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Onboarding process steps for eComs

What are the onboarding process steps for eComs?

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Written by Oskari Raunio
Updated this week

To get MMM up and running for eComs is fairly simple. Sellforte onboarding process follows these steps:

1. Go to your company’s connect environment

Environment URLs are customer specific. Your URL is something like this: www.companyname.connect.sellforte.com

2. Select & click appropriate connect card in the lower section

3. The platform directs you to a new page where you create the connector

Channel-specific connector creation instructions here: https://support.sellforte.com/en/collections/3812925-connecting-data-to-sellforte

4. Use alternative methods

If you need to connect data sources to which the connect environment doesn’t have data connectors for yet, you can use the following methods:

  • Upload data as a csv.-file directly via Sellforte Data Platform

  • Upload data to a Google Sheets & Share access with Sellforte

5. Rinse & Repeat for all of the channels included in your MMM scope

6. Help Sellforte team to validate the imported data

Data validation can be done in the platform itself, or via email. The objective is to confirm that we have all relevant data in the platform, and that there isn’t any unwanted filtering on or off during the data pull.

7. First results meeting

After the modelling phase is complete (this takes normally around 10-15 working days), we recommend having a call with the core team to go over the results on a high level to ensure we have understood e.g. the channel roles and their part in the marketing funnel correctly.

This is the perfect chance to also put in final edits to the UI (e.g. removing or adding filers or views).

8. X-Ray meeting & pilot kickoff

After the onboarding is complete, Sellforte’s Customer Success team prepares a Marketing X-Ray analysis which goes through the following areas:

  • Methodology (brief introduction to Next-Gen MMM)

  • Model Validation (what datasets were used to train the model, how the model is performing, does the results make sense in broader context)

  • Insights and ROI benchmarks

  • Recommendations

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