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Mga cohort

Mga pangkat ng tao na tinutukoy ng kanilang ginagawa o kung ano sila: bawat cohort ay isang pangalan at isang depinisyon, at ang depinisyon ay mga sugnay na binabasa gaya ng pagkakasulat: ginawa ang event na ito nang ganito karaming beses sa loob ng ganito karaming araw, o may ganitong attribute sa ganitong halaga. Ang walang lamang depinisyon ay walang pinipili, sadya.

The cohorts screen in the Live environment
The cohorts screen, Live environment.
The cohorts screen in the Live environment, dark theme
The cohorts screen, Live environment.

The library

Each card is one cohort: its name, whether it is active, how many people it currently selects and how fresh that answer is. A cohort whose clauses count behaviour over history is swept on a schedule and says when it was last evaluated, or that it never has been; one defined purely by current attributes is live and carries no timestamp, because a timestamp would imply a staleness it does not have. The toolbar narrows by search, kind and state, and deleting asks first, warning that analyses filtered by the cohort stop being filtered by it.

May ikatlong uri, static: isang tiyak na listahan ng tao sa halip na isang depinisyon. Itinatago ito mula sa isang resulta sa analytics workbench sa pamamagitan ng Save, o ginagawa mula sa nakadikit na listahan sa dialog na New cohort, at hindi ito kailanman muling sinusuri, kaya kung saan may timestamp ang isang cohort na winawalis, doon nakasulat sa kard nito na hindi kailanman, sadya. Kapag binuksan, ang listahan mismo ang nabubuklat at hindi isang depinisyon: kung ilang tao ang taglay nito, saan nanggaling ang listahan, Add people, at isang pang-alis sa tabi ng bawat hilera.

The definition editor

A cohort opened to its definition
A definition open under its card.
A cohort opened to its definition, dark theme
A definition open under its card.

Opening a card unfolds its definition in place: behavioural clauses (did an event at least so many times within so many days, with the project's own event names suggested) and state clauses (an attribute compared to a value). A cohort is named first and defined after, and an empty definition selects nobody rather than everybody, which the open row says in as many words. Opening a second card does not close the first, so two definitions can be compared side by side without losing edits.

Ang New cohort ay unang humihingi ng pangalan at saka ng Membership, dahil magkaiba ang paraan ng paggawa sa dalawang uri at ang dialog na nagpapangalan sa isang cohort ang siya ring nagpapasya sa uri nito. Ang Defined by rules ang nagbibigay ng depinisyong inilarawan sa itaas. Ang A fixed list of people ay naglalantad ng isang field para sa mga distinct id, isa sa bawat linya, hanggang 10,000 sa isang pagkakataon, at maaari pang magdagdag mamaya; ang cohort na ginawa sa ganitong paraan ay isinisilang na kasama na ang mga tao nito at agad na aktibo.

Where cohorts are used

A cohort scopes a question in the Analytics workbench, targets a campaign in the Inbox, and gates workflow triggers on the Workflows screen. The same set of people, wherever the set is needed.

Ang Kopyahin sa… sa hanay ay binubuksan ang pagkopya ng konfigurasyon nang nakatsek na ang bagay na ito; tingnan ang Mga Proyekto, Pagkopya ng konfigurasyon.

Where this meets the API

The concept behind the screen is the People and cohorts pillar; the people being selected are the People directory. On the wire: the library is the cohorts query, cohort reads one and cohortMemberCount counts its people; editing is createCohort, updateCohort, setCohortActive and deleteCohort; a static cohort is born by createStaticCohort from a pasted list or by createCohortFromResult from a result, its list moves by addCohortMembers and removeCohortMembers, and cohortMembers reads it back a page at a time (GraphQL reference).

The definition as JSON

A rules cohort's definition is one JSON object, the definition argument of createCohort and updateCohort and the definition field of the MCP tools prodantix.cohorts.create and prodantix.cohorts.update. It holds clauses, a list of at most 32, and a person is a member when every clause matches. An empty list selects nobody. A field the shape does not name is refused, so read an existing cohort with cohort or prodantix.cohorts.get before changing one.

JSON
{
  "clauses": [
    { "kind": "state", "condition": { "attribute": "plan", "op": "eq", "value": "pro" } },
    { "kind": "state", "condition": { "attribute": "country", "op": "in", "value": ["DE", "AT", "CH"] } },
    { "kind": "behavioural", "event": "purchase", "atLeast": 3, "withinDays": 30 }
  ]
}

State clauses

{ "kind": "state", "condition": { ... } }. The condition names an attribute, one of the person's properties or distinct_id, an op and, for most operators, a value. The operators are eq, neq, in, not_in, contains, gt, gte, lt, lte, is_set, is_not_set. eq, neq and contains compare as text; gt, gte, lt and lte compare as numbers; in and not_in take a list of values; is_set and is_not_set take none, and a property that is empty text counts as not set. A cohort made only of state clauses is live: a person joins or leaves the moment an event changes the property. The two cohort operators of flag targeting, in_cohort and not_in_cohort, are refused here: a cohort cannot be defined by another cohort.

Behavioural clauses

{ "kind": "behavioural", "event": "purchase", "atLeast": 3, "withinDays": 30 }: the person did the event at least atLeast times in the last withinDays days. Both are whole numbers, and a person counts only once they did the event at all, so an atLeast of 0 reads as 1. One behavioural clause makes the cohort swept: its members are worked out on a schedule rather than as events land, and the cohort says when it last was.

Static cohorts

A static cohort's definition is { "kind": "static", "clauses": [] }: its members are a list somebody wrote, not rules. Given to createCohort it makes an empty list; createStaticCohort or prodantix.cohorts.create_static makes one holding its people, and createCohortFromResult makes one from a result. An update cannot turn a rules cohort into a static one or back; make a new cohort of the kind you want.