In order to utilize Accounts-based engagement scoring in Sherlock, you must tell Sherlock what traits around which you are organizing your account.
Using Segment Group calls
The easiest way to achieve account-based scoring is to pass Account data via Segment’s Group call (more details here).
The group call was built to more easily associate a user with a group - such as an Account. When you make a group call, you must assign it a Group ID. Sherlock uses this Group ID as the default ID to connect all the members of an Account. The Group ID is generally a unique numeric value. Each group call will contain this Group ID along with a User ID for the user that should be assigned to this Account (Segment automatically includes User ID to a group call).
Along with the Group ID, you should also pass some kind of readable identifier for each account (like
Account name ) so that you don't display a random string of numbers in Sherlock. We will refer to this as the
Display name for your accounts.
Using User trait for organizing accounts
If you aren't using Segment's Group call to organize your accounts, then you can use a trait that you append to your Users. Often times, when you make an identify call for a user, you will attach a trait naming the account to which he/she belongs. If that's the case, you can set-up your account-based scoring in Sherlock based on that trait.
In either case, you will need to configure your account settings in Sherlock to take advantage of this extremely powerful functionality.
Configuring your account traits
If you are using Segment's Group call, your Account tab in Sherlock will be automatically configured based on Segment's GroupID. You will need to do nothing.
(For display names, we look for Group traits of
Account name , or
Account - if you are using one of these, you will not need to do any configuration).
IF YOU ARE NOT USING SEGMENT'S GROUP CALL, YOU WILL NEED TO CONFIGURE YOU ACCOUNT TAB IN SHERLOCK.
If you are not using the Group call, you will see a configuration screen when you arrive at the Account tab:
This is where you will set the traits that Sherlock will use for your
Account ID (the trait that identifies an account - this can be a numeric value or a string) as well as the
Account display name (the trait that tells us what to display in the Sherlock UI when listing your accounts - like in the below image).
*These can be the same traits if you always organize data around readable account names.
Once you configure these two traits, you will see a list of your accounts ranked by their average engagement score.
**Once you set this configuration, it will take up to 12 hours for this data to be organized in the Sherlock interface. You can check back the next day to see these changes configured.