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Excluding Based on Intent

  • 16 March 2022
  • 4 replies
  • 147 views
Andrew B
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Looking for insights for an interesting Funnel conversion situation. I’m wanting to exclude users who come to the transaction screens if they managed their giving, except if they actually did a transaction. Here’s a visual of how I’m thinking of it.

Transaction metrics​​​​​

So if a person does an action on the transaction screen and does a transaction, even if they checked their history, I do want to count their conversion. However, if they only checked their history on the transaction screen, then I don’t want to count them.

Here’s the equation I’m thinking of:
Transaction Conversions/(Action on Transaction Screen - Manage Actions without Conversion)

How do I do that in Amplutide’s Funnel?

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Best answer by Andrew B 16 March 2022, 14:24

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4 replies

Andrew B
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A couple of things that I’ve tried are:

  • Excluding the Manage Actions, but this removes the people who both managed and did a transaction.
  • Using a Cohort for Manage Giving, then excluding them. I’m unclear if this only eliminates the people currently in the cohort or applies who was in the cohort on each day as I look back over the last 30 days.

It seems like the second option would work IF who was excluded was dynamic to each day in the past.

Andrew B
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So I found that the Cohorts are not dynamic to each day in your search. So the second option is not going to work.

Still could use some help.

SheenaGreen
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Userlevel 4
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Hmm...I’m not sure this is achievable with funnels. Throwing a possible proxy out there…

 

Event segmentation chart

Event A: Viewed Transaction Screen

Event B: Transaction Conversion

 

Segment 1: Any user who performed Transaction History >= 1 time any time in each day AND who performed Transaction Conversion >= 1 time any time in each day

Segment 2: Any user who performed Transaction History < 1 time any time in each day AND who performed [any action on transaction screen except for Transaction History] >= 1 time any time in each day.

 

Use a formula: %:(UNIQUES(A1)+UNIQUES(A2))/(UNIQUES(B1)+UNIQUES(B2))

 

Let me know what you think.

SheenaGreen
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Userlevel 4
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@Andrew B oops, had my denominator and numerator flipped and can’t edit my reply - the formula would be %:(UNIQUES(B1)+UNIQUES(B2))/(UNIQUES(A1)+UNIQUES(A2))

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