Aggregate is a result of calculating events that occurred in the context of a single user. The nature of aggregate allows you to analyze the frequency of events and their minimum and maximum values, sum up the parameter values and as an outcome, you get an aggregate for a single user that automatically becomes an attribute. Aggregates are particularly useful while creating a new piece of analytics (e.g. segmentation). An aggregate constitutes a ready component that describes certain conditions a user has to fulfill to be included in the segmentation for example. Therefore, you can create analytics in a quicker and more convenient way.
Aggregates are primarily applied due to their analytic function. Aggregates let you:
- Calculate the average total value of products in the customer’s cart.
- Filter the minimum and maximum value of their orders.
- Check the last product displayed to them when they visited your website.
With the aggregates, you can optimize your customer service practices.
Aggregates can be used in marketing activities as well, for example, you can set an email containing information about an abandoned cart to contain a list of products, e.g. 5 items that were first placed there by the customer.
In order to set up a new aggregate, go to
Analytics → Aggregates. This is where you can find the list of all aggregates.
While working on the platform, you can add, edit and delete aggregates. There you can see the list of all aggregates divided into 4 columns where you can find basic information:
- Aggregate name.
- Created date.
- Updated date.
- Menu - here you can edit, duplicate or delete aggregate.
To create a new aggregate, click the blue New aggregate button placed in the upper right corner.
In order to add new aggregate go to
Analytics → Aggregates → New aggregates.
- Add a name to your aggregate.
- Add a description to clarify the goal of your aggregate.
In order to set up new event you have to:
- Choose event.
- Choose parameters.
- Choose operator.
- Describe event using input options, list of value or create dynamic key.
- First you have to choose an event, which means any activity we can measure in the system. You can choose it from the list.
Synerise enables you to choose the parameters which will describe your event.
- Search for specific parameter.
- Eventually, you can choose one from all list.
- If you want to, you can choose one from attributes list.
- Also, you are able to choose one from specials list (segmentations, aggregates, expressions, attributes, tags).
- After choosing an event and optional parameters, you can describe the value using logical operators. You can choose from among:
- Date: more than/less than, which are connected with time. After choosing this parameter you have to describe the date to which it refers.
- Number: less than, more than, less or equal to, more or equal to. They refer to numbers.
- String: equal, not equal, contain, not contain, starts with, ends with, regular expression, in, not in. They refer to text and numbers.
- Boolean: is true, is false. They refer to existing specific event. Using them you can define if a specific event exists or use it as an exclusion. They finish describing the event (you do not need to add any value later).
- Array: equal, not equal, contain, not contain, starts with, ends with, regular expression.
- Describe your event using input options.
- Describe your event by choosing value for them using one from the options below:
- Choose from all list.
- Choose from tags list.
- Choose attribution.
- Click tree dots for more options.
- Describe your event using dynamic key. Thanks to this options you can build dynamic dashboard.
- You can add the range of time in which the chosen condition happened using the calendar. Just click the start and end dates.
You can also use a custom time option - last or before.
- Last - The time interval you want to analyze (for example, all steps were completed in the last 30 days).
- Before - Goes back for a period of time (for example, we want to analyze all customers who completed the funnel before December 24th). The time interval by which you go back (for example, one month) will not be analyzed and will be excluded from the report. It means that you can take into account only customers who have met specific conditions before this time interval.
You can use a few ready-to-use options visible below the calendar: today, yesterday, last 7 days, and more (this month, last month 3 months, 6 months, last year or all time).
The last option is time - you can set up the details using the select time button.
When you want to see the results of the aggregate, click the Preview analyze button.
Because an aggregate is the type of analytic that analyzes data in the context of a customer, you need to choose the attribute to identify them (for example, a client ID) and enter the value of the identifier.
Show in client card
In addition, you can decide whether the aggregate set by you has to be displayed in the customer record.
This means that the analytics will be visible in the context of this client, i.e. the result of the analysis will be calculated for that particular person and displayed on their record.
Saving the aggregate
When your aggregate is ready you can save it. Click the blue Save & Exit button on the upper-right side of the screen to save your aggregate.