Creating aggregates

To analyze events in the context of an individual customer, create an aggregate.

Important: Segmentation, expression, and aggregate definitions are cached for 20 minutes after a node with the analysis is activated in a journey.
When another journey in the Automation requests a result of the same analysis in that period, the cached definition is used to calculate the results. This means that if you edit a segmentation, aggregate, or expression used in an Automation, it takes 20 minutes for the new version to start being used in journeys.
This includes definitions of segmentations, expressions, and aggregates nested in other analyses and used in Inserts.

Requirements


A tracking code implemented into the website.

Creating an aggregate


Aggregate wizard
  1. Go to Analytics icon Analytics > Aggregates > New aggregate.

  2. Enter the name of the aggregate.

  3. Optionally, to let other users know about the objective of the analysis, write a short description.

  4. By clicking the Expander arrow icon button, define the type of aggregate result. You can choose from:

    • Exists - The result of an aggregate informs you whether a chosen event has occurred in the time range selected in the analysis. The result of the aggregate returns boolean.
    • Sum - The result of the aggregate returns the total value of the event parameter in the time range selected in the analysis.
    • Min - The result of the aggregate is the minimal value of the event parameter in the time range selected in the analysis.
    • Median - The result of the aggregate shows the value separating the higher half from the lower half. For example, if you want to examine the total value of purchases for a single customer, the result of the aggregate returns the middle value of the amount of money a customer spent.
    • Quantile - The result of the aggregate is the value of the characteristics of the studied population, which divide the ordered statistical population into specific, equal parts in terms of the number of statistical units. For example, if you examine the total value of purchases for a single customer and you select the 0.8 quantile, the result of the aggregate will show you the value above which 20% of the results are higher than the number the aggregate returned, and the rest of them is lower than the number the aggregate returned.
    • Max - The result of the aggregate returns the maximal value of the event parameter in the time range selected in the analysis.
    • Average - The result of the aggregate returns the average value of the event parameter in the time range selected in the analysis.
    • Count - The result of the aggregate returns the number of event occurrences in the time range selected in the analysis.
    • Count Distinct - The result of the aggregate returns the number of unique occurrences of an event for a particular customer in the time range selected in the analysis.
      Note: You can check the use case that calculates the percentage of unique transactions where the metric in which the Count Distinct aggregator is used.
    • Last - The aggregate result shows the latest value of the event parameter in the time range selected in the analysis.
    • First - The aggregate result shows the first value of the event parameter in the time range selected in the analysis.
    • First Multi - The aggregate result shows a list (you can define the size) of items. There are two options for the completion of the list here - it can either be filled with parameters from only the first event, or it can be filled with parameters from the first event and subsequent events, if the first one did not contain enough items.
    • Last Multi - The aggregate result shows a list (you can define the size) of items. There are two options for the completion of the list here - it can either be filled with parameters from only the last event, or it can be filled with parameters from the last event and preceding events, if the last one did not contain enough items.
    • Top - The aggregate result shows the most popular occurence of an event in the context of specific user in the time range selected in the analysis.
    • Bottom - The aggregate result shows the rarest occurence of an event in the context of specific user in the time range selected in the analysis.
    • Top Multi - The aggregate result shows a list (you can define the size) of items, returning the most popular occurences of an event in the contex of specific user.
    • Bottom Multi - The aggregate result shows a list (you can define the size) of items, returning the least popular occurences of an event in the contex of specific user.
  5. From the dropdown list, select an event. Customers who performed a specific action (that is reflected by the selected event) are considered in the analysis. To define the details of the event, perform the action described below:

    • If you want to be more specific and analyze a particular aspect of the event, click the Where button, to select event parameters.
      Important: It’s impossible to use null as an element of the condition. The null value entered as a string will not ensure a desired result.
  6. To determine the time range from which the data will be analyzed, click the calendar icon.

  7. Optionally, if you want to show this aggregate on a customer card, switch the Show in profiles option on. As an effect, you can check the results of the aggregate for a particular customer on a customer card.

  8. To complete the process, click the Save button.

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