Analyzing analysis items

Analysis items form dimensions that you can use as a limitation or chart in an analysis. Restrictions apply to the use of analysis items as a limitation.

The following table shows analysis items and their options. Click an analysis item to read about its use and configuration.

Analysis item	Description	Constraint	Chart
Recipient list	Constrains recipients to one or more recipient lists or analyzes recipients sorted according to recipient lists.	✓	✓
Recipient list field	Constrains recipients to a recipient list with a specific value or analyzes recipients sorted according to the values of a recipient list field.	✓	✓
Target group	Constrains recipients to one or more target groups or analyzes recipients sorted according to target groups. Target groups must have been created in the Target groups function.	✓	✓
Monetary value	Analyzes recipients sorted according to sales figures within the past 12 months.	✘	✓
Last action	Analyzes recipients sorted according to the time period of their last action (purchase, product view, abandoned shopping cart) within the last 12 months.	✘	✓
Frequency	Analyzes recipients sorted according to the frequency of an action (purchase, product view, abandoned shopping cart) within the last 12 months.	✘	✓

Limitations

A limitation limits the data to be analyzed with the aid of an analysis item. You can add or remove limitations in running analyses. You can also create analyses without limitations.

To use an analysis item, drag it from the left action area to the Limitations and Charts areas. You can make limitations in the analysis by using to the following analysis items:

• Recipient Lists. Select recipient lists to include in the analysis.
• Recipient List Fields. Select a recipient list field and a value range to include only recipients with these attributes in the analysis.
• Target Groups. Select target groups to include in the analysis.

Chart

In a chart, the value range of an analysis item is displayed segmented, according to the selected dimension. The segment A term for dividing recipients into relevant groups to send them appropriate content. Optimizely Campaign uses Target Groups and Click Profiles for segmentation. can be carried out according to time, frequency, sales volume, grouping or defined values.

Recipient list

Limitation

1. Drag the analysis item from the left action area to the Limitations area.
2. Enter an optional name for the limitation. If you are using multiple analysis items of the same type, names help you differentiate them.
3. In the list, select the desired recipient lists.
4. Click Close.

Chart

1. Drag the analysis item from the left action area to the Charts area.
2. Enter an optional name for the chart. If you are using multiple analysis items of the same type, names help you differentiate them.
3. In the list, select the recipient lists. If you enter multiple recipient lists, you receive a segmented evaluation in the chart.
4. Click Close.
5. Move the pointer over the added analysis item and click the desired chart symbol: .

Recipient list field

Limitation

1. Drag the analysis item from the left action area to the Limitations area.
2. Enter an optional name for the limitation. If you are using multiple analysis items of the same type, names help you differentiate them.
3. In the list, select the desired recipient list field (for example, country, age, modified). Depending on the file type, you can configure discrete values, value ranges, or intervals:
   • Text Fields. Enter a value to use as the filter for the selected recipient list field, such as France.
     • You must enter the value exactly as specified in the recipient list (including capitalization).
     • To filter the recipient list field by up to 10 filters, click Add and enter another value. Repeat for values that you want to use as filters.
   • Numeric Fields. In the list, select whether you want to display a multiple selection, an interval, or a threshold value.
     • If you selected Multiple values can be selected, proceed as described in Text fields.
     • If you selected Interval or Threshold option, in the Unit field, enter a unit (for example, years) and a lower or upper limit in the following fields.
     • If you define a threshold value, also select whether you want to filter values above or below the threshold value.
   • Date Fields. In the list, select a date field (such as modified) by which you want to segment the evaluation. Select the time interval later, in the detail view of the analysis.
4. Click Close.

Chart

1. Drag the analysis item from the left action area to the Charts area.
2. Enter an optional name for the chart. If you are using multiple analysis items of the same type, names help you differentiate them.
3. In the list, select the desired recipient list field for example, country, age, modified. Depending on the file type, you can configure discrete values, value ranges or intervals:
   • Text Fields. In the box below, enter a value to use as the filter for the selected recipient list field, such as France.
     • Enter the value exactly as specified in the recipient list (including capitalization).
     • To filter the selected recipient list field by up to 10 filters, click Add   and enter another value. Repeat this step for values that you want to use as filters.
     • If you enter multiple values here, you receive a segmented evaluation in the chart.
   • Numeric Fields. Define the value ranges (intervals) that you want to display in the chart, starting with the smallest segment. In the box after Values lesser than or equal to, enter a numerical value, such as 10. Then, click Add   and add the next higher value range, such as 20, 50, 100. Repeat until you define all value ranges.
     • You can define up to 10 values ranges per chart.
     • If you enter multiple value ranges here, you receive a segmented evaluation in the chart.
   • Date Fields. In the Reporting Period list, select an evaluation period for the data: within the last 7 days, 8 weeks, 12 months, or 10 years. You can also display values outside the selected evaluation period by checking the Show values beyond the reporting period box. In the chart, an additional segment for previous events and an additional segment for recipients without a corresponding event (Remainders) are displayed.

     Example: If you selected the reporting period the last 12 months for the recipient list field Last changed, with activated Show values beyond the reporting period option, 14 segments are displayed in the diagram.

     • one each for the last 12 months
     • another for recipients whose datasets last changed more than 12 months ago
     • one for recipients whose datasets have not changed since being created.
4. Click Close.
5. Move the pointer over the added analysis item and click the desired chart symbol: .

Target group

Limitation

1. Drag the analysis item from the left action area to the Limitations area.
2. Enter an optional name for the limitation. If you are using multiple analysis items of the same type, names help you differentiate them.
3. In the list, select the desired target group Subset of recipients defined by rules and conditions and a logic relationship between them. For example, all recipients in the United Kingdom.s.
4. Click Close.

Chart

1. Drag the analysis item from the left action area to the Charts area.
2. Enter an optional name for the chart. If you are using multiple analysis items of the same type, names help you differentiate them.
3. In the list, select the desired target groups. If you enter multiple target groups, you receive a segmented evaluation in the chart.
4. Click Close.
5. Move the pointer over the added analysis item and click the desired chart symbol: .

Monetary value

Chart

1. Drag the analysis item from the left action area to the Charts area.
2. Enter an optional name for the chart. If you are using multiple analysis items of the same type, names help you differentiate them.
3. If you are using multiple post-click Tracking method that measures and analyzes the click path that site users follow after clicking a link in an email. services, select a post-click service in the list below it. If you are only using one post-click service, this list is not displayed.
4. In the Revenue Field list, select the post-click value that tracks sales. The name of this value can be different depending on the post-click service and configuration, such as revenue, sales, and so on.
5. Define the value ranges (intervals) that you want to display in the chart, starting with the smallest value. In the box after Values less than or equal to, enter a numerical value, such as 10. Then click Add and add the next higher value range, such as 20, 50, 100. Repeat this step until you define the desired value ranges.
   • You can define up to 10 values ranges per chart.
   • If you enter multiple value ranges, you receive a segmented evaluation in the chart.
6. Click Close.
7. Move the pointer over the added analysis item and click the desired chart symbol: .

Last action

Chart

1. Drag the analysis item from the left action area to the Charts area.
2. Enter an optional name for the chart. If you are using multiple analysis items of the same type, names help you differentiate them.
3. If you are using multiple post-click services, in the drop-down list, select a post-click service. If you are only using one post-click service, this list is not displayed.
4. Select the desired period in the Reporting Period list.
5. Optionally, you can display values outside the selected evaluation period by activating the control box Show values beyond the reporting period. An additional segment with recipients whose most recent action took place further in the past than the selected period of time, and a segment with recipients that performed no action (Remainders) are displayed in the diagram.

   Example: If you selected the evaluation period within the last 7 days, then for the activated option Show values beyond the reporting period, nine segments are displayed in the diagram.

   • one each for the last 7 days
   • one for actions taken more than 7 days ago
   • one with recipients who performed no action (Remainders).
6. Click Close.
7. Move the pointer over the added analysis item and click the desired chart symbol: .

Frequency

Chart

1. Drag the analysis item from the left action area to the Charts area.
2. Enter an optional name for the chart. If you are using multiple analysis items of the same type, names help you differentiate them.
3. If you are using multiple post-click services, in the drop-down list, select a post-click service. If you are only using one post-click service, this list is not displayed.
4. Define the value ranges (number of actions) to display in the chart, starting with the smallest segment, for example, 0. Then click + and add the next higher value range, for example, 2, 5, 10. Repeat until you define all desired value ranges.
   • You can define up to 10 values ranges per chart.
   • If you enter multiple value ranges here, you receive a segmented evaluation in the chart.
5. Click Close.
6. Move the pointer over the added analysis item and click the desired chart symbol: .