Xponent’s enhanced filtering capability supports deep journey exploration against a number of dimensions. These capabilities allow you to drill down by custom date ranges, channels, journey steps, and journeys to gain insights into specific patterns in behavior and usage rather than be hidden by noise. It can also highlight journey steps used in multiple journeys to help visualize the non-linear paths taken by your customers.
When applied, the filter settings impact all the modules on the Journey Discovery Analytics Dashboard accordingly. You can filter by:
DateSegment Type
Channel
Journey Steps
Journey
...
All date-related information is stored and calculated in UTC.
Filter by Segment Type
The Segment Type filter allows you to search and select the required segment created in the segment builder. By default, all segments that have been created within the Hub would be included in the filter drop-down.
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Filter by Channel
The Channel filter allows you to select profiles that have had an interaction in the selected channel. This will be combined with the other filters and will impact the Activities Over Time, Most Popular Channels, Channel Behavior Flow, and Interactions card on the Journey Discovery Analytics Dashboard and potentially the Total Profiles card as you are essentially filtering out interactions within a channel, and Profiles tied to an interaction.
...
Person A did an interaction in the Web Channel
Then Person A performed a journey step ABC
Client filters out Web channel but keeps Journey Step ABC in the Sankey view
Effectively removing Person A from the Web Channel
But Person A will still be included in the Profile card because the client is including Journey Step ABC in the filter setting
The filter criteria sequence will be prioritized as follows:
Time
All Customers and Segments
Channel
Journey Steps
Journey
For Example:
Once the Time frame is chosen, all the related segments will be available accordingly.
Similarly, when either All Customers or specific segments is selected, the related channels will be available accordingly.
To fully remove a profile:
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Visualizations that will be impacted when using filters
Visualization | ||||
|---|---|---|---|---|
Filter | Left / Right Sankey | Interaction Heat Map | Most Popular Steps | Channel Overlap |
Date | ||||
Affected
Affected
Affected
Affected
Affected | Affected | Affected | Affected | |
Channel (Defined by Interactions) | Not Affected | Affected | Not Affected | Affected |
Journey Step | Affected | Not Affected | Affected | Not Affected |
Journey | Affected | Not Affected | Not Affected | Not Affected |