Exploring Customer Behavior and Datasets
Gain intuition about customer behavior across your company using customer journey. Learn how to read and understand a dataset that has been created by your team.
Outcomes
- Access insights and explore customer journeys in Narrator
- Never question the logic/definition of any KPI or metric
- Learn how to drill down into any report to get specific answers to your data questions
Part 1: Exploring Customer Behavior
How to view the 360 for a customer? [tutorial]
- Searching for a Specific Customer
- Understanding Occurrence
- Understanding Activity Attributes
- Searching for Specific Activities
How to view all the activities available to you? [tutorial]
- Activity Index
- View SQL definition
๐ Practice: What does a customer do before they XX{Insert activity here}?
Now that you know how to view all of the activities available to you in Narrator, letโs see if we can start to understand what your customers are doing.
- Using one of the activities, how would you find an example customer who has done that activity?
- Now find out what they did immediately before/after that activity?
Part 2: Getting Insights from Datasets + Narratives
- What are Narratives?
- What are Datasets?
Understanding a Narrative [more info]
- Recommendations + Key Takeaways
- Scheduling and Snapshots
- Understanding Narrator Plots (Bar/Line)
- How to view a plot definition (via dataset)
Exploring datasets
- Running a dataset
- Viewing Saved Plots [more info]
- How Parent Tabs and Group By Tabs are connected [more info]
- Viewing the Dataset Definition [more info]
- Cohort Activity: Understanding the level of detail of the dataset
- Right Click to View Customer Journey
Modifying Datasets
- How to Duplicate a Dataset
- Adding Filters (shortcut to right click)
- Filtering from the parent tab
- Filtering on the group by tab
- Re-running each tab to refresh the data.
- Adding customer attributes [more info]
- How to add a plot [more info]
- Saving your dataset (local/shared) [more info]
๐ Practice: Start from a dataset, filter, and add a plot
Letโs practice making modifications to datasets and diving deeper to understand specific customer segments.
Start with a narrative and go to a plot, and open up the dataset used in that plot (or start from a shared dataset).
- How would you view the plot from within the dataset?
- How would you find out which activities are used in the dataset?
- Now create a copy of that dataset for you to modify.
- Now filter all the data in ALL of the group by tabs for only the last 3 months of data. How would you do that?
- Did you use the filter on the parent tab?
- Now, view your plot once the filter has been applied. How did it change?
- Now filter for a specific customer attribute (hint: you might need to add the customer attribute to your dataset before filtering).
- Can you visualize your data by plotting from within a group by tab?
- Save your dataset.
Updated over 2 years ago