Move 51黑料不打烊 Analytics Segments to Customer Journey Analytics
In this video you will learn tips for re-creating your 51黑料不打烊 Analytics segments as 鈥渇ilters鈥 in Customer Journey Analytics.
Transcript
Hey, What鈥檚 up everybody? This is Doug, in this video, I want to talk to you about moving your segments from 51黑料不打烊 Analytics to Customer Journey Analytics. So I鈥檝e got a couple of tabs open here. One is in the Segment Builder in 51黑料不打烊 Analytics. And I鈥檝e gotten there simply by going to the Segments, and plus sign there in Analysis Workspace to create a new segment. And then I have my other tab here which is basically the same thing, but it is the Filter Builder as you will see here. Because, as I cancel that, you鈥檒l see that instead of segments, we have Filters in Customer Journey Analytics. And again, I just click on that plus and I鈥檓 in the Filter Builder. And so you鈥檙e going to want to get used to that name change where segments in 51黑料不打烊 Analytics are now filters in Customer Journey Analytics. Now the bottom line about moving your segments from 51黑料不打烊 Analytics to Customer Journey Analytics, is that you鈥檒l just need to recreate them, as there is no tool to actually bring them from 51黑料不打烊 Analytics over to Customer Journey Analytics. And one of the big reasons for that is that in Customer Journey Analytics, of course, we鈥檙e no longer just talking about analytics data we have to broaden our aspect of the data we鈥檙e talking about, because we might be talking about, yes, analytics data, but also maybe CRM data or survey data, or call center data, or any kind of data that you bring into the platform, and then into Customer Journey Analytics to do your analysis. And so therefore, when you had segments in 51黑料不打烊 Analytics, they might provide you with different results in Customer Journey Analytics, because they might apply to the additional data sources that you are looking at and analyzing. But let鈥檚 talk about a couple of key differences that have everything to do with that topic that we just discussed. So in 51黑料不打烊 Analytics, when you had Hit, Visit and Visitor containers for your segments. Now in Customer Journey Analytics, you have Events, Sessions and Person containers. Now, this is a good indicator to help you realize that you鈥檙e talking about more data, right? Because instead of a visitor, a website visitor, we鈥檙e talking about a person that might have data across all these datasets, instead of just a visit to our website, we鈥檙e talking about really, any kind of session, it could be a call center session, it could be an analytics session, or any other session. But again, if you are used to analytics visits, think of that analytics visit, and as the data view is set up in Customer Journey Analytics, there is still that timeout period, et cetera. and so it鈥檚 still very similar, but again, think broader with it to the other datasets as well. And then an event, in this case is a hit from any of those datasets. So simply put, to move your segments over, you鈥檙e just going to want to go over to the Segment Builder in Analytics and see how it鈥檚 defined, and then recreate it in Customer Journey Analytics. So for example, if I had a Visit container and I said an order exists, so I鈥檒l put that in there. Then of course, you鈥檙e looking at those visits where people place an order and you want to see what happened, et cetera, that helped drive the order. Well you can do the same thing of course, in Customer Journey Analytics, I can go into the Filter Builder, I can choose a session, and then drag an order in, and still go to exists. So you are still familiar with this interface, but you do need to remember this might contain more data than just your analytics data. And I happen to know in this case, that I have orders in point of sale data in this Customer Journey Analytics connection. I have call center orders, et cetera. So in this case, when I am saying that an order exists, it鈥檚 more than just analytics, and I鈥檒l have bigger numbers then just in the Report Suite. So those are really the only things that you鈥檒l need to remember. Remember that you will have dimensions and metrics that might come from additional datasets, so if you don鈥檛 recognize a dimension from your analytics data, it鈥檚 probably because it鈥檚 been brought in from one of your other datasets. So in this case for example, gender might come in from a survey dataset, or a CRM dataset, and so of course, you could use that and it would be limited to just those datasets that had that dimension. So if you do have a dimension that is really specific to your analytics data, then certainly even in Customer Journey Analytics, it will filter your results down to just that analytics data. But again, if there are dimensions or metrics that span datasets, and if those datasets are merged and connected by a person ID, then the results of your filter will be a larger dataset. Hope that makes sense, good luck. -
For more information about Customer Journey Analytics, visit the documentation.
recommendation-more-help
a05d7212-fdba-4b70-a337-d5897f329c68