Category Archives: Marketing

Classify records based on keywords in a text field

Have you ever been tasked to assign customers to a category based on a free form text field? This happens a lot in B2B marketing, using the Title that a prospect has input into a form. It can certainly be … Continue reading

Posted in Alteryx, Marketing, Quick & Dirty | Tagged | Leave a comment

How to analyze easily Google Search Console data in Tableau

Whether you are deeply versed in the intricacies of SEO, or simply curious to optimize your web property’s organic search performance, you must likely are involved with the Google Search Console and its analytics. It is a very useful (and free!) … Continue reading

Posted in Alteryx, Marketing, Tableau | Tagged , , | 2 Comments

How to compare your customers by visual cohort chart

When trying to get a better grip on the performance of a large number of customers (or accounts, or pupils for the matter), and  progression over time of their count, their revenue  or their conversion from one status to another, … Continue reading

Posted in Marketing, Performance, Sales, SFDC, Tableau | Tagged | Leave a comment

How to filter transactions by a calculated category using SQL Window Functions

Have you ever found yourself in a situation where you need to filter a set of transactions based on categories which need to be calculated from that same set? Let’s say you have a data set containing all the customer … Continue reading

Posted in Alteryx, Marketing, Performance, Redshift, Snowflake, SQL | Tagged , | Leave a comment

Access and Process Leads Activity History with Marketo Bulk Extract APIs

Marketo’s core expertise is Marketing Automation, a software category it pioneered along with Eloqua, Pardot, Hubspot, Adobe and now 208 additional vendors and counting. Marketo still holds a solid market share, especially on the West Coast, especially in Tech companies. … Continue reading

Posted in Alteryx, Marketing, Tableau | Tagged , | 6 Comments