Filters overview

Last update: 2024-01-03
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Customer Journey Analytics lets you build, manage, share, and apply powerful, focused audience filters to your reports. Filters let you identify subsets of persons based on characteristics or interactions. Filters are designed as codified audience insights that you can build for your specific needs, and then verify, edit, and share with other team members.

Filters can be based on

  • attributes (browser type, device, number of visits, country, gender),
  • interactions (campaigns, keyword search, search engine),
  • exits and entries (persons from Facebook, a defined landing page, referring domain, geofence event),
  • custom variables (form field, defined categories, customer ID),
  • and other criteria.

You can build and save filters in the Filter Builder, or generate filters from a Fallout visualization (in Workspace). In addition, filters can be used together as stacked filters.

Filtering includes the Filter Builder to construct filters and run a pre-test, and the Filters manager to collect, tag, approve, set security, and share filters across your organization.

The maximum number of filters you can create per IMS organization is 50,000.

Filter types

For information about the available types of filters available and how to create them, see Create filters.

Sequential filters

Sequential filters let you identify persons based on navigation (page views across your site, interactions with scenes in your mobile app, or using a menu on a set-top box). Sequential filters provide a filter of defined actions and interactions and help you identify what a person likes and what a person avoids. When building sequential filters, the THEN operator is used to define and order person navigation.

IMPORTANT

You must have the Select package to create cross-channel sequential filters. Contact your administrator if you’re unsure what Customer Journey Analytics package you have.

Here is an example:

Session One Session Two Session Three
The person went to the main landing page A, excluded the campaign page B, and then viewed the Product page C. The person again went to the main landing page A, excluded the campaign page B, and went again to the Product page C, and then to a new page D. The person entered and followed that same path as in the first and second visits, then excluded page F to go directly to a targeted product page G.

Filter containers

Filters are based on a Person-, Session-, and Event-level hierarchy using a nested container model. The nested containers allow you to define person attributes and actions based on rules between and within the containers.

Person
Session
Event
NOTE

The Person container was formerly known as the Visitor container. The Session container was called the Visit container, and the Event container used to be the Hit container.

A Filter sets conditions to filter a person based on the person’s attributes or interactions with your site, mobile app, or other device type of which you have collected data from. To set conditions in a filter, you set rules to filter persons based on person characteristics and/or navigation traits. To further breakdown person data, you can filter based on specific visits and/or page view hits, screen taps, menu choices on a set-top box for each person. But also filter on attributes that you have ingested from a CRM or loyalty system. The Filter Builder provides a simple architecture to build these subsets and apply rules as nested, hierarchical Person, Session, or Event containers.

The container architecture employed in the Filter Builder defines Person as the outermost container. The container contains overarching data specific for the person across visits and page views, mobile application screens, or menu screens on a set-top box. A nested Session container lets you set rules to break down the person’s data based on sessions, and a nested Event container lets you break down person information based on individual interactions. Each container lets you report across a person’s history, interactions broken down by sessions, or break down individual experience events.

Person container

The Person container includes every visit and page view, mobile app screen, set-top box, or console-game interaction for persons within a specified time frame. Basically, every experience event that is part of the datasets that you have defined within your Customer Journey Analytics connection. A filter at the Person level returns the page views, mobile app, or set-top box screens that meet the condition. Plus all other interaction by that same person across online and offline channels (and only constrained by defined date ranges). As the most broadly defined container, reports generated at the Person container level returns page views, mobile app screens, and more, across all visits and lets you generate a multi-visit cross-channel analysis. Therefore, the Person container is the most susceptible to change based on defined date ranges.
Person containers can include values based on a person’s overall history:

  • Days Before First Purchase
  • Original Entry Page or Mobile App Home Screen
  • Original Referring Domains

Session container

The Session container lets you identify page interactions or mobile app interactions, campaigns, or conversions for a specific session. The Session container is the most commonly used container because it captures behaviors for the entire visit session once the rule is met. The Session container also lets you define which sessions you want to include or exclude in building and applying a filter. It can help you answer the following questions:

  • How many sessions engaged with both Web and Call Center data sources?
  • Which pages contributed to a successful conversion to a sale?

Session containers include values based on occurrence per session:

  • Session Type
  • Entry Page
  • Return Frequency
  • Participation Metrics
  • Linearly allocated metrics

Data views in Customer Journey Analytics let you determine how long a session lasts but also when a new session should be created. For example, you can define a new mobile app session based on every time a user launches your mobile app. See Session settings for more information.

Event container

The Event container defines which page, mobile application, or other type of events that you would like to include or exclude from a filter. It is the most narrow of the containers available to let you identify specific clicks, page view, taps on button in a mobile app where a condition is true. The Event container lets you view a single tracking code, or isolate behavior within a particular area of your mobile app. You may also want to pinpoint a specific value when an action occurs, such as the marketing channel when an order was placed.

Event containers include value-based, single-page breakdowns for:

  • Products
  • List Props
  • List dimensions
  • Merchandising dimensions (in the context of events)

Out-of-the-box filter template

Traditional Analytics comes with numerous out-of-the-box templates and calculated metrics. Many of them do not apply in Customer Journey Analytics, or have to be renamed or recreated. Others depend on a solution for context-aware variables in Customer Journey Analytics.

Filter Name Description
All Data All Data is a required filter that gets dynamically added to reporting when a metric is added to the row of a Freeform table.

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