Create the tutorial Analytical Segment | Vantage Customer Experience - Creating an Analytical Segment - Vantage Customer Experience

Vantage Customer Experience Path Analysis Tutorial
Product
Vantage Customer Experience
Release Number
1.5
Published
June 2022
Language
English (United States)
Last Update
2022-07-07
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Product Category
Teradata Applications

Now that you've identified an event path that leads to customers canceling their service, (from BILL DISPUTE to REVIEW CONTRACT) you can generate a targeted list (segment) of customers.

  1. Confirm that you have the dominant path selected in the path diagram.
    Tip: Click Select Dominant to automatically select the path.

    vaTutorial_billDispute

  2. Select Create Segment.
  3. In the Create segment window, enter:
    Name Tutorial Segment
    Description Customers from BILL DISPUTE path.
    Don't select Create Segment yet!
    Analytical segments offers different methods to create the list of customers.

    You'll explore these methods here:

    4. Copy the underlying SQL and create a new workflow

  4. To view the underlying SQL for the segment, select Show SQL.
    1. Scroll to the bottom of the Create segment window and select Copy to copy the SQL to your system's clipboard.
      vaTutorial_copySQL
    2. Paste the SQL into a text editor. You'll use it later in a SQL node for a new workflow.
    3. Select Hide SQL.

    5. Create a customer segment

  5. Select Create Segment.
To view the new segment, select "" > Analytical segments.
vaTutorial_analyticalSegment
Tip: Select Retrieve Count to see how many customers are currently included in the segment.

Now we can create a customer list that uses the segment on a regular basis to discover customers on the BILL DISPUTE to REVIEW CONTRACT path and take action to keep them from canceling their service.