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.
- 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
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
Now that you know how to view all of the activities available to you in Narrator, let’s 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?
- 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)
- 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
- 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]
Let’s 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 about 1 month ago