Campaign Tracker 2.0 Now Live

CloudAmp is pleased to announce the release of Campaign Tracker 2.0, the Salesforce app which lets you track Google Adwords, keywords, and other source data into your Salesforce leads. Campaign Tracker has always been the simplest and best way of tracking your advertising ROI and marketing analytics in Salesforce, and now with the release of version 2.0 it is even better.

 VisitorSessionsRelatedListEdit

Visitor Sessions

New in Campaign Tracker 2.0 is the ability to see which pages on your web site a lead visited before they submitted a lead form. Called Visitor Sessions, this new feature is available right in individual leads and contacts within Salesforce for easy reference during the sales process.

See the page titles and URLs in Salesforce of the entire path that a prospect took on your web site. Session numbers even show repeat visits, so your sales and marketing teams can see at a glance what parts of your web site a lead looked at, plus when and where they returned each time they visited your site before they became a lead in Salesforce.

Now with Campaign Tracker 2.0, you can identify which products a lead might be interested in, and understand potential lead value ahead of time — all based on which pages they viewed on your web site.

 CampaignTracker2_Dashboard_SearchEnginesKeywords

Better Tracking Technology

Campaign Tracker 2.0 was completely rebuilt from the ground up to make it easier to implement and provide more reliable data collection.

Version 2.0 no longer relies on cookies or data from Google Analytics, so it provides an independent way of verifying lead sources and other information. Plus we’ve simplified the installation process to support pretty much any web site form you might have.


For a FREE 15 day trial, including email and phone support to help you get the Campaign Tracker set up and tested, please sign up on the AppExchange.

New Spring ‘14 Release of CloudAmp Analytics Dashboards

Here at CloudAmp we try to release new features for our Salesforce apps three times per year, with some minor updates and bug fixes in between, much in the same way that Salesforce updates their platform.

Today we are pleased to announce a significant upgrade to our CloudAmp Analytics Dashboards app. The new Spring ‘14 release contains two significant enhancements that were requested by our customers: customizable date ranges for the initial import of Google Analytics profile data into Salesforce, and new Google Analytics goal conversion metrics and dashboards in Salesforce.

Customizable Date Ranges

Previously, when you added a new Google Analytics profile to the CloudAmp Analytics Dashboards, it automatically imported the past 30 days of data from Google Analytics. Now, for each of the 5 Google Analytics profiles or web sites that the application supports, when you first add a profile you can select how much historical data to import, up to a maximum of 2 years worth of data. The options are:

  • 30 Days

  • 60 Days

  • 90 Days

  • From January 1st of Current Year (for Jan 1-March 31 it will be previous year)

  • From January 1st of Previous Year (for Jan 1-March 31 it will be 2 years ago)

  • 2 Years or back to when the Google Analytics profile was created (whichever is lesser)

ImportRangePopup2

After the initial large data import from Google Analytics into Salesforce, the automated daily imports are scheduled and will proceed as usual. Each day between 2 and 4 AM local time (as defined in your Salesforce org), the previous day’s metrics will be imported into Salesforce automatically.

Each daily import of metrics from Google Analytics into Salesforce is stored in a custom object called “CloudAmpGA Metrics” and takes up approximately 2k, so storage is generally not an issue – even if you import 2 years of data from all 5 Google Analytics profiles, that will still only take up about 7.12 MB inside Salesforce. Since each Salesforce Enterprise Edition user license gets 20 MB of data storage, with a 1 GB minimum per Salesforce org, it should not be a significant impact on the storage limitations of Salesforce. Note that if you are testing the CloudAmp Analytics Dashboards in a Salesforce Developer account, those are limited to 5 MB of data storage, so you may not want to import the maximum historical data when adding a Google Analytics profile.

New Goals Dashboards

Also new in the Spring ‘14 release of CloudAmp Analytics Dashboards is the addition of Google Analytics Goals to the data import and dashboards. We’ve added the ability to import all the Goal names and Conversion metrics from each Google Analytics profile (up to the maximum of 20 per profile), and have designed two new dashboards for each profile (Salesforce dashboards  for goals 1-10 and 11-20).

Goals in Google Analytics are a way of measuring the effectiveness of your web site, by setting up certain objectives and then measuring the conversion of visitors with those goals. Completing a form would be a common goal, but other goals might measure the visits to a particular product page from the home page, or a certain duration or number of page views per visit that a visitor spends on your site.

CloudAmpGAMetrics-Goals1-10

For this reason, adding Goals to the metrics that we import from Google Analytics into Salesforce was a common request from many customers. With the new release you can now import all 20 Goal Names and Goal Conversion numbers on a daily basis from up to 5 different web sites / Google Analytics profiles, and see it in your Salesforce dashboards and alongside your other Salesforce data.

Now you can get even better visibility into the top of your funnel (visitors) and conversion process (goals) prior to leads coming in to your Salesforce system, and have that visibility right inside Salesforce.

CloudAmp Analytics Dashboards sets up in less than 5 minutes and has a 7 day free trial. Give it a try today and let us know what you think, or add a comment below if you have questions.

Importing Google Analytics Data into Salesforce

This is a tutorial on how to manually import Google Analytics data into Salesforce. It is designed for customers of the CloudAmp Analytics Dashboards, who might want to import historical data beyond the last 30 days that is automatically imported when you first install the application (soon to be customizable for different time periods), but it will also work for any Salesforce setup.

If you are not a CloudAmp customer, keep in mind that you would need to create a custom object and fields to hold your Google Analytics data inside of Salesforce.  You could always try CloudAmp Analytics Dashboards free for 7 days, since it takes just a few minutes to set up. It might be just the thing you are looking for, since it gives you all of the data and dashboards preconfigured, not to mention automatically loading your Google Analytics data nightly into Salesforce. But obviously I am biased here. 😉

Anyway, with that plug out of the way, how can you import Google Analytics data into Salesforce, either as a permanently manual process or to supplement data from an existing integration?

Here is a step by step tutorial. Please note that steps 1-3 are optional. If you like to live on the edge, you can simply export data from Google Analytics and then match up the columns when importing into Salesforce, rather than create an import template first.

Building an Import Template

1. Find the prebuilt report called “CloudAmpGA Metrics Export Report” (or create your own).

Google Analytics Import 1b

2. Export to CSV

Google Analytics Import 2b

3. Prepare the CSV file to become an import template. The main reason we exported was to get the appropriately named header row, and some of the profile data.

Google Analytics Import 3b

  1. Delete all rows of data except for the header and first row

  2. Delete these columns, since they will be auto-generated by Salesforce when new data is imported

    1. CloudAmpGA Metrics: Metrics Number

    2. CloudAmpGA Metrics: ID
      Google Analytics Import 4

  1. Delete all other data from first sample row, except for

    1. Profile_Id

    2. Profile Number

    3. Profile Name
      (you want to save these values to match with the Google Analytics profile(s) that you will be importing).

Exporting data from Google Analytics

Log into Google Analytics, select the profile you want, and set the date range to the periods of data that you wish to  import into Salesforce. Export the relevant data from Google Analytics for the metrics and date ranges you want into a CSV file.

This step can be the most difficult, as different metrics are stored differently of Google Analytics. Google Analytics limits which dimensions can be related to which metrics, so creating exportable reports that will be formatted in a useable way can be a challenge for some of the data. For the CloudAmpGA Metrics custom object in Salesforce, for example, where daily records are stored for the CloudAmp Analytics Dashboards app, not all of the metrics are cleanly exportable as columns in a CSV file.

  1. Go to the “Customize” button and create a Custom Report.
    Google Analytics Import 6

  2. Select “Date” for the dimension

  3. Select the metrics that you wish to export.
    Google Analytics Import 7b

  4. Save the report and export to CSV.
    Google Analytics Import 8b

Important Notes:

  1. Only 500 rows of Analytics data can be exported at a time into CSV format. Google has some tips for exporting larger data sets in the Google Analytics help documentation.

  2. Note that not all metrics are available in custom reports, or at least not in an easy-to-export way. You many need to create additional reports and manually move data around, and/or use some formulas in certain columns of your spreadsheet to calculate some metrics. In the Custom Report example below, for example, adding “Traffic Type” as a second dimension produces some of the data we want (Organic Visits, Referral Visits, Direct Visits) but as multiple rows per date instead of a column.

  1. Google Analytics Import 11Google Analytics Import 10b

Preparing the Google Analytics data CSV file

  1. To prepare the CSV file, make sure column headings are as close to Salesforce field names as possible. Either use the CSV template created in the first part of this tutorial, or manually update the column headings to match the Salesforce field names.
    Google Analytics Import 9

  2. (If importing into the CloudAmpGA Metrics object): Ensure that the Profile Number is populated, and the Metrics Date column is populated by the dates from Google Analytics, so the new records will match up with existing data in Salesforce.

  3. You may need to change the dates into a valid date format for Salesforce:: MM/DD/YYYY since Google sometimes formats the dates as YYYYMMDD, and this can cause an import error.

  4. Double check the rest of the file for accuracy and any remaining cleanup issues.

Importing the Google Analytics data CSV into Salesforce

  1. Open a data loading app. I personally like MuleSoft’s Dataloader.io, though there are others as well. API access to Salesforce is required for all of these tools, but if you are using CloudAmp Analytics Dashboards you need to have Enterprise Edition of Salesforce, so that includes API access.

  2. Log into Dataloader.io using your Salesforce credentials

  3. Click on “New Task” on the top left
    Google Analytics Import 12b

  4. Choose the type of job (most likely “insert” for creating new records) and select the object in Salesforce where your Google Analytics data will be store (“CloudAmpGA Metrics” for CloudAmp customers)
    Google Analytics Import 13

  5. Select the CSV file you wish to import.
    Google Analytics Import 14

  6. Check to see that the column headings in your file were properly matched to the Salesforce fields. Unmapped fields will be indicated and give you a chance to select a mapping, or ignore and they will not be imported.
    Google Analytics Import 15

  7. Proceed to run the import. We recommend importing a small test file of 5-10 records initially, in case there are any issues.
    Google Analytics Import 16

  8. When the import has finished, Dataloader will update you as to the number of successes. If there are any errors, click to see what the issue was. You can always update the CSV and run the job again if records did not import due to a formatting issue or other problem.
    Google Analytics Import 17

  9. Spot check some of the imported records for accuracy and completeness. Refresh the appropriate dashboard(s) to see the changes from the imported data

So that is a lot of steps, but once you import data this way into Salesforce a few times, it will become an easier process. Combine that with a tool like CloudAmp Analytics Dashboards which automatically imports the previous day’s Google Analytics data into Salesforce every night, and you will have the best of both worlds.

Questions, or problems not addressed in the tutorial? Let me know in the comments below and I’ll do my best to address them.

Salesforce1: A new mobile experience for Salesforce dashboards and custom data

Dreamforce is over, and boy am I tired. But I wanted to cover the biggest announcement at this week’s Dreamforce conference, while it is fresh in my mind: Salesforce1. Somewhat surprisingly, Salesforce1 really is a revolutionary change for the Salesforce mobile experience.

I say that a bit tongue-in-cheek because even though I am a Salesforce partner and big fan, they are so good at marketing and PR that the hype at Dreamforce often exceeds the reality. Product announcements are sometimes rebrands or announced before the releases are available. The Salesforce1 mobile experience delivers however, and is a huge step forward for Salesforce.

Salesforce1-Header
The part that I am most excited about is the ability to see dashboards and custom object data on the mobile device. You can view and refresh your dashboards in the Salesforce1 mobile app, which really comes in handy if you are dashboard driven like me. Here is the CloudAmp Analytics Dashboards app on the iPhone 4 (my only complaint is that it is “Optimized for the iPhone 5”, so the bottom of the chart is cut off a bit on the shorter screen of my iPhone 4).

A Dashboard on the Salesforce1 app on the iPhone 4.

A Dashboard on the Salesforce1 app on the iPhone 4.

I thought the experience was even better on the Nexus 7, where you have a bit more real estate. Now if you centralize data in Salesforce, like integrating back office systems (or in our case, Google Analytics metrics into Salesforce), that is also available on any smartphone or tablet.

A Dashboard on the Salesforce1 app on the Nexus 7.

A Dashboard on the Salesforce1 app on the Nexus 7.

Finally, from the perspective of someone who makes apps for Salesforce, the ability to see any custom objects in the Salesforce1 mobile app interface is a huge deal as well. For Salesforce apps that store data 100% natively in custom objects (as opposed to data that is iframed or otherwise shown from external sources but not stored in Salesforce), you can now see all the data in Salesforce1.

Here is an example of a record from the “CloudAmpGA Metrics” custom object in Salesforce, which is how we store each daily record import from Salesforce. Talk about access to data.

Google Analytics data in the Salesforce1 app on the Nexus 7.

Google Analytics data in the Salesforce1 app on the Nexus 7.

So there you have it. For those of us who love the analytics capabilities of Salesforce, now those dashboards and custom data are available on your mobile device with Salesforce1, no special configurations or mobile integration necessary. More (most) of Salesforce is now Mobile with Salesforce1.

August 8 Salesforce Integration & Analytics Meetup: Birst & CloudConnect.com

If you missed the August 8, 2013 Salesforce Integration & Analytics Meetup, you missed two of the best demos we have had in recent memory. Cory Bray, Regional Director of Business Intelligence for CorSource, gave a great presentation Birst and why you need business intelligence, followed by Adam Gross, Co-Founder of CloudConnect.com, with a demo of his startup’s impressive new technology.

Don’t miss the next one! Register FREE now.

Thanks to Birst for sponsoring the event and providing food and drinks, and to Rackspace as usual for allowing us to use their San Francisco office meeting room.

The videos below are by Aline. For all your video blog needs contact her at 415 377 0245

Cory Bray,Regional Director of Business Intelligence, CorSource Technology Group

Cory currently serves as the Regional Director of Business Intelligence for CorSource Technology Group where he is responsible for working with companies on data analysis and process improvement projects.  He has previously held various financial, sales, and operational positions, including a two year stint as the Director of Operations of an industrial distribution company in Houston, TX.  Cory holds a BS from the Wharton School at the University of Pennsylvania.

Cory will show how companies use Birst’s Business Intelligence solution to increase profitability, better manage their sales pipeline, and gain a competitive advantage in their industry.

Organizations that have previously struggled with optimizing pricing and minimizing expenses have used Birst to better understand what areas of their business warrant further investment, and which areas should receive less attention.  As a result, both top line and bottom line performance has increased significantly.

With full integration into SalesForce and all other types of computer systems, the sales pipeline can be managed not only from a pure opportunity basis, but companies can also account for many critical factors that exist outside of SalesForce in order to make the best decisions possible for their business.

Finally, as more and more companies shift to making data-driven decisions, companies must embrace a culture of analytics in order to stay ahead of the competition…or at least keep up.  Failure to do so could potentially lead to disastrous results.

Adam Gross, Co-Founder, CloudConnect.com

Adam Gross is co-founder and CEO of cloudconnect.com.  Previous, he was was SVP at Dropbox, led marketing for salesforce.com’s force.complatform, founded of Personify, and was an executive at Grand Central (Google). Adam has been an investor in and advisor to Heroku (salesforce.com), Dotcloud, GetSatisfaction, Pantheon, Streak, E2 Apps and several early stage companies.

Adam will be demoing his new product CloudConnect.com. Cloudconnect.com provides a simple and seamless way to integrate and sync Salesforcewith MySql and Postgres, making it possible to manage all of your customer data in one place, and build compelling new applications using standard platforms and tools. With cloudconnect, you can access all of your customer data from Salesforcefrom a familar database connection – and all in the cloud and without software.

Using Google Analytics Profiles to Model Your Funnel in Salesforce

Google Analytics is a great tool for understanding the top of your online marketing funnel (web site visitors). But did you know you can easily highlight different segments of that funnel, by creating multiple Google Analytics Profiles?

Google Analytics Profiles (in the process of being renamed to Views in the documentation, but not in the app yet) are customizable layers between the reporting and the raw data that is collected. By creating multiple profiles for a single property (web site), you can focus on particular areas of your web site analytics, and more closely relate that to particular marketing efforts that affect your funnel, leads in Salesforce, and more.

Before we jump in, a best-practices note: Google Analytics automatically creates a default profile that is an unfiltered view of each property (web site). You should not modify this original profile, but make a copy of it or create additional profiles to add filters to — because filters exclude data, you want to always have at least one profile with all of your raw analytics data.

Some Google Analytics Profiles I created for CloudAmp.com

Some Google Analytics Profiles I created for CloudAmp.com

Use Case 1: A Section of Your Web Site

One of the most common uses of Google Analytics Profiles is to create a filtered version of your web analytics that only shows a section of your web site. You can easily create profiles that only show a particular subdomain or directory of your web site, to get more specific visibility into your marketing efforts.

Maybe you work at a large company, and are only responsible for a particular section of the web site or product line. Creating a profile for that directory of the web site will better reflect your marketing efforts, and insulate the reports you see from other product launches or events that might affect the larger site trends.

In addition, many marketers use landing pages for their Google Adwords and other online advertising destination URLs (and if you don’t, please consider doing this immediately!). By creating a Google Analytics profile filtered to /land/ (or whatever directory on your web site holds the landing pages), you can see just the visitors and analytics for these pages, and get a more accurate understanding of trends and conversion rates into Salesforce leads.

A Profile with a Filter only showing analytics for the /products/ directory on CloudAmp.com

A Profile with a Filter only showing analytics for the /products/ directory on CloudAmp.com

Use Case 2: Geographical Focus

In the age of the Internet, many businesses are selling globally, or at least in a number of countries. But if you want to see your web analytics data just for a particular country or set of countries, you can easily create a Google Analytics Profile and filter it for those countries.You can also create a profile that excludes certain countries.

Maybe you are running a new advertising campaign in a particular geography and want to better understand its impact, or you want to exclude traffic from countries where you don’t sell your products in the analysis of conversion from a blog content effort.

A Profile with a Filter only showing analytics for visitors from Canada on CloudAmp.com

A Profile with a Filter only showing analytics for visitors from Canada on CloudAmp.com

How does this all relate to the funnel in Salesforce? Well, many successful online marketers are using Salesforce as the CRM system to hold their lead data and manage their marketing funnel. As Salesforce becomes the standard for managing your marketing and sales funnels, marketers want to get more visibility into what happens just before the leads get into Salesforce — and Google Analytics, with multiple profiles to segment the funnel, is the key there.

Plus, here at CloudAmp we’ve published an app on the Salesforce AppExchange that automatically integrates and imports Google Analytics data into Salesforce called CloudAmp Analytics Dashboards. And coming soon in our next version, you are going to be able to import multiple Google Analytics profiles into Salesforce, and get a set of dashboards and reports for each individual profile. You can try it free for 7 days, it takes just a minute to install and connects to your Google Analytics data with the click of a button.

So there you have it – try creating some additional profiles with filters on your Google Analytics data today, and get a better understanding of different parts of your marketing funnel tomorrow. Already doing cool things with Google Analytics Profiles? Have questions? Let us know in the comments below.

6 Reasons You Need Web Tracking and Analytics Data in Salesforce

If you are doing online marketing and using Salesforce, chances are there is some important information missing from your Salesforce organization. Hopefully you are tracking your web site lead sources into Salesforce (if not, get on it here or read this now). But what about understanding your web site traffic, visitors, etc. directly inside Salesforce? Here are 6 things that you might be missing out on, or at least need to think about.

 

1. You Need to See the Big Picture

Web site traffic and visitors are the top of your inbound marketing funnel. For many marketers, and especially those of you spending a significant portion of your budget on Google Adwords and other online advertising, this is where most prospects first engage with your brand.

 conversion-funnel2

So how many people are on your web site, and where did they come from? You want to be able to see total web site traffic, and the breakdown of the different types of visitors by Campaign, Referral Source, right where all your other marketing and sales data lives — Salesforce. This is the top of your “funnel”, people on your web site, and understanding this big picture and up / down trends will keep you much more on top of how your marketing is performing. Many of us track our leads, but how many keep on top of the big picture and can see those who did not submit a form as well?

Seeing the top of the funnel in Salesforce not only makes this data more front and center, but also gives you the advantage of being able to compare it to trends in the rest of the funnel — how many leads are generated via web forms, how many of those leads convert, etc.

 

2. Your Conversion Rate Does Not Matter

This isn’t 100% true, it mainly makes a good heading. Target conversion rate matters somewhat, and we can all agree that achieving a 10% conversion rate is better than 5%. But there are some Internet businesses where 0.1% conversion is considered a job well done. Hence the dreaded question from the CEO or other executive, “What should our conversion rate be?”

As marketers, we know we should be measuring conversion rates at multiple points in our funnel. And the main way we are likely to be successful in “moving the needle” of sales and revenue is by making incremental improvements in these conversion rates at multiple places in that funnel (though we may still secretly hope for that one breakout campaign that just buries the Sales department in qualified leads). So the trend in the conversion rate is really more important to understand on a daily basis than the target (though less sexy).

ConversionRateDiagram

By having web analytics data in Salesforce to better model various conversion points (Web site vistor > Lead, Lead > Converted Lead, Converted Lead > Opportunity, Opportunity > Closed Won and all the Sales process stages in between that are specific to your company or industry), you get one more critical conversion point that is typically missing from Salesforce. And since positive or negative trends in conversion rates are generally more important to doing your daily job as a marketer, having trendlines of web site visitors alongside the leads in your dashboards can be very useful to monitor.

 

3. Your Web Site is Broken

And I don’t mean those javascript error alerts that no one understands, or Internet Explorer display issues the web developers refuse to fix out of religious protest. Even on the simplest web sites, downtime caused by hosting problems, issues created by new content, or some cutting edge new templating language that looks cool but won’t load properly for half your visitors can be hard to know about quickly enough.

You can get all of this data by logging into Google Analytics, but how many of us do that daily? If the data is in Salesforce, and nicely displayed in dashboards where trends are easier to see, you can be on top of the really big screwups that much faster and save yourself heartache and lost revenue. Even if your overall visitors don’t change too noticeably, seeing the bounce rate suddenly spike or page views per visitor fall precipitously could alert you to a potential problem.

 JSTrackingError

One side benefit, for those of us engaged in lots of online advertising, is that you can (hopefully) spot problems with tracking much quicker as well. When that new landing page goes live, and somehow the template got changed to not include your tracking code, having real-time visibility in Salesforce should let you catch it early (versus running a report at the end of the month and noticing something amiss then, when it is too late to get that tracking data back). 

 

4. Your Lead Data is Dirty

Really, whose isn’t? But this isn’t so much about duplicate leads and other garbage that has plagued almost every Salesforce instance in history ever (and CRM systems in general for decades before Salesforce.com came into existence, but those were harder to get data into generally). It is more about cleaning up your reporting to more accurately reflect the relationship between the top of your funnel (web site visitors) and leads.

 Salesforce Find Duplicates

Ideally, you want those spikes in web site traffic to parallel spikes in leads, both nicely tracking each other in Salesforce (though they don’t always, as discussed in #5 below). But when there is more divergence than normal, having the complete picture of the top of your funnel can prompt you to dig deeper.

Maybe your inbound lead reporting shouldn’t have those 1500 tradeshow leads that were just imported in the same graph. Or that new Sales Manger hire got clever and somehow imported his “rolodex” via CSV file. Time to set some filters in the reporting and keep the funnel and conversion rates accurately reflecting your online marketing efforts. 

 

5. Your Quantity is Increasing Over Quality

Sometimes you can’t blame that new Sales Manager or scanner-happy tradeshow booth staff for declines in data. As you ramp up online marketing efforts, the quality of your web site visitors (and possibly leads, though hopefully not) is bound to change.

 Salesforce Sales Funnel

Yet another reason why it is better to focus on the trend rather than an absolute number for conversion rates (see #2 above) — your conversion rates are bound to get worse when you pour on the gas with advertising, especially if your previous efforts were more organic such as blog posts and customer referrals. Conversion rates, bounce rates, pages/visitor all get worse when you start bringing in lots more people, since by definition you will need to widen the net.

So this means you need to keep careful track of both data on individual leads, as well as overall trends in traffic and conversion. Having all the top of the funnel data there in Salesforce alongside your lead tracking will help you do that. 

 

6. Your Boss Wants Pretty Reports

Finally, there is showing the boss what you are up to (also known as proving that your efforts are paying off, justifying your job, etc.). If your web site traffic and lead volume are spectacularly up and to the right, having all that data in Salesforce makes it easy to schedule a weekly or monthly email of the dashboard to people in your organization.

Or if an executive simply wants to see your web site traffic, it isn’t possible to have a nicely formatted email with graphs generated by Google Analytics, but if you have all the data in Salesforce that last step is pretty straightforward. Instead of a zipped CSV file from Google, or an Excel spreadsheet that you have to update by hand, they can receive a dashboard emailed from Salesforce, complete with all the graphs and charts, right in their inbox.

CampaignTrackerforGoogleAnalytics-Dashboard1-small

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