1. Getting data into Syndetic
The first step in building your data shop is to get the data to us. By connecting to your data, we automatically generate your shop and keep it up to date so your customers never get stale data. You have a few options:
- We will create an S3 bucket for you and send you credentials to push files to us. If you are creating multiple data products, you can create a subfolder for each product. As data updates, you should push revisions to us. It is important to send us complete updated revisions of any files rather than diff files.
- If you prefer a more manual approach or don’t have that many files, you can simply upload files to Syndetic as you build out your shop.
2. Creating datasets
A dataset is equivalent to a data product. This can be a table in a database, or a file that you wish to sell. Your customers will be able to drill down into the data in two different ways: by selecting different packages, which slice the file vertically (by number of fields included) or by engaging different filters, which slice the data horizontally (by number of rows included).
A package is a data offering that you create from a dataset. For example, if I have a dataset about companies that contains 100 fields covering all types of metadata on those companies – information about its financials, its employees, and its products, I may choose to make three packages out of a single dataset: one package that includes fields 1-20, which are all related to financials, one package that includes fields 20-30, which covers employees, and one that includes fields 31-100, which relate to its products. The important thing to note is that each package must rely on the same primary id field (e.g., company ID) in order to create different packages from the same dataset.
Note: It is ok to have only one package, where you are effectively making the entire dataset available at once.
When you create a package, you will be asked to describe the package (e.g. “Financial information on companies, including market cap, revenue, and PE ratio), set the ID field, and configure which fields you would like to set as filters. Filters allow your customers to slice the data so that they can purchase only data on companies with more than 1,000 employees, for example. Or only technology companies. You get the idea.
Syndetic allows you to set a price per row for every package that you create. Think of your shop as an ecommerce site as you would for any other type of product. You can update pricing at any time, but you cannot offer different prices to different customers.
If you don’t want to publicly display pricing and instead only want to use your shop for lead get, you can check this box in your shop settings. Note that doing so will disable all checkout features on your shop, and only allow customers to contact you to build an order on their behalf.
Blurring refers to whether you’d like the search results for your customers to be blurred out instead of showing them actual results from your dataset. In general we would recommend not blurring out results, as this makes a customer less likely to purchase, except in a few cases:
– If the dataset is very small (say under 100 rows), and search results are likely to return just a few rows
– If your pricing per row is very high, i.e. each row of data is extremely valuable, you may not want customers to see even a few rows of data
Building an order on a customer’s behalf
When you are logged in as an Admin, you can view your own data shop at any time by clicking View Shop under any Data Product.
This lets you see what your customers see when they visit your shop. From here, you have the ability to build an order with any price for any customer. This is useful for customers who get special pricing, or to send a sample of your data to someone at no cost.
To do so, from your shop, run the search that you want to run on behalf of your customer and click Get Data.
Select the package(s) you want and click Build Order.
You’ll be taken to a page where you can enter all of the details for your customer’s order including the price and their name and email address. When you click Create Order, your customer will receive an email notifying them that the order has been placed and with an invoice to pay (unless the price is 0). Once payment is received the data will be released and they will receive a link to download the data.
The shop settings page is where you control the look and feel of your shop. Add your company logo, set the color scheme, and add an email address to receive notifications when leads come through your shop.
The custom domain is where your shop lives. You can link to your data shop from your company’s website, share it with customers directly as part of your sales process, or use it yourself on sales calls by sharing your screen as you walk your customers through your data offerings. Write to email@example.com if you are having trouble wiring up your data shop to your company’s website.
- Home page
If you have multiple datasets, your home page is where you will drive your customers to. You can add a title, subtitle, and hero graphic to your homepage.
- Managing your customers
To see a list of customers who have purchased data from your shop and learn more about their purchases, click on the Orders link on the left panel. Here, you can see customer names, contact information, their search, and amount sold.
You can also view inbound leads the come through when customers click the Contact Sales button from your shop. You will also receive an email notification that looks like this:
If you have any questions, write to us at firstname.lastname@example.org.