into **Script code**. 5. Choose the **Script location** — e.g. **Body end (before ``)**. 6. Under **Field to pass**, pick the **Stiddle field** to send (such as the IRIS visitor ID) and enter the placeholder used in the vendor's code under **Replace in script** — e.g. `{{visitor_id}}`. Stiddle swaps the placeholder for the real value when the script fires. 7. Under **Identifier**, if the vendor writes back an ID you want to keep, set where to read it (**Location**, e.g. Local storage), its **Key** (e.g. `user_id`) and the Stiddle **Property** to save it to. 8. Set **Fire on pages** (e.g. All pages) and optionally **Fire on events** (e.g. On page load). 9. Click **Save script**. ![Add external script](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/023-add-external-script.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=f8caa00f9c833dae5ca759b7f967563c) ![Fields, identifier and firing rules](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/024-fields-identifier-and-firing-rules.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=d1faa0dbc9d8151fbb74e7a491d1a055) **Deduplicate events with Stiddle** (under Script configuration on the same tab) stops double-counting when a third-party pixel tracks the same event Stiddle already captures. ![Third-party scripts](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/025-third-party-scripts.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=0ced54f44d444071429a795222def5a1) #### Script FAQs **The status won't turn Active.** Make sure the script is on the live, published site and visit a page. If you use GTM, check the tag fired in Preview mode. **I see every event twice.** The script is probably installed twice — e.g. in GTM and in the site code. Remove one. **Can I track several domains?** Yes — install the same script on each. Add them under authorized URLs to use the toolbar there. **Should I add Google Analytics or the Meta pixel as third-party scripts?** No. Keep those in GTM or your site code. Third-party scripts are for tools that benefit from the IRIS ID. **Why aren't my Shopify purchases tracking?** Add the customer events pixel (step 2 of the Shopify install) — the theme script can't see checkout. ### Events: what Stiddle tracks An **event** is any touchpoint a person has with your company — a page view, a click, a form submission, a CRM stage change, an order. Events do two jobs: * **Power goals** — turn an event into a conversion goal for attribution tables, reports, dashboards and profiles. * **Show the journey** — every event lands on the person's profile timeline and can be analyzed in reports. Manage them in **Data → Events Manager**. ### Three ways events are created | Method | How | Event types | | - | - | - | | **Auto** | The Stiddle Pixel tracks these out of the box — no setup | Page View, Form Submit (marked **Auto** in the Defined column) | | **Stiddle Toolbar** | Point and click on your live website to define what to track | Click, Form Submission, Pageview URL | | **Events Manager (manual)** | Fill in the New Event form inside Stiddle | All types — Click, Form Submission, Pageview URL, plus **CRM Event**, **CRM Opportunity**, **Order** and **Custom Event**, which can only be created here | Rule of thumb: anything that happens **on your website** can be built with the toolbar or manually. Anything that comes **from another system** — your CRM, ecommerce platform, API or webhook — is defined in Events Manager. ### The Events Manager list | Column | What it shows | | - | - | | Event Label | The event's display name — click it to edit | | Event ID | The unique ID used in reports, the API and MCP (e.g. `closed_won`) | | Defined | **Auto** (tracked by default) or **Custom** (created by your team) | | Type | visit, form\_submit, click, crm\_event, crm\_opportunity, order or custom | | Source | Where the event comes from — the Stiddle Pixel (\), Salesforce, HubSpot, or an import/webhook | | Tags | Your own labels for organizing events; click + to add one | | Last Seen | When the event last fired — a quick health check | | Property Group | The set of properties the event carries (see below) | | Actions | **Show Details**, **Edit**, **Create Goal**, **Remove** | Search with **Search events manager**, and click **+ Create Event** to add one. ![Events Manager list](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/026-events-manager-list.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=e4188ab2df04f2dca3418360740cafef) Click the arrow on the left of any row to expand it. Three tabs show what the event actually captured: * **Properties** — every field on the event with its data type (BOOLEAN, DATETIME, NUMBER, STRING). Search keys and values, and tick **Hide Stiddle Properties** or **Hide null values** to cut the noise. * **Metadata** — details about the event itself. * **Raw** — the raw payload, for troubleshooting. ![Expanded event — Properties tab](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/027-expanded-event-properties-tab.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=231f0688430494b5739d15728de1250e) The **…** menu on each row: **Show Details**, **Edit**, **Create Goal** (turn the event into a conversion goal in one click) and **Remove**. ![Event actions menu](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/028-event-actions-menu.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=c94dd2ba4b92d48f72f39392cae3aa63) ### Create an event manually 1. In **Data → Events Manager**, click **+ Create Event**. 2. Enter an **Event Name** and **Event ID** (lowercase with underscores, e.g. `demo_booked`). 3. Optionally **Add Tags** and a **Description** so your team knows what it tracks. 4. Choose an **Event Type**. The rest of the form changes to match — see the table below. 5. Fill in the type's settings. Open **Advanced** for extra options **(see Editing an event below)**. 6. Click **Save**. ![New Event form](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/029-new-event-form.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=5e39b2d60fbc27f4f2234c4c345f939b) ![Event Type options](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/030-event-type-options.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=b69824e5104a955d886195ffafba6821) | Event type | ID | Fires when | Settings | From toolbar? | | - | - | - | - | - | | Pageview URL | visit | Someone views a specific URL | Enter URL + match rule | Yes | | Form Submission | form\_submit | A specific form on your site is submitted | Configure Form (auto-find or form ID) | Yes | | Click | click | Someone clicks a specific element, like a button | Matching Selectors | Yes | | CRM Event | crm\_event | A CRM company, deal or contact is created or updated | Source, Select Event | No | | CRM Opportunity | crm\_opportunity | A CRM opportunity reaches a stage | Source, Select Opportunity Stage | No | | Order | order | An order is created, updated or refunded | Select Order Event, Matching Criteria | No | | Custom Event | custom | Your API or a webhook sends an event | Property Group, Select Event | No | ### Pageview URL events Track visits to a specific page, like the pricing or book-a-demo page. 1. Event Type → **Pageview URL**. Property Group fills in as **Page View (visit)**. 2. Under **Enter URL**, pick a match rule — e.g. **Matches Exactly** — and enter the URL. 3. **Save**. **Example:** "Book Demo Page URL" fires when someone lands on `/book-demo`. Make it a goal to see which channels drive demo-page visits. ![Pageview URL event](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/031-pageview-url-event.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=304122947d3c3c802db17a00d0eba8c6) ### Click events Track clicks on a specific element, like "Watch video" or "See plans". 1. Event Type → **Click**. 2. Choose a **Property Group**. 3. Under **Matching Selectors**, choose how to match the element — **Id**, **Class**, **Item Key**, **Action** or **Click (Id / Class)** — pick a condition, enter the value in **ID**, and optionally a **URL** to limit it to one page. Click **Add** for more selectors. 4. **Save**. The easiest way to get selectors right is to click the element with the Stiddle Toolbar instead. ![Click event — matching selectors](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/032-click-event-matching-selectors.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=175ed8bc45a86ac8663d90df79810a58) ### Form Submission events Track submissions of a specific form. Stiddle captures the fields you map — at minimum the email — and uses them to turn anonymous profiles into known ones. 1. Event Type → **Form Submission**. Property Group fills in as **Form Submit (form\_submit)**. 2. Under **Select Form**, click **Configure Form**. ![Form Submission event](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/033-form-submission-event.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=96f6acabcb9995e109eb8a6df988921b) The Configure Form wizard has three steps. There are two ways through it. **Option A — let Stiddle find the form (recommended)** 1. **Find Form:** enter the page URL the form lives on and click **Next**. The Stiddle Pixel must be installed on that page. 2. **Select Form:** Stiddle lists every form it found on the page with its fields (e.g. "We found 3 forms"). Click the one you want — it's highlighted in green — then **Next**. 3. **Map Form:** toggle on the fields you want to track, and map each to a Stiddle field — **Auto**, First Name, Last Name, Email, Contact Number, UTM Medium, External Id, Segment Name and more. **Email is required**; everything else is optional. **Auto** lets Stiddle detect the field type. Use **Add** for extra fields, then **Next** to finish. ![Step 1 — Find Form](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/034-step-1-find-form.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=f186a1627bf14354d5eadd7df41c5e59) ![Step 2 — Select Form](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/035-step-2-select-form.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=1b358c780f9fc39a193f16312ad83d05) ![Step 3 — Map Form](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/036-step-3-map-form.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=5fa1aa358bfe9989f354133ad45b58c5) **Option B — enter the form ID manually** Use this when the form can't be found automatically — e.g. it's in a popup or behind a login. 1. In step 1 click **Skip to enter here**, or in step 2 click **Want to enter a form ID instead? Click here.** 2. Under **Enter Form ID**, choose how to match the form — **Id**, **Class**, **Item Key**, **Action** or **Click (Id / Class)** — enter the value and optionally a URL, then **Add**. 3. Under **Exclude Parameters**, add any IDs, classes, item keys or actions that should be ignored when matching this form. 4. **Next** to map the fields as in Option A. Not sure how to find a form ID? There's a help doc linked from the form. ![Entering a form ID manually](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/037-entering-a-form-id-manually.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=e3d83e2aa9f8d7b8a66010c362da50a4) ### CRM Event events Fire an event when a CRM record — a company, deal or contact — is created or updated. 1. Event Type → **CRM Event**. 2. Pick the **Source** — the connected CRM the event comes from. 3. Property Group fills in as **CRM Event (crm\_event)**. 4. **Select Event** — e.g. contact created, deal created, company created. 5. **Save**. **Example:** "CRM: Deal Created" fires whenever a new deal is created in your CRM, so you can attribute deal creation to marketing. ![CRM Event](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/038-crm-event.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=508c246da73f9377340fba52e2f0061c) ### CRM Opportunity events Fire an event when an opportunity reaches a pipeline stage. These are what power Open Opp, SQL, Closed Won and Closed Lost goals. 1. Event Type → **CRM Opportunity**. 2. Pick the **Source**. 3. Property Group fills in as **CRM Opportunity (crm\_opportunity)**. 4. **Select Opportunity Stage** — pick one or more stages from your CRM pipeline (filter to find them). 5. **Save**. **Example:** "Closed Won" fires when a HubSpot deal moves to Closed Won and carries its amount, owner and close date — so attribution can report closed-won revenue by channel. ![CRM Opportunity](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/039-crm-opportunity.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=56770f68ca3d405bf1d924e35a839580) ### Order events Track orders sent from your ecommerce platform, API or webhook. 1. Event Type → **Order**. Property Group fills in as **Order (order)**. 2. **Select Event** — **Order Upsert** (an order created or updated) or **Order Refund**. 3. Optionally add **Matching Criteria Filters** — the order fields to match on, e.g. only orders over a certain value or containing a product. 4. **Save**. ![Order event](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/040-order-event.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=5b1573a12e950e990d8e5c6ae371bcca) ![Order Upsert or Order Refund](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/041-order-upsert-or-order-refund.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=9b5ea1aef2e40a68ae9be7e98be7db29) ### Custom events Use a custom event for anything sent through the Stiddle API or a webhook — a product sign-up, a trial started, a support ticket. 1. Event Type → **Custom Event**. 2. Choose the **Property Group** that matches the data being sent (see below). 3. **Select Event** — the incoming API or webhook event to listen for. 4. **Save**. ![Custom Event](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/042-custom-event.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=131b8fc4a43a198339b65669ea109941) ### Editing an event and updating past history Click an event's name, or **… → Edit**, to change it. By default, a change only applies to **new** events from that point on — events already recorded keep the old definition. To apply the change to history as well, open **Advanced** and turn on **Update past event history**. Stiddle re-checks past events against the new criteria: events that now match are added, and events that no longer match are removed. Any goals built on the event are updated too. **Example:** your "Open Opportunity" CRM Opportunity event accidentally included the *Closed Won* and *Closed Lost* stages. Edit the event, remove those two stages under **Select Opportunity Stage**, turn on **Update past event history** and save. Past Closed Won and Closed Lost records drop out of Open Opportunity, so historical pipeline numbers are corrected — not just future ones. The history sync runs in the background and can take a while on large accounts before reports reflect the change. Leave it off when you only want the change to apply going forward. ![Edit Event — Advanced: Update past event history](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/043-edit-event-advanced-update-past-event-history.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=2bb3caefba14ced52200711e88918013) ### Properties **Properties** are the fields and metadata Stiddle collects with each event — a page view's URL and IP address, a form's email and phone number, a deal's amount and owner. They're what you filter, break down and build audiences by across Stiddle. A Salesforce Open Opp event, for example, carries CRM Is Closed (boolean), Created Date and Close Date (datetime), Probability and Amount (number) and Owner (string). Manage them in **Data → Properties**. The list shows each property's **Property Name**, **Property ID**, **Property Type**, the **Property Groups** it belongs to (if any), and an **Actions** menu. Search with **Search properties**; the total count sits at the bottom (e.g. 240 total). ![Data → Properties](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/044-data-properties.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=9521e8df3224211c142a8eb4f110f480) **Create a property** 1. Click **+ Add Property**. 2. Enter a **Property Name** and **Property ID** (lowercase letters, numbers and underscores, e.g. `company_name`). 3. Choose a **Property Type** — the kind of data Stiddle stores: | Type | Use for | Example | | - | - | - | | String | Text | Company name, UTM medium | | Number | Amounts and counts | Order total, employee count | | Boolean | True / false | Is repeat visit, CRM is won | | Date / Time | Timestamps | Close date, event time | | Array | Lists of values | Tags, product IDs | 4. Optionally pick a **Property Group** — properties don't have to belong to one. 5. Add a **Description** of what the property represents. 6. Click **Save**. You can also create a property on the fly while mapping form fields in the toolbar (**Create new property**). ![New Property](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/045-new-property.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=46b5c0fac0f87a918282fb043111c69a) ![Property Type options](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/046-property-type-options.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=612bd8defdcc7d1b4503696ccf16cf94) **PII properties** Under **Advanced Options**, turn on **PII property** for sensitive personal data. Stiddle hides the property's values in views where they shouldn't be exposed, while still using them behind the scenes for identity and matching. **Example:** a brand gives its agency access to its workspace but doesn't want the agency to see customers' email addresses. Marking Email as a PII property hides those values on people profiles and lists. **\[confirm which views and roles can still see PII values]** ### Property groups A **property group** keeps related properties together, because different kinds of events carry different data. A page view group holds properties like IP address, URL and location; a CRM company group holds company name, employee count and domain. Each event uses one property group, which tells Stiddle which properties to expect. Manage them in **Data → Property Groups**. The list shows **Group Name**, **Property Group ID**, **Group Type** and **Actions**. Click the arrow on a row to expand it and see every property in the group, with its ID and data type. Properties marked with the Stiddle logo are added by Stiddle automatically (e.g. Stiddle Id, Event Time, Session, Location Latitude); tick **Hide Stiddle Properties** or **Hide null values** to filter, and use the copy icon to copy a property ID. | Built-in group | Group ID / type | Used for | | - | - | - | | Page View | page\_view / visit | Website visits, pageview and click events | | Contact Group, Contact | contact | Contact records and lists | | CRM Account | crm\_account | CRM companies/accounts | | CRM Contact | crm\_contact | CRM contacts | | CRM Event | crm\_event | CRM create/update events | | CRM Opportunity | crm\_opportunity | Opportunity stage events | | Form Submit | form\_submit | Form submissions | | Order | order | Ecommerce orders and refunds | ![Data → Property Groups](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/047-data-property-groups.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=45af006872d43b7568ee64a9a4a966a4) ![Expanded group — Page View properties](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/048-expanded-group-page-view-properties.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=317e5ebcb7aac044ca121b9345e37878) **Create a property group** 1. Click **+ Add Group**. 2. Enter a **Property Group Name**, **Property Group ID** and a **Description** of what belongs in it. 3. Under **Properties**, add each property: start typing to pick an existing one (e.g. Utm Medium, External Id, Segment Name), or type a new name — its ID fills in — and choose its type (String, Number, Boolean, Date / Time, Array). Click **New Property** for another row; ✕ removes one. 4. Click **Save**. The group is now available when you create events. ![New Property Group — pick existing properties](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/049-new-property-group-pick-existing-properties.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=b0d51cce67895b0ce7d0cb2c0c3694ad) ![New Property Group — set the property type](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/050-new-property-group-set-the-property-type.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=78cf9a82a6922cfbfd650be47db7585e) Pageview URL, Form Submission, CRM, CRM Opportunity and Order events pick their group automatically; Custom and Click events let you choose. ### The Stiddle Toolbar The Stiddle Toolbar opens your live website with a toolbar on top, so you can point and click to create **Click**, **Form Submission** and **Pageview** events — no IDs or selectors to look up. Events you create are saved straight to Events Manager. CRM, order and custom events can't be created from the toolbar; use Events Manager for those. #### Launch the toolbar The toolbar only loads on **authorized domains** where the Stiddle script is installed. 1. In **Data → Events Manager**, click **Open Stiddle Toolbar** (or the link at the top of the New Event panel). 2. Under **Authorized URLs**, pick the site to open. Each URL shows **Script found** when the Stiddle script is detected. To add a site, enter its URL and click **+ Add URL**. 3. Click **Launch toolbar**. Your site opens in a new tab with the toolbar docked at the bottom. 4. The Stiddle logo shows a green check, and hovering it shows **Authenticated · Ready to create events**. ![Open Stiddle Toolbar in Events Manager](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/051-open-stiddle-toolbar-in-events-manager.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=61ced69c8c579b0eb310a3ba3505b0d4) ![Launch Stiddle Toolbar — authorized URLs](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/052-launch-stiddle-toolbar-authorized-urls.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=46974a6cb5d1d9042cddc2933367a72a) ![The toolbar docked on your site](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/053-the-toolbar-docked-on-your-site.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=efe011134bfd6b68b518a5989a86a33c) ![Authenticated and ready to create events](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/054-authenticated-and-ready-to-create-events.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=4ffadb82d34b45678a2be6f2e4b96f55) #### If the toolbar doesn't appear: manual launch Sometimes the site opens but the toolbar doesn't show — for example, if the page strips URL parameters on redirect. Launch it by hand: 1. In the **Launch Stiddle Toolbar** window, click the **⋮** menu next to the site and choose **Copy Manual Launch code**. 2. Open the site in Chrome, right-click anywhere and choose **Inspect**, then open the **Console** tab. 3. Paste the code and press **Enter**. The toolbar loads. The launch code contains your workspace's API key and session token — don't share it or paste it anywhere else. If the console says *"\[Stiddle] tracking script not found on this page"*, the Stiddle script isn't installed on that page. ![Copy Manual Launch code](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/055-copy-manual-launch-code.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=9cca5c7fc2f5948fe979969563f01e20) ![Right-click → Inspect](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/056-right-click-inspect.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=11b5a70894491aa51a856549bee2fa7d) ![Paste the launch code in the Console (keys blurred)](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/057-paste-the-launch-code-in-the-console-keys-blurred.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=ffa1ea9711798ad94449b9e554a2ee83) #### The toolbar buttons | Button | What it does | | - | - | | Stiddle logo | Connection status — green check when authenticated | | Create an event (grid) | Opens the event menu: Inspect an element, or pick Pageview, Click or Form Submission | | Inspect (cursor) | Hover and click any element to see its selector | | Click (hand) | Create a click event | | Pageview (globe) | Create a pageview event for this page | | Forms | Lists the forms on this page — the badge shows how many were found | | Events (list) | Events already tracking on this page or across the site — the badge shows the count | | ✕ | Close the toolbar | The **Create an event** menu also shows what's **On this page**: the current path, how many forms were detected, how many elements are clickable, and whether the script is active. ![Create an event menu](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/058-create-an-event-menu.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=a4856543e898a34d3291da1c6f58b6c7) #### Create a click event 1. Click **Inspect** (or **Create an event → Inspect an element**). A banner says *"Hover any button, link or element and click to select it"* — press **Esc** to cancel. 2. Hover the element. Its selector shows above it (e.g. `button.btn-primary-hero`). Click to select it. 3. **Selected element** shows the element's HTML, text, **Id**, **Class**, **Item Key** and **Selector**. Click any value to copy it, or **Pick another**. 4. Choose **Click — Track clicks on this element**. 5. In **New Click event**, check the **Event Name** and **Event ID** (filled in for you, e.g. "Clicked Book a Demo" / `clicked_book_a_demo`), and the **Property Group**. 6. **Matching Selectors** are filled in too — **Selector** (Id, Class…), **Operator** (Equals, Contains…), **Value** and **Page URL**. The green **Matches 1 · show** badge confirms how many elements match; click **show** to highlight them. **+ Add selector** narrows it further — all selectors must match. 7. Click **Create event**. The element now shows its event name as a label on the page. ![Hover to inspect an element](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/059-hover-to-inspect-an-element.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=f504c195a75f158ccb5b590949a46255) ![Selected element details](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/060-selected-element-details.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=ecd60d943fbb92816816adf77405c29c) ![New Click event](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/061-new-click-event.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=b032fdbc783e9f81eebab52ce200f04f) #### Create a pageview event 1. Open the page you want to track and click **Pageview** (globe). 2. Enter an **Event Name** and **Event ID**, and check **Event Type** = Pageview and **Property Group** = Page View. 3. Under **Page URL**, click **Use current** to fill in this page, or set a rule — e.g. **Contains** `/pricing`. **+ Add URL rule** adds more. A **Matches current page** badge confirms the rule fits the page you're on. 4. Click **Create event**. ![New Pageview event](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/062-new-pageview-event.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=416565471ef59307cfef5e1afba0f8e2) #### Create a form submission event 1. Open the page with the form and click **Forms**. Stiddle lists every form it found — e.g. *"Found 3 forms on /contact"* — with its ID, number of fields and whether it's already tracked. Pick one, or click **Or pick a form on the page**. 2. **Find:** the selected form is shown with its selector (e.g. `form#wf-form-Contact-Form · 13 fields`); click **Show** to highlight it. **Matching Selectors** are filled in (e.g. Id Equals `wf-form-Contact-Form` on `/contact`) and **Matches 1** confirms it. Check the **Event Name**, **Event ID**, Event Type (Form Submission) and Property Group (Form Submit), then **Next: Map fields**. 3. **Select:** tick the fields Stiddle should capture when the form is submitted — each shows its name and type (text, email, tel, select). Then **Next: Map fields**. 4. **Map:** toggle each field on or off and map it to a Stiddle property. **Auto** lets Stiddle detect it; or search existing properties (Employee Count, Customer Id, State, Company Name…). To add one, type a **New property name**, or open **Create new property** and set a **Property name**, **Property ID** (lowercase letters, numbers and underscores) and **Type** (e.g. String). 5. Click **Create event**. ![Forms on this page](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/063-forms-on-this-page.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=9b2b5e8da89e1a594973366350c2062e) ![Find — form and matching selectors](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/064-find-form-and-matching-selectors.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=78b61d6a0a0f9c926b06148ce8425ec6) ![Event details for the form](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/065-event-details-for-the-form.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=9f66b38171268f7d695b3fcd95650038) ![Select the fields to capture](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/066-select-the-fields-to-capture.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=5802f4757d94a12d4079be849f322855) ![Map fields to Stiddle properties](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/067-map-fields-to-stiddle-properties.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=de4279f4723730f6dcf6876d6f2b6101) ![Create a new property](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/068-create-a-new-property.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=b1c5218d1c2dbd9b9731992f99042ac0) > **Embedded and iframe forms (Jotform, HubSpot embeds, Typeform and similar).** Stiddle can track every form type, but forms that load inside an iframe or a third-party embed usually can't be picked or auto-mapped with the toolbar or the Configure Form wizard. Contact **Support** and the Stiddle team will set up tracking for that form manually, free of charge. #### See and edit events from the toolbar Click **Events** (list) to see what's tracked. **On page** shows events on the current page; **All** shows every event on the site. Each row shows the event name, ID, type and page path, with edit (pencil) and delete (bin) buttons. Tracked elements are labeled on the page, so you can see at a glance what's set up. ![Events on this page](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/069-events-on-this-page.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=8e6de62a1b73841fd4d3ee3ecaeb50aa) ![All events on the site](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/070-all-events-on-the-site.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=1f10dde3c15e4d17929761115c053fb8) #### Toolbar FAQs **The toolbar won't open.** Check the site is under Authorized URLs with **Script found**, then try the manual launch code. **"Matches 0" on my selector.** The value doesn't match anything on this page. Use **Pick on page** to select the element again, or loosen the operator (e.g. Contains instead of Equals). **Can I track a button that appears on several pages?** Yes — leave **Page URL** broad (e.g. `/`) or remove it, so the selector matches on every page. **Do toolbar events show up in Events Manager?** Yes, instantly. You can edit them in either place. **My form doesn't appear in "Forms on this page".** It's probably an iframe or embed (e.g. Jotform or a HubSpot form embed). These can still be tracked — contact Support to have it configured manually for free. ### From event to goal An event becomes a conversion metric once you make it a goal. In Events Manager, open the row's **…** menu → **Create Goal**, or create one in **Goals Manager** — see Goals below. ### Event FAQs **What's the difference between Auto and Custom?** Auto events (Page View, Form Submit) are tracked by the Stiddle Pixel automatically. Custom events are ones your team defines. **Stiddle can't find my form.** Check the Stiddle Pixel is on that page and the form loads without a login or popup, then try Option B and enter the form ID. If the form is an iframe or third-party embed (Jotform, HubSpot embed), contact Support — they'll configure it manually for free. **Why is Last Seen old or empty?** The event hasn't fired since then. Check the URL, selector or form ID, then look in **Event Logs**. **Can I create CRM or order events from the toolbar?** No. The toolbar only handles website events — clicks, forms and URLs. **Can I change an Event ID later?** No. ### Goals A **goal** turns one or more events into a conversion metric. Once a goal exists, Stiddle attributes it to channels and campaigns, and it shows up as columns in attribution tables, steps in funnels, metrics in reports and the target of Smart Scores. These are often used to track revenue and conversion value. Every goal gives you four attributed metrics, found under the **Stiddle Attributed** metrics tab for each channel: | Metric | Meaning | | - | - | | Goal Count | How many times the goal happened | | Cost Per Goal | Ad spend ÷ goal count | | Goal Value | Total conversion value of the goal | | Goal ROAS | Goal value ÷ ad spend | Manage goals in **Data → Goals Manager**. The list shows **Goal Name**, **Goal ID**, **First Seen**, **Last Seen**, **Goal Value (Total CV)**, **Total Goals**, **Unique Profiles** and **Goal Sync Status**. **Example goals in the B2B demo:** Demo Booked (\$1,000 value), Contact Inquiry (\$500), Business Card QR Code (\$300), Newsletter Subscribed (\$50), Help Docs Visit (\$40), Blog Article Visit (\$20), Calendly Meeting Booked, and CRM stages — Deal Stage: MQL, SQL, Meeting, Proposal Stage, Deal Created, Deal Won and Deal Closed Lost. ![Goals Manager](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/071-goals-manager.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=3c2607eb02c3d8353364026d0f8e9000) **Create a goal** 1. Click **+ Create Goal** (or **… → Create Goal** on an event in Events Manager). 2. Enter a **Goal Name**. 3. Under **Events**, pick the event(s) that trigger the goal. The list is grouped by type (Order, Custom, Click, Form Submit…) and searchable. 4. Set the **Goal Conversion Value** (below). 5. Optionally set **View through Configuration** and **Advanced** options (below). 6. Click **Save**. ![New Goal](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/072-new-goal.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=f4887a06482ae595b0c473bb493918c6) ![Pick events by type](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/073-pick-events-by-type.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=86b2da0ee6b08741c86c2eb08191a2b5) **Goal groups — several events, one goal** Tick more than one event to create a **goal group**. Any of those events counts as the goal. **Example:** a "Demo Intent" goal that includes both *Clicked Book a Demo* and *Watch Video Hero Btn* — a visitor doing either one counts once toward the goal. ![Goal group with two events](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/074-goal-group-with-two-events.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=3a4eb62d2bdb937d8315e341a79d5e9b) **Goal conversion value** The conversion value puts a dollar amount on each goal, which is what powers Goal Value and Goal ROAS. You have three options: * **A value property** — map a property on the event that holds the amount. For an **Order** event, choose *Order Total Price* to attribute real revenue. For a CRM stage event like *Closed Won*, choose the opportunity amount property so deal value flows into attribution. The list shows the event's properties (Line Item Price, Shipping, Order Total Price, Order Discount, Order Total Tax…). * **Custom** — enter a fixed dollar amount applied every time the goal triggers, e.g. \$1,000 per demo booked. This overrides any property value. * **None** — count the goal without revenue. A value isn't required, but without one the goal has no revenue mapped to it, so Goal Value and Goal ROAS stay empty. ![Map a value property](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/075-map-a-value-property.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=3acc54553f1a2fdaa950ce535750a5f6) ![Custom fixed value](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/076-custom-fixed-value.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=a0fe1af52357a96a6ca8b178628dd68a) **View-through configuration** View-through data lets Stiddle credit ad impressions that weren't clicked. To use it, the same conversion must also exist as a **custom conversion in the ad platform** (e.g. a Meta Ads custom conversion). Under **View through Configuration → Select a Conversion**, pick the matching ad-platform conversion. If none exist yet, the list shows *No conversions available*. This is optional, but it's required for Stiddle to include view-through data for this goal in its attribution models — including the View-through Confidence setting in attribution tables. ![View-through configuration](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/077-view-through-configuration.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=106048368dac266295ce9ba83765a86a) **Advanced: track previous counted events as goals** By default, a new goal only counts events that happen **after** you create it. Turn on **Track previous counted events as goals** to go back and count every matching event that already happened. **Example:** you created a *Contact Form Submitted* event a month ago and only now create a goal for it. With this on, the past month's submissions count as goals and show up in attribution. With it off, the goal starts counting from today. ![Advanced — Track previous counted events as goals](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/078-advanced-track-previous-counted-events-as-goals.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=e8ab5641e1a496da682bcdd531ed80ef) **Goal FAQs** **Why is Goal ROAS empty?** The goal has no conversion value — map a value property or set a custom value. **Do events in a goal group double count?** No, it's counted as one goal. **Why doesn't my new goal show past conversions?** Turn on **Track previous counted events as goals**. **Why no view-through credit?** Add a View through Configuration with a matching ad-platform custom conversion. ### Connectors (Data → Connectors) Connectors bring in your ad platforms, sales systems and marketing tools. They're grouped into four tabs: | Tab | Connectors | What they bring in | | - | - | - | | **Ad Channels** | Facebook (Meta Ads), Google Ads, LinkedIn Ads | Spend, impressions, clicks and campaign / ad set / ad structure | | **Sales Channels** | Shopify, Salesforce, HubSpot | Orders, contacts, companies, deals and pipeline stages | | **Marketing** | Salesforce Marketing | Marketing automation data | | **Other** | Zapier, Slack | Send data in and out through Zapier; Smart Score alerts in Slack | ![Connectors — Ad Channels](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/079-connectors-ad-channels.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=6e34b8560773cb50c5dfb6c19a940de1) ![Sales Channels](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/080-sales-channels.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=e797d2462ef24c444be09788b61639e5) ![Marketing](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/081-marketing.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=e9e9beeff9a8d26b811c1818b1834ac1) ![Other](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/082-other.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=34d6e3328a22e593e578e9ca16064337) **One ad account per integration per workspace.** Each ad connector can link one ad account in a workspace. To track several ad accounts, use a separate workspace for each, or contact Support to connect more than one in the same workspace. #### Facebook (Meta Ads) 1. On **Ad Channels**, click **Connect To Stiddle** on Facebook and log in to Facebook to authorize Stiddle. 2. Once connected, the card shows a count badge and a **Configure** button. Click **Configure**. 3. You'll see your Facebook user, **Last synced**, how many ad accounts are connected, a **Connected** status, and the list of **Ad Accounts** you can access. 4. Click **Connect** next to the ad account to use in this workspace. It switches to a red **Disconnect** link once connected. If the list is empty, wait a minute for Stiddle to sync your ad accounts, then hard refresh the browser page. ![Facebook connected — Configure](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/083-facebook-connected-configure.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=d2f8fa468e43969374f72ef5c36dfb21) ![Facebook ad accounts (other accounts blurred)](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/084-facebook-ad-accounts-other-accounts-blurred.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=63b11a3b88d5c6a8da44895da5360139) **Reconnect every 60 days.** Facebook requires you to log back in to its integrations every 60 days — a Meta security rule. Stiddle shows a **yellow banner about 30 days before** the connection expires. The banner reads *"Your Facebook Token Will Expire Soon. To Prevent Interruptions To Tracking, Please disconnect and reconnect Facebook To Stiddle!"* Click **Connect** on the banner to start reconnecting. ![Facebook token expiry banner with Connect button](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/085-facebook-token-expiry-banner-with-connect-button.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=028289a1edaced083bc89a201db74fc8) To reconnect, a re-sync isn't enough — you need to fully disconnect and log in again: 1. Open the Facebook connector and click **Configure**. 2. Click the red **Disconnect** link next to the connected ad account. 3. Click the large red **Disconnect** button (bin icon) on the right, above **Re-sync Data**, to disconnect the whole integration. 4. Click **Connect To Stiddle** and log in to Facebook again, then reconnect the ad account. **If Facebook data stops loading** in attribution tables, reports, dashboards, audiences or CoPilot, an expired Facebook connection is the usual cause — reconnect as above. #### Google Ads 1. On **Ad Channels**, click **Sign in with Google** and authorize Stiddle. 2. Open the connector to see your Google user, **Last synced**, connected count and the **Ad Accounts** list. 3. Click the green **Connect** next to the ad account to use. Stiddle supports both **standard ad accounts** and **manager (MCC) accounts**. Manager accounts show with a dropdown — expand it to see and connect the client accounts under it. Standard accounts are listed directly. ![Google Ads ad accounts — MCC dropdown and standard accounts](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/086-google-ads-ad-accounts-mcc-dropdown-and-standard-a.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=59c15761a0a24a65b7d1b4d8f58c2fe0) #### LinkedIn Ads Click **Connect To Stiddle** on LinkedIn Ads, log in, then **Configure** and **Connect** the ad account — the same flow as Facebook. #### Managing a connection * **Re-sync Data** — pull the latest data again without disconnecting. * **Disconnect** (bin icon) — remove the whole integration. * **Disconnect** next to an account — unlink just that ad account. Check **Sync Logs** after connecting to confirm data is coming in. #### Shopify 1. Install the Stiddle script on your Shopify theme and add the customer events pixel (see **The Stiddle script → Shopify** above). 2. On **Sales Channels**, click **Connect To Stiddle** on Shopify. 3. Enter your **.myshopify.com** store URL — not your custom domain — and approve all requested permissions. 4. **Past orders:** stores with fewer than 2,000 orders sync automatically. Larger stores need to upload past orders with a CSV (**Data → Import → Orders**). Skipping this limits Shopify metrics in analytics and profiles. 5. **Refunds:** set up Stiddle's refund webhook in Shopify so refunds update profiles, ROAS, conversion value and net profit. One Shopify store per workspace. Stiddle syncs daily, and you can re-sync any time without disconnecting, but there's rarely a need to. #### Salesforce 1. On **Sales Channels**, click **Connect To Stiddle** on Salesforce. 2. Enter your Salesforce **instance domain** (your My Domain URL, not a Lightning URL). To find it, log in to Salesforce, click your profile icon at the top right, and copy the URL shown under your name. 3. Log in and approve access with a user who can see the objects and fields you want to sync. Salesforce then shows as **Connected**. 4. Click **Configure** to set up the connection: | Setting | What it does | | - | - | | Nickname Instance | A short internal name for the org | | Custom Objects | Create conversion goals from custom Salesforce objects that match a parameter value (enter the API name and match parameter). Contact Support for help. | | Sync Parameters | Map Stiddle fields to Salesforce fields by API name — e.g. map Amount to a custom amount field | | Webhook API (recommended) | Data syncs every 24 hours by default; the webhook makes updates instant | | Re-Sync Data | Full historical re-sync of opportunities, profiles and companies. Run it on first connection. You can limit it to records matching criteria (e.g. a RecordTypeId) when one org serves several companies. Leaving filters blank syncs everything the user can see. | | Disconnect | Remove the connection completely | 5. Create **CRM Opportunity** events for your pipeline stages in Events Manager, then goals in Goals Manager with the opportunity amount as the conversion value (see Events and Goals above). A common setup: an **Open Opp** goal for every stage before Closed Won/Lost, plus **Closed Won** and **Closed Lost** goals. 6. Check **People Profiles**, **Companies**, **Deals** and **Sync Logs** to confirm records arrived. This unlocks **Deal Profiles** and **Company Profiles**, deal-level attribution, and metrics like Open Opportunities and Closed Won revenue by channel. Full guides: [Stiddle Salesforce connector](https://help.stiddle.com/docs/using-stiddle/data-connectors/stiddle-salesforce-connector.md) · [Salesforce integration options](https://help.stiddle.com/salesforce.md) #### HubSpot Click **Connect To Stiddle** on HubSpot, log in and approve access. Contacts, companies and deals sync the same way as Salesforce — create CRM Opportunity events and goals for the deal stages you want to track. #### Zapier Zapier moves data both ways: send events into Stiddle (e.g. Facebook Lead Form submissions, Calendly bookings, CallRail calls) or send Stiddle profiles and attribution data out to other tools. 1. On the **Other** tab, click **Connect To Stiddle** on Zapier and **Copy API Key**. 2. In Zapier, click **Create → Zaps** and choose a trigger or action app. 3. Search for **Stiddle**, pick a trigger event (e.g. **Create Profile**, which fires when a new profile is created in Stiddle), and under **Account → Create a new account** paste the API key. 4. **Test Trigger** to confirm live data loads, then add an action — e.g. **Google Sheets → Create Spreadsheet Row** — map the fields, **Test Step** and **Publish**. To send events into Stiddle, use Stiddle as the action step instead. Full guide: [Stiddle Zapier connector](https://help.stiddle.com/docs/using-stiddle/data-connectors/stiddle-zapier-connector.md) #### Slack Click **Connect Slack** on the **Other** tab and pick a workspace and channel. Smart Score alerts (e.g. a record entering 🔥 Very Hot) are then posted there — see Smart Scores → Thresholds & alerts. ### UTM tracking (Data → UTM Manager) UTMs tell Stiddle which campaign, ad set and ad each click came from, so ad-level attribution works. **UTM Manager** lists a ready-made template for every common source — Google, Facebook and LinkedIn ads, Pinterest, YouTube, Bing, TikTok, Twitter, Snapchat, AdRoll, StackAdapt, MNTN, Klaviyo, Mailchimp, ActiveCampaign, Customer.io, HubSpot, SMS (Twilio) and more. Click **Copy UTM** and paste it into the platform. **View Setup Guide** links to the full article. ![UTM Manager](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/087-utm-manager.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=9e44f5958b3c6931166dfbda1138f04b) **Use the Stiddle templates for Google, Meta and LinkedIn.** These three use custom Stiddle parameters (`st_source`, `st_campaign`, `st_adset`, `st_adid`) and the platforms' dynamic ID values. Stiddle needs these exact templates to match clicks to campaigns, ad sets and ads — don't swap them for your own UTMs. **Append, don't replace.** If your ads already have UTMs, add the Stiddle parameters to the end with `&` — e.g. `?utm_source=meta&utm_campaign=spring&st_source=facebook&st_campaign={{campaign.id}}…`. The `st_` prefix avoids clashing with existing UTMs. Don't use the same parameter name twice in one URL. #### Google Ads Copy the **Google (ads)** template and add it as a **tracking template** in Google Ads at each level. The most specific level wins (keyword → ad → ad group → campaign → account), so missing a level can break attribution for ads that have their own template. 1. **Account:** **Admin → Account settings → Tracking → Tracking template**, paste and save. 2. **Campaigns:** on the **Campaigns** view, tick the select-all checkbox, click **Edit → Change tracking templates**, paste and apply. 3. **Ad groups:** on the **Ad groups** view, tick select all, **Edit → Change tracking templates**, paste and apply. 4. **Keywords:** on the **Keywords** view, tick select all, **Edit → Change tracking template**. Keywords also need a **final URL**: add the keyword's final URL in the same edit, or replace `{lpurl}` in the template with your landing page URL (e.g. `https://www.yoursite.com/demo`). Without one, Google shows an error. Changes can take 24–48 hours to show on serving ads. Use the **Tracking template source** column in Google Ads to check which template each ad uses. ![Where to add the tracking template in Google Ads](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/088-where-to-add-the-tracking-template-in-google-ads.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=97880fd87009f7a0b95626acd1709a88) **Auto-UTM:** UTM Manager has an **Auto-UTM** toggle for Google that adds the Stiddle UTMs to your Google campaigns and ad groups automatically. It typically only applies to new ads — not ones already running — and may overwrite existing UTMs, so we recommend adding the template manually as above. ![Auto-UTM toggle for Google](https://mintcdn.com/stiddle/07Xjq8qon7lRHCgv/images/platform-overview/089-auto-utm-toggle-for-google.jpg?fit=max\&auto=format\&n=07Xjq8qon7lRHCgv\&q=85\&s=9d43bbf1c63c83c57002b4ad7ab7ba05) Google's guide: [Set up your tracking template](https://support.google.com/google-ads/answer/10070427) #### Meta Ads Copy the **Facebook (ads)** template and paste it into each ad's **URL parameters** field: 1. In **Ads Manager**, open the **Ads** tab and tick every ad to tag (bulk edit works). 2. Click **Edit** and scroll to the **Tracking** section. 3. Paste the template into **URL parameters** — after any existing parameters, joined with `&`. 4. **Publish.** Editing a live ad sends it back to review, which can pause delivery for up to about an hour and may reset learning. Tag new ads before launch, and edit existing ones at a quiet time. To check, add the **URL parameters** column in Ads Manager (Columns → Customize). ![Where to add URL parameters in Meta Ads Manager](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/090-where-to-add-url-parameters-in-meta-ads-manager.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=16b671fbad92acebeb880351bfbbc546) #### LinkedIn Ads Copy the **LinkedIn (ads)** template and add it as URL tracking parameters on your campaigns. LinkedIn applies campaign parameters to every ad in the campaign, including running ones, without re-review. It keeps static UTMs already on your ads and adds the new ones after them — keep parameter keys unique. ![Where to add tracking parameters in LinkedIn Campaign Manager](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/091-where-to-add-tracking-parameters-in-linkedin-campa.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=48777157e962f7a7a2fdc1ef11423f3f) LinkedIn's reference: [Dynamic UTM tracking](https://learn.microsoft.com/en-us/linkedin/marketing/integrations/ads-reporting/dynamic-utm-tracking) #### Everything else For any other ad, email or SMS platform, copy its template from UTM Manager. To track something that isn't listed — a podcast, a QR code, a partner link — use your own **custom UTMs**: lowercase, channel-based `utm_source` (e.g. `podcast`) and `utm_medium` (e.g. `cpc`, `email`, `paid_social`), with `utm_campaign`, `utm_content` and `utm_term` for campaign, creative and keyword. Paid traffic should use `utm_medium=cpc`, email `utm_medium=email`, and direct traffic no UTMs. Don't mix names and IDs within one platform. To test, click one of your ads (or open its preview link) and check the source and campaign appear in **All Channels** within minutes. Full guide: [Setting up UTMs for ad tracking](https://help.stiddle.com/en/category/stiddle-pixel-tracking-and-attribution/article/setting-up-utms-for-ad-tracking-with-stiddle-google-ads-and-facebook-ads.md) #### Connector and UTM FAQs **My Facebook data stopped updating.** The 60-day connection probably expired — fully disconnect and reconnect. **I can't see my ad accounts after connecting.** Wait a minute, then hard refresh the page. **Can I connect two ad accounts from the same platform?** One per workspace by default; use separate workspaces or ask Support. **Spend shows in Paid Channels but no campaigns or ads.** The Stiddle UTMs probably aren't on your ads yet — add the templates above. **Google says my keyword template is invalid.** Add a final URL to the keyword, or replace `{lpurl}` with your landing page URL. ### Webhooks (Data → Developer → Webhook) Webhooks let any tool send data into Stiddle in real time — a CRM without a native connector, a form tool, an enrichment provider, your own backend. Each **endpoint** listens for the event types you choose, and every request is signed so Stiddle can verify it. **Available event types** | Group | Events | | - | - | | Contacts | `contact.created`, `contact.updated`, `contact.upserted` (created or updated), `contact.deleted` | | Deals | `deal.created`, `deal.updated` (stage or value changed), `deal.closed_won`, `deal.closed_lost` | | Companies | `company.created`, `company.updated` | | Events | `event.tracked` — any custom event | | Orders | `order.created`, `order.updated`, `order.refunded` | ![Available event types](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/092-available-event-types.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=8fda87cf6cd2ae684beb3ecbcd52e824) **Add an endpoint** 1. Click **+ Add endpoint**. 2. Under **Events to subscribe**, tick the event types this endpoint accepts. 3. Enter a **Label** — e.g. "Scoring from CRM". 4. Copy the **Webhook URL** (**Copy to clipboard**) and paste it into the sending tool. Click **Test import** to send a sample and check it arrives. 5. Under **Secrets**, add the header to the sender's requests: **Header key** `x-stiddle-api-key` and the **Header value** shown. Use the same key to sign the payload with **HMAC-SHA256** so Stiddle can verify it. 6. Click **Next** to map properties. The URL and header value contain your workspace API key — keep them private and only paste them into tools you trust. ![Add webhook endpoint (URL and key blurred)](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/093-add-webhook-endpoint-url-and-key-blurred.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=a3d6abb5ad41728799b173a93297ced8) **Map incoming fields to properties** Once a test payload arrives, **Property mapping** lists every **Incoming key** with a sample **Incoming value**. For each one: * Tick it to import it, or untick to skip it. * Pick the Stiddle property it maps to under **Properties** — search existing ones (Email, Company, Company Domain, Country, Department…) or type a **New property name** to create one. * **Refresh** re-reads the latest payload if the sender's fields changed. Click **Save webhook**. **Back** returns to the endpoint details. **Example:** a "6Sense Script" endpoint receives visitor-identification payloads and maps `businessEmail` → Email, `company` → Company, `companyDomain` → Company Domain, `companyLinkedinUrl` → Company Linkedin Url and `companySize` → Company Size. ![Property mapping](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/094-property-mapping.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=7cd352c48408b052e9a5e221a3309ddb) ![Pick or create a property](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/095-pick-or-create-a-property.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=cc5cb258e9fa1a684b1530acb86c3fb4) **Create or update company** Turn on **Create or update company** on an endpoint to build a **company profile** straight from the webhook, without a CRM connected. Stiddle uses the company fields in the payload (name, domain, size, LinkedIn URL…) to create the company, or update it if it already exists, and links the person to it. This is useful for enrichment and identification providers: their webhook can create company profiles for accounts that aren't in your CRM yet, so they show up in Companies, account scoring and audiences. **Recent deliveries** The bottom of the page shows each webhook request — **Event**, **Endpoint**, **Status** (e.g. *received*) and **Time**. Use the refresh button to check that a test or live request arrived. ![Recent deliveries](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/096-recent-deliveries.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=950e297d130c08ab1c0f6871367ca810) ### Import (CSV upload) Import loads historical or offline data from a CSV — contacts, companies, deals, orders or events. Use it for a conference attendee list, a target account list, past orders, or CRM history you don't sync. 1. In **Data → Developer → Import**, open **Import Configuration**. 2. **Import details:** enter an **Import name** and pick the **Event type** the CSV creates — **Contacts**, **Orders**, **Companies**, **Deals** or **Events**. 3. **Upload CSV file:** drag the file in or click **Choose file**. Stiddle shows the file name, rows, columns and size. Max 50 MB, UTF-8 encoding. **Download CSV template** gives you the expected format. 4. **Map columns to properties:** each CSV column gets a Stiddle property. **Auto-map columns** matches them for you; **Auto** lets Stiddle detect the field; pick **Unmapped** or untick **Include** to skip a column. Search properties, or type a **New property name** to create one. **Load all properties** shows every property; **Clear all** resets mapping. 5. **Import options:** * **When a contact already exists:** **Update existing contact** (merge — empty fields are filled, mapped fields overwritten), **Skip duplicates** (only create new records) or **Create duplicate** (always create a new record). * **Identify contacts by** — the field used to match existing records, e.g. Email. * **Select import date** — optionally pick a CSV column to use as each record's created date. Leave it empty to use the import time. Set this for historical data so events land on the right date in journeys and attribution. 6. Click **Preview import** to check, then **Start import**. The top of the page shows **active syncs** and **View history**; **Import Logs** lists past imports. **Import guide** links to the full help article. **Example:** after a trade show, upload the attendee list as **Contacts**, map Email, Name and Company, choose **Update existing contact**, and set the import date to the event date. Attendees who already visited your site get the event added to their journey; new ones get profiles. ![Import details and upload](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/097-import-details-and-upload.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=9c50224206067a1637813fcb1da62909) ![Event type options](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/098-event-type-options.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=f751185941decfbee102aaf08fd82ef2) ![File uploaded](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/099-file-uploaded.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=d9643c2a00a0ce68380f2bd44f1b18aa) ![Map columns to properties](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/100-map-columns-to-properties.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=716050ec1bccbf0b6a16dfefde45a6c6) ![Pick a property or create one](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/101-pick-a-property-or-create-one.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=d19cb77f4363f77f3c4613dda3f02945) ![Import options](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/102-import-options.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=d640dee6822e08812aa128e7fe84c75d) ### Event Logs Event Logs is the live feed of every event Stiddle receives — page views, form submits, CRM events, webhooks and imports. Use it to check new tracking is working. * Set the **date range** and filter to one event (**All Events**, Page View, Form Submit, CRM: Contact Created…). * The chart shows event volume over time by type; hover a bar for counts. * The table lists **Event**, **Contact** (click to open the profile), **Email**, **Location** and **Timestamp**. * Expand a row to see its **Properties**, **Metadata** and **Raw** payload — the fastest way to check a property arrived with the right value. ![Event Logs](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/103-event-logs.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=187cdbe867c4f61d2dfd472afdd09bf0) ![Filter by event](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/104-filter-by-event.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=0985cdde597155a3f084a5441cf52d6a) ![Event volume by type](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/105-event-volume-by-type.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=be5f70b608e813205bf41bef9737bdd9) ![Expanded event — Properties](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/106-expanded-event-properties.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=9c645f350eb7a28b8ef7b400506815b3) ### Sync Logs Sync Logs shows every sync from your connected integrations — CRMs like Salesforce and HubSpot, ecommerce platforms and other connectors. Each row shows **Entity name** (contacts, accounts, deals, orders), **Source**, **Time**, **Trigger**, **Rows synced**, **Inserted**, **Updated** and **Conversions**. Expand a row for **Batch sync details**, and click the Inserted or Updated count to see the records. Use it to confirm a CRM sync ran and how many records changed — e.g. 31 Salesforce deals inserted on Jul 8. ![Sync Logs](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/107-sync-logs.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=4caf9c82c0af361f51780733ff1415d0) ![Batch sync details](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/108-batch-sync-details.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=f92e35b8c92ccd1485ad1a43d0237927) ### Data FAQs **My webhook data isn't showing up.** Check **Recent deliveries** for the request, then **Event Logs** for the event. If it's delivered but properties are empty, re-check the mapping. **Should I use a webhook or an import?** Webhooks for ongoing, real-time data. Imports for one-off or historical files. **My CRM numbers look off.** Check **Sync Logs** for the last successful sync and the rows inserted and updated. ### Attributed vs platform-reported metrics The **Stiddle icon** next to a metric means Stiddle tracked and attributed it. No icon means the number comes straight from the ad platform. | | Stiddle-attributed | Platform-reported | | - | - | - | | Examples | Attributed ROAS, purchases, pipeline stage, conversion value, goals, cost per goal | Ad spend, impressions, clicks, platform ROAS | | Attribution model applies? | Yes | No | | Use for | Conversion and revenue KPIs | Delivery metrics — spend, reach, impressions | Attributed numbers can be **higher or lower** than the platform's. Platforms each claim the same conversion and are limited to short lookback windows, often 7 days. Stiddle de-duplicates across channels and uses the full IRIS history for attribution up to 3-years. ### FAQs **Why doesn't Stiddle match Google or Meta?** Each platform credits itself for conversions other channels also touched, and most can't see beyond a short window. Stiddle counts each conversion once across all channels. **Why are there fewer profiles than sessions?** One profile is one person, who can have many sessions. **Why is pipeline value different from revenue?** Open opportunity value is pipeline; only Deal Won (closed won) is realized revenue. ## 6. Attribution — Paid Channels Attribution is the foundation for profitable, scalable GTM decisions. **Paid Channels** shows what each connected ad account actually drove — leads, pipeline, closed-won revenue or orders — next to what it spent, so you can judge paid media on real outcomes instead of each platform's own reporting. The same attribution data also shows up in reports, dashboards, profiles and audiences. In the examples below, two channels are connected — Google Ads and Meta Ads — but Stiddle attributes across dozens: PPC, paid social, DSPs, email, SMS, phone, organic and AI search (e.g. ChatGPT). ### Reading the table * **Tabs:** **Channel Sources** (one row per connected ad account) → **Campaign** → **Ad sets** → **Ads**, plus **Keywords** for PPC platforms like Google Ads. The other tabs unlock only after you pick a channel source: click an ad account's name. Hover a locked tab and you'll see *"Please select a channel source to access the campaigns tab."* Once inside an account, the share icon on the far left takes you back to Channel Sources. * **Toolbar:** attribution model, date range and **Columns**, plus **Last refreshed** / **Refresh**. The campaign-level tabs add a search box (exact match, or several phrases separated by commas) and **Filter**. * **Columns:** Spent, ROAS, then one column per conversion goal and its conversion value (**CV**), e.g. Contact Inquiry, Demo Booked, Deal Stage: MQL, Deal Won. A **totals row** sits at the bottom. * **The Stiddle icon** on a column header means Stiddle tracked and attributed that metric. A platform icon (or no icon) means the number comes straight from the ad platform. * **Hover any column header** to see what it measures and, where relevant, its formula. For example, hovering *Deal Stage: MQL* shows *"Total count of Deal Stage: MQL goal completions. This goal is tracked as a CRM goal."* * **Ad platform data is live.** Spend, impressions, clicks and other platform metrics sync automatically, so you never upload or refresh spend by hand. ![Campaign tab locked until a channel source is selected](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/109-campaign-tab-locked-until-a-channel-source-is-sele.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=5cc3b501bf099813ac70708b138ad974) ![B2B attribution table — Meta and Google with Open Opp and Closed Won goals](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/110-b2b-attribution-table-meta-and-google-with-open-op.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=ad3669a959b01a38d74ccf9f6197534e) ### B2B lead-gen example In this B2B workspace, Meta, Google Ads and LinkedIn are connected. Website goals (Contact Inquiry, Demo Booked) and Salesforce deal stages (Deal Stage: MQL and its CV) sit side by side with spend, over the same quarter: | Channel | Spent | ROAS | Contact Inquiry | Demo Booked | Deal Stage: MQL | Cost per MQL | | - | - | - | - | - | - | - | | Meta | \$144,609 | 3.41 | 92 | 104 | 118 | ≈ \$1,225 | | Google Ads | \$677,389 | 1.13 | 75 | 109 | 91 | ≈ \$7,444 | | LinkedIn | \$72,052 | 5.49 | 35 | 30 | 41 | ≈ \$1,757 | | **Total** | **\$894,050** | **0.86 avg** | **202** | **243** | **250** | | Google is the biggest budget but the most expensive MQL source. Meta creates the most MQLs per dollar, and LinkedIn returns the highest ROAS. That's the kind of call Stiddle is built for: judging each channel on pipeline, not clicks. ![B2B Channel Sources — Meta, Google and LinkedIn with lead-gen goals](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/111-b2b-channel-sources-meta-google-and-linkedin-with.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=9efab6980e2a1d680ea816dc307d335c) Scroll right for the rest of your goals. Here that's Deal Closed Lost (count and CV), Newsletter Subscribed, Whitepaper Download and Calendly Meeting Booked. Every goal you create in **Data → Goals** can be a column. ![More goal columns — closed lost, newsletter, whitepaper, Calendly](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/112-more-goal-columns-closed-lost-newsletter-whitepape.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=0102cf41fdde119d33df53fe28474244) ![Hover a column header for its definition](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/113-hover-a-column-header-for-its-definition.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=8857e97b2783a3313ad84a5a7b678208) ### Attributed vs platform numbers (B2B example) Compare a Stiddle-attributed column with the platform's own column to see what the platform misses. **ROAS — Google under-reports.** Google says every \$1 on Google Ads returned **\$10.65**. Stiddle's attributed ROAS is **\$15.63** — about **\$5 more per dollar** that Google's reporting doesn't capture. ![Stiddle ROAS vs Google ROAS](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/114-stiddle-roas-vs-google-roas.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=795274d11dbd556f340c811a0c662032) **ROAS — Meta over-reports.** Stiddle isn't always higher. For Meta, the platform reports **2.69**, but Stiddle attributes **1.83**. Whichever way it goes, Stiddle reports what actually happened. ![Stiddle ROAS vs Meta ROAS](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/115-stiddle-roas-vs-meta-roas.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=ab2aeaea939e7cc4b0d232d19bce4d88) **Leads — nearly double.** Scrolling right, Google Ads reports **282** leads; Stiddle attributes **436** — leads that never show up in Google's reporting. ![Stiddle leads vs Google leads](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/116-stiddle-leads-vs-google-leads.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=a28648ec44e831af17042ddfe14dce75) > **Why platforms get it wrong.** Ad platforms don't talk to each other, so each one claims the same conversion — cross-channel campaigns end up double-counted. And most platforms look back only about **7 days** with their own data; longer windows (28 or 90 days) lean on modeling rather than observed touchpoints. Stiddle unifies every channel and attributes each conversion once, based on what actually happened. ### Drill into who converted Every number is backed by records. Click an attributed count (e.g. **436** leads, or a **Goal(s)** link) to see exactly who's behind it. 1. Stiddle AI loads the matching records (*"Stiddle AI is analyzing sales data…"*). 2. A pop-up lists them in three tabs — **Deal**, **Company** and **People** — with deal name, stage, amount and **deal owner** (the rep who closed it), plus a **weight** showing how much credit this channel got under the selected model. 3. Click a name to open the full profile. ![Leads pop-up — Deal, Company and People tabs](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/117-leads-pop-up-deal-company-and-people-tabs.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=4c580fdaaea41e5a86d603c8f5e7e857) **Lead-gen pop-ups (B2B).** The pop-up matches the goal you clicked. * **Form goals** list each lead's **name**, **form ID**, **email**, **date** and **weight**. Hover a weight bar to see which ad got the credit and how much. In this example, Meta leads from Facebook lead forms open a **Facebook Forms** pop-up, and the weight shows 100% to the *Single Image – ROI Calculator* ad. * **CRM goals** like **Deal Stage: MQL** open with three tabs: * **Deal:** deal name, current stage and amount. A deal that was an MQL may since have moved to SQL, Meeting, Won or Closed Lost. * **Company:** company, amount and Smart Score **rating** (Hot / Cold). * **Contact:** name, email and phone. Click any name to open that deal, company or person profile. ![Facebook Forms pop-up — leads with form ID, email, date and ad weight](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/118-facebook-forms-pop-up-leads-with-form-id-email-dat.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=a7a68bce0421d8b21ae9da8fd62cab14) ![Deal Stage: MQL — Deal tab](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/119-deal-stage-mql-deal-tab.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=c57eb71da2b22f55735124273823dd2d) ![Deal Stage: MQL — Company tab with Hot/Cold rating](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/120-deal-stage-mql-company-tab-with-hot-cold-rating.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=707abde81daa9fdb6b4502180e52cb9b) ![Deal Stage: MQL — Contact tab](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/121-deal-stage-mql-contact-tab.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=8dfe95abb3c0f7387676fa94cb9060da) ### Follow the journey The profile shows identity on the left (name, email, phone, location) and, with Salesforce connected, **CRM Overview** widgets — lead status, deal amounts open, closed won and closed lost — plus a **traffic overview** (page views, sessions, form responses, LTV). With an ecommerce platform connected you'd see order KPIs instead. ![Lead profile with Salesforce CRM overview](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/122-lead-profile-with-salesforce-crm-overview.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=0d0c145b4af3139af849f91b3e63dce6) Scroll down for the full **activity timeline** — here, several Meta ads and Klaviyo emails before converting. Expand a touchpoint to see its campaign, ad set and ad. Click the campaign, ad set or ad and Stiddle jumps back to the attribution table filtered to that asset. ![Timeline with an expanded Facebook ad touchpoint](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/123-timeline-with-an-expanded-facebook-ad-touchpoint.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=0419a00e44c3f1bb6d41bedd72e49aa9) ![Campaign tab — every campaign with spend, ROAS and leads](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/124-campaign-tab-every-campaign-with-spend-roas-and-le.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=87ae67aa8df79900d51bb858f3fc1db2) ### Choosing an attribution model Models decide how credit is split across the touchpoints in a journey. Click the model selector (**Last Click** by default), hover any model to see what it does, and pick one. **Every attributed (Stiddle icon) column recalculates in real time**, on every tab, with no page reload. Platform columns never change, because they're the platform's own numbers. | Model | Type | How it credits a journey | | - | - | - | | **Seeker** | AI | A better linear model: adjusts credit on every touchpoint by intent and performance, and accounts for untracked conversions. Credits any touchpoint 0–100%. | | **Phantom** | AI | A better first click: focuses on the first touch while weighing later ones. Credits first click 85–115%. | | **Endgame** | AI | A better last click: prioritizes the final touch while acknowledging earlier ones. Credits last click 85–115%. | | First Click | Traditional | 100% to the first touch | | Linear Click | Traditional | Equal credit to every touch | | Last Click | Traditional | 100% to the last touch | ![How each attribution model splits credit across one journey](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/125-how-each-attribution-model-splits-credit-across-on.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=a924540a1c35d2e2a5f7de121d402ab7) Stiddle's AI models go further in three ways: 1. They're **custom models trained on your own data**. 2. Stiddle AI **explains each model in plain English** — why it fits your business and how it weighs touchpoints. 3. They account for **top-of-funnel view-through** data to show its impact on bottom-of-funnel conversions. Set how much weight impressions get with **View-through Confidence** at the bottom of the menu. **Let Stiddle AI Decide** picks the model for you. **View-through Confidence.** Expand it at the bottom of the model menu. It sets how much credit **ad impressions** get, meaning people who saw an ad but didn't click it. * Drag the slider from **0** to **100**: 0 counts clicks only, and higher values give views more weight. * Click **Apply**. * The setting applies on top of whichever model is selected. Use it to see how much upper-funnel display, video, CTV and paid social influence conversions that close later. It needs view-through tracking set up on the goal (see **Goals → view-through conversion** in section 5). *Example:* under Last Click, LinkedIn video looks weak because few people click. Set View-through Confidence to 40 and compare: if LinkedIn's MQLs rise while Google's fall, LinkedIn is warming up buyers who later convert on branded search. ![View-through Confidence slider (0–100) and Apply](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/126-view-through-confidence-slider-0-100-and-apply.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=2203bb26a071fb0fb9fe8686a851feed) ![Model menu — Seeker, Phantom, Endgame, traditional models and Let Stiddle AI Decide](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/127-model-menu-seeker-phantom-endgame-traditional-mode.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=280495132295ea1a8c0fd15df0f50e19) ![Stiddle AI explains the Seeker model](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/128-stiddle-ai-explains-the-seeker-model.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=c29cd2d1db279c1d94bcee56675cdfb2) ### Choosing columns Click **Columns** to open the column selector. It has three panes: 1. **Left (source):** **Paid Ads → Attributed** for Stiddle-tracked metrics, or **Paid Ads → Platform** for metrics straight from the ad platform. 2. **Middle (metrics):** tick a metric to add it, or use **Search**. Hover any metric for its definition and formula. For example, *Add to cart* reads *"Stiddle Add to cart = Platform Attributed Add to Cart."* 3. **Right (Metrics Selected):** your columns, in order. Drag the **≡** handle to move a column (top = leftmost in the table) and click **⊗** to remove one. Click **Save** to apply, or **Reset** to go back to the default. | | Attributed (Stiddle icon) | Platform (platform icon) | | - | - | - | | What it is | Conversions Stiddle tracked itself and credited using your attribution model | What the ad platform reports about itself | | Examples | Your custom goals (Total Goal, Goal Conversion %, CV), Add to cart, Number of Purchases, Cost Per Purchase, ROAS, Hook Rate, AOV, Purchase Conversion, CPA, Refunds, Gross sales, Orders, Stiddle Start (Tracking) | Spent, Impressions, Clicks (All), CPC, Budget, Bid Type, Results, Ad Type, Tracking Template, Start, Ends, Id | | Changes with the model? | Yes, in real time | No | **Your custom goals are the attribution columns.** Every goal you create in **Data → Goals** shows up under Attributed with the Stiddle logo: form fills, bookings, CRM stages and purchases. Each goal is available as a total, a conversion %, and a conversion value (CV). That's what makes Paid Channels report on *your* outcomes (MQLs, SQLs, Deal Won revenue) instead of platform events. ![Column selector on Channel Sources — Attributed metrics and Metrics Selected](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/129-column-selector-on-channel-sources-attributed-metr.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=531347815c7498da4842e8a8e7229d03) **Channel Sources and campaign-level tabs save separate layouts.** | Column layout | Applies to | Platform metrics available | | - | - | - | | Channel Sources | The Channel Sources tab only | Limited, account-level (e.g. Spent, ROAS) | | Campaign-level | Campaign, Ad sets, Ads and Keywords. Change columns on any one of these and the other three update to match | The full set: Impressions, Clicks, CPC, Budget, Bid Type, Tracking Template… | All Stiddle-attributed metrics are available on every tab; only platform metrics are limited on Channel Sources. Saving columns on Channel Sources doesn't touch the campaign-level layout, and vice versa. ![Campaign-level column selector — Google Attributed metrics](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/130-campaign-level-column-selector-google-attributed-m.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=36dbda4fc1a7f13ac77e76b1e7c61d60) ![Campaign-level column selector — Google platform metrics (Impressions, CPC, Budget…)](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/131-campaign-level-column-selector-google-platform-met.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=ee667a211c1899f693446b4dbc1fc476) ### Campaigns, ad sets, ads and keywords 1. On **Channel Sources**, click an ad account's name, e.g. *Stiddle Demo Google Ads*. The **Campaign** tab opens for that account. 2. Go deeper with **Ad sets** (ad groups), **Ads** and **Keywords**. Keywords only appears for PPC / search platforms like Google Ads. 3. Each row shows a delivery dot, an **On/Off** toggle, the name, the platform icon and your columns. The totals row counts what's loaded, e.g. *"Totals for 20 campaign out of 20 campaign."* ![Campaign tab — Google campaigns with spend, impressions, clicks and goals](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/132-campaign-tab-google-campaigns-with-spend-impressio.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=3a0b786c1de9da71b7b089f117ecb2e6) *B2B example:* switch the campaign columns to Deal Won and Deal Won CV. | Campaign | Deal Won | Deal Won CV | | - | - | - | | Brand – Branded Search | 5 | \$675,610 | | Competitor Conquest | 3 | \$614,513 | | Lead Gen – Enterprise | 4 | \$279,287 | Brand – Branded Search spent only \$692 for the quarter. Before giving it all the credit, switch to **Phantom**: branded search is often the last stop for buyers that LinkedIn or YouTube found first. **Pin and Edit in Ads Manager.** Hover a row's name to show two actions: * **Pin** keeps that campaign, ad set, ad or keyword at the top of the table for quick access. * **Edit in Ads Manager** opens that exact campaign, ad set or ad in the ad platform in a new tab, so you can change a budget, bid or creative, or pause it, without searching for it. ![Pin and Edit in Ads Manager on a campaign row](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/133-pin-and-edit-in-ads-manager-on-a-campaign-row.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=038b342de2b34febd3f6940d9393576c) **Filters: Active is on by default.** * The campaign-level tabs open with one filter applied, Delivery = **Active**, shown as the *1 Filter Selected* chip. Only running campaigns, ad sets and ads load. * **If a tab looks empty**, or you're reviewing a past date range with paused campaigns, clear the chip (⊗), or open **Filter**, choose **All** or **Inactive**, and click **Apply**. * **Filter by id** takes one or more IDs separated by commas (e.g. 12345,67589,12343). ![Filter panel — Delivery: All / Active / Inactive and Filter by id](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/134-filter-panel-delivery-all-active-inactive-and-filt.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=422e7de1196ff6a781d02c22f8fa9a35) **Performance Max campaigns get a red flag.** Hover it to read *"Performance Max campaigns are compatible at the campaign level only for Stiddle tracking."* PMAX results are attributed to the campaign, not to individual asset groups or assets. ![Red flag on a Performance Max campaign](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/135-red-flag-on-a-performance-max-campaign.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=0b60df9fa67b5e6dcea0a6ad04a0fcf1) **Loading more rows.** Campaign, ad set, ad and keyword tables load **100 rows at a time**. Scroll to the bottom and the next 100 load automatically, or click **Load 100**. > **UTMs are what make this work.** Stiddle connects each visit and conversion to its campaign, ad set, ad and keyword by reading the **Stiddle UTM parameters** on your ad URLs. Spend still syncs without them, but attributed goals will be missing or stuck at the account level. Add the Stiddle UTM templates to Google, Meta and LinkedIn before you judge results (see **UTM tracking** in section 5). Append them to your existing UTMs rather than replacing them. ### D2C example: orders and ROAS With an ecommerce platform like Shopify connected, the same table tracks **purchases and revenue** instead of leads and pipeline. Stiddle integrates with all major ecommerce platforms (Shopify, Magento, WooCommerce) and supports webhooks for custom stores. **ROAS** works exactly as in the B2B example above — Google's platform ROAS of \$10.65 vs Stiddle's \$15.63, and Meta's 2.69 vs Stiddle's 1.83 — because those screenshots come from this D2C store. **Purchases — Stiddle finds what the platforms miss.** Google Ads reports **282** purchases; Stiddle attributes **436** — nearly double. For Meta it's the other way: the platform claims **201**, Stiddle attributes **158**. ![Stiddle Purchases vs platform Purchases](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/136-stiddle-purchases-vs-platform-purchases.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=30008edc20ce531861c052ec8c33f54a) **See every order.** Click an attributed purchase count (e.g. **436**) to open the **Orders** pop-up: every order Stiddle credited to that channel, with the customer's **name**, **order #**, **email**, **date**, **total**, any **refunds**, and a **weight** bar showing the share of credit this channel got under the selected model. Native ad platforms don't show this — their attribution is a black box. ![Orders pop-up — every attributed order](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/137-orders-pop-up-every-attributed-order.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=163049548ed1b165f39032a4d1c899fd) Click a customer's name to open their profile. With Shopify connected, the profile shows a **Purchase Overview** — purchases, add to carts, **AOV** and **LTV** — plus a traffic overview (page views, sessions, form responses) and their landing page, converting page, unique Stiddle pixel ID and location. ![Customer profile with Shopify purchase overview](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/138-customer-profile-with-shopify-purchase-overview.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=24e876c603f612a6a1157ddf7bdce38b) Scroll down for the timeline — Facebook ad clicks, Klaviyo email referrals and product views leading to the purchase. Click a campaign, ad set or ad to jump to the **Campaign** tab, which lists every campaign with Stiddle ROAS vs platform ROAS and Stiddle purchases vs platform purchases. Use the **On/Off** toggles to see which campaigns are running. ![Campaign tab — Stiddle vs platform ROAS and purchases by campaign](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/139-campaign-tab-stiddle-vs-platform-roas-and-purchase.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=7951dac77a453044a08f9f5840118158) ### Worked example (B2B) Question: *Which paid channel is most efficient at creating pipeline?* 1. Open **Paid Channels**, last quarter, model **Seeker**. 2. Add Open Opp, Closed Won and their conversion values via **Columns**. 3. Compare cost per Open Opp and Closed Won CV per channel. 4. Click a channel's Closed Won count to check the deals and reps behind it, then use the **Campaign** tab to find which campaigns did it. 5. Re-check under **Phantom** and **Endgame** before moving budget — a channel that only wins under one model is an assist, not a closer. ### FAQs **Why is Stiddle's ROAS higher (or lower) than the platform's?** Stiddle counts each conversion once across all channels and sees beyond the platform's lookback window. It can go either way. **Can I track more than purchases?** Yes — any goal: form fills, calls, bookings, CRM stages. **Why is a metric blank for a channel?** No qualifying events in the range, or the metric doesn't apply to that channel. **Does changing the model change the platform columns?** No. Models only affect attributed (Stiddle icon) metrics. **Why can't I open the Campaign tab?** Select a channel source first: click an ad account's name on Channel Sources. **I changed columns on Campaigns. Why didn't Channel Sources change?** They're separate layouts. Campaign, Ad sets, Ads and Keywords share one layout; Channel Sources has its own. **Why can't I add Impressions or CPC on Channel Sources?** Platform metrics are limited at the account level. Open an account's Campaign tab for the full set. Attributed metrics are available everywhere. **I don't see any campaigns, ad sets or ads.** The default **Active** filter hides paused items. Clear it, or choose All. If spend shows but goals don't, check that your Stiddle UTMs are on the ads. **Why is there a red flag next to a campaign?** It's a Google Performance Max campaign, which Stiddle attributes at the campaign level only. **Where's the Keywords tab?** It only appears for search / PPC platforms like Google Ads. **Do I need to refresh spend?** No. Ad platform data like spend syncs automatically. ## 7. Attribution — All Channels All Channels attributes goals and revenue to **every source that isn't connected to Stiddle as a paid ads integration**. That includes paid and non-paid channels: organic search, AI search (ChatGPT, Perplexity), email (Klaviyo, Customer.io), organic social, review sites like TrustRadius, referrals and partners, offline touchpoints, and ad platforms you haven't connected, such as Bing. > **All Channels runs on UTMs and referrers.** Without an ad platform connection behind it, Stiddle relies on the UTM parameters on your links (`utm_source`, `utm_medium`, `utm_campaign`, `utm_term`, `utm_content`). When a visit has no UTMs, it falls back to the referring site. Put consistent UTMs on every email, social post, partner link and unconnected ad and you get clean data you can drill into. A source like `{{placement}}` in the table means a UTM macro was never filled in, so fix it where the link was built. ![Paid Channels or All Channels?](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/140-paid-channels-or-all-channels.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=26c570394f3270f3edbed15fd91e75af) ### Reading the screen * **Hierarchy:** **Source › Medium › Campaign › Term › Content**, matching the UTM levels and referrers. * The table opens at Source with every source listed. * Click a source's name to drill into its mediums, then campaigns, terms and content. * Click any level in the breadcrumb to jump there. The current level is underlined. * **Rows:** one per source, with its logo, e.g. YouTube, Yahoo, Twitter, TrustRadius, TikTok, Reddit, Perplexity, Medium, LinkedIn (non-ads), Klaviyo, Instagram, HubSpot. *(non-ads)* means organic traffic from a platform whose paid traffic lives in Paid Channels. Click the pin icon to keep a row at the top. * **Columns:** your goals (Stiddle icon) and their conversion values, plus metrics like Unique Clicks, Orders, Purchase Conversion value and AOV. * **Toolbar:** search, attribution model, date range, **Filters**, columns and refresh. A **Total for N** row sits at the bottom. ![All Attribution at Source level — B2B lead-gen goals by source](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/141-all-attribution-at-source-level-b2b-lead-gen-goals.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=1cedc152c506764341941048415341b7) A workspace that sells online *and* has a sales team sees both kinds of results side by side: unique clicks, orders and purchase value next to CRM goals like Open Opp. ![Sources with orders, purchase value and Open Opp pipeline](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/142-sources-with-orders-purchase-value-and-open-opp-pi.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=2e999fa63d43319d1fd6990eb7d69d06) ### Select rows to drill into several sources at once Tick the checkbox on one or more rows, then click the next level in the breadcrumb. That level loads for **only the rows you selected, combined**. A badge next to the level shows how many rows are selected, e.g. **Source (2)**. *Example:* 1. Tick **YouTube** and **Twitter**. The totals row switches to *Total for 2*: 16 contact inquiries and 9 demos booked. 2. Click **Campaign**. The table lists campaigns from both YouTube and Twitter together, such as *Thought-leadership-q1-2026* and *Ebook-attribution-guide*. Medium and Source columns tell you where each one came from. ![YouTube and Twitter selected](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/143-youtube-and-twitter-selected.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=2f77b99cdd739296dff31db95c4b82c8) ![Campaigns for both selected sources](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/144-campaigns-for-both-selected-sources.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=98eb824b335b1ccfb52480b2f9a32dbe) Go all the way to **Content** to see the exact creative or placement, e.g. the *Hero-banner-primary* email in Customer.io's *case-study-enterprise* campaign, or Bing's *Popup-exit-intent*. ![Content level — creative and placement with campaign, medium and source](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/145-content-level-creative-and-placement-with-campaign.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=72c4ffd0440122decf49697633eb1dd2) ### Worked example (B2B): what did Bing actually drive? Bing isn't connected as a paid ads integration here, so it's tracked through UTMs in All Channels. 1. **Select Bing.** Tick its row. The totals row now shows Bing alone: 18,780 unique clicks, 185 orders and 193 open opportunities. 2. **Look at leads.** Scroll right to **Lead Form**: Bing campaigns generated **377 leads**. That's good to know, but leads don't necessarily turn into revenue, and not every lead is equal. 3. **Follow the pipeline.** Scroll back to **Open Opp**, a stage synced from your CRM. **193** of those 377 leads became open opportunities, meaning a sales rep qualified them and started a sales process. **Open Opp Conversion Value** puts that pipeline at **\$274,961**. 4. **Keep going down the funnel** to see Bing's impact on every stage, through to revenue Bing actually generated and influenced: **183 Closed Won** deals worth **\$349,989**. | Stage (Bing) | Count | Value | | - | - | - | | Lead Form | 377 | | | Open Opp | 193 | \$274,961 | | Quoted | 135 | \$437,346 | | Closed Won | 183 | \$349,989 | | Closed Lost | 235 | \$360,775 | So for whatever you spent on Bing, you can now say it drove 377 leads, 193 open opportunities worth \$274,961 and \$349,989 in closed-won revenue. Divide your Bing spend by each row for cost per lead, per opportunity and per closed deal. ![Bing selected — orders, purchase value and Open Opp](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/146-bing-selected-orders-purchase-value-and-open-opp.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=220b9c09242d8ba7720fcee0ab14f1f8) ![Bing's pipeline — Open Opp, Quoted and Closed Won](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/147-bing-s-pipeline-open-opp-quoted-and-closed-won.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=d3a599f6c345b83ba7908da0544f1ea7) ![Bing further down the funnel — Closed Won, Closed Lost and Lead Form](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/148-bing-further-down-the-funnel-closed-won-closed-los.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=b77402ed68c042ed80d7a0cb785e6e37) 5. **See the data behind the numbers.** Click any goal count, e.g. the **183 Closed Won**, to open *Deal Won goals for: Bing*. It has three tabs: * **Deal:** every closed opportunity, with its stage, deal amount and the sales rep responsible. * **Company:** the accounts Bing influenced, with amount and Smart Score rating (Hot / Warm / Cold). * **People:** the individual people at those companies, with email and phone. In B2B, many people at one company interact with your marketing; grouping them by company shows the whole buying committee behind a deal. ![Deal Won goals for Bing — Deal tab](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/149-deal-won-goals-for-bing-deal-tab.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=a8d93fd83eca8738d4103ab4133a7b29) ![Company tab — accounts with Hot / Warm / Cold rating](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/150-company-tab-accounts-with-hot-warm-cold-rating.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=83263b76751049447331255716628c32) ![People tab — everyone at those accounts](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/151-people-tab-everyone-at-those-accounts.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=b7579d7bb6f4d49d7d2e3039c7b570d4) ### Attribution models The model selector works exactly as in Paid Channels (section 6): * **AI models:** Seeker, Phantom and Endgame. * **Traditional models:** First Click, Linear Click and Last Click. Pick one and every goal column recalculates in real time. *Example:* check Bing under **Last Click**, then **Phantom**. If Bing's Closed Won count rises under Phantom, Bing tends to *start* buying journeys that another channel closes, so cutting it would hurt pipeline more than Last Click suggests. ![Model menu in All Channels](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/152-model-menu-in-all-channels.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=27fa82b5a789f44037d379fd175d34c7) ### Filters Filters load only the sources or campaigns that match properties in Stiddle. 1. Click **Filters**. 2. Under **Where**, pick a field. You can use Source, Unique Clicks, Orders, Conversion Value, Medium, Campaign, Term, Content, or any goal (Calendly Meeting Booked, Demo Booked, Newsletter Subscribed, Contact Inquiry, Blog Article Visit, Business Card QR Code, Help Docs Visit, Deal Stage: MQL, Deal Created, Deal Won, Deal Closed Lost…). 3. Choose an operator and a value. 4. Click **Add** for more conditions, then **Submit**. **Clear all filters** resets. *Example:* Medium is *email* AND Deal Won is greater than 0 lists the email campaigns that closed deals. ![Filters — field list](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/153-filters-field-list.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=17dbaf29a46d317b3a5df40783bc5c64) ### Columns Click the columns icon: * Browse by category: **All**, **Others** (Unique Clicks), **Conversion** (AOV, Orders, Purchase Conversion value), **Event Goal**, **Form Goal**, **Url Goal** and **CRM Goal**. * **Search**, or tick **Select all**. * Hover a metric for its definition. For example, AOV reads *"Average order value: total conversion value divided by number of orders."* * Drag **≡** to reorder, click **⊗** to remove, then **Save**. **All Channels uses one column layout for every level.** Change columns at Source and the same columns show at Medium, Campaign, Term and Content. (This differs from Paid Channels, where Channel Sources has its own layout.) ![All Channels column selector — categories and Columns Selected](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/154-all-channels-column-selector-categories-and-column.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=7d60387841af4e47076a3ad0e7077d58) ### Loading more rows The table loads **100 rows at a time**. Scroll down and the next 100 load automatically, or click **Load 100** at the bottom. ### AI search and offline sources AI assistants show up as their own sources: ChatGPT and Perplexity appear in the examples above, and Claude does too when it sends traffic. Offline touchpoints, such as a **Business Card QR Code** scanned at an event or an uploaded attendee list, are goals and touchpoints as well, so they're credited like any other channel. ### Worked example (D2C) Question: *Is email or organic social doing more for revenue?* 1. Open **All Channels**, model **Seeker**, last 90 days. 2. Compare Klaviyo against Instagram and TikTok on Orders and Purchase Conversion value. 3. Click **Klaviyo**, then **Campaign**, to see which flows or newsletters drove it. 4. Switch the model to **Last Click**. If Klaviyo's share jumps, email is mostly closing sales that other channels started. That's useful context before cutting top-of-funnel spend. ### FAQs **What's the difference from Paid Channels?** Paid Channels covers ad accounts connected to Stiddle, with spend and platform metrics. All Channels covers everything else, paid or not, by UTM hierarchy and referrer. **Why is Google, Facebook or LinkedIn listed as "(non-ads)"?** That row is organic traffic from the platform. Paid traffic from a connected ad account is in Paid Channels. **Can a channel get credit without being the last touch?** Yes, under any model except Last Click. **Why is a source missing its campaign?** The visit arrived without UTM parameters, so there's nothing below Source to drill into. **Why do I see `{{placement}}` or odd source names?** A UTM macro wasn't filled in, or naming is inconsistent (e.g. *YouTube* vs *Yt\_video\_rt*). Fix it where the link is built. **Can I look at two sources together?** Yes. Tick both rows, then click the next level in the breadcrumb. **Do column changes apply to every level?** Yes. One layout covers Source, Medium, Campaign, Term and Content. ## 8. Analytics — Dashboards (Boards) A dashboard — called a **Board** in the app — is a canvas of **sections** and **widgets**. Every widget is a report underneath, so anything you can build as a report you can put on a board, next to text, images and video. ### The Analytics library Open **Analytics → Dashboards**. The library has three tabs — **All**, **Boards**, **Reports** — plus search, grid/list view and a filter. Dashboards can include things like: Website Analytics, Google Ads, Meta Ads and CRM Pipeline Overview, etc. Each card shows when it was last edited. ### Create a dashboard Create one from the **Dashboards** or **Analytics** page (**+ Create → New Board**, or **Create New Board** on an empty library) or from the **New Board** icon in the analytics side panel. Then choose: * **Build with AI** *(fastest setup)*: describe the metrics you need and click **Generate dashboard**. Write it for your audience, e.g. *"Create a dashboard for my CMO"* or *"A dashboard for our CFO with the relevant spend, pipeline and revenue metrics."* Press **/** for suggested prompts. * **Build manually**: start from a template or a blank canvas and add widgets yourself. ![New Dashboard — Build manually or Build with AI](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/155-new-dashboard-build-manually-or-build-with-ai.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=d133b897824a2cf3057fa2150fcc6d3f) A new board opens as a **blank canvas** with one section and the message *"This Section Looks Empty! Drag n' Drop Some Widgets."* ![A blank dashboard](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/156-a-blank-dashboard.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=eb62030ccc8d30446d69fbf9a030ff2e) ### How a dashboard is built: sections and widgets * **Sections** are the titled bands that organize the board (e.g. *Pipeline Health*, *Stage Progression*, *Closed Outcomes*). Hover a section title to **rename** it (pencil) or **delete** it (bin). Deleting a section removes its widgets from the board but **never deletes the reports behind them**. * **Widgets** sit inside sections. **Drag** a widget to reposition it within its section, and drag a **corner** to resize it. Widgets can't be moved from one section to another. * **Section anchors** on the right edge list every section. Click one to jump to it. ![Hover a section — rename or delete](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/157-hover-a-section-rename-or-delete.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=c64d2b427229278025051ed888dbe2f5) ![Section anchors — jump to Pipeline Health, Stage Progression or Closed Outcomes](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/158-section-anchors-jump-to-pipeline-health-stage-prog.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=4e8b4db604e3933e9d523a7ff5acf58a) ### Add widgets Click **Add Widget**. The panel has three parts: | Part | What's there | How it works | | - | - | - | | **Create New** | Insight Report, Flow Report, Funnel Report, Section, Text Box, Media (image or video) | Opens the report builder, or adds a section, note or media block. A report started here shows **Save and return to dashboard** in the builder | | **Add Metric** | Ready-made metrics from your Stiddle data: website (Page Views, Unique Visitors, Sessions…), sales and orders, CRM, paid ads, marketing and more. Hover a metric for its definition | **Drag and drop** a metric into a section. Each one becomes its own report | | **Add Existing Report** | Reports you've already saved, listed below the metrics | **Drag and drop** one into a section | New metric widgets appear as a **table** by default. An existing report keeps the visualization it was saved with. ![Add Widgets — Create New, Add Metric, Add Existing Report](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/159-add-widgets-create-new-add-metric-add-existing-rep.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=47f2ffc2986bf1ff5898e3fe56d68c2e) ![Page Views dragged onto the board as a table widget](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/160-page-views-dragged-onto-the-board-as-a-table-widge.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=7b2aa3cb0c1452b65fd65d3b5789d2f9) > **Widgets are linked to their reports.** A widget *is* its report, so editing the report changes the widget on every dashboard that uses it. To change it on one dashboard only, **Duplicate** the widget and edit the copy. > **Widget reports are hidden in the library.** Reports created from a dashboard, by dragging a metric or with **Create New**, are marked **hidden** on the Analytics page so the library stays tidy. Use the filter → **Show hidden** to see them (section 9). ![Widgets in a dashboard — bar chart and table](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/161-widgets-in-a-dashboard-bar-chart-and-table.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=f57cd45fdf87139e3f5dc23fab671e54) ### Work with a widget Hover a widget to see its tools: * **Rename:** click the **pencil** next to the widget name to edit its name and description. * **Edit:** click the top of the widget, near the name, or choose **Edit Report** from the menu. It opens in the report builder with **Close Report** at the top. Make your changes, **Save**, then **Close Report** to return to the dashboard with the update applied. Use this to change a widget's visualization, e.g. table to bar chart, or ask AI to do it. * **… menu:** * **AI Copilot:** opens *Ask AI to modify this widget…*. Your prompt changes **only this widget's report**, e.g. *"Make this a line chart by week."* * **View Details:** shows what's applied: query, filters, breakdowns, attribution model, view-through confidence, last modified and last computed. * **Edit Report**, **Duplicate** and **Delete**. Deleting removes the widget from the board but **doesn't delete its report**, so you can add it back any time from **Add Existing Report**. ![Rename a widget and resize it from the corners](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/162-rename-a-widget-and-resize-it-from-the-corners.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=ac4de1b2c9da354468a01d3fd98c1942) ![Widget menu — AI Copilot, View Details, Edit Report, Duplicate, Delete](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/163-widget-menu-ai-copilot-view-details-edit-report-du.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=6b501d1f1ce3135adc3c7a09cc2ecbc2) ![View Details — filters, breakdowns, attribution model and more](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/164-view-details-filters-breakdowns-attribution-model.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=13f318bb8132984e7da3936ab5417187) ![Ask AI to modify this widget](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/165-ask-ai-to-modify-this-widget.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=aa54edf5b6be9b13707086ce9f17b6fb) ![Editing a widget in the report builder — Close Report returns to the board](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/166-editing-a-widget-in-the-report-builder-close-repor.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=26d9bda6fdd518400f2488f213d2a566) ### Dashboard-wide controls * **+ Add Breakdown**, **+ Add Filter** and the **date range** (*No Date Range Override* by default) are **overrides** for every widget on the board. They change what the dashboard shows but **don't change the reports** behind the widgets. * **Ask Stiddle AI to edit your dashboard…** adds sections and widgets, rearranges them and changes them, e.g. *"Add a section for weekly performance metrics"* or *"Show total visitors as a number widget."* * **Refresh** reloads the data. **Last refreshed** shows when. * **Undo / Redo** step back or forward through your edits. * **Revision history** lists every change (widgets added, updated, removed) with a time. Use the ⋮ menu on a revision to **Jump to this version** or **Delete revision**. ![Dashboard header — refresh, undo, redo and revision history](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/167-dashboard-header-refresh-undo-redo-and-revision-hi.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=f2c57d97123276f2a3497fe92c465e03) ![Revision History — jump back to an earlier version](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/168-revision-history-jump-back-to-an-earlier-version.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=40a6d154d827218c5845b946603c3a15) ![A finished dashboard with section notes and number widgets](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/169-a-finished-dashboard-with-section-notes-and-number.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=658b4dcbb2ed1bb62b6cf60bd9622a8c) ### Worked example — weekly B2B board 1. **+ Create → New Board → Build manually → Create Blank Board**, name it "Weekly Pipeline". 2. **Add Widget → Section**: "Spend & Pipeline". 3. **Add Widget → Insight Report**: Ad Spent (platform) by channel. 4. **Add Widget → Insight Report**: Demo Booked and Deal Stage: SQL (attributed, Seeker model) breakdown by source. 5. **Add Existing Report → MQL to Deal Won Funnel**. 6. Set the board date range to the last 7 days, then share it. For B2C, swap in Orders, Conversion Value, ROAS and a home → product → checkout → purchase funnel. ### Sharing Click the **share** icon: * **Print PDF** downloads the dashboard as a PDF. * **Share Link** opens **Share**: * **Public URL:** a live, hosted link. Copy it to share. * **Public access:** turn it on to publish the dashboard to anyone with the link, or off to disable the link at any time. * **Add Workspace logo to this board:** white-labels the public dashboard with the workspace logo saved in Settings. The badge at the top right shows whether a board is **Private** or **Public**. People with the public link can **view only**, not edit. To collaborate, add teammates as members in **Workspace settings** with dashboard permission (section 2). ![Share — Print PDF or Share Link](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/170-share-print-pdf-or-share-link.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=bdf57a8ec006f19d83bc5252fb213ca9) ![Share — public URL, public access and workspace logo](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/171-share-public-url-public-access-and-workspace-logo.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=46c5a8ff5f723cb6f368064880ef0ee2) ### FAQs **Why is a widget empty?** Usually the date range has no data, or a funnel has fewer than two steps / a flow has no step. Change the range or edit the report. **If I edit a report used on two boards, do both change?** **Yes,** **if** **it's the** **same** **report** **widget,** **it will** **be** **updated** **both places.** **If** **you** **duplicate,** **then you can change it unique.** **Do board filters override a widget's own filters?** Board filters and breakdowns apply on top of every widget on the dashboard widget, they do not change the report. **Can I build a board just by describing it?** Yes — **Build with AI**, or ask CoPilot and use **Add to dashboard** on its answer. **If I delete a widget or section, is the report deleted?** No. Only the widget leaves the board, and you can add the report back from **Add Existing Report**. **Can I move a widget to another section?** No. Widgets move and resize within their own section. **How do I change a widget from a table to a chart?** Open it in the report builder (click its title or **Edit Report**) and change the visualization, or ask the widget's AI Copilot. **Can people with the public link edit the dashboard?** No. They can only view it. Invite teammates in Workspace settings to collaborate. **How do I undo a mistake?** Use **Undo**, or **Revision history → Jump to this version**. ## 9. Analytics — Reports & Dashboards Overview Reports are the saved analyses behind every widget. There are three types — **Insights**, **Funnels** and **Flows** (sections 10–12) — and all three are built in the same report builder. ### The Reports library Open **Analytics → Reports** (or the **Reports** tab in the Analytics library). Dashboards can include reports like: All Goals (Insight), Book Demo Journey Flow (Flow), MQL to Deal Won Funnel (Funnel) and Unique Website Visitors — Daily Trend (Insight). Create one with **+ Create → New Report**. **Reports vs dashboards.** A report visualizes Stiddle data as one analysis. There are three report types: **Insights** (metrics, trends and breakdowns), **Funnels** (conversion between steps) and **Flows** (the paths people take). A dashboard (board) is a page made of **widgets**, and every widget is a report. When you edit and save a report, every dashboard that uses it as a widget updates too. ![Which report do I need? Insights, Funnels and Flows](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/172-which-report-do-i-need-insights-funnels-and-flows.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=a3d4a65e245fc7e36a0464e30f9b2142) > **Want to change a widget on one dashboard only?** Duplicate the report first, edit the copy, then add the copy to the dashboard you want. The original report, and every dashboard using it, stays as it was. ![Reports, widgets and dashboards](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/173-reports-widgets-and-dashboards.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=329cf8c5184268ea77d41d7aa061e949) Open **Analytics** (or **Dashboards** / **Reports**) in the left nav. Tabs at the top switch between **All**, **Boards** and **Reports**. Use **Search** to find one by name. * **Card view** shows each board or report as a card with its name, description and when it was last edited. * **List view** shows a table with **Name**, **Last Edited**, **Boards** (the dashboards a report is used on as a widget) and **Actions**. It's the quickest way to see which reports feed which dashboards. ![Analytics — boards and reports in card view](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/174-analytics-boards-and-reports-in-card-view.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=52fcad27dc89040b223808328ff3b8cd) ![List view — name, last edited, the boards each report appears on, and actions](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/175-list-view-name-last-edited-the-boards-each-report.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=c155b6f2cfd0b2bbcaab3db7281e67e4) **Card actions (⋮):** | Action | What it does | | - | - | | **Mark Favorite** | Pins the board or report to the top | | **Share Link** | Copies a link to it | | **Duplicate** | Makes an independent copy | | **Hide** | Hides it from the library (it still works as a widget) | | **Delete** | Removes it permanently | ![Card menu — Mark Favorite, Share Link, Duplicate, Hide, Delete](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/176-card-menu-mark-favorite-share-link-duplicate-hide.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=b7f61263fed8442ff2fc2fe89c6eb015) **Hidden reports.** Dashboards contain many widgets, so a report you create *from inside a dashboard* is **hidden by default**. That keeps the library tidy. To see them, open the **filter** icon and tick **Show hidden**. Hidden items show a crossed-out eye icon. Unhide any report from its ⋮ menu. ![Show hidden — reveal reports created as dashboard widgets](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/177-show-hidden-reveal-reports-created-as-dashboard-wi.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=ea62880584fa7f155cd76656e2cfd533) ### Create a report 1. Click **+ Create → New Report** (or **Create New Report** on an empty library, or the **New Report** icon in the analytics side panel). 2. Choose how to start: * **Build with AI** *(fastest setup)*: describe the analysis, e.g. *"A funnel report showing how users move from signup to first purchase"*, then **Generate report**. Type **/** for suggested prompts. * **Build manually**: start from a template or a blank canvas. ![+ Create — New Board or New Report](https://mintcdn.com/stiddle/JQNdkbmNCgQgaU2F/images/platform-overview/178-create-new-board-or-new-report.jpg?fit=max\&auto=format\&n=JQNdkbmNCgQgaU2F\&q=85\&s=33e633907e26298d85b777257d215f28) ![New Report — Build manually or Build with AI](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/179-new-report-build-manually-or-build-with-ai.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=9659385715961cf7025a38c50e94994f) ### The report editor | Area | What's there | | - | - | | Header | Report name and description, **…** menu, **Save** (with a dropdown of save options), **Close Report** when opened from a board | | Type tabs (top left) | Insight (bar icon), Flow (green), Funnel (orange) — switch the report type | | Left panel | Date range, then type-specific controls: Visualization Type, Steps, Filters, Breakdown, Resulting Filters / Expand Events by Property, style palette | | AI bar | **Ask Stiddle AI to edit your report…** with suggestions such as "Compare total deals with the previous period" or "Change to a weekly line chart" | | Data / Columns / Definitions | The metrics in the report (Insights) | | Preview | The live result, with layout toggles to give more room to the settings or the preview, and execution time | A new report opens full screen in the report builder as an **Insight** by default. Switch to Flow or Funnel with the type tabs at the top left. There are three ways to build it: 1. **Ask Stiddle AI.** Use the bar at the top, e.g. *"Show page views as a line chart"*, *"Break down page views by device type"*, *"Compare results with the previous period"* or *"Show traffic by country on a world map"*. Press **/** for more prompts. 2. **Add columns manually.** Click **+ Add column**, name it, then **Select definition** and pick a metric from **Website** (page views, unique, new and returning visitors, sessions, pages per session, bounce rate, session duration…), **Paid Ads**, **Sales**, **Goals** or **Events**. Each column can have its own **Filters**. **Add Formula** combines columns, e.g. A ÷ B for a conversion rate. 3. **Use SQL.** Each column shows its **SQL Query Plan**, which you can copy and edit to write custom SQL for that column. **Hover a column and click \ to open it.** Then set the date range, visualization type, filters and breakdowns, and click **Preview & Save**. An *unsaved change* badge shows when you have edits that haven't been saved. ![Report builder — date range, visualization, filters, breakdown, AI bar, columns and preview](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/180-report-builder-date-range-visualization-filters-br.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=925d3614f0d1b00cbff570cf642bc969) ![Press / for suggested report prompts](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/181-press-for-suggested-report-prompts.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=817bdf2f90bea73ec70936b3a0aeb149) ![A column with name, definition and filters](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/182-a-column-with-name-definition-and-filters.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=90b6316241547e77d14491499eeac30f) ![Definition picker — Website, Paid Ads, Sales, Goals and Events metrics, plus Add Formula](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/183-definition-picker-website-paid-ads-sales-goals-and.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=90a35176488d48a4feb5062b4e67ec8e) ![SQL Query Plan for a column, with the preview result](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/184-sql-query-plan-for-a-column-with-the-preview-resul.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=63cd84119f866d1691b91ae6391ee1f9) ### The analytics side panel When you're inside a report or dashboard, the left panel stays open so you can jump between them without going back to the library: * **← Exit Analytics** returns to the Analytics library. * Three icons at the top: **Explore** (compass), **New Board** and **New Report**. * **Boards** are listed at the top, and **Reports** below. Click any one to open it. * **⇤** collapses the panel. ![Side panel — New Board](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/185-side-panel-new-board.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=5521b41b5af76991f0f6a40b142a6f04) ![Side panel — New Report, with boards above and reports below](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/186-side-panel-new-report-with-boards-above-and-report.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=7c9d5c175280cff4a63eb8a93066a066) ### Create a dashboard Create a dashboard from the **Dashboards** or **Analytics** page (**+ Create → New Board**), or from the **New Board** icon in the side panel. Then choose: * **Build with AI** *(fastest setup)*: describe the metrics you need, e.g. *"A dashboard showing ad spend vs revenue by channel for the last 30 days, with a daily trend chart"*, then **Generate dashboard**. Stiddle AI builds the sections and widgets. * **Build manually**: start from a template or a blank canvas, then **Add Widget**, add sections, filters and breakdowns yourself, or use the **Ask Stiddle AI to edit your dashboard…** bar (e.g. *"Add a performance overview section"*, *"Show total visitors as a number widget"*). A new blank dashboard shows *"This Section Looks Empty! Drag n' Drop Some Widgets"* until you add one. Section 8 covers dashboards in depth. ![New Dashboard — Build manually or Build with AI](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/187-new-dashboard-build-manually-or-build-with-ai.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=37b2ed91039ed19bd13e7f3f3695aed3) ![A blank dashboard ready for widgets](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/188-a-blank-dashboard-ready-for-widgets.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=c7a4ddeef22da53ff09257687331c598) ![CRM Pipeline Overview — a finished dashboard with text and number widgets](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/189-crm-pipeline-overview-a-finished-dashboard-with-te.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=251255fb81bee8cc8fe744fe1c507d79) ### FAQs **What's the difference between a report and a dashboard?** A report is one analysis. A dashboard arranges many reports, text and media together. A dashboard is made up of several reports that are saved as widgets. **Can I save a report without putting it on a dashboard?** Yes. It stays in the Reports library and can be added to any board later from **Add Existing Report**. **Does Duplicate make an independent copy?** **Yes,** **if duplicated it** **remains** **independent** **and any changes made** **won't** **reflect** **the** **original.** **If I edit a report, do my dashboards change?** Yes. Every dashboard that uses the report as a widget shows the change once you save. Duplicate it first if you only want to change one dashboard. **Why can't I find a report I made on a dashboard?** Reports created from a dashboard are hidden by default. Turn on **Show hidden** in the filter. **How do I see which dashboards use a report?** Switch to **list view** and check the **Boards** column. **What does Favorite do?** It pins the board or report to the top of the library. **What type is a new report?** Insight by default. Switch to Funnel or Flow with the type tabs. ## 10. Reports — Insights Insights answer "how much, how many, and how is it trending?" — any metric, over time, broken down by any property. Use them for KPI tiles, trend lines and tables like goals by source. There are three ways to build an Insight, and you can mix them in the same report: | Method | How | Best for | | - | - | - | | **Columns** | Add columns and pick metrics, filters and breakdowns yourself | Precise control | | **Stiddle AI** | Describe the report in the AI bar at the top | Speed; you don't need to know where a metric lives | | **SQL** | Open a column's code view and edit its query | Custom logic, especially on your own composable warehouse | ### Build an Insight 1. **+ Create → New Report** and choose the Insight tab (bar icon). 2. Set the **date range**. 3. Under **Columns** (or **Data**), set up column **A**: * **Name** — the label shown in the report. * **Metric** — opens the metric/definition picker. Categories: **All**, **Website**, **Paid Ads**, **Sales** (CRM/ecommerce), **Goals** (All, Event, Form, URL, CRM) and **Events**. Search, or click **Add Formula** to combine columns. For example, Google Spent + Meta Spent = Blended Spent. * **Aggregation** — e.g. **Total** or **Conversion Value**. * **Attribution model** — for attributed metrics (Last Click by default; see section 6). * **Filters** — conditions that apply to this column only. 4. **+ Add column** for more metrics (B, C…). Drag the handle to reorder. 5. Pick a **Visualization Type**: **Table**, **Line**, **Bar** (with a **Stacked** option), **Pie**, **Number** or **World Map**. 6. Add report-wide **Filters**, a **Breakdown** (e.g. by Goals, Source, Campaign) and **Resulting Filters** (filter on the computed results). 7. Click **Preview**, then **Save**. ### Walkthrough: page views by person **1. Add a column.** Click **+ Add column**, rename *Column 1* to *Page views*, and choose **Metrics → Page Views** as the definition. The left panel shows an **unsaved changes** badge listing what changed (e.g. *Columns added — 1*). Click **Preview & Save** to see the result. ![A Page views column, with the unsaved-changes badge](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/190-a-page-views-column-with-the-unsaved-changes-badge.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=27a0ff217030c9e8137deb86b6006e02) **2. Filter one column, or every column.** * **Column filter:** click **Filters** on a column, then **Where** → field, operator and value. It only affects that column. * **Report filter:** click **+** next to **Filters** in the left panel. It applies to every column. Fields are grouped under Website (name, phone, audience, browser, OS, device, country, state, city…), Goals, Events, Paid Ads and Sales. *Example:* Filters → **Country is United States** limits every column to US visitors. ![Column filter — Where, operator, value](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/191-column-filter-where-operator-value.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=d7a8fa0fe46b3c4590165c7937597b74) ![Report filter fields](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/192-report-filter-fields.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=5777d1e5140e8ae5c428ae0e7fdee6ac) ![Pick filter values — e.g. Country is United States](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/193-pick-filter-values-e-g-country-is-united-states.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=e777159d10048316fdb7c66e95fb2c1f) **3. Add a breakdown.** Click **+** next to **Breakdown** and choose a property, e.g. **First Name**. The table now has a row per person, with their page views: Ava 27, Nathan 27, Lucas 23… ![Breakdown by First Name](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/194-breakdown-by-first-name.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=35b644c7a3738621cc32d4d4ffd8bc7e) **4. Add a resulting filter.** Resulting Filters filter the *results* after they're calculated. For example, **Page views Equals 2** shows only the people who viewed exactly 2 pages (David, Eleanor, Alexander…). ![Resulting filter — only people with exactly 2 page views](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/195-resulting-filter-only-people-with-exactly-2-page-v.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=a1b2b1fbacdb586b0311644d9cbd4b0a) **5. Tidy the table.** Click the gear icon above the preview to **Hide Columns Total** or **Hide Rows Total**. ![Table settings — hide column and row totals](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/196-table-settings-hide-column-and-row-totals.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=77a5276750af14733d43c81abffb88ac) **6. Add more columns.** Add a second column, e.g. **Sessions**. Each column appears side by side (Page views, Sessions) and shares the report filters and breakdown. ![Two columns — Page views and Sessions by first name](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/197-two-columns-page-views-and-sessions-by-first-name.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=f966876aa31246c8c7b07e309318c18f) **7. Change the visualization.** Switch **Visualization Type** to Table, Line, Bar, Pie, Number or World Map. Bar and line charts add **Date Grouping** (e.g. Month), and columns become **Bars** or lines. On a bar chart, toggle **Stacked** to stack the breakdown values in one bar. Hover a bar for each value; the table underneath lets you tick which series to show. ![Visualization types](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/198-visualization-types.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=eab46616489fcd5c65b4b5c994da1798) ![Bar chart by month, broken down by first name](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/199-bar-chart-by-month-broken-down-by-first-name.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=9f7a8cf4512d6de3e07cf55d32458d65) ![Stacked bar chart](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/200-stacked-bar-chart.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=d55757099f219f9d4a53d4cebf3957b7) **8. Column options.** Hover a column for its tools: the **color** dot (pick any color, or enter RGB), **\** to see and change the column's **SQL**, **duplicate** and **delete**. ![Column color picker, SQL, duplicate and delete](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/201-column-color-picker-sql-duplicate-and-delete.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=abf80de86648bf8f7b5fc134a4322bc6) ![A column's SQL Query Plan](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/202-a-column-s-sql-query-plan.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=23dac5600f89fe42b8fad837eb03a9a8) **9. Execution time.** The bottom right shows how long the query took. Click **Execution details** for data read, memory usage, CPU time, query duration and total duration. That's especially useful when Stiddle runs on your own composable data warehouse, where queries use your compute. ![Execution details](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/203-execution-details.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=2413aaecf73e3540d69e47315694a027) **10. Name, save and add to a dashboard.** Click the **…** menu (or hover the report name and click the edit icon) to **Change Name**, add a description, **Duplicate** or **Delete Report**. To place the report on a dashboard, open **Save**, choose the **dashboard**, then the **section** where the widget should go. ![… menu — Change Name, Duplicate, Delete Report](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/204-menu-change-name-duplicate-delete-report.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=239a24a9d7e8dd385482ecaffcc41e49) ![Save → Add report to dashboard → choose the dashboard and section](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/205-save-add-report-to-dashboard-choose-the-dashboard.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=e9e5c559dd0eda27cad47a71358077bd) ### Build with Stiddle AI Describe what you want in the **Ask Stiddle AI to edit your report…** bar, or press **/** for suggestions such as *Show weekly total events as a line chart* or *Compare total events against the previous period*. Stiddle AI changes the columns, filters, breakdowns and visualization for you and explains what it did. *Example:* *"Show total events as a single metric"* → *"Changed the report to a single-number view showing total events and removed the first-name breakdown."* → **10,636**. Click the **history** icon to **view or hide history**, the earlier prompts and replies for this report. You can also build and edit the same report from the **Stiddle CoPilot** page or through **MCP** (sections 18–19). ![Stiddle AI turns the report into a Number of total events](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/206-stiddle-ai-turns-the-report-into-a-number-of-total.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=0f2b2526c91eb94e567fd50a442fe0a6) ![View or hide this report's AI history](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/207-view-or-hide-this-report-s-ai-history.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=0d4f0c17bcac4f9ba375ddf6918b7dd1) > **Changing the report type resets it.** Switching between Insight, Flow and Funnel clears the report's data, after a *Change Report Type* confirmation. Create a new report with the type you want instead. ![Change Report Type warning](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/208-change-report-type-warning.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=789cc19db41d01467df49dae94a80eb5) ### Examples * **Total Deals** — CRM → Total Deals, aggregation Total, visualization Number → Total. * **All Goals** — Goals → All Goals, Total, Last Click, breakdown by Goals, visualization Table → Pricing Page Visit, Whitepaper Downloads, Demo Booked, Deal Closed Lost, Blog Article Visit, Phone Call. * **Unique Website Visitors — Daily Trend** — Website → Unique Visitors over time. ### FAQs **What's the difference between a column filter and a report filter?** A column filter changes one metric. A report filter changes every column. **Why do totals change after I add a breakdown?** A person can fall into several breakdown groups (e.g. touched two sources), so groups don't always sum to the total. **Can I make a custom metric like cost per demo?** Yes — **Add Formula** in the metric picker. **What's the difference between a filter and a resulting filter?** A filter decides which data goes into the calculation (e.g. only US visitors). A resulting filter keeps or drops rows *after* the calculation (e.g. only people with 2 page views). **Where do I see unsaved changes?** In the badge above **Preview & Save**. Expand it for a list of changes. **Can I edit the SQL?** Yes. Hover a column and click **\**. **How do I put a report on a dashboard?** **Save** → choose the dashboard → choose the section. **Why did my report reset?** You switched the report type. Create a new report of the type you need instead. ## 11. Reports — Funnels Funnels measure how many people move through a sequence of steps you define, and where they drop off. Use them to find the leakiest stage between first touch and revenue. ### Build a funnel 1. **+ Create → New Report** and choose the Funnel tab (orange icon). 2. Set the **date range**. The palette icon next to it changes the chart's colors and style. 3. Under **Steps**, click **+** to add each step in order — any event, page, ad click, goal or CRM stage. You need at least two. 4. On each step: the **pencil** renames it (e.g. *Deal Stage: MQL* → *MQL*), the **filter** icon adds a condition to that step only, and **×** removes it. **Drag a step** to reorder it. For example, drag MQL below SQL to swap their order. 5. Add report-wide **Filters**. Applied to all steps. 6. Add a **Breakdown** (e.g. by Source) to split every step by channel. 7. **Save**. A funnel is built the same way as a flow, with one difference: it needs **at least two steps**. Until then the chart reads *"Select at least two steps to begin the funnel."* You can also describe the funnel to **Stiddle AI** in the bar at the top, e.g. *"Add page views as the first step"* or *"Compare funnel conversion with the previous period."* ![Empty funnel — select at least two steps](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/209-empty-funnel-select-at-least-two-steps.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=6af31981d5fb2da0b932fd85521dc5d3) ![Add a step — any event or goal](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/210-add-a-step-any-event-or-goal.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=5f34c9218474d4cf471369b64c863110) ![Rename a step with the pencil](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/211-rename-a-step-with-the-pencil.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=17f9496766377837a7c3de2847c827df) ### Step filters vs funnel filters | Filter | Where | Affects | Example | | - | - | - | - | | **Step filter** | The filter icon on one step | Only that step | Step A = *MQL* where **UTM Source is linkedin**: the funnel starts with LinkedIn-sourced MQLs only, then follows them through SQL, Meeting, Proposal and Deal Won | | **Funnel filter** | **Filters** in the left panel | Every step | **Country is United States**: every step only counts US people | Use a step filter to define *who enters* or *what counts* at one stage. Use a funnel filter to narrow the whole analysis. ### Breakdowns Click **+** next to **Breakdown** and choose a property, e.g. **UTM Source**. Each value becomes its own row in the table under the chart, and its own bars, with counts and conversion rates per step. As in Flows, the property must exist on the steps' events. A CRM stage has no website source, so break CRM funnels down by a property the contact or deal carries. ![MQL to Deal Won Funnel — steps, chart and table](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/212-mql-to-deal-won-funnel-steps-chart-and-table.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=0234124b7babf427b99766ec845f508f) ### Hover and click * **Hover the solid bar** for **Conversions**, **Conversion Rate**, **Drop off Total** and **Drop off Rate** from the previous step. For MQL → SQL: 532 converted (72.78%), 199 dropped off (27.22%). * **Hover the faded part** for the drop-off on its own: *Drop-off overall 199 · 27.22%*. * **Click a bar → View users** to list everyone who reached that step, e.g. the 154 contacts at Deal Won, searchable by name or email, with **View** to open each profile. Use it to build a retargeting audience, such as everyone who reached SQL but not Meeting. * The **palette** icon picks the funnel's color. ![Conversions tooltip — MQL to SQL](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/213-conversions-tooltip-mql-to-sql.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=cb7b7b62558919e0165c4f4e5a294bca) ![Drop-off tooltip](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/214-drop-off-tooltip.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=d28df7dc64537755f51d2cd5905ba37c) ![Click a step → View users](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/215-click-a-step-view-users.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=f4a584793f4bfcfd147d6c698925be29) ![View Users — 154 contacts at Deal Won](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/216-view-users-154-contacts-at-deal-won.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=85140fb253f95b5a2a3ea0f809aec410) ![Funnel color](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/217-funnel-color.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=6a545cc478ce57889fc0599552e125a0) ### Report options The same as Insights and Flows: **… → Change Name / Duplicate / Delete Report**, and **Save → dashboard → section** to add the funnel as a widget. Changing the report type resets the report. ### Reading the result The chart shows each step's count, with the faded bar showing how many came from the step before. The percentage on each bar is **conversion from the previous step**. The table below adds **Total Conversion** (first step to last) and per-step counts and rates for each breakdown row. **Example — MQL to Deal Won Funnel (B2B):** | Step | People | From previous step | | - | - | - | | A. MQL | 731 | 100% | | B. SQL | 532 | 72.8% | | C. Meeting | 272 | 51.1% | | D. Proposal Stage | 193 | 71.0% | | E. Deal Won | 154 | 79.8% | Total conversion is 154 ÷ 731 = **21.07%**. The biggest leak is SQL → Meeting, so that's where to look first — add a breakdown by Source to see which channels' SQLs book meetings. **B2C version:** Home page → Product view → Add to cart → Checkout → Purchase, broken down by source. ### FAQs **Is the percentage relative to the first step or the previous one?** The previous one. Total Conversion is first to last. **Do steps have to happen in order, and within what window?** **Yes.** **Can steps span multiple sessions?** Yes — steps are tied to the person's IRIS profile, not one session. **They can also be** **changes to company or** **deals,** **so you are** **understanding the** **drop** **off** **and conversion across** **company or** **deals** **steps** **instead** **of people.** **How many steps do I need?** At least two. **Can I change the order of steps?** Yes. Drag a step up or down. **Should I filter a step or the whole funnel?** Filter a step to change who enters or counts at that stage. Filter the funnel to narrow every step. **How do I retarget people who dropped off?** Click the step they reached → **View users**, then add them to an audience. ## 12. Reports — Flows Flows map the actual paths people take before and after a key action. Use them when you don't yet know the journey — then turn the path you care about into a funnel to measure it. Flows show customer journeys **in aggregate**: what people did before a key step, and what they did after it. ### Build a flow 1. Create a new report (**+ Create → New Report**) and click the green **Flows** type tab. An empty flow says *"Select at least one step to begin the flow."* 2. Either describe the flow to **Stiddle AI** in the bar at the top, or build it manually as below. 3. **Add a step.** Click **+** next to **Steps** and pick an event or goal, e.g. **Goal: Book Demo Page Visit**. Steps can be any event or goal: page views, form submits, purchases, ad clicks, CRM stages. This becomes the **anchor** (column **A**) in the middle. 4. **Add columns before and after.** Click **+** at the top left of the chart and choose **Add 1 column**, **Add 3 columns** or **Add 5 columns**. Columns to the left (A − 1, A − 2…) show what people did *before* the anchor; columns to the right (A + 1, A + 2…) show what they did *after*. The step card shows the result, e.g. *2 Steps Before, 2 Steps After*. 5. Set the **date range**, **Rows** (how many nodes per column; the rest group into **Other**) and **Selected Events** (which events can appear, e.g. *All events visible (37)*). The palette icon changes the flow's colors. 6. Add **Filters** to narrow who's included. 7. Add a breakdown with **Expand Events by Property** (see below). 8. Click **Save**. ![Empty flow — select a step to begin](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/218-empty-flow-select-a-step-to-begin.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=30988c93ce803de9b1a6da6831999e8b) ![Add a step — any event or goal](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/219-add-a-step-any-event-or-goal.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=9ebd5875eee623c504d03cb485f6c641) ![Add 1, 3 or 5 columns before or after the anchor](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/220-add-1-3-or-5-columns-before-or-after-the-anchor.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=39f3d33d6e7fef9068b2cb3b5f91a5c7) ![Book Demo Journey Flow — 2 steps before and after the Book Demo goal](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/221-book-demo-journey-flow-2-steps-before-and-after-th.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=bf88d4ee064f412195db3603419aa693) **Add several steps.** Add more than one step to see how many people drop off between them across the journey. Click a step's pencil to change its event, its filter icon to filter it, or × to remove it. ![Change a step's event](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/222-change-a-step-s-event.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=d3dd8dd233474340588f24a8e36280f6) ### Breakdowns: Expand Events by Property To break a flow down by source, campaign or another property: 1. Click **+** next to **Expand Events by Property**. 2. Choose the **event** to expand. **Page View: All** (every page and visit) is usually the best choice. 3. Choose the **property**: UTM Source, UTM Medium, UTM Campaign, UTM Content, UTM Term, Events, Facebook Ad – Campaign / Adset, and so on. In the example, Page View: All expanded by **utm\_source** splits *Page View Home* into separate nodes for Google, LinkedIn, Facebook and Bing traffic. > **The property has to exist on the event.** A breakdown only works when the event you expand actually stores that property. Website events like Page View carry UTMs and referrers, so expanding them by source works. A CRM goal like *Closed Won*, or an order, has no website source property, so expanding it by source shows nothing. Expand the page-view event instead. ![Expand Events by Property — UTM, events and ad properties](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/223-expand-events-by-property-utm-events-and-ad-proper.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=41aa2d7dbf37197325c351690150a7c6) ### Reading the result Each node shows an event, its count and its share of that column. The width of each link path shows how many people moved between two nodes. Click a node to isolate only the paths that pass through it; use + / − to zoom and the expand icon to go full screen. **Example:** before "Goal: book demo page visit" (973 people), 16.2% came straight from a pricing page visit, and LinkedIn- and Google-sourced home page views fed in two steps earlier. After booking, 12.8% revisited the book-demo page and 13.1% reached Deal Stage: SQL. Right click a step for additional options, filters, and to **View Users** (the profiles in that step — build an audience from them), **Expand by Property** or **Expand by Pages**. **Hover a node** to see how many people are in it, e.g. *Goal: book demo page visit — Value 973*. **Click a node** to make it the starting point. That node becomes **100%**, other paths fade, and every node and path after it recalculates from that node. ![Click a node — it becomes 100% and the paths after it recalculate](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/224-click-a-node-it-becomes-100-and-the-paths-after-it.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=c6cccdfe2671d1d5d4e002f377cecfb4) **Hover a path** (the band between two nodes) to see **Conversions**, **Conversion Rate**, **Average Time** between the two steps and **Drop off Rate**. *Example:* click the *Page View Home – Utm Source: google* node (94 people who arrived from Google). | Path | Conversions | Conversion rate | Avg. time | Drop-off | | - | - | - | - | - | | Google home page view → Pricing page visit | 30 of 94 | 31.9% | 67 days | 68.1% | | Pricing page visit → Goal: book demo | 30 of 30 | 100% | 2.6 min | 0% | Of the 94 people who clicked a Google ad and landed on the home page, 30 went on to the pricing page; the other 64 took a different path (grouped in **Other**). All 30 of them booked a demo, typically within a few minutes of seeing pricing. Pricing is the column directly before the anchor, so everyone there reaches the anchor next. Read the same way for every node before and after the anchor. ![Path tooltip — Google home page view to pricing](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/225-path-tooltip-google-home-page-view-to-pricing.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=3460c357276d24acb22749dafb3d345d) ![Path tooltip — pricing to Book Demo](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/226-path-tooltip-pricing-to-book-demo.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=10ce22c17544532a4cc5a6bca6830999) **Right-click a node** for: * **View users:** everyone in that node, searchable by name or email, with **View** to open each profile. Use it to build an audience of these people for retargeting. * **Remove a row of events** / **Add a row of events** at that point. * **Expand by property:** break just that node down by a property. * **Expand pages & events** (on **Other** nodes): opens **Paths & Events**, listing every page or event grouped into Other with its profile count, e.g. / 83, /features 78, /solutions 56. ![Right-click menu on a node](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/227-right-click-menu-on-a-node.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=7648e2d476efee301d46cdb090212149) ![View Users — everyone in the node](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/228-view-users-everyone-in-the-node.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=53c21473b43bb5b4d9b91b6d22a6cfcb) ![Paths & Events — what's inside Other](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/229-paths-events-what-s-inside-other.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=b0841c0655224209818b2bd7177736bd) Use the **+ / −** zoom buttons and the expand icon at the bottom left to zoom or go full screen. ### Ask Stiddle AI about the journey The AI bar does more than build. Ask it to explain a flow, e.g. *"Explain the most common path to booking a demo"* or *"Which source leads to the most SQLs after a demo?"*, or to change it (*"Add 2 more steps after the goal"*, *"Filter to the United States"*). The same flow can be built or edited from the **Stiddle CoPilot** page or through **MCP**. ### Report options Flows share the same report options as Insights (section 10): * **… menu:** **Change Name** (and description), **Duplicate**, **Delete Report**. * **Save → dashboard → section** adds the flow to a dashboard as a widget. * Switching the report type resets it, so start a new report for a different type. ![… menu — Change Name, Duplicate, Delete Report](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/230-menu-change-name-duplicate-delete-report.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=66c3582e70c967c83cb3fd96d40afa89) ### FAQs **Flow or funnel?** Flow to discover paths you didn't know about. Funnel to measure a path you've defined. **Are counts people or events?** **People.** **Configuration can** **also** **be changes to** **see company** **or** **deals.** **Why don't the nodes add up to the anchor?** Small paths are grouped into **Other**; raise **Rows** to see more. Right click **Other** to view a list of all other paths. **What can be a step?** Any event or goal: page views, form submits, purchases, ad clicks, CRM stages. **Why is my breakdown empty?** The event you expanded doesn't carry that property. Expand **Page View: All** by source rather than a CRM or order event. **Why does a node show over 100%?** After you click a node, others are measured against it, and some people appear in a column more than once. **How do I retarget the people in a path?** Right-click the node → **View users**, then add them to an audience. ## 13. People Profiles Every person who interacts with your company gets a profile — anonymous at first, known once they identify themselves — with their full activity timeline for up to 3 years. Profiles are where you check the individual journeys behind any number in Stiddle. ### From anonymous to known: how a profile is built 1. **First touch: an anonymous profile.** The first time someone visits your website or touches your marketing (an ad click, an email, a referral from ChatGPT), Stiddle creates an **Anonymous** profile. There's no name or email yet, just their IP address, location and activity. 2. **An IRIS ID, not a cookie.** Stiddle gives the visitor a **Stiddle IRIS ID**. It's built from device and browser signals, not a cookie or browser token, so Stiddle can recognise the same person for **up to 3 years**, even after cookies are cleared. 3. **Every return visit adds to the same timeline.** When they come back from another ad, email or search, the new touches are appended to that profile's activity. 4. **They identify themselves.** When they fill out a form, become a lead, book a demo or make a purchase, Stiddle marks the profile as **known** (name, email, phone) and keeps every earlier anonymous touchpoint on it, so attribution sees the whole journey. 5. **Revenue outcomes are added.** CRM stages (MQL, SQL, Closed Won) and ecommerce orders land on the same timeline. When a deal closes, the profile shows converted revenue, and every touch before it can get credit. ![From anonymous visitor to closed-won revenue](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/231-from-anonymous-visitor-to-closed-won-revenue.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=f113af46b871c5136b0f519f5284b367) **Example: an anonymous visitor.** This visitor in Atlanta first arrived from a **Google Ad** (campaign *Brand Awareness – SaaS Buyers*, ad set *Brand – Navigational Branded Search*, ad *RSA – Feature Benefits & ROI*), landing on the pricing page. They then came back and viewed the case studies page. Stiddle already has their IRIS ID, so whenever they return, or fill out a form, it all joins this profile. ![Anonymous profile — first touch from a Google Ad, then a page view](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/232-anonymous-profile-first-touch-from-a-google-ad-the.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=2c0695e7a17be0f3754d59ff3d457dcd) ![Expanded touchpoints — URL, referral, location and IP; source, campaign, ad set and ad](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/233-expanded-touchpoints-url-referral-location-and-ip.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=fb09ad1ed3c079198f48a070b20de624) **Example: the same journey, now known (B2B).** Carter Gonzalez at Medallia: | Date | Touchpoint | What it means | | - | - | - | | Feb 7 | Facebook Ad → Page View | First touch from paid social | | Feb 7 | Goal: Book Demo Page Visit | Showed buying intent | | Feb 24 | Page View: Home | Came back on their own | | Feb 26 | Goal: Whitepaper Download | Became known (form fill) | | Feb 27 | Goal: Deal Stage: MQL (Salesforce) | Sales rep created an MQL worth \$75,614.82 | | Mar 17 | Google Ad → Page View | Re-engaged through search | | Mar 23 | Goal: Pricing Page Visit | Evaluating | | Mar 27 | Goal: Marketing Automation Email Clicked | Nurture email | | Mar 31 | Goal: Ebook Download | Still engaged | You can see where Carter came from, every touch in between, and how Facebook, Google and email worked together to create pipeline. When the deal is marked Closed Won, the profile shows it as converted revenue. The same works for D2C orders. ![Known B2B profile — activity timeline, company, deal and CRM overview](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/234-known-b2b-profile-activity-timeline-company-deal-a.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=bcc32dc5f2021c7c5ec9e4b44f286d55) ![Earlier in the journey — the Facebook Ad first touch and the MQL](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/235-earlier-in-the-journey-the-facebook-ad-first-touch.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=00bf02321ab3e543ef0acf3c64c9f29a) ### The profile page Click any name in the table to open the profile. It has two tabs, **Overview** and **IRIS Identity Graph**. **Left panel: who they are.** Name, IP, and **Properties**: first and last name, email and phone. Under **Details** are entry page, page converted from, date added, Stiddle IRIS ID and location. Your Smart Scores also appear here (e.g. *Brand Loyalist Score: Hot*, *Newsletter Subscriber Likelihood: ★★★*). To choose which properties show, click the **settings icon** next to Properties, then search and tick them (e.g. *4/43* selected). Select All is there too, and you can add your own custom properties. Click **Save**. ![Choose which properties show on profiles](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/236-choose-which-properties-show-on-profiles.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=73dc5464386764e07fec24d6e030656b) **Middle: All Activity.** Every touchpoint, newest first, grouped by month. Use the search box to find an event (form, visit, cart…) and the refresh icon to load new activity. * Icons show the channel: Google Ads, Facebook, LinkedIn, Bing, Perplexity, Salesforce, email, page views and goals. * A **green dot** marks a paid ad touch, e.g. *Facebook Ad → Page View*. * Click a touchpoint to expand it. There are three tabs, **Default**, **Properties** and **MetaData**: * **Ad touchpoints** show the landing URL with its UTMs, plus **Source**, **Campaign**, **Ad set** and **Ad**. Click any of them to open that asset in Paid Channels. * **CRM goals** show the deal name, stage, deal amount and deal owner. * **Form goals** show the **conversion value** (e.g. Newsletter Subscribed: \$50), the page URL, form ID and selector ID. * **Page views** show the URL, referral, location and IP address. ![Facebook Ad touchpoint — Lookalike – Top 1% Customers → Broad – B2B Decision Makers 30–50 → Single Image – ROI Calculator](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/237-facebook-ad-touchpoint-lookalike-top-1-customers-b.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=88741945eab004c05ac49f54575112a8) ![CRM goal touchpoint — Deal Stage: MQL with deal name and amount](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/238-crm-goal-touchpoint-deal-stage-mql-with-deal-name.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=1806f49cd580a99403ddf06ca66fdd59) ![Form goal touchpoint — Newsletter Subscribed with a \$50 conversion value](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/239-form-goal-touchpoint-newsletter-subscribed-with-a.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=f663bfc7464c964a09988ab7c8759f78) **Right panel: company, deals and overviews.** * **Companies** and **Deals** linked from your CRM, e.g. *Medallia – Platform Plan*, stage Deal Stage: MQL, \$75,614.82, closing Oct 30 2026. Click **View** to open the company or deal profile. * **CRM Overview** (7d / 30d / 90d / All): lead status and deal totals for open, closed won and closed lost. * **Traffic Overview**: page views, sessions, form responses and **Goals LTV** (the summed conversion value of their goals, e.g. \$370). * **Purchase Overview** (with an ecommerce platform connected): purchases, add to carts, **AOV** and **LTV**. ![Traffic Overview — page views, sessions, form responses and Goals LTV](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/240-traffic-overview-page-views-sessions-form-response.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=0a047d8848ae291c4deafb53f6e78b13) **D2C example.** Penelope Morgan found the store through **Perplexity** (AI search) several times before buying. Her profile shows 1 purchase, 4 add to carts, AOV and LTV of \$22,431.47, 28 page views and 16 sessions, plus four Smart Scores on the left. ![D2C profile — Perplexity referrals, Purchase Overview and Smart Scores](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/241-d2c-profile-perplexity-referrals-purchase-overview.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=42c6588996f10fdad6963bbfbcffd52b) Click the purchase count (or an order number in the table) to open **Order**. It shows the order #, email, date and total, which products were bought with price and quantity (here a Coffee Mug Set, a Luxury Bed Frame and Wireless Headphones), total discount and refunds, and **View Order** to open it in your store. ![Order pop-up — products, quantities, discount and refunds](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/242-order-pop-up-products-quantities-discount-and-refu.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=1c14ef13331543196e76508e4b58f1a8) **IRIS Identity Graph tab.** This shows the signals behind the person's IRIS ID: **Signal Properties** (e.g. 94), **Signal Categories** (6), **Signal Nodes** (20) and **Merged Profiles** (0), drawn around a central **Stiddle IRIS ID** node. The categories are Hardware & Browser, Canvas & WebGL, System & Fonts, Locale & Screen, Network & Location and Behavioral & Audio. Scroll to zoom, drag to pan, and click a node to inspect it. **Merged Profiles** counts other profiles Stiddle recognised as the same person and merged in. ![IRIS Identity Graph — signal layers behind the Stiddle IRIS ID](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/243-iris-identity-graph-signal-layers-behind-the-stidd.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=17355eda438dd9425d3521cc57d71304) ### The People Profiles table Open **People → People Profiles** to see everyone, known and anonymous. * **Columns:** contact, recent activity, created date, your Smart Scores (e.g. *Deal Won Intent Score*, *High Purchase Intent Score*), email, form responses, last activity, total, order number, tags and more. * **Blue links open the data behind them.** Click a form response, order number or goal count to see it in a pop-up. * **Search** by name, email, phone or Stiddle IRIS ID. * **Hide Anonymous Profiles** shows only people with a name, email or phone. ![B2B People Profiles — views, Smart Score columns and last activity](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/244-b2b-people-profiles-views-smart-score-columns-and.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=1c0fec2256666e395b969e1ee47d2a79) **Drill into the blue links.** Any underlined number or value opens the records behind it. For example, click a **Form Responses** count to see each submission with name, email, contact number, date and the source, campaign, ad set and ad that drove it. **Order Number** opens the Order pop-up, and **Last Activity** opens the latest event. ![Blue links in the Order Number and Form Responses columns](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/245-blue-links-in-the-order-number-and-form-responses.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=a76d98e2da3b1171f97a063815b8f053) ![Form Responses pop-up — every submission for this person](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/246-form-responses-pop-up-every-submission-for-this-pe.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=2dd2c1c07571dfcb8112e4486815bc8e) **Hide Anonymous Profiles.** Switch it on to show only people with a name, email or phone. In this D2C workspace, All Profiles drops from 655 to **280** known people. ![Hide Anonymous Profiles on — only known profiles](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/247-hide-anonymous-profiles-on-only-known-profiles.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=d4141b7b99e2b8e95b7a632af3ffc7e4) **Smart Scores in the table.** Each score you create can be a column, showing the tier (Cold, Warm, Hot, 🔥 Very Hot, or stars). Click a score to open its **Score History**: each scoring run, with the tier and points it gave and which signals matched (✅) or didn't. For example, *checkout\_started* earned +35 and *Number Of Page Views is more than 25* earned 0 / 60. **\[confirm: click the score badge to open]** ![High Purchase Intent Score column on D2C profiles](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/248-high-purchase-intent-score-column-on-d2c-profiles.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=e423896b6feeef4cd2840466fcabc44b) ![Score History — runs, tiers, points and which signals matched](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/249-score-history-runs-tiers-points-and-which-signals.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=4756cd238e7e33f4241db70bc4a3abc5) You can show several scores side by side. This B2B table has **Deal Won Intent Score** and **Demo Booking Likelihood Score** as columns, so a rep can spot someone who is Warm for a deal but 🔥 Very Hot for a demo. ![B2B profiles with two Smart Score columns](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/250-b2b-profiles-with-two-smart-score-columns.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=7607e1c25ebec648abc75a5d86ad9744) *B2B example:* this contact's **Deal Won Intent Score** history: | Run | Tier | Points | What matched | | - | - | - | - | | Mar 5 | Cold | −30 | Only *Email is empty* (−30) | | Mar 18 | Warm | 45 | *ebook\_download* event (+45) | | Apr 2 | Hot | 65 | *Deal Stage: SQL* (+65) and *Demo Booked* (+35), minus *Email is empty* (−35) | You can see exactly why they moved from Cold to Hot: they downloaded the ebook, then booked a demo and reached SQL. ![Score History — Deal Won Intent Score moving from Cold to Hot](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/251-score-history-deal-won-intent-score-moving-from-co.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=cceae86d795194e5ce8ff98542d92bc0) **Configure columns.** Click the **settings icon** at the top right of the table. Tick the columns you want, drag a column name to change its position, then click **Save**. The column picker has three parts: * **Categories on the left:** **Default** (Contact, Recent Activity, Created Date, Email, Total, Order Number, Form Responses, Website, Tags, Last Activity), **Crm Contact** (fields synced from your CRM) and **Contact Smart Scores** (each score you've created). * **Search columns** to find one quickly. Hover a column to see its description. * **Columns Selected on the right** (e.g. *12 Columns Selected*): drag **≡** to reorder (top = leftmost), click **⊗** to remove, then **Save**. ![Column picker — Default, CRM and Smart Score columns, drag to reorder](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/252-column-picker-default-crm-and-smart-score-columns.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=5bfe7d27dd67355e0140fe1b49be945c) ### Filters 1. Click **Filters**. 2. Under **Where**, pick a field. You can use contact fields (first name, last name, email, phone, sessions), device data (browser, operating system, device, pixel ID), location (country, state, city), Page URL, UTM source / medium / campaign / content / term, events, goals and touchpoints. 3. Choose an operator and a value. Click **Add** for more conditions, then **Submit**. **Clear all filters** resets. When a filter is on, a **green dot** appears on the Filters button. ![Filter fields — contact, device, location, page and UTM properties](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/253-filter-fields-contact-device-location-page-and-utm.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=29ad4d845daf291f3bcd75de0b7d9804) ![Green dot — a filter is applied](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/254-green-dot-a-filter-is-applied.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=a1bd6c86ea34fc56f6fb84816afea37e) ### Saved views Save any filter as a **view** so you don't rebuild it. Views appear as tabs above the table with a count, e.g. *AOV Greater than 1k (232)*, *Returning Customers (42)*, *New Customers (211)*, *Google Ads (228)*, *Meta Ads (365)* for D2C, or *Meta Ads*, *Google Ads*, *High Activities* and *High Intents* for B2B. 1. Add your filters, e.g. AOV more than \$50, or High Purchase Intent Score is Hot. 2. Click **Save view** and name it. The view is added as a new tab. 3. To rename or delete a view, hover over its tab and click the icon. **Deleting a view never deletes profiles or data, only the saved view.** ![Saved views as tabs, each with a profile count](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/255-saved-views-as-tabs-each-with-a-profile-count.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=6a1756e4a91e799092a6ffc7049e2694) ![Save view — name the view and click Save](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/256-save-view-name-the-view-and-click-save.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=9b8401f74fcb6e4a9c27ed30d8776567) ![Hover a view tab to rename (pencil) or delete (bin)](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/257-hover-a-view-tab-to-rename-pencil-or-delete-bin.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=238977d0438ed38ff2f688429805750d) ### Select, export, add to audience and tag * **Tick the checkbox at the top** of the table to select the first **30 rows**. * Click **Select All Profiles** to select **every profile that matches the current view and filters**, not just the rows on screen. With profiles selected, a bar appears with: * **Export** a CSV. Under 1,000 rows it downloads straight away in your browser; over that, Stiddle emails you a download link when it's ready. * **Add to audience:** add them to an existing audience or create a new one. * **Add tags** to all of them. * **Clear** the selection. *Example:* filter to *UTM Source = google* and *High Purchase Intent Score = Hot*, click the top checkbox, then **Select All Profiles**, then **Add to audience** to build a retargeting list, or **Export** for the sales team. ![All profiles in a view selected — Export and Add to Audience](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/258-all-profiles-in-a-view-selected-export-and-add-to.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=32a2dca31566d8d6c22d6b78f0902fa0) ![Bulk actions — Export, Add to audience, Add tags, Clear](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/259-bulk-actions-export-add-to-audience-add-tags-clear.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=992d94b0d9dcdbe04627a6bc0238005d) **Tags.** Click **+** in a profile's **Tags** cell to add a tag: search existing tags, or type a new one and click **Create**. Imported profiles are tagged *Imported* automatically. Use tags to filter the table later, and see them on the profile page. ![Add or create a tag on a profile](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/260-add-or-create-a-tag-on-a-profile.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=6f15cd042bbf2a7c71174075852c5a9c) ### FAQs **How long does Stiddle recognise an anonymous visitor?** Up to 3 years, using the IRIS ID rather than cookies. **What happens to anonymous activity when someone fills out a form?** It stays on the same profile, which becomes known, so all earlier touchpoints count toward attribution. **Why is a profile still Anonymous?** The person hasn't identified themselves yet (no form fill, purchase or CRM match). **Can two devices be the same person?** Yes. When Stiddle links them, they merge into one profile and the IRIS Identity Graph shows the count under **Merged Profiles**. **I don't see any data in the table.** Check whether a filter is on (green dot) or whether **Hide Anonymous Profiles** is switched on. **Does deleting a view delete profiles?** No. It only removes the saved tab. **Why didn't my export download?** Exports over 1,000 rows are emailed to you when they're ready. **Can I search by IRIS ID?** Yes. Search works on name, email, phone and Stiddle IRIS ID. **Can I edit profile fields?** **No, this** **updates** **automatically.** ## 14. Audiences Audiences are groups of people (and, for B2B, companies) built from your Stiddle data — CRM, order, ad and event data — that you can sync to ad platforms, CRMs and marketing tools, or export. ![Audience lifecycle — build, type, sync, measure](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/261-audience-lifecycle-build-type-sync-measure.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=56e33311895b49ed2ff4a346f938b8d6) ### Static vs Realtime | Type | How it works | Use it for | | - | - | - | | **Static** | Members are added once, when you save. The list doesn't change on its own | A one-off campaign, an event list, a snapshot you want to keep fixed | | **Realtime** | Updates automatically: anyone who newly meets the criteria is added | Always-on retargeting, nurture, sales alerts — lists that should stay current | ### Ways to create an audience | Where | How | | - | - | | **People Profiles** | Filter the table, tick the top checkbox, **Select all**, then **Add to audience** (existing or new). See section 13 | | **CoPilot or MCP** | Describe it in plain English, e.g. *"Create a realtime audience of contacts who visited pricing twice in 30 days at companies with 200+ employees"* | | **Smart Audience templates** | On the Audiences page, pick a ready-made template from the **B2B / CRM** or **D2C / Ecom** tab | | **New Audience → Build with AI** | Describe who you want and let Stiddle AI configure it | | **New Audience → Build manually** | Choose the data model and define conditions step by step | ![From People Profiles — select all profiles in a view, then Add to Audience](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/262-from-people-profiles-select-all-profiles-in-a-view.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=39839391c53b4c869d238ea8935fd53c) ![Bulk actions — Add to audience](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/263-bulk-actions-add-to-audience.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=9cc5a8424fb376119e66b0d82f911c31) ### The Audiences page Your audiences list shows **Name**, **Date**, **Size**, **Syncs** (icons for each platform it syncs to), **Type** (Realtime or Static) and **Gross Revenue** — revenue mapped back to the audience's members. **Columns** adds more KPIs. **Folders** and **Tags** on the left keep audiences organized; click **+ New folder** to add one, and assign a folder or tags when you create an audience. ![Audiences page — Smart Audience templates and your audiences with size, syncs, type and revenue](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/264-audiences-page-smart-audience-templates-and-your-a.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=ceb83f3b34efd60c8d9f4031808f0c64) **Smart Audience templates.** Switch between **B2B / CRM** and **D2C / Ecom**, pick a category tab, and click **Create Smart Audience →** on a card. | B2B / CRM | D2C / Ecom | | - | - | | Tabs: Pipeline Intent, Firmographics, Engagement, Expansion | Tabs: Buying Behavior, Price, Customer Journeys, Promotion | | *High-Intent Accounts* — repeated ad clicks and several stakeholders on pricing pages | *First Time Fortunates* — big purchase on their first order | | *Demo Requesters* — submitted a demo or contact form but have no open opportunity | *Repeat Rangers* — purchased multiple times | | *Stalled Deals* — open opportunities with no activity in 21+ days | *Solo Voyagers* — prefer buying single items | | *Champion Re-Visits* — known champions back on site after a proposal | *Loyalty Leaders* — bought products that lead to high repurchase | ![B2B / CRM Smart Audience templates](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/265-b2b-crm-smart-audience-templates.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=4b272c20c15a786e01366511d7eb3b40) ![D2C / Ecom Smart Audience templates](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/266-d2c-ecom-smart-audience-templates.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=9d9158c635b8f04d6dedfdb097b96350) ### Build a custom audience Click **+ New Audience** and choose: * **Build with AI** *(fastest setup)* — describe it, e.g. *"High-value B2B leads who visited our pricing page in the last 30 days and work at companies with 50+ employees"*, then **Generate audience**. Type **/** for suggested prompts. * **Build manually** — define the filters, model and rules yourself. ![Create a new Audience — Build manually or Build with AI](https://mintcdn.com/stiddle/2ZsXkUh2eo8WaXdG/images/platform-overview/267-create-a-new-audience-build-manually-or-build-with.jpg?fit=max\&auto=format\&n=2ZsXkUh2eo8WaXdG\&q=85\&s=a21a676bb106b4a49591eeeebc9fe7f4) Either way you land on the **Definition** tab. The AI bar stays at the top so you can describe or refine at any point; press **/** for prompts like *"Create an audience of users who visited checkout but didn't purchase"* or *"Make a segment of enterprise accounts with 500+ employees"*. ![Definition tab with the AI bar](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/268-definition-tab-with-the-ai-bar.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=e0c6cebb0092a7f428735dbc12734285) ![Suggested audience prompts](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/269-suggested-audience-prompts.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=f3e716dffada81e0f3fa45951db1e7b2) **1. Audience details.** **Name** (required), **Description**, **Type** (Static or Realtime), **Folder** and **Tags** (optional). **2. Choose the data model.** * **B2B — Companies & Deals:** firmographics, contact attributes, opportunity stages and B2B events (demo requests, trial usage, deal progression). Estimated size shows **Companies** and **People**. * **D2C / eCommerce — Customers & Orders:** customer profiles, purchase history, order attributes, product interactions and behavior like cart adds and checkouts. Estimated size shows **People**. ![Choose B2B or D2C / eCommerce](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/270-choose-b2b-or-d2c-ecommerce.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=e0cc1829b1129839bb102a0acd2b32a5) **3. Add conditions** under *Include members if they…*. Use **Quick add** (+ Company, + Deal stage, + Country, + Email) or build a row: * **Attribute** — browse categories: Profile, General Info, Commerce, Activity (forms, goals, events, page viewed URL, referral UTMs…), Traffic, Facebook Ads, Google Ads, Companies, Deals and Smart Scores. * **Operator** and **value** (e.g. Equals *Demo Booked*). * **Time window** — only count actions within a period, e.g. the last 30 days. * **Frequency** — only include people who did it a number of times, e.g. 3+ pricing page views. Click **+ Add condition** for more. The estimated size updates as you go. Then **Save & Continue**. ![Audience Members — B2B conditions with estimated Companies and People](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/271-audience-members-b2b-conditions-with-estimated-com.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=2fa61e89c8a5bf5d3cac5ae65b4a1227) ![Attribute picker — Activity, Traffic, Ads, Companies, Deals, Smart Scores…](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/272-attribute-picker-activity-traffic-ads-companies-de.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=b50b4ab5d07700f9e1ba9c7482119c71) ![A condition row — attribute, operator, value, time window, frequency](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/273-a-condition-row-attribute-operator-value-time-wind.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=3e4933b3e1ec7f079e5eb05056db4397) *Example (B2B, Realtime):* Goals equals *Pricing Page Visit*, frequency 2+, time window last 30 days **AND** Company Number Of Employees is more than 200 **AND** Smart Score *Deal Won Intent* is Hot or Very Hot. Sync it to LinkedIn and Meta for account-based retargeting. *Example (D2C, Static):* Events equals *checkout\_started* in the last 7 days **AND** Number of Purchases equals 0 — an abandoned-checkout list for a one-off offer. *Example (B2B, Realtime — stalled deals):* Deals: stage = Open, Activity: no tracked activity in 21 days, Smart Score: Deal Won Intent = Hot or Very Hot. Sync to Salesforce as a campaign so reps can re-engage, and sync across ad platforms for ABM retargeting. ### Sync to platforms Open the **Syncs** tab. Every connected destination (Meta Ads, Google Ads, LinkedIn Ads, Salesforce, HubSpot and other marketing or CRM tools) appears with its status. Connect destinations first in **Data → Connectors**. For each platform: 1. **Select an existing audience** on that platform, or **+ Create new** to make one there. 2. Pick a **sync frequency** — Manual, Hourly, Daily or Weekly. 3. **Map fields** (Stiddle → platform), e.g. Email → Email, First Name → First Name, Phone → Phone Number, City → City. More fields usually means a higher match rate. 4. Tick **Enable sync**. Repeat for each platform — one audience can sync to several at once. ![Syncs tab — destination, frequency and field mapping](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/274-syncs-tab-destination-frequency-and-field-mapping.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=da52cb55e2f0403bda88636a0a23bace) ### Logs, export and overview * **Logs** — every sync: platform, platform audience, synced at, trigger (scheduled or manual), frequency, **rows added**, status (success, skipped, failed, running), next sync and **match rate** on the platform. A 30-day chart shows sync activity, and you can filter by platform. Use it to troubleshoot failed syncs. * **Resync** runs a sync now. * **Export CSV** — under 1,000 rows downloads straight away; larger audiences are prepared in the background and Stiddle emails you a download link. * **Overview** — who's in the audience (name, email) and KPIs: size, **gross revenue**, **AOV** and **LTV cohorts** (last 30, 60 and 90 days), so you can see what the audience is worth. ![Sync logs — status, rows added, match rate, filter by platform](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/275-sync-logs-status-rows-added-match-rate-filter-by-p.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=3318e9195d62f96810cf8131d454226c) ![Audience overview — members, size, revenue, AOV and LTV cohorts](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/276-audience-overview-members-size-revenue-aov-and-ltv.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=79b7d1f92ce00dfa3cfcabdd9ad0f61a) ### FAQs **Static or Realtime?** Static for a fixed snapshot; Realtime for lists that should keep adding new people who match. **Do I need an audience on the ad platform first?** No — select an existing one or click **+ Create new** in the Syncs tab. **Why is my match rate low?** The platform couldn't match enough members. Map more fields (email, phone, name, city) and check that members have contact details. **Why is a sync failing?** Check Logs for the platform, then reconnect it in Data → Connectors if its login has expired (Facebook needs re-auth every 60 days). **Why didn't my export download?** Exports over 1,000 rows are emailed to you when ready. **Can I build an audience from a journey?** Yes — select **View Users** on a flow step in a Flows report and add them to an audience. ## 15. Company Profiles (B2B) Company profiles work like people profiles, but for accounts. They're created when you connect a CRM sync such as **Salesforce** or HubSpot, and they add company information (website, employees, industry, owner, billing address) plus every **people profile mapped to that company**. In B2B, several people at one account usually interact with your marketing before a deal closes. A company profile shows their **combined** journey and each person's **individual** journey, alongside the account's pipeline and revenue. ### The Companies list * **Saved views as tabs** — e.g. All Companies (132), Employees More Than 500 (95), Open Amount More Than 500k value (83). **Save view** adds your own. * **Columns:** Company Name and domain, Source (e.g. Salesforce icon), **Account Engagement** score (Cold / Warm / Hot / 🔥 Very Hot), Amount, Amount Open, Amount Won and more. * **Search**, **Filters** and column settings. ![Companies — Salesforce accounts with Account Engagement score, amounts and CRM rating](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/277-companies-salesforce-accounts-with-account-engagem.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=67fee55890d0f360e04018d9c6ad6b91) **Filters.** Company filters cover company fields (name, amount, amount open, amount won, rating, employees, no. of contacts, created / updated at, source) and the activity of everyone at the account: event history URL, events, goals, UTM source, and ad touches such as *Facebook Ad – Campaign Name / Adset Name / Ad Name* and *LinkedIn Ad – Campaign Name / Adset Name*. For example, you can find every account where someone clicked a LinkedIn ad in a given campaign. ![Company filters — company fields plus events, goals, UTMs and ad touches](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/278-company-filters-company-fields-plus-events-goals-u.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=915e835c27f95f5b9c66b98073d86b7d) **Score History.** Click an **Account Engagement** badge to see why the company scored as it did. For example, Klaviyo reached 🔥 Very Hot with 170 pts: company domain present (+40), more than 100 employees (+50), more than 20 page views (+35) and Deal Stage: SQL (+45). Deal Closed Lost (−30) didn't apply. ![Score History — Account Engagement for a Very Hot company](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/279-score-history-account-engagement-for-a-very-hot-co.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=3b8b81f0c4943cd440f56b2f6103731b) **Select and tag.** Tick companies (or **Select all** in the view), then **Add tags** or **Clear**. ![Selected companies — Add tags](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/280-selected-companies-add-tags.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=ecf0fbc8ef9213289bf7876534872053) Filters (and the green dot when one is on), saved views, column settings, select and export, and Smart Score columns with Score History work exactly as they do on **People Profiles** (section 13). The difference is that Companies uses company properties and company-level scores, such as **Account Engagement Score**. ### A company profile * **Left:** logo, domain, last activity / last modified / date added, then a searchable property list — CRM Rating, Website, Employees, Industry, Company Type, Billing Address, Owner, Created Date. * **Overview:** Closed Won, Closed Lost, Amount Open, Contacts and Total Deals — click Contacts or Deals to open the lists. * **Activity:** one timeline for every person at the company, with a **Touchpoints** filter, date range, **Group By** (e.g. Month) and an **expand** icon for a full-screen view (see below). * **Refresh** and **View in** **CRM** at the top right. **Example — Algolia:** \$207.46K closed won, \$1.43M open, 6 contacts, 7 deals. The timeline shows Aubrey Reynolds going Google Ad → Page View → Demo Booked on Mar 2, 2026. *Example — Intercom:* **Closed Won \$31.64K**, **Closed Lost \$0**, **Amount Open \$495.74K**, **8 contacts** and **4 deals**. CRM Rating Warm, 872 employees, Customer Support industry, private company. The Activity panel below shows each contact's journey in its own column. **View in Salesforce** opens the account in your CRM. ![Intercom company profile — properties, Overview and Activity](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/281-intercom-company-profile-properties-overview-and-a.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=ce35c7f6c172e770a9045a143dc86e31) ### See everyone at the account: expanded activity Click the **expand** icon on the Activity panel to open it full screen. You'll see every person at the company who has interacted with your website or marketing, each with their own journey, side by side. * **Filter by activity** (Touchpoints) to show only the touches that matter, e.g. ad clicks, demo bookings and CRM stages, without every page view. * **Group By** changes how touches are grouped by date (e.g. day, week or month). * **Date range** narrows the window, e.g. the last 90 days before a deal opened. * Click a person's name to open their people profile. **Example: Intercom.** Three people at Intercom found you through three different channels: | Person | First touch | Then | | - | - | - | | Carter Muller | **Facebook Ad** (Mar 10) — *Prospecting – Mid-Market EMEA → Interest – Tech & SaaS Professionals → Carousel – Feature Highlights* | Google referral, Calendly Meeting Booked, Whitepaper Download, then Medium and Klaviyo referrals and Newsletter Subscribed | | Arjun Williams | **Google Ad** (Mar 3) — *Brand – Navigational Queries → Brand – Navigational Branded Search → RSA – Feature Benefits & ROI* | Calendly Meeting Booked, a Facebook Ad, Demo Booked, then a Twitter referral | | Gabriel Fischer | **TikTok** referral (Mar 5) | Contact Inquiry, then a Klaviyo email referral and Newsletter Subscribed | Looked at one person at a time, each channel only gets partial credit. At the account level, Facebook, Google and TikTok together built awareness across the buying committee before the deal. This is the view to use when you're deciding whether a channel is really helping you win accounts. ![Activity panel — Touchpoints, date range, Group By and the expand icon](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/282-activity-panel-touchpoints-date-range-group-by-and.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=dfab9c51f9995b55060353a7ae6e1b24) ![Expanded activity — each person at Intercom in their own column](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/283-expanded-activity-each-person-at-intercom-in-their.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=b81c1733dde665903b6999b25ed4eeb9) ![Carter's first touch — a Facebook Ad, expanded](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/284-carter-s-first-touch-a-facebook-ad-expanded.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=f049778d11a01878fba7e1d187adec02) ![Arjun's first touch — a Google Ad, expanded](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/285-arjun-s-first-touch-a-google-ad-expanded.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=73c35349f01011a22897d88e8525d852) ![Gabriel's first touch — a TikTok referral](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/286-gabriel-s-first-touch-a-tiktok-referral.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=e99e3ae74235a5cd470e8975fd9f8388) **Touchpoints filter.** Search and tick which events to show (e.g. *calendly\_booked*, *webinar\_attended*, *whitepaper\_download*, *phone\_call*, *conference\_attended*, *linkedin\_profile\_view*) and hide the rest. **Group By** sets the time grouping: **Day**, **Week**, **Month** or **Quarter**. **Sort** flips newest/oldest first, and **Refresh** loads new activity. ![Touchpoints filter — choose which events to show](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/287-touchpoints-filter-choose-which-events-to-show.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=e3f0ff5290bf4fa30219e31ad1323e8a) ![Group By — Day, Week, Month or Quarter](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/288-group-by-day-week-month-or-quarter.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=952d4729fc52aa427896ade744da859f) ### FAQs **How are people matched to a company?** Through CRM associations and email domains. **Can one company have several deals?** Yes. They're all listed on the company and roll up into its totals. **Can B2C workspaces hide this?** Yes — untick Companies in Configure Navigation. **Where do companies come from?** Your CRM sync (Salesforce, HubSpot). Webhooks can also create or update companies using **Create or update company** (section 5). **How do I see only the touches that matter?** Expand the Activity panel and filter by activity, e.g. ad touches and goals only. **Do filters and views work the same as People Profiles?** Yes. Filters, saved views, columns, export and Smart Score columns all work the same way. ## 16. Deal Profiles (B2B & B2C) Deals (opportunities) are pulled from your CRM, such as Salesforce or HubSpot. Each one shows its pipeline stage, value, owner and company, the people on it, and the **full attribution journey** behind it. In B2B, deals are where revenue is tracked, so this is where you see how marketing touchpoints create pipeline and help close it. The table options work the same as **Companies** and **People Profiles**: filters (green dot when one is on), saved views, tags, column settings and the checkbox selector. ### The Deals page **Pipeline graphic.** The orange bars across the top show each stage's deal count and total value, e.g. Deal Stage: MQL 92 (\$21.9M), SQL 86 (\$24.0M), Meeting 39, Proposal Stage 19, Deal Created 47, **Deal Won 155 (\$17.2M)**, Deal Closed Lost 228. **Click a stage to filter the table** to those deals. ![Deals — pipeline graphic, saved views and the deals table](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/289-deals-pipeline-graphic-saved-views-and-the-deals-t.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=22b0b79c4dc02c1b7d818b53f0ad6c0a) ![Click a stage bar to filter the table](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/290-click-a-stage-bar-to-filter-the-table.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=a6c00a0d237b4ee74ede0f159e24c178) **Choose which stages show** with the **Stages** selector at the top right. It lists the stages from your CRM (e.g. under *Salesforce*); tick the ones you want. ![Stages selector — pick which CRM stages appear in the graphic](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/291-stages-selector-pick-which-crm-stages-appear-in-th.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=4c886f88d3cf7760e2173009911dfe94) **The table.** Saved views run along the top (All Deals 666, High Value Open Deals 540, Closed Lost 228, Closed Won 155). Columns include **Deal Name** (the opportunity), **Company Name**, **Deal Win Probability Score** (a deal Smart Score in stars), **Stage**, **Deal Amount**, **Contacts** (the people profiles on the deal; click the number to see them), **Deal Owner**, created, close and last modified dates. Search covers deals and companies. **Columns.** Choose from **Default**, **Crm Opportunity** (fields synced from your CRM) and **Deal Smart Scores**, drag ≡ to reorder, then **Save**. ![Deals column picker — Default, CRM Opportunity and Deal Smart Scores](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/292-deals-column-picker-default-crm-opportunity-and-de.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=d9b1b9f51258f7633ec4d05ab6468885) **Filters** cover deal fields (name, company name, stage name, amount, no. of contacts, owner name, created / closed / updated at, source) and the activity behind each deal: event history URL, events, goals, UTM source, and Facebook and LinkedIn campaign, ad set and ad names. ![Deal filters — deal fields plus events, goals, UTMs and ad touches](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/293-deal-filters-deal-fields-plus-events-goals-utms-an.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=7e85b346d9a1c2d0a04dfc928a4713fc) ### A deal profile Click a deal name to open it. * **Top:** the deal name with the company underneath. Click the company name to open its company profile in a new tab. **View in Salesforce** (or your connected CRM) opens the opportunity in the CRM in a new tab, and **Refresh** pulls the latest. * **Overview:** Current Stage, Deal Value, Close Date and **Contacts**. Click the contacts count to see the people on the deal and open any of their people profiles. * **Left panel:** status, stage, last activity, created and close dates and **Deal Owner**, then the deal's CRM properties. Click the settings icon to choose which properties show (e.g. *12/71* selected), then **Save**. * **Tabs:** **Overview**, **Touchpoints** and **People Profiles**. ![Snowflake – Enterprise Plan deal profile — overview, properties and touchpoints](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/294-snowflake-enterprise-plan-deal-profile-overview-pr.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=154cb900e5df4473daf08516c3f004c5) ![Choose which deal properties show](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/295-choose-which-deal-properties-show.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=1d5c82637e2b7b721eb440e37a0bf5cd) ![Deal Contacts — the people profiles on this deal](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/296-deal-contacts-the-people-profiles-on-this-deal.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=c20b8b441980e3d5c104ed8bdced52e7) ### The deal journey (Touchpoints) Expand the **Touchpoints** panel (expand icon) to see the deal's whole journey as a timeline. 1. **Selected Touchpoints**, e.g. *9 (100% of total, 9 types)*: how many touchpoints are in the journey and across how many unique channels or sources. Here there are 9 touchpoints across 9 different types. 2. **The coloured bar** breaks the touchpoints down by channel or source and shows each one's share of the journey. 3. **Stage chips** (Deal Stage: MQL, SQL, Deal Created, Meeting, Proposal Stage, Deal Won) are your CRM stages. Click one to focus the view on that stage; **All Stages** is the default. 4. **The timeline:** * Each **dot** is a touchpoint, coloured to match the legend. **Hover** a dot for details: the landing URL, source, campaign, ad set and ad for an ad touch, or the deal stage, conversion value and deal name for a CRM stage, plus the person's name, email and phone. * Each **dashed vertical line** marks a CRM stage. Under it is the **time between stages** (e.g. *15 days*). * The **green \$ dot** is closed-won revenue. 5. **Zoom** with the strip under the timeline: drag its left or right handle to zoom in or out. 6. **Touchpoints** and **Filters** at the top narrow which events show. 7. **Touchpoint Breakdown** at the bottom lists each event type with its count and % of total. Untick a row to hide it. **Example: Snowflake – Enterprise Plan (\$130,460.20, owner Amanda Chen).** Contact Caleb Reed came in through a **Google Ad** (campaign *YouTube – Product Demo*, ad set *Brand – Navigational Branded Search*, ad *RSA – Value Proposition*) on Jan 2, then a Google referral and a page view. | Stage | Date | Time since previous stage | | - | - | - | | Deal Stage: MQL | \~Jan 1 | — | | Deal Stage: SQL | Jan 16 | 15 days | | Deal Created | Jan 26 | 10 days | | Deal Stage: Meeting | Feb 10 | 15 days | | Deal Stage: Proposal Stage | Feb 15 | 5 days | | **Deal Won** (\$) | Feb 18 | 3 days | In about seven weeks, one Google ad click became \$130K of closed-won revenue. You can see exactly where the deal spent the most time (SQL → Deal Created, and Deal Created → Meeting) and which touches came before each stage. ![Hover a touch — the Google Ad that started the deal](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/297-hover-a-touch-the-google-ad-that-started-the-deal.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=0280edb4fa6bb72e468c090a67d76772) ![Hover a stage — Deal Stage: SQL with conversion value and contact](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/298-hover-a-stage-deal-stage-sql-with-conversion-value.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=1c9111b4bed6c21588ff3cf7ce8fb176) ![Hover the \$ dot — Deal Won, \$130,460.20](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/299-hover-the-dot-deal-won-130-460-20.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=1390530ef63d19d207c3871309fa5d71) ![Drag the handles to zoom the timeline](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/300-drag-the-handles-to-zoom-the-timeline.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=b07cfffb318c762b2493166e9a2fdfe7) ![Touchpoint Breakdown — count and share by event type](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/301-touchpoint-breakdown-count-and-share-by-event-type.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=3e07d340920583299330615c87abb093) ![Touchpoints filter — choose which events to show](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/302-touchpoints-filter-choose-which-events-to-show.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=69fec3186eb283e34238858c9e8caaff) ### Why deals matter * **Marketing and growth teams** see which touchpoints actually generate pipeline and help close deals, not just leads. * **ABM teams** can measure how well account-based campaigns work and find ways to influence a journey so pipeline moves faster. * **Sales reps** can see what a deal has engaged with and where it's stalling, so they can speed up open pipeline and shorten time to Closed Won. * **Sales and marketing together** can work backwards from high-ACV closed-won deals to see the touches and timing that produced them, and replicate that pattern on new target accounts. **Example — Chargebee – Growth Plan:** open, at Deal Stage: Meeting, \$275,362.51, owner James Thornton, 2 contacts. 38 touchpoints across 21 types, including Facebook Ad → Page View, TikTok and Google referrals, a Demo Booked form, the whitepaper "Multi-Touch Attribution ROI Report", the conference "SaaS Growth Summit 2026" and a "30-min Discovery Call Booked" meeting. ### Deals in attribution In attribution tables, deal goals show which channels created and closed revenue: **Open Opportunities** (pipeline still open), **Deal Won** and **Deal Won CV** (closed revenue), **Deal Closed Lost**. Click any count to see the deals, their companies, the people on them and the rep who closed them. ### FAQs **Are deals and opportunities the same?** Yes. Stiddle uses "Deals" for both HubSpot deals and Salesforce opportunities. **What happens when a stage or amount changes in the CRM?** It syncs to Stiddle and updates the goals and attributed revenue. **Why does a deal's attribution differ from one contact's?** The deal combines touchpoints from every contact on it. **How do I see only deals in one stage?** Click that stage's bar in the pipeline graphic, or filter by stage name. **How do I change which stages appear?** Use the **Stages** selector at the top right of the Deals page. **What do the dashed lines and day counts mean?** Each dashed line is a CRM stage, and the day count underneath is how long the deal took to get there from the previous stage. **What is the green \$ dot?** Closed-won revenue, i.e. the Deal Won stage with its value. **How do I see the people on a deal?** Click the **Contacts** count in the table or Overview, or open the **People Profiles** tab. ## 17. Smart Scores Smart Scores are AI-powered predictive scores that rank people, companies or deals by how likely they are to take a specific action — book a demo, become a customer, reach an opportunity stage. Scores appear as columns on profile lists and as conditions in audiences, so sales and marketing can act on the hottest records first. ### The Smart Scores page Open **Settings → Other → Smart Scores**. Four tiles sit at the top: | Tile | What it shows | | - | - | | **Active Scores** | How many scores are switched on (5 in the demo) | | **Records Scored From Last Run** | Records scored across all scores in the latest run (4,167) | | **High-Intent Today** | Records currently in your top tiers (1,275). Click it to see who they are | | **Avg. Model Accuracy** | Average accuracy across your AI-trained scores (98.7%) | **All Scores** lists each score with its status (**Active**, **AI-trained**), record type, goal, record count, when it last updated, **model accuracy** and a **score distribution** bar (e.g. Cold 17% · Warm 31% · Hot 32% · Very Hot 20%). Each score has a 🔥 button to see its high-intent records, **Edit**, and delete. ![Smart Scores page — tiles, All Scores, accuracy and score distribution](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/303-smart-scores-page-tiles-all-scores-accuracy-and-sc.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=d59f8f35fe216565662fcd5731e26a82) A new workspace starts empty, with *"No smart scores yet. Create your first Smart Score to start ranking records by intent."* ![Empty state before your first score](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/304-empty-state-before-your-first-score.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=de0bff8427a76f0f7ccab773089455b4) **Example** **Scores (B2B):** | Score | Records scored | Predicts | Range | | - | - | - | - | | Deal Won Intent Score | People | CRM goal: Deal Won | Cold / Warm / Hot / 🔥 Very Hot | | Content to Pipeline Score | People | CRM goal: Deal Created | Cold → Very Hot | | Demo Booking Likelihood Score | People | Form goal: Demo Booked | Cold → Very Hot | | Account Engagement Score | Companies | CRM goal: Deal Won | Cold → Very Hot | | Deal Win Probability Score | Deals | CRM goal: Deal Won | 1–5 stars | **High-Intent Today.** Click the tile, or a score's 🔥 button, to see the records in your top tiers right now. There are three tabs: * **Contacts:** name, email, phone and tier (Hot / 🔥 Very Hot). * **Deals:** deal name, star tier and points. * **Companies:** company, tier and points. Tick rows to act on them, or click a name to open the profile. This is the list your sales team works from each morning. ![High-Intent Today — Contacts](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/305-high-intent-today-contacts.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=4647915ddec27a9f3b090e7c19febdac) ![High-Intent Today — Deals with star tiers and points](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/306-high-intent-today-deals-with-star-tiers-and-points.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=9c2a6cfa5bbc30e0e8617cf193f7f795) ![High-Intent Today — Companies](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/307-high-intent-today-companies.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=93488d80addcfa60bb1a02f0ef401d5d) **Logs.** The **Logs** tab records every scoring run: score name, records scored, timestamp, trigger (Manual or scheduled) and status (*success*). Check it after you click **Rescore** to confirm the run finished. ![Logs — scoring runs with records scored, trigger and status](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/308-logs-scoring-runs-with-records-scored-trigger-and.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=6d89b9b07fc0280be4820816f07d867f) ### Create or edit a score Click **+ New Smart Score** and choose how to start: * **Build manually:** choose your goal, then define scoring signals and rules step by step. * **Generate with Stiddle AI** *(fastest setup)*: describe what you want to predict in plain English, then click **Generate score configuration**. For example: *"I want to score contacts by how likely they are to book a demo in the next 14 days. We sell B2B SaaS and our best leads tend to visit the pricing page and have a company size over 50."* Type **/** for suggested prompts. Stiddle AI fills in every step below, and you review and adjust. ![Create a new Smart Score — Build manually or Generate with Stiddle AI](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/309-create-a-new-smart-score-build-manually-or-generat.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=51fa8b287263cf8ce61891454610a92f) To change an existing score, click **Edit**. The editor has five steps, with an **Ask Stiddle AI to refine your score…** bar at the top. Type a change in plain English, or press **/** for prompts like *Add positive points for deals above \$50,000*, *Change the target goal to Demo Booked*, *Switch scoring from five stars to 0–100*, *Add email alerts when deals reach five stars* or *Deduct points for deals stalled over 30 days*. ![Editing a score — Ask Stiddle AI bar and Score basics](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/310-editing-a-score-ask-stiddle-ai-bar-and-score-basic.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=3bcb60afc84e40296a48bc3ea60e1473) ![Press / for suggested refinement prompts](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/311-press-for-suggested-refinement-prompts.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=1bf2dc9fb20fee86855c4c655edaec5b) **Step 1 — Score basics** * **Score name** and **Description** (optional, shown to your team), e.g. *Deal Win Probability Score: "Evaluates deals based on their likelihood of reaching Closed Won, using historical signals and AI-generated insights."* * **Score type (record):** what gets scored: **People / Contacts**, **Companies** or **Deals**. * **Score range:** how the score is shown: **0–100**, **1–5 stars**, **A / B / C / D grade** or **Hot / Warm / Cold**. * **Score trigger:** **Manual** (runs when you click Rescore) or **Every 48 hours**. ![Score type — People / Contacts, Companies or Deals](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/312-score-type-people-contacts-companies-or-deals.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=557402cd5abf835a6245b4a1c7bdac8d) ![Score range options](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/313-score-range-options.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=d9502b3b949e4ed0859e298fa3a8ed21) ![Score trigger — Manual or Every 48 hours](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/314-score-trigger-manual-or-every-48-hours.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=8f1197ea9b8f96ebfe5e233e8a9ec991) **Step 2 — Conversion goal** This is the action you're trying to predict, so a top score means *very likely to do this*. * **Goal:** pick any goal from **Data → Goals**, e.g. Calendly Meeting Booked, Demo Booked, Contact Inquiry, Deal Stage: MQL, Deal Created or Deal Won. There's a search box. * **Prediction window:** how many days into the future the model predicts. *30 days* means "will this record convert in the next 30 days?". Use short windows (14–30 days) for demo bookings and longer ones (90 days) for closed-won deals. * **Allow rescoring multiple times after conversion:** off by default. Turn it on when a record can convert again, e.g. repeat purchases or expansion deals. ![Goal picker — any goal in your workspace](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/315-goal-picker-any-goal-in-your-workspace.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=28853962e45210609618e32419c57bcc) **Step 3 — Scoring method** | Method | How it works | Use when | | - | - | - | | **AI-trained model** *(recommended)* | Stiddle AI learns from your historical conversions and weights signals automatically. Most accurate | You have 100+ past conversions of the goal | | **Hybrid (AI + rules)** | An AI base model, plus your manual rules on top | You want AI accuracy but must enforce business logic (e.g. always boost enterprise deals) | | **Manual rules only** | You set every signal and point value. No ML | You have fewer than 100 conversions, or need fully explainable scoring | Under the cards Stiddle tells you whether AI is available, e.g. *"156 conversions found — AI methods available."* **AI model settings** (for AI-trained and Hybrid): * **Minimum historical conversions:** the model won't train below this number (default 100). * **Re-train frequency**, e.g. Monthly, so the model keeps learning from new conversions. * **Show feature importance breakdown** lets your team see which signals the AI weights most. * **Let Stiddle AI auto-suggest signals from your data** fills in step 4 for you. ![Conversion goal, prediction window and scoring method](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/316-conversion-goal-prediction-window-and-scoring-meth.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=9f71fa74002997700f700a5953547067) ![AI model settings](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/317-ai-model-settings.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=ecffbfbeb1c87b11515471fc8265708c) **Step 4 — Scoring signals** Signals are the behaviors and attributes that add or subtract points. **Include Signals** add points and **Negative Signals** subtract them. Each signal has a **Signal** (a goal, page viewed URL, UTM source, CRM field, firmographic…), an **Operator**, a **Value**, **Points** and a **Weight** (Critical, High, Medium, Low). An **AI** badge marks signals Stiddle AI suggested. Click **+ Add signal** for more, or **×** to remove one. *Example (Deal Win Probability, Hybrid):* | Signal | Operator | Value | Points | Weight | | - | - | - | - | - | | Goals (AI) | Equals | Deal Stage: SQL | +40 | Critical | | Goals (AI) | Equals | Deal Stage: Proposal | +30 | High | | Page viewed url | Equals | /pricing | +20 | Medium | | UTM Source (AI) | Equals | google | +15 | Low | | *Negative:* Email | Is empty | | −35 | Medium | ![Scoring signals — Include and Negative, with AI-suggested signals](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/318-scoring-signals-include-and-negative-with-ai-sugge.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=b522eb303229f470075f2e187f779e76) **Step 5 — Thresholds & alerts** * **Score tiers:** set the point range for each tier. For a 1–5 star score: 1★ 0–20, 2★ 21–40, 3★ 41–60, 4★ 61–80, 5★ 81–100. * **Alert rules:** * **Notify via email:** sends an alert to the space members you select when a record reaches the **Trigger for tier** (e.g. 5★). * **Auto-create CRM task in Salesforce:** creates a follow-up task for the account owner when a record reaches the selected tier. * **Notify via Slack:** posts to a Slack channel when a record enters the top tier. **\[confirm: needs the Slack connector]** ![Thresholds & alerts — tiers, email, Salesforce task and Slack](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/319-thresholds-alerts-tiers-email-salesforce-task-and.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=44515da67004d659cef1e2a49d37d0fe) Finish with **Save draft** to keep working later, or **Activate Score** (new) / **Update Score** (existing) to put it live. **Rescore** runs the score now instead of waiting for the trigger. ### Using scores * **Lists:** People, Companies and Deals show score columns (e.g. Deal Won Intent on People, Account Engagement on Companies, Deal Win Probability stars on Deals). Sort and filter by them. * **Audiences:** pick **Smart Scores** as the attribute category, e.g. Deal Won Intent = Very Hot, and sync to ads or Salesforce. * **Alerts:** have Very Hot leads land in Slack or as Salesforce tasks automatically. ### FAQs **Is the score a probability or a rank?** It's the model's predicted likelihood of the goal within the prediction window, shown on the range you chose. **Why did a score change?** New activity, a CRM stage change, or the model re-training. **How often do scores update?** On the trigger you set — manually or every 48 hours. **I have fewer than 100 conversions — can I still score?** Yes, with **Manual rules only**. **What's the fastest way to build a score?** **Generate with Stiddle AI**: describe the outcome and your ideal customer, then refine with the **Ask Stiddle AI** bar. **What does the prediction window do?** It sets how far ahead the score looks. A 30-day Demo Booked score asks "will they book in the next 30 days?" **AI-trained or Hybrid?** Start with AI-trained. Switch to Hybrid when you need rules the data can't learn, such as boosting target accounts. **What does the AI badge on a signal mean?** Stiddle AI suggested that signal from your historical data. **How do I know a scoring run worked?** Check **Logs**: each run shows records scored and a *success* status. ## 18. Stiddle AI CoPilot CoPilot answers questions about your customer data in plain language — and acts on them. Anything you can do in Stiddle you can ask CoPilot to do: analyze attribution, compare channels, look up people, companies and deals, and build reports, dashboards, audiences and Smart Scores. It works on the active workspace's live data. ### Opening CoPilot Click **Stiddle CoPilot** at the top of the nav for the full CoPilot page. You'll see a greeting, the prompt box and a few suggested questions (**Shuffle suggestions** for more). ![CoPilot home](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/320-copilot-home.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=c0de972d180fe75b63502a251d2304eb) ### Two ways to use CoPilot | | CoPilot page | CoPilot Anywhere (⌘K) | | - | - | - | | Where | Its own full page (Stiddle CoPilot in the nav) | A pop-up on top of whatever page you're on | | Best for | Longer conversations, agents, recommendations, saved and shared chats | Quick questions about the feature in front of you | | Context | Your whole workspace | Starts focused on the current feature's tool | ### CoPilot Anywhere (⌘K) Press **⌘K** (Ctrl+K on Windows) on any page in Stiddle and CoPilot opens right there, without leaving what you're working on. It **auto-selects the tool for that feature**, so your question is answered with the right data from the start. **Example:** on **People Profiles**, press ⌘K. CoPilot opens with the **Contact** tool already selected and suggests contact questions — *"How many known vs unknown contacts do I have?"*, *"Show me contacts who visited the pricing page…"*, *"Which contacts came from paid ads in the last…"*, *"Show me my highest-value customers by total…"*. Ask *"Which Very Hot contacts haven't booked a demo yet?"* and CoPilot looks only at contacts, no extra explaining needed. Do the same on **Deals** and it starts on the deals tool; on **Paid Channels**, the attribution tools. The bar has the same controls as the CoPilot page: * **Tool chip** (e.g. **Contact**) — the auto-selected tool. Click ✕ to remove it and ask about anything, or type **@** to pick another. * **/** for skills and the **book icon** for the prompt library. * **Auto / Medium** — model and effort. * **esc** — close it. * **Expand** (↗) — open the conversation as a full CoPilot page to keep going, save or share it. ![CoPilot Anywhere on People Profiles](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/321-copilot-anywhere-on-people-profiles.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=408158c95e3e0ba956beabc8ff867477) ![CoPilot Anywhere bar with the Contact tool selected](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/322-copilot-anywhere-bar-with-the-contact-tool-selecte.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=b54908a23b8e67c9f48a38c2704ee307) ### The prompt box | Control | What it does | | - | - | | **/** (skills) | Type `/` to pick a skill — **Summaries** (summarize data or activity), **Compare** (metrics, channels or periods), **Report** (put together a report), **Explain** (explain a metric, trend or result) | | **@** (tools) | Type `@` to point CoPilot at a specific Stiddle tool — audience, checkout, company, compare, contact, conversion\_insights and more. Each shows the keywords it covers. | | Book icon | **Browse prompts** — opens the prompt library | | Circle | **Token usage** — hover to see tokens used against your allowance (e.g. 0 / 3,000,000) | | **Auto / Medium** | Model and effort selector | ![/ skills](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/323-skills.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=745ab87a8cb0833540119ff696c8b66b) ![@ tools](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/324-tools.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=f10b5a734345221432896038aa9edcc9) ![Token usage](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/325-token-usage.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=3f57cf0244f504ad81c8e12c7869d3cf) ### Choosing a model Click **Auto Medium** to open the model picker. * **Auto** (recommended) picks the best model for each question. A complex, multi-step analysis may go to the most capable model (e.g. Claude Opus); a quick lookup goes to a faster one. The model used is shown on every answer. * Or pick one yourself: **Claude Opus 4.7** (most capable), **Claude Sonnet 4.6** (balanced), **GPT-5.6 Sol** (latest GPT). Use the tabs to filter by provider and ★ to favorite a model. * **Effort** slider: higher effort thinks longer for deeper answers and uses more tokens; lower is faster. Medium is the default. ![Model and effort](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/326-model-and-effort.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=28bdd790adbea2aa693cf19b39e90229) ### Prompt library Click the book icon (**Browse prompts**) for hundreds of ready-made prompts, grouped by what you're trying to do: **AI suggested prompts**, **Ask** (255), **Analyze** (54), **Compare** (31), **Explain**, **Optimize** (29), **Predict** (16), **Build** (37), **Act**, **Smart Scores** (10), **Audience** (10), and your **Custom saved prompts**. Each prompt is tagged by audience (Executive, Misc…), and **Search all prompts** finds one fast. Click a prompt to run it. Save your own with the bookmark icon under any message you've sent. ![Prompt library](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/327-prompt-library.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=62bd3be1f86c51091728600fd4b7676d) ### Reading an answer The line above each answer shows how long CoPilot thought, the model used and the Stiddle tools it called (e.g. *Thought for 120s · Claude Sonnet 4.6 · source\_data · referral\_sources · deals*). Click it to expand the steps — each tool call and its raw result — so you can see exactly where the numbers came from. Answers state the date range and attribution model they used. Under your message: retry, edit, save as prompt (bookmark), copy. ![Answer header with model and tools](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/328-answer-header-with-model-and-tools.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=654c1563b4ad2cc8cbe2fcbc1eea6e74) ![Expanded thinking steps and tool results](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/329-expanded-thinking-steps-and-tool-results.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=40905dc916696ae29aa6acaafe566c4f) Answers mix written analysis with **live data tables** (e.g. Paid Channels, Referral Channels, Checkout, Goal) and **charts** (e.g. a Google vs Meta overlap diagram). ![Answer with Paid and Referral Channels tables](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/330-answer-with-paid-and-referral-channels-tables.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=fd8857694e43f8cd7b856610a7b095b4) ![Chart in an answer](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/331-chart-in-an-answer.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=b278cb8150babfeff558499ad1e43b2f) ### Turning answers into reports and dashboards Under every table: * **Add to dashboard** — search or pick a dashboard, then the section to add it to (e.g. Website Analytics → Conversions & Goals). The widget stays live. * **Open in Report Builder** — open the table as an editable report (section 9) to check or change the metric, model, filters and date range. You can also ask CoPilot to do it: *"Build a dashboard for our weekly pipeline"*, *"Create a realtime audience of Hot leads with no demo booked"*, *"Create a Smart Score predicting Deal Won"*. It builds them with the same tools and links you to the result. ![Add to dashboard and Open in Report Builder](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/332-add-to-dashboard-and-open-in-report-builder.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=6394d535a3ae2c83f44c5bd483ffba36) ![Pick a dashboard section](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/333-pick-a-dashboard-section.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=d2215822ce15f8db7dd9e363e804d34c) ![Add to dashboard icon](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/334-add-to-dashboard-icon.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=302c4896de3b178b23df0481e3b963db) ### Long answers and notifications If an answer takes longer than about 30 seconds, CoPilot shows *"We'll notify you when CoPilot finishes this response."* You can leave CoPilot and keep working — when it's done, the bell at the top of Stiddle shows **CoPilot finished** with a preview and **Open chat →**. The chat also shows a spinner in Recents while it runs. Use the stop button to cancel. ![We'll notify you when CoPilot finishes](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/335-we-ll-notify-you-when-copilot-finishes.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=c27b316d1be9b12d4d2c5e1562ac32b6) ![CoPilot finished notifications](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/336-copilot-finished-notifications.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=9bcda01360b8c6617f144cd232f054fd) ### Organizing and sharing chats * **Pinned** and **Recents** chats on the left, plus **Search chats**. * Hover a chat and open its menu to **Pin chat**, **Add to folder**, **Add tag** or **Delete chat**. Create **Folders** (e.g. Ask, Analyze) and colored **Tags** (e.g. by client or teammate) with **+ New folder** / **+ New tag**. * **Share** (top right): turn on **Public access** to share the chat in a live hosted link that anyone with the **Public URL** can view. Turn it off to stop sharing. ![Chat menu: pin, folder, tag, delete](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/337-chat-menu-pin-folder-tag-delete.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=3e4a7662c23270a0c2c00218dd1acac9) ![Share a chat publicly](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/338-share-a-chat-publicly.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=77918f6dc3b9f1d8846c4ce9a793c6b5) ### Memory CoPilot remembers context from earlier conversations when **Enable Memory** is on in **Settings → Stiddle AI → Context & Memory**. You can also add **Pinned Context Snippets** by hand — facts every conversation should know, like *"Our fiscal year starts in February"* or *"Exclude internal traffic from acme.com"*. Your business context (KPIs, conversion events, default attribution model) is used too. See Stiddle AI settings below. ### Example prompts by role * **CMO:** "Which channels generated our highest-LTV customers last quarter?" * **CRO:** "Which campaigns influenced the most closed-won pipeline?" * **Sales:** "Which accounts should my team prioritize today?" * **RevOps:** "Which opportunities have marketing engagement but no recent sales activity?" * **Analytics:** "Build a funnel from first visit → demo → opportunity → closed won." * **Exec:** "What are the three most important things I should know about our GTM performance right now?" ### Stiddle AI settings (Settings → Stiddle AI) Stiddle AI settings tell CoPilot, MCP and every AI feature about your business, so answers use your KPIs, conversions and preferred attribution model. The top of the page shows **CoPilot Sessions**, **Tokens Used** and the **AI Model** in use (e.g. Auto, Medium effort). There are three tabs. **Context & Memory** 1. Under **Business Context**, fill in **Company name**, **Industry**, **Primary business model**, **Average sales cycle**, a **Business description** (used as Stiddle AI's system context — what you sell, your KPIs, channels and how you close), **Key metrics & KPIs** (comma-separated; AI prioritizes these, e.g. MRR, CAC, LTV, ROAS, Pipeline Value) and **Primary conversion events** (e.g. Demo Request, Purchase, Phone Call). 2. Click **Save business context**. 3. Under **Pinned Context Snippets**, turn on **Enable Memory** and click **+ Add snippet** for facts every AI conversation should know — e.g. "Fiscal year starts in February" or "Exclude internal traffic from acme.com". The table lists each snippet with created and updated dates and actions to edit or remove it. ![Stiddle AI → Context & Memory](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/339-stiddle-ai-context-memory.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=88f0d11da3175571941d6e4f0508cc23) ![Pinned Context Snippets and Enable Memory](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/340-pinned-context-snippets-and-enable-memory.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=ff46842105644ec8bd7b53ac1fdb2321) **Defaults** | Setting | What it controls | | - | - | | Primary attribution model | The model AI uses when it builds reports or answers attribution questions (e.g. Last Click, Seeker) | | Comparison model (for delta views) | A second model AI compares against | | Default reporting period | The date range AI uses when you don't name one | | Default chart type | Chart style when AI builds a report or dashboard | | Currency display, Number format | How AI-built reports format money and numbers | | Week starts on | Week boundaries for weekly charts | Save each block with **Save attribution defaults** or **Save report defaults**. ![Stiddle AI → Defaults](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/341-stiddle-ai-defaults.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=a23a313d8a3a90ae19a1da2f425c2f1b) **Usage Logs** Pick a period — **24 hours**, **7 days**, **30 days** or **All time** — to see **Total Sessions**, **Tokens Used** (against what's included, e.g. 121K of 1.5M), **Avg. Session Length**, a token usage bar, **Daily Sessions**, **Top Users by Session Count** and **Usage by Feature** (e.g. Stiddle CoPilot, MCP). ![Stiddle AI → Usage Logs](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/342-stiddle-ai-usage-logs.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=af8ef4e0785254ab1e264d55b5b3ef52) ### FAQs **Which data does CoPilot use?** Only the active workspace's. **How do I check an answer?** Open the table in Report Builder to see the exact metric, model, filters and date range behind it. **Does each question use AI tokens?** Yes — hover the circle in the prompt box or the AI meter in the nav. Higher effort and larger models use more. ## 19. Stiddle MCP Stiddle MCP connects outside AI tools — Claude, ChatGPT, Gemini or any MCP client — to your Stiddle workspace, so they can query live customer data and build reports, dashboards, audiences and scores. CoPilot is the assistant inside Stiddle; MCP brings Stiddle into your own assistant to power agents. CoPilot itself runs on the same tools, which is why it shows up as a client in the MCP logs. ### Connection details (Settings → AI → MCP) The page shows an **Active** badge when MCP is on, plus: | Field | What it's for | | - | - | | MCP Server Endpoint | The URL you paste into your AI tool. **Copy** copies it. | | Headers — x-api-key, x-auth-token | For desktop clients that authenticate with headers instead of the URL. Click a key or value to copy it. | | Transport | Streamable HTTP | | Protocol Version | latest | Treat the endpoint and both keys like passwords — anyone with them can reach your workspace data. Setup steps for each AI tool are in the MCP setup guide. ### Connect Stiddle MCP to Claude (custom connector) Add Stiddle to Claude on the web, desktop or mobile app as a **custom connector**. Your whole team can then ask Claude about live Stiddle data in any chat. **Free, Pro and Max plans** 1. In Claude, go to **Customize → Connectors** and click **Add custom connector**. 2. **Name:** *Stiddle*. 3. **MCP server URL:** paste your **MCP Server Endpoint** from **Settings → AI → MCP**. 4. **Authentication:** choose **No sign-in**. If you see a **Request headers** section, add **x-api-key** and **x-auth-token** with the values from Stiddle. Both names are already in Claude's header list. 5. Click **Add**. **Team and Enterprise plans** * **An owner** goes to **Organization settings → Connectors → Add → Custom** (choose **Web** if asked), enters the details above and clicks **Add**. * **Members** then go to **Customize → Connectors**, find Stiddle (labelled *Custom*) and click **Connect**. **Use it in a chat.** Click **+** in the message box, open **Connectors** and switch on **Stiddle**. Then ask, e.g. *"Using Stiddle, which campaigns drove the most Closed Won revenue this quarter?"* Claude asks before using each tool. Choose **Always allow** only for read tools you trust, and block any tool you don't want used under **Customize → Connectors → Stiddle**. ![Claude — Add custom connector for Stiddle](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/343-claude-add-custom-connector-for-stiddle.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=fd1e21d2c7b90409a8a762bd5f8082bf) ### Connect Stiddle MCP to ChatGPT (custom connector) ChatGPT supports custom MCP connectors in **Developer mode** on Plus, Pro, Business, Enterprise and Edu plans, on the web. 1. **Turn on Developer mode:** **Settings → Apps & Connectors → Advanced settings → Developer mode**. In Business, Enterprise and Edu workspaces, an admin may need to allow it first in workspace settings. 2. **Create the connector:** in **Settings → Apps & Connectors**, click **Create** (some workspaces use **Workspace settings → Apps → Create**). 3. Fill in: * **Name:** *Stiddle* * **Description:** *Live attribution, customer and pipeline data from Stiddle*. ChatGPT uses this to decide when to call Stiddle. * **MCP Server URL:** your **MCP Server Endpoint** * **Authentication:** **No authentication**. ChatGPT doesn't take custom headers, so it relies on the workspace key in the endpoint URL. 4. Tick the box confirming you trust the connector, then click **Create**. ChatGPT scans and lists Stiddle's tools. Turn on the ones you want, and keep write tools (e.g. edit\_audience, edit\_dashboard) off until you've tested the read tools. 5. **Use it:** start a new chat, click **+ → More** (or **Developer mode**) and select **Stiddle**. You have to pick it in each new chat. Ask, e.g. *"Pull my Very Hot contacts from Stiddle who haven't booked a demo."* ![ChatGPT — creating a Stiddle custom connector in Developer mode](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/344-chatgpt-creating-a-stiddle-custom-connector-in-dev.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=93cf4cbea2be79ade09561240910fcf7) | | Claude | ChatGPT | | - | - | - | | Where | Customize → Connectors | Settings → Apps & Connectors (Developer mode) | | Auth for Stiddle | URL + request headers (x-api-key, x-auth-token), or URL only | URL only | | Team rollout | Owner adds once, members click Connect | Admin enables Developer mode; connector added per workspace | | Turn on in chat | + → Connectors | + → More / Developer mode | Sources: [Claude — custom connectors with remote MCP](https://claude.com/docs/connectors/custom/remote-mcp) · [Connecting MCP servers to ChatGPT](https://hjarni.com/blog/how-to-use-mcp-with-chatgpt) · [ChatGPT connector setup (Zuplo)](https://zuplo.com/docs/mcp-gateway/connect-clients/chatgpt) ### Connect Stiddle MCP to Claude Code Claude Code is Anthropic's coding agent for the terminal. Connected to Stiddle MCP, it can pull live customer data into scripts, build reports and dashboards, or power agents you're developing. 1. **Copy your connection details** from **Settings → AI → MCP**: the **MCP Server Endpoint**, plus the **x-api-key** and **x-auth-token** header values. 2. **Open Terminal** (Mac: press ⌘ Space, type *Terminal*, press Enter). If Claude Code isn't installed yet, follow Anthropic's install guide at docs.claude.com. 3. **Add Stiddle** by pasting this command with your own values, then pressing Enter: ```bash theme={null} claude mcp add --transport http stiddle https:// \ --header "x-api-key: YOUR_API_KEY" \ --header "x-auth-token: YOUR_AUTH_TOKEN" \ --scope user ``` `--scope user` makes Stiddle available in every project. Leave it out to add Stiddle to the current folder only. 4. **Check the connection.** Run `claude mcp list`. Stiddle should show **✓ Connected**. 5. **Use it.** Start Claude Code with `claude`, then type `/mcp` to see Stiddle and its tools. Ask in plain English, e.g. *"Use Stiddle to compare LinkedIn vs Google on cost per SQL last quarter and build a dashboard."* Claude Code asks permission the first time it uses each Stiddle tool. ![Claude Code — adding Stiddle MCP and checking it's connected](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/345-claude-code-adding-stiddle-mcp-and-checking-it-s-c.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=2c99b62de81348fd59204054bb893a17) To remove Stiddle, run `claude mcp remove stiddle`. ### Connect Stiddle MCP to Codex Codex is OpenAI's coding agent for the terminal. It reads MCP servers from a config file, `~/.codex/config.toml`. 1. **Copy your connection details** from **Settings → AI → MCP** as above. 2. **Save your keys as environment variables** so they never sit in the config file. In Terminal: ```bash theme={null} export STIDDLE_API_KEY="YOUR_API_KEY" export STIDDLE_AUTH_TOKEN="YOUR_AUTH_TOKEN" ``` Add the same two lines to the end of `~/.zshrc` (Mac) so they're set every time you open Terminal. 3. **Add Stiddle to Codex.** Open `~/.codex/config.toml` (create it if it doesn't exist) and add: ```toml theme={null} [mcp_servers.stiddle] url = "https://" env_http_headers = { "x-api-key" = "STIDDLE_API_KEY", "x-auth-token" = "STIDDLE_AUTH_TOKEN" } ``` 4. **Check the connection.** Run `codex mcp list`. Stiddle should be listed as enabled. 5. **Use it.** Start Codex with `codex`, type `/mcp` to see Stiddle's tools, then ask, e.g. *"Pull my Very Hot contacts from Stiddle and write a CSV for the SDR team."* ![Codex — config.toml entry and checking the connection](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/346-codex-config-toml-entry-and-checking-the-connectio.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=caa8d0dad21964d0c37c358a6277cd7b) > **Keep keys out of code.** Never commit your endpoint or keys to a Git repository. In Claude Code they live in your user config; in Codex, in environment variables. If a key leaks, regenerate it in **Settings → AI → MCP**. Sources: [Claude Code MCP docs](https://docs.claude.com/en/docs/claude-code/mcp) · [Codex MCP docs](https://developers.openai.com/codex/mcp) ![Settings → MCP — endpoint and headers (keys blurred)](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/347-settings-mcp-endpoint-and-headers-keys-blurred.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=e8d5091f1a1d7e50a6c6f3a551612fb8) ### Tool permissions **Tool Permissions** lists every Stiddle tool an MCP client can call, with the keywords it answers to. Toggle a tool off to block it — for example, turn off the create and edit tools to make MCP read-only. MCP tools return business results only; internal queries and database details are never shown to the client. | Area | Tools | | - | - | | Look up records | audience, checkout, company, contact, deals, form, goal, events, event history, smart\_scores | | Analyze | conversion\_insights, compare, referral\_sources, source\_data, report, summaries, explain | | Build and edit | create\_dashboard, create\_section, edit\_dashboard, generate\_report, edit\_report, generate\_audience, edit\_audience, generate\_smart\_score, edit\_smart\_score | | Remember | save\_memory — saves business context for future answers | ![Tool Permissions](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/348-tool-permissions.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=59b5cfcde6fda2fc4182f48d4b6b9e64) ### MCP usage logs Scroll down for **MCP Usage Logs** over **7 days**, **30 days** or **Today**: * **Top Client**, **Total Calls** and **Top Tool** at a glance. * **Requests by Date** chart. * **Top Clients** (e.g. dashboard builder, Stiddle CoPilot) and **Top Tools** with their share of calls. * **Recent Tool Calls** — time, client, tool and prompt for each call, so you can audit what outside tools did. ![MCP Usage Logs](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/349-mcp-usage-logs.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=788cd13fea5b73fa222603824926e80a) ![Recent Tool Calls (prompts blurred)](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/350-recent-tool-calls-prompts-blurred.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=0fef2ad861c5da8fde1675b8374e2e41) ### Example In Claude, ask: *"Using Stiddle, summarize closed-won revenue by source for last quarter with the Seeker model, then build a dashboard for it."* Claude calls conversion and report tools, then **create\_dashboard** and **create\_section**. Open the new board in Stiddle to check it, and see the calls in Recent Tool Calls. ### Advanced analysis, reports and recommendations Because an MCP client can call many Stiddle tools in one conversation, it can chain lookups, comparisons and builds that would take several screens in the app. Ask in plain language and say the model, date range and goal you care about — or let it use your Stiddle AI defaults. The mockups below use sample data to show what a connected Claude conversation looks like. The tool chips show which Stiddle tools were called. **1. Compare attribution models to find under-credited channels** Prompt: *"Compare closed-won revenue by channel for last quarter under the Seeker model vs Last Click. Which channels are under-credited, and why?"* Claude calls **compare** and **conversion\_insights** to get both models side by side, **referral\_sources** for AI-search traffic, and **explain** for the reasoning. You get a table of the shift per channel plus why it happens — here, LinkedIn and AI search start deals that Google brand search and email close. ![Mockup — comparing Seeker vs Last Click by channel](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/351-mockup-comparing-seeker-vs-last-click-by-channel.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=eec226a9d7a703c2c2bd87d39f5e38de) **2. Budget recommendations backed by your data** Prompt: *"I have an extra \$50K for Q4. Based on our Stiddle data, where should it go to create the most pipeline? Show your reasoning."* Claude pulls cost per SQL, SQL → Won rate and deal size by channel (**source\_data**, **conversion\_insights**, **deals**), checks high-intent audiences (**smart\_scores**), proposes a split with expected impact, and can build a tracking board for the plan. ![Mockup — budget recommendation with expected impact](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/352-mockup-budget-recommendation-with-expected-impact.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=6a037ce72962996a853f80c61eb29c88) **3. Build a full dashboard from one request** Prompt: *"Build a board for our CMO: pipeline and closed-won by channel (Seeker), the MQL → Won funnel by source, top 10 engaged accounts, and AI-search traffic."* Claude calls **create\_dashboard**, then **create\_section** and **generate\_report** for each part. The board appears in Analytics → Dashboards, where you can edit it like any other. ![Mockup — building a CMO dashboard through MCP](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/353-mockup-building-a-cmo-dashboard-through-mcp.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=3b28549885b245152a3ce56450089a48) **More prompts to try** | Goal | Prompt | Main tools | | - | - | - | | Funnel diagnosis | "Where is the biggest drop in MQL → Won this quarter, which sources cause it, and what do converting journeys do differently?" | report, compare, eventhistory | | AI search impact | "How much pipeline did ChatGPT, Claude and Perplexity referrals influence in the last 90 days, and which pages did those visitors read?" | referral\_sources, conversion\_insights | | Account research | "Give me a one-page brief on Algolia: who's engaged, their journey, open deals and what to do next." | company, contact, deals, eventhistory | | Audience build | "Create a realtime audience of contacts on open deals with no activity in 21 days and a Hot or Very Hot intent score." | generate\_audience, smart\_scores | | Score tuning | "Which signals best predict Demo Booked? Update the Demo Booking Likelihood score to weight them." | smart\_scores, edit\_smart\_score | | Exec summary | "Summarize marketing performance this month in five bullets for the board meeting." | summaries, compare | ### Building agents on Stiddle customer context An agent is an AI workflow that runs on its own — on a schedule or a trigger — and takes actions. Connect Stiddle MCP to an agent along with your other tools (Slack, Salesforce, email) and it can read live customer context from Stiddle, decide what matters, and act on it. The pattern for any agent: 1. **Connect** Stiddle MCP and the tools the agent acts in. 2. **Write instructions** — what to look at in Stiddle, what counts as important, and what to do about it. 3. **Set a schedule or trigger** — e.g. every Monday, every weekday morning, or when a score changes. 4. **Limit permissions** — under Settings → MCP, turn off any Stiddle tools the agent shouldn't use (e.g. keep it read-only). 5. **Review** its runs in **MCP Usage Logs → Recent Tool Calls**. **Agent example 1 — weekly pipeline digest to Slack** Every Monday the agent summarizes last week's pipeline vs the week before (**summaries**, **compare**), finds stalled high-intent deals (**deals**, **smart\_scores**), and posts a short digest to #revenue. ![Mockup — weekly pipeline digest agent](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/354-mockup-weekly-pipeline-digest-agent.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=9d6c8c68e00474904e6a938891da1602) **Agent example 2 — daily hot accounts for sales** Each weekday the agent finds companies that entered 🔥 Very Hot on Account Engagement (**smart\_scores**), reads who engaged and how (**company**, **contact**, **eventhistory**), and creates a Salesforce task for the owner with a brief and next step. ![Mockup — daily hot accounts agent](https://mintcdn.com/stiddle/OWOaWjxm3d4SmfXr/images/platform-overview/355-mockup-daily-hot-accounts-agent.jpg?fit=max\&auto=format\&n=OWOaWjxm3d4SmfXr\&q=85\&s=f5cc70f92339a654781958443307cd79) **More agent ideas** | Agent | Runs | What it does | | - | - | - | | Budget watchdog | Daily | Flags campaigns whose attributed cost per SQL rose 30%+ week over week and suggests pausing or shifting spend | | Retargeting refresher | Daily | Rebuilds a realtime audience of cart abandoners or stalled deals and checks it's syncing to Meta and Google | | Deal-risk monitor | Twice a week | Lists open deals over \$100K with falling engagement and drafts a re-engagement email for the rep | | AI-search tracker | Weekly | Reports pipeline from ChatGPT, Claude and Perplexity referrals and which content they land on | | Board-ready report | Monthly | Builds or refreshes a CMO dashboard and writes a one-page summary for leadership | | Lead router | On new known profile | Reads the person's journey and score, then assigns the right SDR in the CRM | Agents are only as good as their context — fill in **Settings → Stiddle AI → Context & Memory** (business description, KPIs, conversion events) so every agent uses your definitions. **e.g. Claude, ChatGPT, n8n, custom agents.** ### FAQs **How is MCP different from CoPilot?** Same data and tools. CoPilot runs inside Stiddle; MCP runs inside your own AI tool. **Can I make it read-only?** Yes — turn off the create, edit and generate tools under Tool Permissions. **Which workspace does it reach?** The workspace whose endpoint and keys you used. Each workspace has its own. **Whose AI tokens does it use?** MCP calls appear under Usage by Feature in Stiddle AI → Usage Logs. ## 20. Putting it together The features are built to hand off to each other: a number in attribution opens the people behind it, a report becomes a widget, a segment becomes an audience, and a score triggers sales follow-up. **B2B — find and fix a pipeline leak** 1. **All Channels** (Seeker model): which sources create SQLs and Deal Won revenue? 2. **Paid Channels**: compare LinkedIn vs Google on SQL CV per dollar; drill into campaigns. 3. **Funnel** MQL → SQL → Meeting → Proposal → Won, broken down by source: where's the leak? 4. **Deals / Companies**: open a few stalled deals and read their touchpoints. 5. **Smart Score** Deal Won Intent → **Audience** of Hot/Very Hot contacts on open deals → sync to Salesforce and LinkedIn. 6. Put the funnel and attribution table on a **dashboard** and review weekly. **B2C — grow repeat revenue** 1. **All Channels**: compare Klaviyo, Meta, TikTok and organic on orders and conversion value. 2. **Funnel** home → product → cart → checkout → purchase by source. 3. **Flow** before checkout to find the paths that convert. 4. **People Profiles**: read a few journeys of high-LTV customers. 5. **Realtime audience** of cart abandoners → daily sync to Meta. 6. Track ROAS and orders on a **dashboard**. **AI-assisted** Ask CoPilot (or your own AI tool via MCP) a scoped question → check the table in **Open in Report Builder** → **Add to dashboard** → act on it. Treat attribution as evidence of contribution, not proof of cause — compare models and test budget shifts before committing. ## 21. Glossary and troubleshooting ### Something looks wrong? Check in this order 1. **Workspace** — is the right one active? 2. **Access** — do you have permission for this feature or data? 3. **Date range** — does it include the activity you expect? 4. **Goal** — are you looking at the right conversion? 5. **Filters and breakdowns** — on the widget, the report and the board? 6. **Attribution model** — same model as the number you're comparing to? 7. **Freshness** — check **Last refreshed** and click **Refresh**. ### Glossary | Term | Meaning | | - | - | | Account | Your login; owns workspaces | | Workspace / Space | A separate company in Stiddle with its own data, members, settings and subscription | | Composable Architecture | Stiddle running on your own data warehouse | | Stiddle Cloud | Stiddle-managed data storage | | Stiddle IRIS | Cookieless identity that recognizes a visitor for up to 3 years | | Identity graph | The links between a person's devices, sessions, touchpoints, company and deals | | Profile | One person, anonymous or known | | Touchpoint / event | One interaction — an ad click, page view, email, call, form | | Conversion goal | An outcome you measure — purchase, demo, CRM stage | | CV | Conversion value of a goal | | Attributed metric | Tracked and credited by Stiddle (Stiddle icon) | | Platform metric | Reported by the ad platform (no Stiddle icon) | | Attribution model | The rule for splitting credit — Seeker, Phantom, Endgame, First, Linear, Last | | View-through | Credit for ad impressions without a click | | Board | A dashboard | | Insight / Funnel / Flow | The three report types | | Static / Realtime audience | Fixed snapshot vs. membership that updates continuously | | Smart Score | AI-powered predictive score on people, companies or deals | | MAP / AAP | Monthly / Annual Active Profiles — your plan's usage measure | | AI tokens | Your allowance for CoPilot and AI features | | MCP | Model Context Protocol — connects Stiddle to outside AI tools | This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.