Helix is a fan intelligence platform that acts as your "source of truth" and empowers you to improve the automation and personalization of your engagement efforts. By uniting and merging data from numerous sources into a single customer record, every department in your organization can make data-driven decisions that support your business goals.
What can Helix help me with?
Here are just a few sample use cases Helix can solve:
Create highly focused market segments
Set specific criteria, such as:
- lifetime spend over $1000,
- newsletter subscriber, and
- no CRM opportunity currently open.
Learn about the selected group of fans:
- How many fans matched these criteria?
- What's the median lifetime spend of these fans?
- What percentage of these fans are aged 18-25, 26-35, 36-45, etc...?
Export the list of selected fans into your email marketing system.
Trigger personalized actions
Create a trigger event, such as a customer signing in to your venue's WiFi system.
Identify the fan: does the information they provided (e.g. name and email address) match anyone already in your system?
- Yes: Pull together the details to inform your next action: tags, spend level, ticket types, retention score, etc...
- No: Create a new Golden Record to build upon.
Take personalized action:
- Do they have a low spend level? Send them a discount coupon for team merchandise to encourage them to shop.
- Do they have season tickets and a low retention score? Send a service representative to visit them in person and ensure they have a great experience today.
- Is it their birthday? Help them celebrate it with an e-voucher for a free beverage.
Know more about who you're calling when you call
Need to call a season ticket holder that you haven't spoken to since last year? Pull up their information in your CRM. Helix provides you with tags and attributes so you can personalize the call:
- Are they more comfortable conversing in Spanish than English?
- Do they have young children?
- What percentage of their tickets did they utilize last season?
User roles and management
Main article: User roles and management
Helix gives organizations control over who can use it and what access rights they have. Admins can invite new users and manage existing users, while Viewers can read data and Power Users can make changes without full admin rights.
Define Golden Record fields
Main article: Define Golden Record fields
The Golden Record represents the best data you have for an individual, pulled together from all your data sets. Helix provides the freedom to add more fields to your Golden Records, letting you customize them with the data you care about most.
Add a new data set
Main article: Add a new data set and map fields
KORE provides built-in Golden Record support for many popular data sets, but several organizations also depend on one or two less frequently used data sets. The Helix engine lets you create custom mappings for those data setsto use in Golden Records.
Main article: Matching rules
To assemble a Golden Record from multiple sources, we have to first identify all the data which belongs to the same person. Different sources have different ways of storing the "same" data (such as name or address), so we use matching rules to make decisions. Helix allows you to customize the matching rules to best meet your unique needs.
Golden Record selection rules
Main article: Assemble Golden Records
When combining data from multiple sources, not all data is of the same quality. The Golden Record rules allow you to customize which data sets you prefer for a particular field. For example, you might trust one source to have the most accurate phone numbers for your fans, but there's a second source you could fall back to if the first source is missing that data for someone.
Categories, tags, and attributes
Once you have a set of Golden Records, you can select a set of fans that have certain traits in common. Tags can answer "yes / no" questions, such as "Does this fan have any children?" Attributes help you group fans together when a there's a longer list of possible answers, such as "What age group is this fan in?" Tags and attributes are most useful when you have lots of them, so each one must belong to a category for sorting.
Main article: Inspect an individual Golden Record
A Golden Record ties together data from several sources. The inspector tool provides a visualization of how Helix connects those records together, including intermediate connections between two records that don't directly match. The tool also shows which specific matching rules were used, helping you understand any unexpected connections or discover mistakes in the matching rules.
Main article: Audience Builder
Use Audience Builder to harness the power of your categories, tags, and attributes—identify the most receptive people for your campaign and use Golden Records to boost its effectiveness. The drag-and-drop interface empowers everyone in your organization to build detailed selection criteria without any SQL coding and always get up-to-date results.
Sync to CRM
Main article: Sync Golden Records to CRM
A Golden Record represents the best information you have about an individual. Now you can sync Golden Records to your CRM so that the best data is available where you need it most.