In order to utilize Accounts-based engagement scoring in Accoil Analytics, you must tell Accoil Analytics what traits around which you are organizing your account.

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. Accoil Analytics 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 Accoil Analytics. We will refer to this as the Display name for your 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 Accoil Analytics based on that trait.

In either case, you will need to configure your account settings in Accoil Analytics to take advantage of this extremely powerful functionality.

Currently you need to utilize Segment's Group call. In "Settings", your Account tab in Accoil Analytics will be automatically configured based on Segment's Group ID. You don't need to do anything.

(For display names, we look for Group traits of Name , Account name , or Account - if you are using one of these, you will not need to do any configuration).
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From there, you can configure on the Account Trait tab:

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