See the Salesforce Customer Data Platform (CDP) Calculated Insights Help Section and Trails on Trailhead for more details
Overview
The Calculated Insights feature lets you define and calculate multidimensional metrics from your entire digital state stored in Salesforce CDP.
Your metrics can include Customer Lifetime Value (LTV), Most Viewed Categories, Customer Satisfaction Score (CSAT), Affinity Scores at the profile level, or any other desired specialized metrics. Marketers can use Calculated Insights to define segment criteria and personalization attributes for activation using metrics, dimensions, and filters.
This file contains query examples that can be used as templates when creating Calculated Insights in Salesforce CDP.
Attached is a PDF file called "Data Schema" that shows the data relationships for Engagement and Order/Transaction tables used for some of the queries below. It is noted below the summary of each query whether it corresponds to this data schema specifically.
Table of Contents
Example Queries: Beginner Complexity Level
- Spend by Customer
- Spend by Customer and Product
- Count of Emails Opened for Each Unified Individual
- Recency, Frequency, and Monetary (RFM) Metrics for Each Unified Individual without Customer Buckets
- Lifetime Value (LTV) for Each Unified Individual
- Purchase Insights for Each Unified Individual
- Customer Rank by Spend for Each Unified Individual
- Customer Rank by Category Spend for Each Unified Individual
- Customer Rank by Category Purchase Count for Each Unified Individual
- Customer Rank by Category Item Purchase Count for Each Unified Individual
Useful Function Examples
- Using NOT IN and WHERE Operators
- Using CASE Statements
- Using Streaming Insights with 5 Minute Aggregations
Example Queries: Intermediate to Advanced Complexity Level
- Recency, Frequency, and Monetary (RFM) Metrics for Each Unified Individual with Customer Buckets
- Email Engagement Customer Buckets for Each Unified Individual
- Social Channel Affinity for Each Unified Individual
- Web, Mobile, and Email Engagement Scores (3 Queries)
- Beyond People Product Clusters_Analytics (see attached file)
Example Queries
Spend by Customer
Creates a dimension based on the Individual ID and a measure Customer Spend
SELECT
SUM(SALESORDER__dlm.grand_total_amount__c) as customer_spend__c,
Individual__dlm.Id__c as custid__c
FROM
SALESORDER__dlm
JOIN
Individual__dlm
ON
SALESORDER__dlm.partyid__c = Individual__dlm.Id__c
GROUP BY
custid__c
| Measure | Dimension |
|---|---|
| customer_spend__c | custid__c |
Spend by Customer and Product
Creates a measure Customer Spend, a dimension based on Individual ID, and a dimension based on product name
SELECT
SUM(SALESORDER__dlm.grand_total_amount__c ) as customer_spend__c,
PRODUCT__dlm.name__c as product__c,
Individual__dlm.Id__c as custid__c
FROM
PRODUCT__dlm
JOIN
SALESORDERPRODUCT__dlm
ON
PRODUCT__dlm.productid__c=SALESORDERPRODUCT__dlm.productid__c
JOIN
SALESORDER__dlm
ON
SALESORDER__dlm.orderid__c=SALESORDERPRODUCT__dlm.orderid__c
JOIN
Individual__dlm
ON
SALESORDER__dlm.partyid__c= Individual__dlm.Id__c
GROUP BY
custid__c,
product__c
| Measure | Dimensions |
|---|---|
| customer_spend__c | custid__c |
| product__c |
Count of Emails Opened for Each Unified Individual
Creates a dimension Unified Individual ID and a measure Email Open Count
SELECT COUNT( EmailEngagement__dlm.Id__c) as email_open_count__c,
UnifiedIndividual__dlm.Id__c as customer_id__c
FROM
EmailEngagement__dlm
JOIN
IndividualIdentityLink__dlm
ON
IndividualIdentityLink__dlm.SourceRecordId__c = EmailEngagement__dlm.IndividualId__c
and EmailEngagement__dlm.EngagementChannelActionId__c ='Open'
JOIN
UnifiedIndividual__dlm
ON
UnifiedIndividual__dlm. Id__c = IndividualIdentityLink__dlm.UnifiedRecordId__c
GROUP BY
customer_id__c
| Measure | Dimension |
|---|---|
| email_open_count__c | customer_id__c |
Recency, Frequency, and Monetary (RFM) Metrics for Each Unified Individual without Customer Buckets
Creates a dimension Unified Individual ID and three measures for RFM as well as a measure for the combined RFM score
*See below for another version of this query that includes Customer Buckets based on RFM score called "Recency, Frequency, and Monetary (RFM) Metrics for Each Unified Individual with Customer Buckets"
SELECT sub2.cust_id__c as id__c,
First(sub2.rfm_recency__c*100 + sub2.rfm_frequency__c*10 +sub2.rfm_monetary__c) as rfm_combined__c,
First(sub2.rfm_recency__c) as Recency__c,
First(sub2.rfm_frequency__c) as Frequency__c,
First(sub2.rfm_monetary__c) as Monetary__c
From (
select UnifiedIndividual__dlm.Id__c as cust_id__c,
ntile(4) over (order by MAX(SALESORDER__dlm.checkout_date__c)) as rfm_recency__c,
ntile(4) over (order by count(SALESORDER__dlm.orderid__c)) as rfm_frequency__c,
ntile(4) over (order by avg(SALESORDER__dlm.grand_total_amount__c)) as rfm_monetary__c
FROM
SALESORDER__dlm
LEFT JOIN
IndividualIdentityLink__dlm
ON
SALESORDER__dlm.partyid__c=IndividualIdentityLink__dlm.SourceRecordId__c
LEFT Join
UnifiedIndividual__dlm
ON
UnifiedIndividual__dlm.Id__c=IndividualIdentityLink__dlm.UnifiedRecordId__c
GROUP BY
UnifiedIndividual__dlm.Id__c
) as sub2
GROUP BY
sub2.cust_id__c
| Measures | Dimension |
|---|---|
| Recency__c | cust_id__c |
| Frequency__c | |
| Monetary__c | |
| rfm_combined__c |
Lifetime Value (LTV) for Each Unified Individual
Creates dimensions Unified Individual ID, Purchase Hour, Product related dimensions such as Product Category, and Sales related dimensions such as Sales Channel. Creates dimension LTV based on the SUM of Grand Total Sales
*This query corresponds to the data schema in the attached PDF
SELECT
SUM(ssot__SalesOrder__dlm.ssot__GrandTotalAmount__c) as LTV__c,
UnifiedIndividual__dlm.ssot__Id__c as CustomerId__c,
CDPHour(ssot__SalesOrder__dlm.ssot__PurchaseOrderDate__c) as PurchaseHour__c,
ssot__GoodsProduct__dlm.Category__c as ProductCategory__c,
ssot__SalesOrder__dlm.ssot__SalesChannelId__c as SalesChannel__c,
ssot__SalesOrder__dlm.ssot__SalesStoreId__c as SalesStore__c,
ssot__GoodsProduct__dlm.Subcategory__c as ProductSubCategory__c,
ssot__GoodsProduct__dlm.Product_Name__c as ProductName__c,
ssot__GoodsProduct__dlm.ssot__BrandId__c as Brand__c
FROM
ssot__SalesOrder__dlm
LEFT JOIN
IndividualIdentityLink__dlm
ON ssot__SalesOrder__dlm.ssot__SoldToCustomerId__c = IndividualIdentityLink__dlm.SourceRecordId__c
LEFT JOIN
UnifiedIndividual__dlm
ON IndividualIdentityLink__dlm.UnifiedRecordId__c = UnifiedIndividual__dlm.ssot__Id__c
LEFT JOIN
ssot__SalesOrderProduct__dlm
on ssot__SalesOrderProduct__dlm.ssot__SalesOrderId__c = ssot__SalesOrder__dlm.ssot__OrderNumber__c
LEFT Join
ssot__GoodsProduct__dlm
on ssot__SalesOrderProduct__dlm.ssot__ProductId__c = ssot__GoodsProduct__dlm.ssot__ProductSKU__c
GROUP BY
PurchaseHour__c,
ProductCategory__c,
CustomerId__c,
SalesChannel__c,
SalesStore__c,
ProductSubCategory__c,
ProductName__c,
Brand__c
| Measure | Dimensions |
|---|---|
| LTV__c | PurchaseHour__c |
| ProductCategory__c | |
| CustomerId__c | |
| SalesChannel__c | |
| SalesStore__c | |
| ProductSubCategory__c | |
| ProductName__c | |
| Brand__c |
Purchase Insights for Each Unified Individual
Creates a dimension Unified Individual ID, Time Period based on the hour of purchase, product related dimensions such as Product Category, sales related dimensions such as Sales Channel. Creates measures such as Total Spend, Average Order Amount, Total Number of Orders, Lowest Order Amount, and Highest Order Amount
*This query corresponds to the data schema in the attached PDF
SELECT
SUM(ssot__SalesOrder__dlm.ssot__GrandTotalAmount__c) as TotalSpend__c,
AVG(ssot__SalesOrder__dlm.ssot__GrandTotalAmount__c) as AvgOrderAmount__c,
COUNT(ssot__SalesOrder__dlm.ssot__Id__c) as TotalOrders__c,
MIN(ssot__SalesOrder__dlm.ssot__GrandTotalAmount__c) as LowestOrderAmount__c,
MAX(ssot__SalesOrder__dlm.ssot__GrandTotalAmount__c) as HighestOrderAmount__c,
CDPHour(ssot__SalesOrder__dlm.ssot__PurchaseOrderDate__c) as TimePeriod__c,
UnifiedIndividual__dlm.ssot__Id__c as CustomerId__c,
ssot__SalesOrder__dlm.ssot__SalesChannelId__c as SalesChannel__c,
ssot__SalesOrder__dlm.Payment_Method__c as PaymentMethod__c,
ssot__SalesOrder__dlm.ssot__SalesStoreId__c as SalesStore__c,
ssot__GoodsProduct__dlm.Category__c as ProductCategory__c,
ssot__GoodsProduct__dlm.Subcategory__c as ProductSubCategory__c,
ssot__GoodsProduct__dlm.Product_Name__c as ProductName__c,
ssot__GoodsProduct__dlm.ssot__BrandId__c as Brand__c
FROM
ssot__SalesOrder__dlm
LEFT JOIN
IndividualIdentityLink__dlm
ON ssot__SalesOrder__dlm.ssot__SoldToCustomerId__c = IndividualIdentityLink__dlm.SourceRecordId__c
LEFT JOIN
UnifiedIndividual__dlm
ON IndividualIdentityLink__dlm.UnifiedRecordId__c = UnifiedIndividual__dlm.ssot__Id__c
LEFT JOIN
ssot__SalesOrderProduct__dlm
on ssot__SalesOrderProduct__dlm.ssot__SalesOrderId__c = ssot__SalesOrder__dlm.ssot__OrderNumber__c
LEFT Join
ssot__GoodsProduct__dlm
on ssot__SalesOrderProduct__dlm.ssot__ProductId__c = ssot__GoodsProduct__dlm.ssot__ProductSKU__c
GROUP BY
CustomerId__c,
SalesChannel__c,
PaymentMethod__c,
SalesStore__c,
ProductCategory__c,
ProductSubCategory__c,
ProductName__c,
TimePeriod__c,
Brand__c
| Measures | Dimensions |
|---|---|
| TotalSpend__c | CustomerId__c |
| AvgOrderAmount__c | SalesChannel__c |
| TotalOrders__c | PaymentMethod__c |
| LowestOrderAmount__c | SalesStore__c |
| HighestOrderAmount__c | SalesStore__c |
| ProductCategory__c | |
| ProductSubCategory__c | |
| ProductName__c | |
| TimePeriod__c | |
| Brand__c |
Customer Rank by Spend for Each Unified Individual
Creates a dimension Unified Individual ID. Creates three rank measures based on the total sales amount. The measures are Customer Rank based on Row Number, Customer Rank based on the rank function, and Customer Dense Rank based on the dense rank function
*See below for a version of this query where you can segment by Product Category
*This query corresponds to the data schema in the attached PDF
SELECT
UnifiedIndividual__dlm.ssot__Id__c AS Unified_Individual__c,
ROW_NUMBER() OVER (
ORDER BY
SUM(ssot__SalesOrder__dlm.ssot__GrandTotalAmount__c) desc) AS Customer_Rank__c,
DENSE_RANK() OVER (
ORDER BY
SUM(ssot__SalesOrder__dlm.ssot__GrandTotalAmount__c) desc) AS Customer_Stat_Dense_Rank__c,
RANK() OVER (
ORDER BY
SUM(ssot__SalesOrder__dlm.ssot__GrandTotalAmount__c) desc) AS Customer_Stat_Rank__c
FROM
UnifiedIndividual__dlm
INNER JOIN
IndividualIdentityLink__dlm
ON UnifiedIndividual__dlm.ssot__Id__c = IndividualIdentityLink__dlm.UnifiedRecordId__c
INNER JOIN
ssot__SalesOrder__dlm
ON IndividualIdentityLink__dlm.SourceRecordId__c = ssot__SalesOrder__dlm.ssot__SoldToCustomerId__c
LEFT JOIN
ssot__SalesOrderProduct__dlm
on ssot__SalesOrder__dlm.ssot__Id__c = ssot__SalesOrderProduct__dlm.ssot__SalesOrderId__c
GROUP BY
Unified_Individual__c
| Measure | Dimension |
|---|---|
| Customer_Rank__c | Unified_Individual__c |
| Customer_Stat_Dense_Rank__c | |
| Customer_Stat_Rank__c |
Customer Rank by Category Spend for Each Unified Individual
This is the same as Customer Rank by Spend, but adds a dimension for Product Category. Creates a dimension Unified Individual ID and Product Category. Creates three rank measures based on the total sales amount. The measures are Customer Rank based on Row Number, Customer Rank based on the rank function, and Customer Dense Rank based on the dense rank function. Note that all dimensions must be selected in segmentation when using complex queries such as Row Number and Rank/Dense Rank
*This query corresponds to the data schema in the attached PDF
SELECT
UnifiedIndividual__dlm.ssot__Id__c AS Unified_Individual__c,
ROW_NUMBER() OVER (
ORDER BY
SUM(ssot__SalesOrder__dlm.ssot__GrandTotalAmount__c) desc) AS Customer_Rank__c,
DENSE_RANK() OVER (
ORDER BY
SUM(ssot__SalesOrder__dlm.ssot__GrandTotalAmount__c) desc) AS Customer_Stat_Dense_Rank__c,
RANK() OVER (
ORDER BY
SUM(ssot__SalesOrder__dlm.ssot__GrandTotalAmount__c) desc) AS Customer_Stat_Rank__c,
ssot__GoodsProduct__dlm.Category__c AS Product_Category__c
FROM
UnifiedIndividual__dlm
INNER JOIN
IndividualIdentityLink__dlm
ON UnifiedIndividual__dlm.ssot__Id__c = IndividualIdentityLink__dlm.UnifiedRecordId__c
INNER JOIN
ssot__SalesOrder__dlm
ON IndividualIdentityLink__dlm.SourceRecordId__c = ssot__SalesOrder__dlm.ssot__SoldToCustomerId__c
LEFT JOIN
ssot__SalesOrderProduct__dlm
on ssot__SalesOrder__dlm.ssot__Id__c = ssot__SalesOrderProduct__dlm.ssot__SalesOrderId__c
LEFT Join
ssot__GoodsProduct__dlm
on ssot__SalesOrderProduct__dlm.ssot__ProductId__c = ssot__GoodsProduct__dlm.ssot__Id__c
GROUP BY
Unified_Individual__c,
Product_Category__c
| Measures | Dimensions |
|---|---|
| Customer_Rank__c | Unified_Individual__c |
| Customer_Stat_Rank__c | Product_Category__c |
| Customer_Stat_Dense_Rank__c |
Customer Rank by Category Purchase Count for Each Unified Individual
Creates a dimension Unified Individual ID and Product Category. Creates three rank measures based on the count of sales orders. The measures are Customer Rank based on Row Number, Customer Rank based on the rank function, and Customer Dense Rank based on the dense rank function. Note that all dimensions must be selected in segmentation when using complex queries such as Row Number and Rank/Dense Rank
*This query corresponds to the data schema in the attached PDF
SELECT
UnifiedIndividual__dlm.ssot__Id__c AS Unified_Individual__c,
ROW_NUMBER() OVER (
ORDER BY
COUNT(ssot__SalesOrder__dlm.ssot__Id__c) desc) AS Customer_Rank__c,
DENSE_RANK() OVER (
ORDER BY
COUNT(ssot__SalesOrder__dlm.ssot__Id__c) desc) AS Customer_Stat_Dense_Rank__c,
RANK() OVER (
ORDER BY
COUNT(ssot__SalesOrder__dlm.ssot__Id__c) desc) AS Customer_Stat_Rank__c,
ssot__GoodsProduct__dlm.Category__c AS Product_Category__c
FROM
UnifiedIndividual__dlm
INNER JOIN
IndividualIdentityLink__dlm
ON UnifiedIndividual__dlm.ssot__Id__c = IndividualIdentityLink__dlm.UnifiedRecordId__c
INNER JOIN
ssot__SalesOrder__dlm
ON IndividualIdentityLink__dlm.SourceRecordId__c = ssot__SalesOrder__dlm.ssot__SoldToCustomerId__c
LEFT JOIN
ssot__SalesOrderProduct__dlm
on ssot__SalesOrder__dlm.ssot__Id__c = ssot__SalesOrderProduct__dlm.ssot__SalesOrderId__c
LEFT Join
ssot__GoodsProduct__dlm
on ssot__SalesOrderProduct__dlm.ssot__ProductId__c = ssot__GoodsProduct__dlm.ssot__Id__c
GROUP BY
Unified_Individual__c,
Product_Category__c
| Measures | Dimensions |
|---|---|
| Customer_Rank__c | Unified_Individual__c |
| Customer_Stat_Rank__c | Product_Category__c |
| Customer_Stat_Dense_Rank__c |
Customer Rank by Category Item Purchase Count for Each Unified Individual
Creates a dimension Unified Individual ID and Product Category. Creates three rank measures based on the count of Product SKUs purchased. The measures are Customer Rank based on Row Number, Customer Rank based on the rank function, and Customer Dense Rank based on the dense rank function. Note that all dimensions must be selected in segmentation when using complex queries such as Row Number and Rank/Dense Rank
*This query corresponds to the data schema in the attached PDF
SELECT
UnifiedIndividual__dlm.ssot__Id__c AS Unified_Individual__c,
ROW_NUMBER() OVER (
ORDER BY
COUNT(ssot__GoodsProduct__dlm.ssot__ProductSKU__c) desc) AS Customer_Rank__c,
DENSE_RANK() OVER (
ORDER BY
COUNT(ssot__GoodsProduct__dlm.ssot__ProductSKU__c) desc) AS Customer_Stat_Dense_Rank__c,
RANK() OVER (
ORDER BY
COUNT(ssot__GoodsProduct__dlm.ssot__ProductSKU__c) desc) AS Customer_Stat_Rank__c,
ssot__GoodsProduct__dlm.Category__c AS Product_Category__c
FROM
UnifiedIndividual__dlm
INNER JOIN
IndividualIdentityLink__dlm
ON UnifiedIndividual__dlm.ssot__Id__c = IndividualIdentityLink__dlm.UnifiedRecordId__c
INNER JOIN
ssot__SalesOrder__dlm
ON IndividualIdentityLink__dlm.SourceRecordId__c = ssot__SalesOrder__dlm.ssot__SoldToCustomerId__c
LEFT JOIN
ssot__SalesOrderProduct__dlm
on ssot__SalesOrder__dlm.ssot__Id__c = ssot__SalesOrderProduct__dlm.ssot__SalesOrderId__c
LEFT Join
ssot__GoodsProduct__dlm
on ssot__SalesOrderProduct__dlm.ssot__ProductId__c = ssot__GoodsProduct__dlm.ssot__Id__c
GROUP BY
Unified_Individual__c,
Product_Category__c
| Measures | Dimensions |
|---|---|
| Customer_Rank__c | Unified_Individual__c |
| Customer_Stat_Rank__c | Product_Category__c |
| Customer_Stat_Dense_Rank__c |
Using NOT IN and WHERE Operators
Creates a dimension Unified Individual ID and a measure of average grand total sales where the Sales Order Customer ID is "NOT IN" the Individual table
*This query corresponds to the data schema in the attached PDF
SELECT
avg( ssot__SalesOrder__dlm.ssot__GrandTotalAmount__c ) as avg__c, ssot__SalesOrder__dlm.ssot__SoldToCustomerId__c as customer_id__c
FROM
ssot__SalesOrder__dlm where ssot__SalesOrder__dlm.ssot__SoldToCustomerId__c NOT IN (select ssot__Individual__dlm.ssot__Id__c as Id from ssot__Individual__dlm
WHERE
ssot__Individual__dlm.Loyalty_Reward_Points__c > 10 )
GROUP BY
customer_id__c
| Measure | Dimension |
|---|---|
| avg__c | customer_id__c |
Using CASE Statements
Creates a dimension Unified Individual ID and a bucket created with the CASE function that is based on a driver's safety level depending on how many times they didn't have their hands on the steering wheel
Select
CASE WHEN SUM(S.no_hands_on_wheel_count__c) > 20 THEN 'Extremely Unsafe' WHEN SUM(S.no_hands_on_wheel_count__c) > 15
and SUM(S.no_hands_on_wheel_count__c)<= 20 THEN 'Frequently Unsafe' WHEN SUM(S.no_hands_on_wheel_count__c) > 10
and SUM(S.no_hands_on_wheel_count__c)<= 15 THEN 'Somewhat Unsafe' WHEN SUM(S.no_hands_on_wheel_count__c) > 5
and SUM(S.no_hands_on_wheel_count__c)<= 10 THEN 'Somewhat Safe' WHEN SUM(S.no_hands_on_wheel_count__c) > 3
and SUM(S.no_hands_on_wheel_count__c)<= 5 THEN 'Safe' WHEN SUM(S.no_hands_on_wheel_count__c) > 0
and SUM(S.no_hands_on_wheel_count__c)<= 3 THEN 'Extremely Safe' end as driver_safety_score__c,
S.customer_id__c as driver__c
FROM
(
select
COUNT(
VehicleTelematics__dlm.nohandsonwheel__c
) as no_hands_on_wheel_count__c,
UnifiedIndividual__dlm.ssot__Id__c as customer_id__c
FROM
VehicleTelematics__dlm
join Vehicle__dlm on (
VehicleTelematics__dlm.vehicleid__c = Vehicle__dlm.id__c
)
left outer join IndividualIdentityLink__dlm on (
VehicleTelematics__dlm.maid__c = IndividualIdentityLink__dlm.SourceRecordId__c
)
join UnifiedIndividual__dlm on (
IndividualIdentityLink__dlm.UnifiedRecordId__c = UnifiedIndividual__dlm.ssot__Id__c
)
group by
UnifiedIndividual__dlm.ssot__Id__c
) as S
Group by
driver__c
| Measure | Dimension |
|---|---|
| driver_safety_score__c | driver__c |
Using Streaming Insights with 5 Minute Aggregations
Creates dimensions Mobile app product ID and Mobile app events that occur in 5 minute windows. Measures are the SUM of order quantity as well as window start and window end
SELECT
SUM(
MobileApp_RT_Events__dlm.productPurchaseWeb_orderQuantity__c
) as order_placed__c,
MobileApp_RT_Events__dlm.AddToCartWeb_productId__c as product__c,
WINDOW.START as windowstart__c,
WINDOW.END as windowend__c
FROM
MobileApp_RT_Events__dlm
GROUP BY
window(
MobileApp_RT_Events__dlm.dateTime__c,
'5 MINUTE'
),
product__c
| Measures | Dimension |
|---|---|
| order_placed__c | product__c |
| windowstart__c | |
| windowend__c |
Recency, Frequency, and Monetary (RFM) Metrics for Each Unified Individual with Customer Buckets
Creates a dimension Unified Individual ID and a Customer Bucket based on RFM score. Creates three measures for RFM as well as a measure for the combined RFM score
*This query corresponds to the data schema in the attached PDF
SELECT
sub2.CustomerId__c as CustomerId__c,
CASE
WHEN
Max(sub2.rfm_recency__c*100 + sub2.rfm_frequency__c*10 + sub2.rfm_monetary__c) = 111
THEN
'Best Customers'
WHEN
Max(sub2.rfm_recency__c*100 + sub2.rfm_frequency__c*10 + sub2.rfm_monetary__c) = 141
THEN
'New Spenders'
WHEN
Max(sub2.rfm_recency__c*100 + sub2.rfm_frequency__c*10 + sub2.rfm_monetary__c) = 311
THEN
'Almost Lost'
WHEN
Max(sub2.rfm_recency__c*100 + sub2.rfm_frequency__c*10 + sub2.rfm_monetary__c) = 411
THEN
'Lost Customers'
WHEN
Max(sub2.rfm_recency__c*100 + sub2.rfm_frequency__c*10 + sub2.rfm_monetary__c) = 444
THEN
'Lost Low Value Customers'
WHEN
Max(sub2.rfm_frequency__c*10 + sub2.rfm_monetary__c) = 14
THEN
'Loyal Joes and Janes'
WHEN
Max(sub2.rfm_frequency__c*10 + sub2.rfm_monetary__c) = 41
THEN
'Splurgers'
WHEN
Max(sub2.rfm_frequency__c) = 1
THEN
'Loyal Customers'
WHEN
Max(sub2.rfm_monetary__c) = 1
THEN
'Big Spenders'
Else
'Others'
END
as RFM_SegmentName__c, Max(sub2.rfm_recency__c*100 + sub2.rfm_frequency__c*10 + sub2.rfm_monetary__c) as RFM_Combined__c, Max(sub2.rfm_recency__c) as Recency__c, Max(sub2.rfm_frequency__c) as Frequency__c, Max(sub2.rfm_monetary__c) as Monetary__c
From
(
SELECT
UnifiedIndividual__dlm.ssot__Id__c as CustomerId__c,
ntile(4) over (
order by
MAX(ssot__SalesOrder__dlm.ssot__PurchaseOrderDate__c)) as rfm_recency__c,
ntile(4) over (
order by
count(ssot__SalesOrder__dlm.ssot__Id__c) DESC) as rfm_frequency__c,
ntile(4) over (
order by
SUM(ssot__SalesOrder__dlm.ssot__GrandTotalAmount__c) DESC) as rfm_monetary__c
FROM
UnifiedIndividual__dlm
LEFT JOIN
IndividualIdentityLink__dlm
ON IndividualIdentityLink__dlm.UnifiedRecordId__c = UnifiedIndividual__dlm.ssot__Id__c
LEFT Join
ssot__SalesOrder__dlm
ON IndividualIdentityLink__dlm.SourceRecordId__c = ssot__SalesOrder__dlm.ssot__SoldToCustomerId__c
GROUP BY
UnifiedIndividual__dlm.ssot__Id__c
)
as sub2
GROUP BY
CustomerId__c
| Measure | Dimension |
|---|---|
| RFM_SegmentName__c | CustomerId__c |
| RFM_Combined__c | |
| Recency__c | |
| Frequency__c | |
| Monetary__c |
Email Engagement Customer Buckets for Each Unified Individual
Creates dimensions Unified Individual ID and Customer Email Engagement Bucket based on NTILE(3) of the sum of email opens and clicks. Creates measures Open Rate and Click Rate
*This query corresponds to the data schema in the attached PDF
SELECT
CASE
WHEN
(
NTILE (3) over (
ORDER BY
SUM(sub1.EmailOpenCount__c + sub1.EmailClickCount__c) desc)
)
= 3
THEN
'Low'
WHEN
(
NTILE (3) over (
ORDER BY
SUM(sub1.EmailOpenCount__c + sub1.EmailClickCount__c)desc)
)
= 2
THEN
'Medium'
WHEN
(
NTILE (3) over (
ORDER BY
SUM(sub1.EmailOpenCount__c + sub1.EmailClickCount__c)desc)
)
= 1
then
'High'
end
AS Customer_Engagement_Bucket__c, SUM(sub1.EmailOpenCount__c) / SUM(sub1.EmailSendCount__c) AS Open_Rate__c, SUM(sub1.EmailClickCount__c) / SUM(sub1.EmailSendCount__c) AS Click_Rate__c, sub1.UnifiedIndividualId__c AS Unified_Individual__c
FROM
(
SELECT
SUM(
CASE
WHEN
ssot__EmailEngagement__dlm.ssot__EngagementChannelActionId__c = 'Open'
THEN
1
ELSE
0
end
) AS EmailOpenCount__c, SUM(
CASE
WHEN
ssot__EmailEngagement__dlm.ssot__EngagementChannelActionId__c = 'Click'
THEN
1
ELSE
0
end
) AS EmailClickCount__c, SUM(
CASE
WHEN
ssot__EmailEngagement__dlm.ssot__EngagementChannelActionId__c = 'Send'
THEN
1
ELSE
0
end
) AS EmailSendCount__c, UnifiedIndividual__dlm.ssot__Id__c AS UnifiedIndividualId__c
FROM
UnifiedIndividual__dlm
INNER JOIN
IndividualIdentityLink__dlm
ON UnifiedIndividual__dlm.ssot__Id__c = IndividualIdentityLink__dlm.UnifiedRecordId__c
INNER JOIN
ssot__EmailEngagement__dlm
ON IndividualIdentityLink__dlm.SourceRecordId__c = ssot__EmailEngagement__dlm.ssot__IndividualId__c
GROUP BY
UnifiedIndividual__dlm.ssot__Id__c
)
AS sub1
GROUP BY
Unified_Individual__c
HAVING
SUM(sub1.EmailOpenCount__c + sub1.EmailClickCount__c) > 0
| Measure | Dimension |
|---|---|
| Customer_Engagement_Bucket__c | Unified_Individual__c |
| Open_Rate__c | |
| Click_Rate__c |
Social Channel Affinity for Each Unified Individual
Creates dimensions Unified Individual ID and Social Channel Affinity Source based on the user's most frequent social channel engagement. Creates measure Social Channel Affinity Score from 0-100 based on how many times a user engaged with the social channel they have the most affinity for
*This query corresponds to the data schema in the attached PDF
Select
userScore.Unified_Individual__c as Unified_Individual__c,
userScore.socialchannelaffinitysource__c as Social_Channel_Affinity_Source__c,
(
FIRST(userScore.Social_Channel_Affinity_Count__c) / Max(totalMax.totalmaxsocialchannelaffinitycount__c)
)
*100 as Social_Channel_Affinity_Score__c
FROM
(
Select
sub2.Unified_Individual__c as Unified_Individual__c,
FIRST(sub2.socialchannelaffinitycount__c) as Social_Channel_Affinity_Count__c,
CASE
WHEN
(
GREATEST(SUM(sub2.facebooksourcecount__c), SUM(sub2.googlesourcecount__c), SUM(sub2.twittersourcecount__c), SUM(sub2.pinterestsourcecount__c), SUM(sub2.instagramsourcecount__c), SUM(sub2.directsourcecount__c)) = SUM(sub2.facebooksourcecount__c)
AND GREATEST(SUM(sub2.googlesourcecount__c), SUM(sub2.twittersourcecount__c), SUM(sub2.pinterestsourcecount__c), SUM(sub2.instagramsourcecount__c), SUM(sub2.directsourcecount__c)) < SUM(sub2.facebooksourcecount__c)
)
THEN
'Facebook'
WHEN
(
GREATEST(SUM(sub2.facebooksourcecount__c), SUM(sub2.googlesourcecount__c), SUM(sub2.twittersourcecount__c), SUM(sub2.pinterestsourcecount__c), SUM(sub2.instagramsourcecount__c), SUM(sub2.directsourcecount__c)) = SUM(sub2.googlesourcecount__c)
AND GREATEST(SUM(sub2.facebooksourcecount__c), SUM(sub2.twittersourcecount__c), SUM(sub2.pinterestsourcecount__c), SUM(sub2.instagramsourcecount__c), SUM(sub2.directsourcecount__c)) < SUM(sub2.googlesourcecount__c)
)
THEN
'Google'
WHEN
(
GREATEST(SUM(sub2.facebooksourcecount__c), SUM(sub2.googlesourcecount__c), SUM(sub2.twittersourcecount__c), SUM(sub2.pinterestsourcecount__c), SUM(sub2.instagramsourcecount__c), SUM(sub2.directsourcecount__c)) = SUM(sub2.twittersourcecount__c)
AND GREATEST(SUM(sub2.googlesourcecount__c), SUM(sub2.facebooksourcecount__c), SUM(sub2.pinterestsourcecount__c), SUM(sub2.instagramsourcecount__c), SUM(sub2.directsourcecount__c)) < SUM(sub2.twittersourcecount__c)
)
THEN
'Twitter'
WHEN
(
GREATEST(SUM(sub2.facebooksourcecount__c), SUM(sub2.googlesourcecount__c), SUM(sub2.twittersourcecount__c), SUM(sub2.pinterestsourcecount__c), SUM(sub2.instagramsourcecount__c), SUM(sub2.directsourcecount__c)) = SUM(sub2.pinterestsourcecount__c)
AND GREATEST(SUM(sub2.googlesourcecount__c), SUM(sub2.twittersourcecount__c), SUM(sub2.facebooksourcecount__c), SUM(sub2.instagramsourcecount__c), SUM(sub2.directsourcecount__c)) < SUM(sub2.pinterestsourcecount__c)
)
THEN
'Pinterest'
WHEN
(
GREATEST(SUM(sub2.facebooksourcecount__c), SUM(sub2.googlesourcecount__c), SUM(sub2.twittersourcecount__c), SUM(sub2.pinterestsourcecount__c), SUM(sub2.instagramsourcecount__c), SUM(sub2.directsourcecount__c)) = SUM(sub2.instagramsourcecount__c)
AND GREATEST(SUM(sub2.googlesourcecount__c), SUM(sub2.twittersourcecount__c), SUM(sub2.pinterestsourcecount__c), SUM(sub2.facebooksourcecount__c), SUM(sub2.directsourcecount__c)) < SUM(sub2.instagramsourcecount__c)
)
THEN
'Instagram'
WHEN
(
GREATEST(SUM(sub2.facebooksourcecount__c), SUM(sub2.googlesourcecount__c), SUM(sub2.twittersourcecount__c), SUM(sub2.pinterestsourcecount__c), SUM(sub2.instagramsourcecount__c), SUM(sub2.directsourcecount__c)) = SUM(sub2.directsourcecount__c)
AND GREATEST(SUM(sub2.googlesourcecount__c), SUM(sub2.twittersourcecount__c), SUM(sub2.pinterestsourcecount__c), SUM(sub2.instagramsourcecount__c), SUM(sub2.facebooksourcecount__c)) < SUM(sub2.directsourcecount__c)
)
THEN
'Direct'
ELSE
'Tie'
end
as socialchannelaffinitysource__c
FROM
(
Select
sub1.Unified_Individual__c as Unified_Individual__c,
FIRST(sub1.facebooksourcecount__c) as facebooksourcecount__c,
FIRST(sub1.googlesourcecount__c) as googlesourcecount__c,
FIRST(sub1.twittersourcecount__c) as twittersourcecount__c,
FIRST(sub1.pinterestsourcecount__c) as pinterestsourcecount__c,
FIRST(sub1.instagramsourcecount__c) as instagramsourcecount__c,
FIRST(sub1.directsourcecount__c) as directsourcecount__c,
FIRST(GREATEST (sub1.facebooksourcecount__c, sub1.googlesourcecount__c, sub1.twittersourcecount__c, sub1.pinterestsourcecount__c, sub1.instagramsourcecount__c, sub1.directsourcecount__c)) as socialchannelaffinitycount__c
From
(
Select
UnifiedIndividual__dlm.ssot__Id__c as Unified_Individual__c,
SUM(
CASE
WHEN
ssot__WebsiteEngagement__dlm.Referrer_Source__c = 'Facebook'
or ssot__DeviceApplicationEngagement__dlm.Referrer_Source__c = 'Facebook'
then
1
else
0
end
) as facebooksourcecount__c, SUM(
CASE
WHEN
ssot__WebsiteEngagement__dlm.Referrer_Source__c = 'Google'
or ssot__DeviceApplicationEngagement__dlm.Referrer_Source__c = 'Google'
then
1
else
0
end
) as googlesourcecount__c, SUM(
CASE
WHEN
ssot__WebsiteEngagement__dlm.Referrer_Source__c = 'Twitter'
or ssot__DeviceApplicationEngagement__dlm.Referrer_Source__c = 'Twitter'
then
1
else
0
end
) as twittersourcecount__c, SUM(
CASE
WHEN
ssot__WebsiteEngagement__dlm.Referrer_Source__c = 'Pinterest'
or ssot__DeviceApplicationEngagement__dlm.Referrer_Source__c = 'Pinterest'
then
1
else
0
end
) as pinterestsourcecount__c, SUM(
CASE
WHEN
ssot__WebsiteEngagement__dlm.Referrer_Source__c = 'Instagram'
or ssot__DeviceApplicationEngagement__dlm.Referrer_Source__c = 'Instagram'
then
1
else
0
end
) as instagramsourcecount__c, SUM(
CASE
WHEN
ssot__WebsiteEngagement__dlm.Referrer_Source__c = 'Direct'
or ssot__DeviceApplicationEngagement__dlm.Referrer_Source__c = 'Direct'
then
1
else
0
end
) as directsourcecount__c
FROM
UnifiedIndividual__dlm
INNER JOIN
IndividualIdentityLink__dlm
ON UnifiedIndividual__dlm.ssot__Id__c = IndividualIdentityLink__dlm.UnifiedRecordId__c
LEFT JOIN
ssot__DeviceApplicationEngagement__dlm
ON ssot__DeviceApplicationEngagement__dlm.ssot__IndividualId__c = IndividualIdentityLink__dlm.SourceRecordId__c
LEFT JOIN
ssot__WebsiteEngagement__dlm
ON ssot__WebsiteEngagement__dlm.ssot__IndividualId__c = IndividualIdentityLink__dlm.SourceRecordId__c
GROUP BY
UnifiedIndividual__dlm.ssot__Id__c
)
as sub1
GROUP BY
sub1.Unified_Individual__c
)
as sub2
GROUP BY
sub2.Unified_Individual__c
)
AS userScore
FULL JOIN
(
SELECT
MAX(sub2.socialchannelaffinitycount__c) as totalmaxsocialchannelaffinitycount__c
FROM
(
Select
sub1.Unified_Individual__c as Unified_Individual__c,
FIRST(GREATEST (sub1.facebooksourcecount__c, sub1.googlesourcecount__c, sub1.twittersourcecount__c, sub1.pinterestsourcecount__c, sub1.instagramsourcecount__c, sub1.directsourcecount__c)) as socialchannelaffinitycount__c
From
(
Select
UnifiedIndividual__dlm.ssot__Id__c as Unified_Individual__c,
SUM(
CASE
WHEN
ssot__WebsiteEngagement__dlm.Referrer_Source__c = 'Facebook'
or ssot__DeviceApplicationEngagement__dlm.Referrer_Source__c = 'Facebook'
then
1
else
0
end
) as facebooksourcecount__c, SUM(
CASE
WHEN
ssot__WebsiteEngagement__dlm.Referrer_Source__c = 'Google'
or ssot__DeviceApplicationEngagement__dlm.Referrer_Source__c = 'Google'
then
1
else
0
end
) as googlesourcecount__c, SUM(
CASE
WHEN
ssot__WebsiteEngagement__dlm.Referrer_Source__c = 'Twitter'
or ssot__DeviceApplicationEngagement__dlm.Referrer_Source__c = 'Twitter'
then
1
else
0
end
) as twittersourcecount__c, SUM(
CASE
WHEN
ssot__WebsiteEngagement__dlm.Referrer_Source__c = 'Pinterest'
or ssot__DeviceApplicationEngagement__dlm.Referrer_Source__c = 'Pinterest'
then
1
else
0
end
) as pinterestsourcecount__c, SUM(
CASE
WHEN
ssot__WebsiteEngagement__dlm.Referrer_Source__c = 'Instagram'
or ssot__DeviceApplicationEngagement__dlm.Referrer_Source__c = 'Instagram'
then
1
else
0
end
) as instagramsourcecount__c, SUM(
CASE
WHEN
ssot__WebsiteEngagement__dlm.Referrer_Source__c = 'Direct'
or ssot__DeviceApplicationEngagement__dlm.Referrer_Source__c = 'Direct'
then
1
else
0
end
) as directsourcecount__c
FROM
UnifiedIndividual__dlm
INNER JOIN
IndividualIdentityLink__dlm
ON UnifiedIndividual__dlm.ssot__Id__c = IndividualIdentityLink__dlm.UnifiedRecordId__c
LEFT JOIN
ssot__DeviceApplicationEngagement__dlm
ON ssot__DeviceApplicationEngagement__dlm.ssot__IndividualId__c = IndividualIdentityLink__dlm.SourceRecordId__c
LEFT JOIN
ssot__WebsiteEngagement__dlm
ON ssot__WebsiteEngagement__dlm.ssot__IndividualId__c = IndividualIdentityLink__dlm.SourceRecordId__c
GROUP BY
UnifiedIndividual__dlm.ssot__Id__c
)
as sub1
GROUP BY
sub1.Unified_Individual__c
)
as sub2
)
AS totalMax
ON userScore.Unified_Individual__c <> ''
AND totalMax.totalmaxsocialchannelaffinitycount__c <> - 1000
Group by
Unified_Individual__c, Social_Channel_Affinity_Source__c
| Measure | Dimensions |
|---|---|
| Social_Channel_Affinity_Score__c | Unified_Individual__c |
| Social_Channel_Affinity_Source__c |
Web, Mobile, and Email Engagement Scores (3 Queries)
Creates dimension Unified Individual as well as product related dimensions like Product Category. Creates measure Web Engagement Score (and mobile and email scores, respectively). Note: Email Engagement query is slightly different than web and mobile to account for engagement based on only opens and clicks and doesn't include product related dimensions since the schema doesn't directly relate to the product table
*These queries correspond to the data schema in the attached PDF
| Measure | Dimensions |
|---|---|
| Web_Engagement_Score__c | Unified_Individual__c |
| (or Mobile or Email Scores) | Content_Category__c |
| Product_Category__c | |
| Product_SubCategory__c | |
| Product_Name__c | |
| Brand__c |
Web Engagement Score
SELECT
userScore.Unified_Individual__c as Unified_Individual__c,
(
FIRST(userScore.Web_Engagement_Count__c) / Max(totalMax.totalmaxwebengagementcount__c)
)
*100 as Web_Engagement_Score__c,
userScore.Content_Category__c as Content_Category__c,
userScore.Product_Category__c as Product_Category__c,
userScore.Product_SubCategory__c as Product_SubCategory__c,
userScore.Product_Name__c as Product_Name__c,
userScore.Brand__c as Brand__c
FROM
(
SELECT
sub1.Unified_Individual__c as Unified_Individual__c,
sub1.Content_Category__c as Content_Category__c,
sub1.Product_Category__c as Product_Category__c,
sub1.Product_SubCategory__c as Product_SubCategory__c,
sub1.Product_Name__c as Product_Name__c,
sub1.Brand__c as Brand__c,
SUM(
CASE
when
isnull(sub1.Web_Engagement_Count__c)
then
0
else
sub1.Web_Engagement_Count__c
end
) as Web_Engagement_Count__c
FROM
(
SELECT
COUNT(ssot__WebsiteEngagement__dlm.ssot__EngagementChannelActionId__c) as Web_Engagement_Count__c,
UnifiedIndividual__dlm.ssot__Id__c as Unified_Individual__c,
Content_Catalog__dlm.category__c as Content_Category__c,
ssot__GoodsProduct__dlm.Category__c as Product_Category__c,
ssot__GoodsProduct__dlm.Subcategory__c as Product_SubCategory__c,
ssot__GoodsProduct__dlm.Product_Name__c as Product_Name__c,
ssot__GoodsProduct__dlm.ssot__BrandId__c as Brand__c
FROM
UnifiedIndividual__dlm
INNER JOIN
IndividualIdentityLink__dlm
ON UnifiedIndividual__dlm.ssot__Id__c = IndividualIdentityLink__dlm.UnifiedRecordId__c
FULL JOIN
ssot__WebsiteEngagement__dlm
ON IndividualIdentityLink__dlm.SourceRecordId__c = ssot__WebsiteEngagement__dlm.ssot__IndividualId__c
LEFT Join
ssot__GoodsProduct__dlm
on ssot__GoodsProduct__dlm.ssot__Id__c = ssot__WebsiteEngagement__dlm.SKU__c
LEFT JOIN
Content_Catalog__dlm
ON Content_Catalog__dlm.contentid__c = ssot__WebsiteEngagement__dlm.Content_ID__c
GROUP BY
UnifiedIndividual__dlm.ssot__Id__c,
Content_Catalog__dlm.category__c,
ssot__GoodsProduct__dlm.Category__c,
ssot__GoodsProduct__dlm.Subcategory__c,
ssot__GoodsProduct__dlm.Product_Name__c,
ssot__GoodsProduct__dlm.ssot__BrandId__c
)
as sub1
GROUP BY
sub1.Unified_Individual__c,
sub1.Content_Category__c,
sub1.Product_Category__c,
sub1.Product_SubCategory__c,
sub1.Product_Name__c,
sub1.Brand__c
)
AS userScore
FULL JOIN
(
SELECT
MAX(sub2.Web_Engagement_Count__c) as totalmaxwebengagementcount__c
FROM
(
SELECT
sub1.Unified_Individual__c as Unified_Individual__c,
sub1.Content_Category__c as Content_Category__c,
sub1.Product_Category__c as Product_Category__c,
sub1.Product_SubCategory__c as Product_SubCategory__c,
sub1.Product_Name__c as Product_Name__c,
sub1.Brand__c as Brand__c,
SUM(
CASE
when
isnull(sub1.Web_Engagement_Count__c)
then
0
else
sub1.Web_Engagement_Count__c
end
) as Web_Engagement_Count__c
FROM
(
SELECT
COUNT(ssot__WebsiteEngagement__dlm.ssot__EngagementChannelActionId__c) as Web_Engagement_Count__c,
UnifiedIndividual__dlm.ssot__Id__c as Unified_Individual__c,
Content_Catalog__dlm.category__c as Content_Category__c,
ssot__GoodsProduct__dlm.Category__c as Product_Category__c,
ssot__GoodsProduct__dlm.Subcategory__c as Product_SubCategory__c,
ssot__GoodsProduct__dlm.Product_Name__c as Product_Name__c,
ssot__GoodsProduct__dlm.ssot__BrandId__c as Brand__c
FROM
UnifiedIndividual__dlm
INNER JOIN
IndividualIdentityLink__dlm
ON UnifiedIndividual__dlm.ssot__Id__c = IndividualIdentityLink__dlm.UnifiedRecordId__c
FULL JOIN
ssot__WebsiteEngagement__dlm
ON IndividualIdentityLink__dlm.SourceRecordId__c = ssot__WebsiteEngagement__dlm.ssot__IndividualId__c
LEFT Join
ssot__GoodsProduct__dlm
on ssot__GoodsProduct__dlm.ssot__Id__c = ssot__WebsiteEngagement__dlm.SKU__c
LEFT JOIN
Content_Catalog__dlm
ON Content_Catalog__dlm.contentid__c = ssot__WebsiteEngagement__dlm.Content_ID__c
GROUP BY
UnifiedIndividual__dlm.ssot__Id__c,
Content_Catalog__dlm.category__c,
ssot__GoodsProduct__dlm.Category__c,
ssot__GoodsProduct__dlm.Subcategory__c,
ssot__GoodsProduct__dlm.Product_Name__c,
ssot__GoodsProduct__dlm.ssot__BrandId__c
)
as sub1
GROUP BY
sub1.Unified_Individual__c,
sub1.Content_Category__c,
sub1.Product_Category__c,
sub1.Product_SubCategory__c,
sub1.Product_Name__c,
sub1.Brand__c
)
as sub2
)
AS totalMax
ON userScore.Unified_Individual__c <> ''
AND totalMax.totalmaxwebengagementcount__c <> - 1000
Group by
Unified_Individual__c,
Content_Category__c,
Product_Category__c,
Product_SubCategory__c,
Product_Name__c,
Brand__c
Mobile Engagement Score
SELECT
userScore.Unified_Individual__c as Unified_Individual__c,
(
FIRST(userScore.Mobile_Engagement_Count__c) / Max(totalMax.totalmaxmobileengagementcount__c)
)
*100 as Mobile_Engagement_Score__c,
userScore.Content_Category__c as Content_Category__c,
userScore.Product_Category__c as Product_Category__c,
userScore.Product_SubCategory__c as Product_SubCategory__c,
userScore.Product_Name__c as Product_Name__c,
userScore.Brand__c as Brand__c
FROM
(
SELECT
sub1.Unified_Individual__c as Unified_Individual__c,
sub1.Content_Category__c as Content_Category__c,
sub1.Product_Category__c as Product_Category__c,
sub1.Product_SubCategory__c as Product_SubCategory__c,
sub1.Product_Name__c as Product_Name__c,
sub1.Brand__c as Brand__c,
SUM(
CASE
when
isnull(sub1.Mobile_Engagement_Count__c)
then
0
else
sub1.Mobile_Engagement_Count__c
end
) as Mobile_Engagement_Count__c
FROM
(
SELECT
COUNT(ssot__DeviceApplicationEngagement__dlm.ssot__EngagementChannelActionId__c) as Mobile_Engagement_Count__c,
UnifiedIndividual__dlm.ssot__Id__c as Unified_Individual__c,
Content_Catalog__dlm.category__c as Content_Category__c,
ssot__GoodsProduct__dlm.Category__c as Product_Category__c,
ssot__GoodsProduct__dlm.Subcategory__c as Product_SubCategory__c,
ssot__GoodsProduct__dlm.Product_Name__c as Product_Name__c,
ssot__GoodsProduct__dlm.ssot__BrandId__c as Brand__c
FROM
UnifiedIndividual__dlm
INNER JOIN
IndividualIdentityLink__dlm
ON UnifiedIndividual__dlm.ssot__Id__c = IndividualIdentityLink__dlm.UnifiedRecordId__c
FULL JOIN
ssot__DeviceApplicationEngagement__dlm
ON IndividualIdentityLink__dlm.SourceRecordId__c = ssot__DeviceApplicationEngagement__dlm.ssot__IndividualId__c
LEFT Join
ssot__GoodsProduct__dlm
on ssot__GoodsProduct__dlm.ssot__Id__c = ssot__DeviceApplicationEngagement__dlm.sku__c
LEFT JOIN
Content_Catalog__dlm
ON Content_Catalog__dlm.contentid__c = ssot__DeviceApplicationEngagement__dlm.ContentID__c
GROUP BY
UnifiedIndividual__dlm.ssot__Id__c,
Content_Catalog__dlm.category__c,
ssot__GoodsProduct__dlm.Category__c,
ssot__GoodsProduct__dlm.Subcategory__c,
ssot__GoodsProduct__dlm.Product_Name__c,
ssot__GoodsProduct__dlm.ssot__BrandId__c
)
as sub1
GROUP BY
sub1.Unified_Individual__c,
sub1.Content_Category__c,
sub1.Product_Category__c,
sub1.Product_SubCategory__c,
sub1.Product_Name__c,
sub1.Brand__c
)
AS userScore
FULL JOIN
(
SELECT
MAX(sub2.Mobile_Engagement_Count__c) as totalmaxmobileengagementcount__c
FROM
(
SELECT
sub1.Unified_Individual__c as Unified_Individual__c,
sub1.Content_Category__c as Content_Category__c,
sub1.Product_Category__c as Product_Category__c,
sub1.Product_SubCategory__c as Product_SubCategory__c,
sub1.Product_Name__c as Product_Name__c,
sub1.Brand__c as Brand__c,
SUM(
CASE
when
isnull(sub1.Mobile_Engagement_Count__c)
then
0
else
sub1.Mobile_Engagement_Count__c
end
) as Mobile_Engagement_Count__c
FROM
(
SELECT
COUNT(ssot__DeviceApplicationEngagement__dlm.ssot__EngagementChannelActionId__c) as Mobile_Engagement_Count__c,
UnifiedIndividual__dlm.ssot__Id__c as Unified_Individual__c,
Content_Catalog__dlm.category__c as Content_Category__c,
ssot__GoodsProduct__dlm.Category__c as Product_Category__c,
ssot__GoodsProduct__dlm.Subcategory__c as Product_SubCategory__c,
ssot__GoodsProduct__dlm.Product_Name__c as Product_Name__c,
ssot__GoodsProduct__dlm.ssot__BrandId__c as Brand__c
FROM
UnifiedIndividual__dlm
INNER JOIN
IndividualIdentityLink__dlm
ON UnifiedIndividual__dlm.ssot__Id__c = IndividualIdentityLink__dlm.UnifiedRecordId__c
FULL JOIN
ssot__DeviceApplicationEngagement__dlm
ON IndividualIdentityLink__dlm.SourceRecordId__c = ssot__DeviceApplicationEngagement__dlm.ssot__IndividualId__c
LEFT Join
ssot__GoodsProduct__dlm
on ssot__GoodsProduct__dlm.ssot__Id__c = ssot__DeviceApplicationEngagement__dlm.sku__c
LEFT JOIN
Content_Catalog__dlm
ON Content_Catalog__dlm.contentid__c = ssot__DeviceApplicationEngagement__dlm.ContentID__c
GROUP BY
UnifiedIndividual__dlm.ssot__Id__c,
Content_Catalog__dlm.category__c,
ssot__GoodsProduct__dlm.Category__c,
ssot__GoodsProduct__dlm.Subcategory__c,
ssot__GoodsProduct__dlm.Product_Name__c,
ssot__GoodsProduct__dlm.ssot__BrandId__c
)
as sub1
GROUP BY
sub1.Unified_Individual__c,
sub1.Content_Category__c,
sub1.Product_Category__c,
sub1.Product_SubCategory__c,
sub1.Product_Name__c,
sub1.Brand__c
)
as sub2
)
AS totalMax
ON userScore.Unified_Individual__c <> ''
AND totalMax.totalmaxmobileengagementcount__c <> - 1000
Group by
Unified_Individual__c,
Content_Category__c,
Product_Category__c,
Product_SubCategory__c,
Product_Name__c,
Brand__c
Email Engagement Score
Select
userScore.Unified_Individual__c as Unified_Individual__c,
(
FIRST(userScore.Email_Engagement_Count__c) / Max(totalMax.totalmaxemailengagementcount__c )
)
*100 as Email_Engagement_Score__c
FROM
(
SELECT
sub2.Unified_Individual__c as Unified_Individual__c,
SUM(
CASE
when
isnull(sub2.Email_Engagement_Count__c)
then
0
else
sub2.Email_Engagement_Count__c
end
) as Email_Engagement_Count__c
FROM
(
SELECT
SUM(sub1.EmailOpenCount__c + sub1.EmailClickCount__c) as Email_Engagement_Count__c,
sub1.Unified_Individual__c AS Unified_Individual__c
FROM
(
SELECT
SUM(
CASE
WHEN
ssot__EmailEngagement__dlm.ssot__EngagementChannelActionId__c = 'Open'
THEN
1
ELSE
0
end
) AS EmailOpenCount__c, SUM(
CASE
WHEN
ssot__EmailEngagement__dlm.ssot__EngagementChannelActionId__c = 'Click'
THEN
1
ELSE
0
end
) AS EmailClickCount__c, UnifiedIndividual__dlm.ssot__Id__c as Unified_Individual__c
FROM
UnifiedIndividual__dlm
INNER JOIN
IndividualIdentityLink__dlm
ON UnifiedIndividual__dlm.ssot__Id__c = IndividualIdentityLink__dlm.UnifiedRecordId__c
FULL JOIN
ssot__EmailEngagement__dlm
ON IndividualIdentityLink__dlm.SourceRecordId__c = ssot__EmailEngagement__dlm.ssot__IndividualId__c
GROUP BY
UnifiedIndividual__dlm.ssot__Id__c
)
as sub1
GROUP BY
sub1.Unified_Individual__c
)
as sub2
GROUP BY
sub2.Unified_Individual__c
)
AS userScore
FULL JOIN
(
SELECT
MAX(sub3.Email_Engagement_Count__c) as totalmaxemailengagementcount__c
FROM
(
SELECT
sub2.Unified_Individual__c as Unified_Individual__c,
SUM(
CASE
when
isnull(sub2.Email_Engagement_Count__c)
then
0
else
sub2.Email_Engagement_Count__c
end
) as Email_Engagement_Count__c
FROM
(
SELECT
SUM(sub1.EmailOpenCount__c + sub1.EmailClickCount__c) as Email_Engagement_Count__c,
sub1.Unified_Individual__c AS Unified_Individual__c
FROM
(
SELECT
SUM(
CASE
WHEN
ssot__EmailEngagement__dlm.ssot__EngagementChannelActionId__c = 'Open'
THEN
1
ELSE
0
end
) AS EmailOpenCount__c, SUM(
CASE
WHEN
ssot__EmailEngagement__dlm.ssot__EngagementChannelActionId__c = 'Click'
THEN
1
ELSE
0
end
) AS EmailClickCount__c, UnifiedIndividual__dlm.ssot__Id__c as Unified_Individual__c
FROM
UnifiedIndividual__dlm
INNER JOIN
IndividualIdentityLink__dlm
ON UnifiedIndividual__dlm.ssot__Id__c = IndividualIdentityLink__dlm.UnifiedRecordId__c
FULL JOIN
ssot__EmailEngagement__dlm
ON IndividualIdentityLink__dlm.SourceRecordId__c = ssot__EmailEngagement__dlm.ssot__IndividualId__c
GROUP BY
UnifiedIndividual__dlm.ssot__Id__c
)
as sub1
GROUP BY
sub1.Unified_Individual__c
)
as sub2
GROUP BY
sub2.Unified_Individual__c
)
as sub3
)
AS totalMax
ON userScore.Unified_Individual__c <> ''
AND totalMax.totalmaxemailengagementcount__c <> - 1000
Group by
Unified_Individual__c
Beyond People Product Clusters_Analytics
Creates dimensions for each combination of Recency, Frequency, and Monetary (RFM) and their corresponding product cluster names as well as product related dimensions such as Product SKU and Product Category. Creates measures R, F, and M for Purchase and Engagement data separately that are averaged together to get the R, F, and M values and then divided by the max score for all Product SKUs to get the R, F, and M Scores. Important note: Unlike many of the other queries in this repository, the Beyond People query here is grouped by Product_SKU instead of Unified Individual.
*This query corresponds to the data schema in the attached PDF
| Measure | Dimensions |
|---|---|
| Recency_Score__c | RF_Product_Cluster__c |
| Frequency_Score__c | FM_Product_Cluster__c |
| Monetary_Score__c | RM_Product_Cluster__c |
| Recency__c | Product_SKU__c |
| Frequency__c | Product_Name__c |
| Monetary__c | Product_Category__c |
| Purchase_Recency__c | Product_Subcategory__c |
| Purchase_Frequency__c | Brand__c |
| Purchase_Monetary__c | |
| Engagement_Recency__c | |
| Engagement_Frequency__c | |
| Engagement_Monetary__c |
Query is located in the attached file called "Beyond People Product Clusters_Analytics - Calculated Insight Query"