Deftly supports data connections to all of your most important digital channels and platforms – like Facebook, Google Analytics, YouTube, Instagram, Twitter and many more. Each of these different platforms is a Connection Type – and within each Client Environment you can set up multiple instances of each Connection – and each such instance becomes a named Data Source.
Maybe the client has two differently branded eCommerce sites and so you need to have two different Google Analytics Data Sources, and two different Twitter Data Sources and Facebook Data Sources – all driven by the two distinct brands.
With our Boutique package you can have up to two (2) such Data Sources for each Connection Type within each Client Environment. With our Growth package you can have up to five (5) Data Sources for each Connection Type in each Client Environment. And with the Established package and above, the number of Data Source instances is unlimited.
Once you sign up for Deftly you establish your “Master” or “Tenant” account, and then you create “Clients” or “Companies” that are segregated from one another. The information you store within each Client Environment’s context is protected so that it can only be accessed by users at the Master account level or users within the specific Client context.
If you are with an Agency then these separate Client Environments correspond to your actual clients – each with its own business, its own digital properties, and its own set of expectations for how your agency will help them grow their business.
If you are in a corporate setting, you may only need one Client Environment if all of your analytics, results, and business details should be shared across all of your stakeholders. But in a corporate setting you might also serve different divisions, subsidiaries, or business units whose data should perhaps be kept confidential, making separate Client Environments very useful.
The package you choose limits how many of these separate Client containers you can create and use.
In Deftly named users are always unlimited! You can invite as many named and permissioned users as you like. These users can be at the master account level or within a specific client environment – and they might work for you, for your client companies, or as freelancers. A single named user can also have permissions and access across many companies (for instance when a freelancer is working with multiple agencies who all grant her access to various companies within their Deftly instances). We believe more users collaborating is always a good thing, and so there is never a limit to how many you can invite into your Deftly instance no matter which pricing plan you choose.
Your Deftly file storage is used by any documents or files that you specifically upload into the platform. These might be logos or other graphics to use in a Storyboard, documents for a client to review and approve, or other collateral elements that you need to use or display within a Deftly screen. The amount of data you chart from any of your digital properties in any of our Storyboard data visualizations DOES NOT count as File Storage. All of that data is pulled from the integrated providers by API and is stored in the Deftly database as needed, but the visualizations and raw data behind them never count against your File Storage total, whereas a static image of a chart captured from some other platform and uploaded into Deftly would.
Deftly’s Custom Data integration allows the use of Google’s Fusion Tables for storing and integrating other structured data into Storyboard data visualizations. Great uses for this custom data capability include sales activity and volumes, trade show data points, phone activity, and other data points that measure business activity and impact outside of digital channels. This integration to Fusion Tables is included at no additional charge in all Deftly packages.
Sorry but we currently only support payment via Credit Card on a monthly or annual basis. No payment will be charged to the card you provide until your free trial period has ended. You will get an email from us confirming the charge every month (or year if desired) to act as both a reminder and a receipt.