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Insights Behavioral: Create a Cohort of Active Customers Based on Starting Month

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Insights Behavioral: Create a Cohort of Active Customers Based on Starting Month

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One of the most useful analyses you can create about your subscription business is a customer cohort analysis based on starting month. You can perform a cohort analysis in Insights by creating a segment.

This tutorial demonstrates how to use Insights to create a segment that includes all of your accounts that started their first subscription in January 2015 and are still active.

Before you complete this tutorial, you should complete Create a Cohort of Customers Based on Starting Month.

To create the segment:

  1. View the accounts in the "Cohort: Start Month: 2015-01" segment that you created in Create a Cohort of Customers Based on Starting Month, then click Options and select Edit Segment Criteria.

    The segment builder opens.

  2. Click Save a Copy.

  3. Name the copy "Cohort: Start Month: 2015-01 (Still Active)", then click Save.

  4. In the segment builder, add an Attribute criteria for "Subscriber Status equals Active":

    Insights_Tutorial_05_Subscriber_Status.png

  5. Click Save.

The segment will update automatically every day.

To view the number of accounts in the segment, along with trends for the segment, navigate to the profile page of the segment. See Segment Profiles in Insights for more information.