Understand Real Time Cohorts
- 07 Jan 2026
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Understand Real Time Cohorts
- Aktualisiert am 07 Jan 2026
- 4 Minuten zu lesen
- Drucken
- DunkelLicht
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Artikel-Zusammenfassung
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Note:
Real Time Cohorts is a Beta feature. Contact support@whatfix.com to enable the feature.
The following are the supported Deployment Modes for the Real Time Cohorts feature: | ||
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Introduction
Cohorts enable you to group users based on specific criteria or behaviors, compare them with other groups, and uncover insights that can guide actions. Use these Cohorts as Visibility Rules (Beta) to target Whatfix content to specific user groups based on their behavior.
By default, when you add a Cohort as a Visibility Rule, Whatfix refreshes Cohorts once every 24 hours. Hence, when users are added to a Cohort or removed from a Cohort, Whatfix updates the Cohort once every 24 hours and displays Whatfix content after the periodic refresh. It causes a delay in targeting content and taking action.
When you enable Real Time Cohorts, and use the Real Time Cohorts as Visibility Rules, Whatfix refreshes such Cohorts in real time and displays Whatfix content immediately. When a user is added to or removed from a Real Time Cohort, Whatfix immediately evaluates the visibility of widgets for the user. For more information, see Add Real Time Cohorts as Visibility Rules.
Note:
As a prerequisite, you need to enable the Cohorts as a Visibility Rule feature before enabling the Real Time Cohorts feature.
Conditions for Real Time Cohorts
Adding specific rules makes a Cohort a Real Time Cohort when applied to Visibility Rules. Whatfix considers a Cohort as a Real Time Cohort only if all specified conditions match the criteria mentioned in the Cohort rules evaluated in real time table. Even if one condition in the Cohort does not evaluate in real time, Whatfix does not consider it as a Real Time Cohort.
Cohort rules evaluated in real time
The following table shows the Cohort rules that qualify a Cohort as a Real Time Cohort:
Cohort rules | Example |
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Performed - Default and Custom events with any filter except the User Attributes captured using AC code (does not include Reserved variables) and the User type filters |
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Has attribute with any filter except the User Attributes captured using AC code (does not include Reserved variables), User type, Most recently, and Cohort filters |
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Cohort rules not evaluated in real time
The following table shows the Cohort rules that do not qualify a Cohort as a Real Time Cohort:
Cohort rules | Example |
|---|---|
Performed - Default and Custom Events with the User Attributes captured using AC code (does not include Reserved variables) filter |
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Performed (Default and Custom Events) with the User type filter |
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Did not perform (Default and Custom Events) with any filter |
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Has attribute with the User Attributes captured using AC code (does not include Reserved variables) filter |
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Has attribute with the User type filter |
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Has attribute with the Most recently time filter |
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Has attribute with the Cohorts filter |
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Belongs to User list |
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Cohorts created from Funnels |
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Note:
If your Real Time Cohort uses the Last X days time filter, Whatfix may take up to one hour to process past user activity (backfilling) after you add the Cohort to Visibility Rules.
Example: Suppose you create a Real Time Cohort of users who clicked a “Submit” button more than twice in the last 5 days, and you add the Cohort as a Visibility Rule for a Pop-up that offers tips for faster submission. Whatfix may take up to an hour to identify all users who clicked the “Submit” button in the last five days and backfill the data before displaying the Pop-up to them.
Whatfix shows content using Real Time Cohorts only to Identified users. This means the Cohort must include Identified users, not unidentified ones. Even if a Cohort qualifies as a Real Time Cohort, any unidentified users in it won’t see Whatfix content.
Create a Real Time Cohort
Use the following steps to create a Real Time Cohort:
On the Whatfix Analytics dashboard, click Audience.
Click Cohorts.
Click Create cohort.
Click the Give your cohort a name textbox and enter a name for your Cohort.
Click the Data source icon and select the stage from which you want to get the data. For more information, see Get Analytics Data across CLM Stages.
Click Add rule to add Cohort conditions.
Add any one of the following conditions:
Note:
Whatfix supports only specific Cohort conditions for real-time evaluation. See the Cohort rules evaluated in real time table for supported conditions.
Performed - Default and Custom events with any filter except the User Attributes captured using AC code (does not include Reserved variables) and the User type filters
Example: Group users who complete a User Action using the Chrome browser.
Has attribute with any filter except the User Attributes captured using AC code (does not include Reserved variables), User type, Cohorts, and the Most recently filters.
Example: Group users from the United Kingdom (UK).
Info:
Whatfix enables you to add a combination of the above-mentioned Cohort conditions to create a Real Time Cohort.
After adding the rules, scroll down to the Users in this cohort section, and then click Refresh to view the number of users included in the Cohort.
Info:
The following image shows the number of users part of the Cohort.
Every time you add a rule, you need to refresh the Cohort to see the updated data.
Click Save.
The Cohort is created and listed in the Cohorts listing page. Use the Cohort to target Whatfix content to end users in real time. For more information, see Add Real Time Cohorts as Visibility Rules.
The following GIF shows how Whatfix denotes a Real Time Cohort in the Cohorts listing page:
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