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Create a Cohort
  • 24 Jul 2024
  • 6 Minutes To Read
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Contents

Create a Cohort

  • Updated On 24 Jul 2024
  • 6 Minutes To Read
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Article summary

After creating Insights, you have to analyze the Insight and compare and contrast the user behavior to make decisions. Do the following using Cohorts:

  • Create a group of users based on certain criteria
  • Analyze this Cohort to compare user behavior
  • Show content or take actions on the specific Cohort

Use the following steps to create a Cohort:

  1. On the Whatfix Analytics dashboard, click Audience.
    ia_left%20nav_audience

  2. Click Cohorts.
    Click_coharts

  1. Click Create cohort.
    analytics_create_cohort

  2. Click the Edit icon to name your Cohort.
    analytics_cohort_name

your title goes here

Provide a description for your Cohort that helps explain what the Cohort is about.

  1. To add conditions to build your Cohort, click Add rule.
    2022-09-27_12-54-01
your title goes here

A Cohort needs to have at least one rule.

  1. Select any one of the following conditions using the dropdown.
    cohorts_
Rule - Performed

Performed: To group users based on the Whatfix events (both Default and Custom events) they've engaged with.

your title goes here

The Default and Custom events appear in the dropdown only if you have performed the events at least once.

For more information on Whatfix events, see List of Whatfix related Events.

Use the following steps to group users who have engaged with any Whatfix event (Default or Custom) over a particular period of time:

cohorts_performed

a) Select the Event that the end user has engaged with that you want to track.
Example: Group users who have completed a Flow.
b) Select the comparison operators (Equal to, Does not equal to, Greater than, Less than, Greater than or equal to, Less than or equal to) to compare the number of times the event has occurred or has been engaged with.
Example: Group users who have completed a Flow more than a certain number of times.
c) Enter the count of occurrences of the Event.
Example: Group users who have completed a Flow more than once.
d) Select the time window (During or Since).
e) Select the default or custom date filters.
Example: Group users who have completed a Flow more than once during the last 7 days.

your title goes here
  • The following are the default and custom date filters available for the During time window:
    • Last 7 days
    • Last 30 days
    • Last 90 days
    • Last X days
    • Custom date
      cohort_date_filter_new
  • Whatfix enables you to add up to 400 days as Last X days.
    cohorts_date_filter_last x days
  • The Since time window enables you to add only a custom date.
    date_filter_since
  • The date filters align with the timezone that you've set. For more information, see How can I visualize Analytics data in my timezone?

f) Click the Filter icon to select the Event or User attributes associated with that Event to drill down on the users based on event or user properties, respectively.
cohort_event_filter

Example: Grouping users who completed the Access Self Help Flow more than once in the last 7 days.
performed_flow_completed

your title goes here

  • The During time window has default and custom date filters, and the Since time window enables you to set a custom date since the time the event has been performed or engaged with.

    For example, if you select the During time window on November 21, 2022 for the Last 7 Days, the filter is applied from November 14, 2022, 00:00:00 hours until November 20, 2022, 23:59:59 hours.

  • Add Event or User attributes associated with that Event to drill down on the users based on event or user properties, respectively.
    cohort_event_user_attribute

  • Whatfix enables you to add more than one Event or User attribute for a rule.

Rule - Did not perform

Did not perform: To group users based on the Whatfix events (both Default and Custom events) they've not engaged with.

your title goes here

The Default and Custom events appear in the dropdown only if you have performed the events at least once.

For more information on Whatfix events, see List of Whatfix related Events.

Use the following steps to group users who have not engaged with any Whatfix event (Default or Custom) over a particular period of time:
cohorts_did_not_perform

a) Select the Event that your end user has not engaged with which you want to track.
Example: Group users who have not opened a Link.
b) Select the time window (During or Since) for which you want to track the Event.

your title goes here

For example, if you select the During time window on November 21, 2022 for the Last 7 Days, the filter is applied from November 14, 2022, 00:00:00 hours until November 20, 2022, 23:59:59 hours.

c) Select the default or custom date filters.
Example: Group users who have not opened a Link since a particular date.

your title goes here
  • The following are the default and custom date filters available for the During time window:
    • Last 7 days
    • Last 30 days
    • Last 90 days
    • Last X days
    • Custom date
      cohort_date_filter_new
  • Whatfix enables you to add up to 400 days as Last X days.
    cohorts_date_filter_last x days
  • The Since time window enables you to add only a custom date.
    date_filter_since
  • The date filters align with the timezone that you've set. For more information, see How can I visualize Analytics data in my timezone?

d) Click the Filter icon to select the Event or User attributes associated with that Event to drill down on the users based on event or user properties, respectively.
cohort_filter_did_not_perform

Example: Group users who have not opened the link called Testing since a particular date.

Example: Grouping users who have not opened the link called Testing since September 9, 2022.
did_not_perform_event

Rule - Has Attribute

Has Attribute: To group users based on user attributes, such as city, browser, country, and OS.
For more information on User attributes, see User Filters and Breakdown in Insights.

Use the following steps to group users based on certain user attributes:

cohorts_has_attributes

a) Select the user Attribute that you want to track.
Example: Group users based on the browser that they use.
b) Select the comparison operators (Equal, Does not equal, Contains, Does not contain, Starts with, Ends with) to compare the Attribute.
c) Select the value of the Attribute.
Example: Group users who use the Chrome browser.
d) Select the frequency
Example: Group users who use the Chrome browser at any given time.
e) Select the time window (During or Since).

your title goes here

For example, if you select the During time window on November 21, 2022 for the Last 7 Days, the filter is applied from November 14, 2022, 00:00:00 hours until November 20, 2022, 23:59:59 hours.

f) Select the default or custom date filters.
Example: Group users who use the Chrome browser at any given time during the last 7 days.

your title goes here
  • The following are the default and custom date filters available for the During time window:
    • Last 7 days
    • Last 30 days
    • Last 90 days
    • Last X days
    • Custom date
      cohort_date_filter_new
  • Whatfix enables you to add up to 400 days as Last X days.
    cohorts_date_filter_last x days
  • The Since time window enables you to add only a custom date.
    date_filter_since
  • The date filters align with the timezone that you've set. For more information, see How can I visualize Analytics data in my timezone?

your title goes here

Event filters are not applicable for the Has attribute rule.

Example: Group users who have used the Chrome browser anytime during the last 7 days.

cohorts_has_attribute

your title goes here
  • All the rules are grouped using an Or operator, which means that if any one of the conditions is true, you get results.
  • Whatfix enables you to add rules and group them using an And operator, which means that all the conditions have to be satisfied to get results.
    Scroll down to the And also meet the below conditions section and then click Add a group to add more rules.
    and_cohorts
  1. After adding the rules, scroll down to the Users in this cohort section, and then click Refresh to see the number of users part of the Cohort that you have built.
    cohort_refresh
your title goes here

  • The following image shows the number of users part of the Cohort.
    users_in_the_cohort

  • Every time you add a rule, you need to refresh the Cohort to see the updated data.

  1. Click Save cohort.
    save_cohort
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