Research, Stateful, and Influenced
Three toggles that add depth, persistence, and product relevance to your artefacts
What It Is
Every artefact has three optional feature toggles that you can enable during creation. Each one adds a specific capability to the experience — and each has a cost implication.
The toggles are visible as badges on artefact cards in the My Artefacts view: Research (magnifying glass), Stateful (database), and Influenced (storefront).
Why It Matters
A basic artefact is a self-contained interactive page. The toggles transform it:
- Without Research, a mortgage calculator uses generic rates. With Research, it pulls current market rates and regional data — making the output credible and immediately useful.
- Without Stateful, a 10-question assessment resets if the visitor closes the browser. With Stateful, they can answer 5 questions today and finish tomorrow — their progress is preserved.
- Without Influenced, the artefact delivers value with no brand connection. With Influenced, the experience naturally surfaces your product or service as a relevant next step — without feeling like an advertisement.
Each toggle is independent. You can enable any combination: all three, any two, just one, or none.
How It Works
Research — Real-World Data
When Research is enabled, the artefact generation process gathers current real-world data relevant to the experience: market statistics, industry benchmarks, regulatory rates, pricing trends, competitive data, and regional information.
This data is woven into the artefact’s content and calculations. A "Lead Follow-Up Speed Benchmark" with Research enabled includes actual industry response time statistics. A "Mortgage Savings Calculator" includes current interest rates for the visitor’s market.
Research makes artefacts credible and current — which increases completion rates and data quality, because visitors trust the output enough to provide accurate inputs.
Stateful — Progress Persistence
When Stateful is enabled, the artefact saves the visitor’s inputs and progress in their browser’s local storage. If they leave and come back — even days later — their progress is restored.
This is essential for longer experiences: multi-section assessments, detailed planners, or calculators that require gathering information from multiple sources. Without Stateful, a visitor who closes the tab loses everything. With it, they can return at their convenience.
Stateful artefacts include a Reset Progress option for visitors who want to start over.
Influenced — Natural Product Weaving
When Influenced is enabled, you select a specific ware (product or service) from your offerings. The artefact naturally references this product within the experience — not as an advertisement, but as a relevant solution or recommended next step.
For example: a "Client Relationship Health Scorecard" for a coaching business, Influenced by the "Group Coaching Program" ware, might conclude with: "Based on your scores, a structured group program could address the consistency gaps you identified. Here’s how that works..." The product mention feels organic because it connects to the visitor’s own assessment results.
The key word is *naturally*. Influenced artefacts do not push sales messages. They position your product as a logical next step based on the visitor’s own interaction with the experience.
Toggle Comparison
| Research | Stateful | Influenced | |
|---|---|---|---|
| What it adds | Real-world data (stats, rates, benchmarks) | Progress persistence across sessions | Natural product/service reference |
| Adds cost | Yes (add-on) | Yes (add-on) | No (included in base) |
| Visible to visitor | Yes — data appears in content and calculations | Yes — progress saved, Reset button visible | Subtly — product appears as relevant solution |
| Best for | Calculators, benchmarks, market tools | Long assessments, multi-session planners | Lead generation artefacts, funnel content |
| Badge on card | Magnifying glass icon | Database icon | Storefront icon |
Examples
A realtor creates a Neighbourhood Comparison Tool with Research enabled
The Research toggle pulls current market data: average home prices per neighbourhood, school ratings, commute times, and recent sales trends. The visitor enters two neighbourhoods to compare, and the artefact produces a side-by-side analysis with real data — not generic placeholders. This positions the realtor as a market expert and gives the prospect a genuinely useful tool they will share with family.
An insurance broker creates a Coverage Gap Analyzer with all three toggles
Research provides current coverage standards and premium benchmarks. Stateful lets the visitor enter their policies across multiple sessions (home, auto, life — gathering all the documents takes time). Influenced weaves in the broker’s recommended coverage products at the gap analysis step. The visitor completes a thorough assessment, sees exactly where they are underinsured, and sees a relevant solution — all in one experience.
A coach creates a Business Readiness Scorecard with Stateful and Influenced
The 20-question assessment is too long for one sitting. Stateful lets the prospect answer 10 questions today and finish tomorrow. At the end, the scorecard identifies gaps in their business systems. Influenced surfaces the coach’s program as a structured path to address those gaps. The data captured (all 20 answers + the gap analysis) flows back to the contact profile.
