Advanced aggregation

Advanced aggregation allows you to filter your customers based on the following:

  • The top or bottom records based on percentages or number of records. For example, you can filter the top 10% of purchasers based on order total. You can also filter the top 100 records based on order total in the past month.
  • A range of percentage values or number of records. For example, you can filter an audience based on order total in the range of the top 60%-80% of total customers.

Review the use cases below to see how using advanced aggregation in CX Audience can benefit your organization.

Example: Filter customers based on revenue

Enrique is an email marketer for a retail business. He wants to ensure he has a marketing plan for all his customers. To do this, he wants to aggregate the yearly revenue and filter his customers into five groups based on level of spending. He wants to create the following audiences:

  • Top 20% spenders.
  • Spenders that are within the range of 20%-40%, 40%-60%, 60%-80% of all customers.
  • Bottom 20% spenders.

Enrique can create the audience for the top 20% spenders by doing the following:

  1. Create and publish a custom table with order revenue data.
  2. Sign in to CX Audience and go to the Manage Customer Data page.
  3. Open the menu for Create Filter and select Custom Tables.
  4. Drag and drop the order revenue table to the Custom Table Attributes canvas.
  5. Customize the data aggregated to the past 365 days.
  6. Open the drop-down menu for Define criteria and select Order amount.
  7. Click the fx button and select Comparative Position/Range.
  8. Select and enter the following for the Order amount criteria: Sum of, is among top, 20, %.
  9. Click Save.

Enrique would follow the same steps and select is among bottom to filter the bottom 20% of spenders. To filter the three audiences that are within the range of percentages, Enrique would select is in the range of and enter the two values needed.

After creating these five filters, Enrique can publish the audiences to Responsys and build a custom campaign for each audience based on the amount they have spent.

Example: Filter customers based on usage of a product/service

Elisa is an email marketer for a company that provides transportation services across the European Union. She wants to create a campaign for customers that primarily use high-speed trains (60% of the time or more).

The company provides the following transportation options:

  • Regional trains
  • High-speed trains
  • International trains
  • Bus
  • Ship
  • Rental car

Elisa can create the audience for customers that primarily use high-speed trains by doing the following:

  1. Create and publish a custom table with transactional transit data.
  2. Sign in to CX Audience and go to the Manage Customer Data page.
  3. Open the menu for Create Filter and select Custom Tables.
  4. Drag and drop the transit data table to the Custom Table Attributes canvas.
  5. Customize the data aggregated to on or before today's date.
  6. Open the drop-down menu for Define criteria and select Transit type.
  7. Select matches and enter high speed.
  8. Click the fx button and select Comparative Position/Range.
  9. Select and enter the following for the transit type criteria: is more than or equal to, 60, %.
  10. Click Save.

Elisa can then publish this audience to Responsys and create a custom campaign for these customers.

Example: Filter customers based on ranking

Steven is an email marketer for an online retail business. He wants to create a promotional campaign for the top 100 customers based on total purchase amount in the past month. The promotion will offer customers 30% their next purchase if they spend at least $100.

Steven can create the audience for customers that respond to campaign messages by doing the following:

  1. Create and publish a custom table with order revenue data.
  2. Sign in to CX Audience and go to the Manage Customer Data page.
  3. Open the menu for Create Filter and select Custom Tables.
  4. Drag and drop the order revenue table to the Custom Table Attributes canvas.
  5. Customize the data aggregated to the past 30 days.
  6. Open the drop-down menu for Define criteria and select Order amount.
  7. Click the fx button and select Comparative Position/Range.
  8. Select and enter the following for the Order amount criteria: Sum of, is among top, 100, number.

Steven can now publish this audience to Responsys and create the promotional campaign.

custom table, custom tables filters, custom table filters, custom table attributes, aggregate, advanced aggregation

Learn more

Using filters in CX Audience

Attributes for Custom Tables filters

Creating filters

Managing filters

Audiences