FAQ: Data Taxonomy

This FAQ covers data taxonomy. Learn more about data taxonomy in the 6sense Academy training videos. Also refer to Data Taxonomy.

Why is Others showing under the product category in the initial configuration?

This can happen in two specific scenarios:

The customer is offering multiple products in the market but has licensed the 6sense advanced package for limited products.
For instance, if a customer has 5 products in the market and has licensed the advanced package for only two products then the user would see the “Other” product category in the initial configuration.
The customer has licensed the 6sense advanced package for some of the products but not all. For the remaining products, the customer has licensed the 6sense platform package.
For instance, if a customer has five products in the market and has licensed the advanced package for two products, and the platform package (or platform with Essentials) for the remaining three products, then the user would see the “Other” product category in the initial configuration.

In these cases, 6sense’s algorithm needs specific information on the products for which the customer has not licensed the advanced package. All those products are grouped under “Other”, which is the option shown under the product category dropdown.

As an Admin, why don’t I see Data Taxonomy enabled in my 6sense instance?

If you are a new customer in the model onboarding process, please work with the product Consultant during the onboarding process. They can discuss the ‘Data Taxonomy’ process.

If you are an existing customer with models onboarded, 6sense is working on a migration path to migrate models from the existing taxonomy to the new ‘Data Taxonomy’. Please create a support ticket, so 6sense can track the interested customers, and engage them in pilot programs.

What are the mapped activity types in the Website URL tab?

Mapped activity predicts the broader category of the webpage on which an activity or an event was performed.

Activity Type	Definition
blogs	Any page that resides in the blog area of the webpage, typically with news, announcements, or updates from projects
campaign	Campaign specific landing page — tagged with campaign name/id — eg: cpg_id in site_catalyst
careers	Pages related to job postings? (no culture/job perks/etc)
case_studies	Pages with examples of customers’ success/use cases using products/solutions
chat	Pages/pop-up windows that allow communication with a company representative
communities	Pages with customer questions/bulletin boards/customer forums
company_research	Pages with company related information — investor relations/company history/culture/etc
conferences_tradeshows	Pages with information relating to conferences or other events that will be/are hosted/attended?
contact_us	Pages with forms or information to get in touch with someone from the company
data_sheet	Pages with product specifications/specific details
demo	Pages with a specific request to be shown a demo of the product — a more direct case of a contact_us page
home_page	The highest level domain
login_page	Pages that require the visitor to log in
pricing	Pages that show anything about product pricing or cost comparisons
product_landing_page	Highest level domain for the product
product_research	Pages that are related to the product but NOT pricing, data sheets, trials, webinars or white papers
product_trial	Pages with a specific request to try the product before purchasing — a more direct case of a contact_us page
search	Pages that return results from site search
solutions	Pages that help guide a visitor to certain products based on their given business needs
support	Pages that help current customers solve issues with products or contact support professionals
training	Pages related to product training
unsubscribe	Landing pages or specific pages that request to be unsubscribed from newsletters/emails/etc
video	Video landing page or flags/tags that are returned when a video is watched.
webinars	Pages that capture requests or landing pages for webinars
white_paper	Pages with a narrative meant to help readers understand an issue, solve a problem, and/or make a decision

What are the mapped actions in the MAP and CRM tabs?

Mapped action predicts what users did in the scenarios captured by the dataset. Consider mapped action and mapped channel in combination. For example, one of the combinations for Action – “Attention” is Channel “Marketer”.

CRM (campaigns) – Actions

Action	Source	Definition
Attended	CRM Campaign	Someone went to something, typically in-person but may also be online webinar, talk, etc. (see Engaged as well)
Clicked	CRM Campaign	Clicked on a link, email, etc. Depends how customer defines
Downloaded	CRM Campaign	Someone downloaded a resource
Engaged	CRM Campaign	When someone was interacted with, talked to, and so on, not just attended
Error	CRM Campaign	Usually a bounced or failed email. Something that didn’t go through
Filled	CRM Campaign	A form or request was completed
Invited	CRM Campaign	Someone was sent a request to attend something, typically an event or conference/trade show
Negative	CRM Campaign	Received a nonpositive response
Not_attended	CRM Campaign	Did not go to a meeting, webinar, event, and so on
Positive	CRM Campaign	Responded favorably
Responded	CRM Campaign	Received a reply
Sent	CRM Campaign	Usually sending an email
Unsubscribed	CRM Campaign	Requested to stop receiving or be removed from a newsletter, email list, etc.
View	CRM Campaign	Someone saw an email, website, etc.
other	CRM Campaign	Things that don’t fit into anything else. Contributes to model in certain Action & Channel combinations

CRM (Event) – Actions

Action	Source	Definition
Attended	CRM Event	Someone went to something, typically in-person but may also be online webinar, talk, etc. (see Engaged as well)
Blocked	CRM Event	Denotes busy or blocked
Booked	CRM Event	Someone booked a meeting, call etc.
Invited	CRM Event	Someone was sent a request to attend something, typically an event or conference/tradeshow
Recorded	CRM Event	Recorded virtual meeting etc.
Send	CRM Event	Usually sending an email
other	CRM Event	Things that don’t fit into anything else. Contributes to model in certain Action & Channel combinations

CRM (Task) – Actions

Action	Source	Definition
answered	CRM Task	Someone answered a call
left_voicemail	CRM Task	Someone left a voicemail
no_voicemail	CRM Task	No voicemail on call
open	CRM Task	Opened a link, email, etc.
reply	CRM Task	Someone replied to an email
sent	CRM Task	Someone sent an email
click	CRM Task	Clicked on a link, email, etc. Depends how customer defines
linkedin_connection	CRM Task	Connect on LinkedIn
other	CRM Task	Things that don’t fit into anything else. Contributes to model in certain Action & Channel combinations

MAP – Actions

Action	Source	Definition
Attention	MAP	Usually for an alert or if someone’s attention is needed for something
Clicked	MAP	Clicked on a link, email, etc. Depends how customer defines
Converted	MAP	Leads changed status
Deleted	MAP	Something is removed
Error	MAP	Usually a bounced or failed email. Something that didn’t go through
Filled	MAP	A form or request was completed
Merge	MAP	Combining something, usually leads
Sent	MAP	Usually sending an email
Subscribed	MAP	Request to receive/be added to a newsletter, email list, etc.
Unsubscribed	MAP	Request to stop receiving/be removed from a newsletter, email list, etc.
View	MAP	Someone saw an email, website, etc.
Other	MAP	Things that don’t fit into anything else. Contributes to model in certain Action & Channel combinations

What are the mapped channels in the MAP and CRM tabs?

Mapped Channel predicts the medium through or on which the users performed the action.

CRM (Campaign) – Channels

Action	Source	Definition
Ad	CRM Campaign	Advertisement. Typically viewed or clicke
Contact	CRM Campaign	The action is being done on the contact associated with the activity
Direct	CRM Campaign	Typically associated with direct mail
Email	CRM Campaign	Electronic mail
Link	CRM Campaign	A link that leads to something else, typically a web page
List	CRM Campaign	Typically acquiring or developing lists or waitlist of some sort
Live	CRM Campaign	A live event, does not need to be in-person.
On_demand	CRM Campaign	Content accessed whenever the contact wanted to view. Typically, but not limited to, something live that was made available for access afterwards.
Online	CRM Campaign	Something accessed on the internet
Registration	CRM Campaign	A sign up e.g. webinar etc
Search	CRM Campaign	Looking for something
Social/social_media	CRM Campaign	Social media: Facebook, Instagram, Twitter, LinkedIn, etc.
Telemarketing	CRM Campaign	Marketing via telephone
Video	CRM Campaign	Marketing tool using videos
Web_page	CRM Campaign	Online web page
Other	CRM Campaign	Things that don’t fit into anything else. Contributes to model in certain Action & Channel combinations

CRM (Event) – Channels

Channel	Source	Definition
Call	CRM Event	Includes call, phone, chat;
Meeting	CRM Event	Includes meeting face-to-face or live
Virtual	CRM Event	Something that happened on virtual, web, online, remote mode
Voicemail	CRM Event	Includes call, phone
Other	CRM Event	Things that don’t fit into anything else. Contributes to model in certain Action & Channel combinations

CRM (Task) – Channels

Channel	Source	Definition
Call	CRM Task	Includes call, phone, chat
Email	CRM Task	Electronic mail
Social Media	CRM Task	Includes any social media
Other	CRM Task	Things that don’t fit into anything else. Contributes to model in certain Action & Channel combinations

MAP – Channels

Action	Source	Definition
Ad	MAP	Advertisement. Typically viewed or clicked
Alert	MAP	Notification for someone or something
Email	MAP	Electronic mail
Form	MAP	Typically information with high intent to be filled
Lead	MAP	Opportunity activities
Marketer	MAP	Something the marketer needs to see, typically with “attention”
Social/social_media	MAP	Social media: Facebook, Instagram, Twitter, LinkedIn, etc.
Video	MAP	Marketing tool using videos
Web_page	MAP	Online web page

What are the activity types that affect the intent and reach Predictive models?

Below is the relevant contribution of all the mapped activities/action/channels in the Intent and Reach models respectively.

Mapped Activity Under Website URL Tab

Mapped Activity	Used in Intent Models?	Used in Reach Models?
blogs	YES	NO
campaign	YES	NO
careers	NO	NO
case_studies	YES	NO
chat	YES	NO
communities	YES	NO
company_research	YES	NO
conferences_tradeshows	YES	NO
contact_us	YES	NO
data_sheet	YES	NO
demo	YES	NO
home_page	NO	NO
login_page	NO	NO
pricing	YES	NO
product_landing_page	YES	NO
product_research	YES	NO
product_trial	YES	NO
search	YES	NO
solutions	YES	NO
support	NO	NO
training	YES	NO
unsubscribe	YES	NO
video	YES	NO
webinars	YES	NO
white_paper	YES	NO

Mapped Action & Channel Under Marketing Automation Platform (MAP) Tab

Mapped Action	Mapped Channel	Used in Intent Model?	Used in Reach model?
attention	marketer	NO	NO
attention	sfdc	NO	NO
click	ad	YES	NO
click	email	YES	NO
click	form	YES	NO
click	social	YES	NO
click	web_page	YES	NO
delete	lead	NO	NO
error	email	NO	NO
error	web_page	NO	NO
filled	form	YES	NO
other	other	NO	NO
send	alert	NO	NO
send	email	NO	YES
unsubscribe	email	YES (Used in contact intent models)	NO
view	email	YES (Used in contact intent models)	NO
view	form	NO	NO
view	video	YES	NO
view	web_page	YES	NO

Mapped Action & Channel Under Customer Relationship Manager (CRM) – Campaigns Tab

Mapped Action	Mapped Channel	Used in Intent Models?	Used in Reach Models?
attended	live	YES	NO
attended	on-demand	YES	NO
attended	other	YES	NO
clicked	email	YES	NO
clicked	link	YES	NO
downloaded	email	YES	NO
downloaded	link	YES	NO
engaged	live	YES	NO
filled	registration	YES	NO
filled	search	NO	NO
filled	web_page	YES	NO
invited	contact	NO	YES
invited	email	NO	YES
not_attended	live	NO	NO
positive	contact	YES	NO
positive	email	YES	NO
responded	contact	YES	NO
responded	email	YES	NO
responded	telemarketing	YES	NO
sent	email	NO	YES
sent	list	NO	YES
sent	live	NO	YES
sent	search	NO	YES
sent	web_page	NO	YES
sent	telemarketing	NO	YES
view	email	NO	NO
view	web_page	YES	NO
other	email	NO	NO
other	live	NO	NO
other	search	NO	NO
other	telemarketing	NO	NO
other	other	NO	NO

Mapped Action & Channel Under Customer Relationship Manager (CRM) – Event Tab

Mapped Action	Mapped Channel	Used in Intent Models?	Used in Reach Models?
attended	other	NO	NO
attended	meeting	NO	NO
attended	virtual	NO	NO
attended	call	NO	NO
attended	other	NO	NO
blocked	other	NO	NO
blocked	virtual	NO	NO
blocked	call	NO	NO
blocked	meeting	NO	NO
invited	other	NO	YES
invited	call	NO	YES
invited	meeting	NO	YES
invited	virtual	NO	YES
booked	call	NO	NO
booked	other	NO	NO
booked	virtual	NO	NO
booked	meeting	NO	NO

Mapped Action & Channel Under Customer Relationship Manager (CRM) – Task Tab

Mapped Action	Mapped Channel	Used in Intent Models?	Used in Reach Models?
answered	call	NO	YES
left voicemail	call	NO	YES
no voicemail	call	NO	YES
other	call	NO	YES
click	email	NO	NO
open	email	NO	NO
other	email	NO	YES
reply	email	NO	NO
sent	email	NO	YES
other	other	NO	NO
linkedin connection	social media	NO	NO

What are the action and channel combinations?

This table lists preferable combinations for Actions and Channel. While mapping, if you update the Mapped Action, then 6sense shows the relevant Channels to select from.

Combination of Action and Channel for MAP

Action	Channel
Attention	Marketer
Attention	SFDC
Click	Ad
Click	Email
Click	Form
Click	Social
Click	Web Page
Delete	Lead
Error	Email
Error	Web Page
Fill	Form
Lost	Opp
New	Opp
Other	Other
Send	Alert
Send	Email
Unsubscribe	Email
View	Email
View	Form
View	Video
View	Web Page
Won	Opp

Combination of Action and Channel for CRM – Campaign

Action	Channel
Other	Other
Other	Email
Other	Live
Other	Search
Other	Telemarketing
Attended	Email
Attended	List
Attended	Live
Attended	On_Demand
Attended	Search
Attended	Telemarketing
Clicked	Email
Clicked	Link
Clicked	Live
Download	Email
Download	Link
Engaged	Email
Engaged	List
Engaged	Live
Fill	Email
Fill	Registration
Fill	Search
Fill	Web_Page
Invited	Contact
Invited	Email
Not Attended	Email
Not Attended	Live
Not Attended	Search
Positive	Contact
Positive	Email
Positive	Search
Responded	Contact
Responded	Email
Responded	List
Responded	Live
Responded	Search
Responded	Telemarketing
Send	Contact
Send	Email
Send	List
Send	Live
Send	Search
Send	Telemarketing
View	Email
View	Live

Combination of Action and Channel for CRM – Event

Action	Channel
attended	other
attended	virtual
attended	voicemail
blocked	meeting
blocked	other
blocked	virtual
booked	call
booked	meeting
booked	other
booked	virtual
recorded	other
recorded	virtual
send	other
send	virtual
invited	other
invited	virtual
invited	call
invited	meeting

Combination of Action and Channel for CRM – Task

Action	Channel
answered	Call
left_voicemail	Call
no_voicemail	Call
other	Call
other	Other
other	Email
open	Email
reply	Email
sent	Email
click	Email
linkedin_connection	Social Media

When should I select Publish data? What happens after I click on the button?

Select Publish button once you have verified the data and are satisfied with the mappings. The next step after the data is published is to build the predictive models. 6sense uses the published data to train these models.

Why am I not able to select Save after changing an Action under MAP/CRM?

Check whether you updated the Mapped Channel as well. Since there is a combination of Action and Channel (mentioned above), a channel must be updated if there is any change in the Mapped action.

After I select Publish, will I still be able to change the mappings?

The data set at the time of publishing is used to train the predictive models. Yes, you will still be able to change the mappings, but the mapping changes won’t be a part of the training dataset.

Since the taxonomy AI model keeps on learning, can it override the mappings that I have already updated?

The taxonomy AI model keeps learning based on the data. Based on the intelligence gathered, the model maps any new data records showing up in the 6sense system.

The existing records update has two parts:

Data records manually updated by the users will never change.
Old data, updated recently, flows to the 6sense system again. The taxonomy models will then update the mapping accordingly and will show the updated record on the UI.

How frequently do I have to update the mappings after publishing the taxonomy?

Account owners do not have to visit the taxonomy unless the predictive scores show any deviations and users want to debug the cause. However, we recommend the users visit the taxonomy page once every 4-5 weeks to track how the data is getting mapped.

Why don’t I see the taxonomy for products while it is mentioned in all the reference documents?

A customer organization offering only one product in the market and has a 6sense license for the same doesn’t need product taxonomy because the underlying assumption is that all the data corresponds to that one product. Hence, a separate classification is not required.

What is Edit Product Configuration under product taxonomy? When should I edit the configuration?

There are three scenarios for using “Edit Configuration”:

When the account has licensed a 6sense Predictive package for additional products, then configuration details are needed for the newly added products.
When there is a change in the initial URLs provided initially. The taxonomy model scrapes keywords from the pages and then train themselves to output the mappings. So, if there are considerable changes in those pages, then update the configuration.
If the predictive models are not showing the desired results, then the Edit Configuration option might be useful to fine-tune the mappings.

If I edit the product configuration, then why do I have to publish again?

6sense builds taxonomy models and predictive models for each of your products. The 2-step configuration process is a crucial step in training these models. If there is any change in the configuration, the 6sense system automatically retrains the taxonomy models. Retraining updates the mapping data fed into the predictive models.

As a 6sense Administrator, why I don’t see Data Taxonomy enabled in my 6sense instance?

If you are a new customer still in the process of model onboarding, work with your Product Consultant during the onboarding process to assist you.

If you are an existing customer, who already has 6sense models, we are working on a migration path to migrate models from existing taxonomy to the new ‘Data Taxonomy’. Create a support ticket so we can track the interested customers and we will reach out during the pilot programs coming later this year.