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群组

按人们做什么或是什么来定义的人群:每个群组是一个名字和一个定义,定义由可读的条款组成:某事件在某天数内做了多少次,或某属性等于某值。空定义不选任何人,这是有意为之。

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.

还有第三种:静态群组,它是一份固定的人员名单,而不是一个定义。它可以在分析工作台上通过 Save 从结果中保留下来,也可以在 New cohort 对话框里由粘贴的名单生成,并且永不重新评估,所以在扫描式群组显示时间戳的位置,它的卡片写着从不,这是有意为之。展开它显示的是名单本身而不是定义:它包含多少人、名单从何而来、Add people,以及每一行旁边的移除。

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.

New cohort 先问名字,再问 Membership,因为两种群组的做法不同,而给群组起名的这个对话框正是决定其种类的地方。Defined by rules 给出上面说的定义。A fixed list of people 则展开一个填写 distinct id 的字段,每行一个,一次最多 10,000 个,之后还可以再添加;这样做出来的群组一出生就带着它的人,并且立刻是启用的。

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.

行上的复制到…会打开配置复制,并已勾选此对象;参见项目,复制配置。

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.