Edit a Cohort

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After creating a Cohort, Whatfix enables you to add, remove, or update existing rules anytime in the Cohort based on your requirements. Once you add or remove rules from your Cohort, refresh the Cohort to get data.

Consider that you've created a Cohort showing the number of users who have completed a Flow called Access Self Help in the last 7 days. To determine how many users complete the Flow from the Chrome browser, edit the existing Cohort to add the new rule.

Use the following steps to edit a Cohort:

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

  2. Click Cohorts.
    Click_coharts

  1. Click the Cohort that you want to edit.
    cohort_name_edit
Info:

Make the following changes to a Cohort:

  • Add a new rule
  • Update an existing rule
  • Delete a rule
  • Add or update Event or User attributes within a rule
  • Edit the name and description of the Cohort
  1. Make the necessary changes.
Note:

You cannot edit the Data source of an existing Cohort.
cohort_edit_data_source.png

  1. To view the number of users in the Cohort, scroll down to the Users in this cohort section and click Refresh.
    cohort_edit_refresh

  2. Click Save.
    cohort_edit_rules_save.png

Info:
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