Guide | Filter Config

To build the customer journey reports, it is necessary to define and configure three components within the CJ Path filter config section.

These are namely, the Conversion Goals, User Segments and Touchpoints. This guide will go through how to set up each.

 

  • Note: Goals, segments and touchpoints are project specific.  Before making any changes to your admin settings, make sure you have chosen the correct project in the Project Selector in the upper right of the page shown below.

Conversion

Conversion settings establish the quantifiable goal of customer journey analysis. Usually it is the culmination of all touchpoint interactions resulting in the completion of an action such as an online purchase, subscription sign-up, social media sharing, etc.

Define conversion goals

  1. Click on the Conversion option under Definition.
     

  2. Click on the add button to open an input form.

     

  3. Enter a name for your conversion goal definition.
  4. Enter the rules that define what is a conversion.
    Examples
    Exact matching rule: src == “purchase” --- If “src” (data source) were “purchase”
    Partial matching rule: PatCmp(domain, “*shopping*”) --- if domain contains string “shopping”
    Combination rule: src == “purchase” && domain == “California” – if src were purchase AND domain were equal to California.

    More information on the syntax for entering conversion definitions can be found here.

  5. Add any comments and then save your definition.

 

Create conversion configuration

  1. Click on the Conversion option under Configuration.
     

  2. Click on the add button to open an input form.

     

  3. Enter a name for your conversion configuration. The configuration is a grouping of one or more conversion definitions so the name should be representative of all the combined definitions.
  4. Select the add button for the conversion definitions you want to include in this configuration.
  5. Add any comments and then save your configuration.

When you return to the Report UI, you should now see any new conversion configuration in the dropdown as shown below.

User Segment

User segment settings establish filtering rules based on grouping of certain user attributes or behavior. Simple attributes can include things like "device type" or "geo-location". Behavior based rules can be something like "active in evening" and "access sports content". You can also combine attributes and behaviors to make complex segmentation rules.

Define user segment attributes or behaviors

  1. Click on the User Segment option under Definition
  2. Click on the add button to open an input form

  3. Enter the name for your user segment definition
  4. Enter the segmentation rule you want to add.
    Examples
    -pp,post=next_key profile -filt 'bwos=="Tablet"' -goto next_pp –endpp -- for each user key, check if “bwos” of “profile” vector is “Tablet” or not, if true process the user.
    -pp,post=next_key cj -filt 'gender=="M"' -goto next_pp –endpp --for each user key, check if “gender” column of “cj” table is “M” or not, if true process the user.
    -pp,post=next_key cj -filt 'ent=="organic"' -goto next_pp –endpp -- for each user key, check if “ent” column of “cj” table has “organic”, if at least one record matches then process the user.
    -pp,post=next_key cj -filt 'ent=="organic"' -goto next_pp –endpp -pp,post=next_key cj -filt 'gender=="M"' -goto next_pp –endpp -- simply concatenate multiple rule to create combined rule. Example is to define user who has gender=”M” AND has at least one organic search record.

    More information on the syntax for entering user segment definitions can be found here.

  5. Add any comments and then save your definition.

 

Create user segment configuration

  1. Click on the User Segment option under Configuration
  2. Click on the add button to open an input form

  3. Enter a group name for your user segment configuration. The configuration is a grouping of one or more user segment conditions so the name should be representative of all the combined conditions.
  4. Enter the condition name then select the edit button to view the segment definitions you want to include for the condition. A condition can be comprised of one or more user segment definitions.
  5. If you want to add more conditions then click on the add button and repeat step 4 as needed.
  6. Add any comments and then save your configuration.

When you return to the Report UI, you should now see any new user segment configuration in the dropdown as shown below.

Touchpoint

Touchpoint settings establish the rules defining the target interactions that you want to analyze in the customer journey path. They can include things like pageviews, ad impressions, ad clicks, social media mentions, etc.

Create touchpoint configuration

  1. Click on the Touchpoint option under Configuration
  2. Click on the add button to open an input form
     

  3. Enter a group name for your touchpoint configuration. The configuration is a grouping of one or more touchpoint conditions so the name should be representative of all the combined conditions.
  4. Enter the condition name and enter the condition value or rule.  A touchpoint is defined as the variable “ety” in the rule.
    Example w/o filter
    –eval ety “Page” -- means that a new node created as literally “Page”
    –eval ety ‘“Site:”+domain’ -- means that a new node created with text “Site:” followed by value in “domain” column in the row.
    
    Example w/ filter
    -if -filt 'src=="web"' -eval ety '"Page"' –endif is to create a node where source were “web”
    -if -filt 'ent=="click"' -eval ety '"Click"' –endif is to create a node where entry were labeled as “click”

    You can also select from the drop down of previously added condition rules as well.  

    More information on the syntax for entering touchpoint definitions can be found here.

  5. By combining multiple rule sets into a group you can create a complex rule set.  To add more rules, click on the add rule button and repeat step 4 as needed.
  6. Add any comments and then save your configuration.

When you return to the Report UI, you should now see any new touchpoint configuration in the dropdown as shown below.