Personas Computed Traits

Computed Traits allow you to quickly create user or account-level calculations that Segment keeps up-to-date over time. These can be computations like the total_num_orders a customer has completed, the lifetime_revenue of a customer, the most_frequent_user to determine which user is most active in an account, or the unique_visitors_count to assess how many visitors from a single domain. These computations are based on your events and event properties that you are sending through Segment on the page and track calls.

Types of Computed Traits

Personas currently supports the following types of computed traits:

• Types of Computed Traits
  • Event Counter
  • Aggregation
  • Most Frequent
  • First
  • Last
  • Unique List
  • Unique List Count
• Conditions
• Connecting your Computed Trait to a Destination
• Accessing your Computed Traits using the Profiles API
• Downloading your Computed Trait as a CSV

Event Counter

An Event Counter trait stores a count of an event over a period of time. For example, you can create a trait called number_logins_90_days based on a User Logged In event. You can also use event properties to only specific types of events.

User-level examples:

• Orders Completed Last 30 Days
• Pricing Page Views Last 30 Days

Account-level examples:

• Total Logins by Account 30 Days
• Emails Opened by Account 90 Days

Aggregation

An aggregation computes a sum, average, minimum, or maximum of a numeric event property. A good example is a sum_cosmetics_revenue_90_days if you’re sending an Order Completed event with a revenue property. In the example we’re refining the revenue even further based on another event property: category = 'cosmetics'. Note that you can only compute an aggregation trait for event properties that have a numeric value.

User-level examples:

• Order Revenue Last 14 Days
• Max Ride Distance Last 60 Days

Account-level use cases

• Total Minutes Watched 30 Days
• Avg Order Size Last 180 Days

Most Frequent

A most frequent user-level computed trait will return the most common value for an event property. This is helpful to create traits like preferred_product_viewed or most_commonly_viewed_category that tell you what a user’s preferred product, or content category might be. Note that the most frequent computed trait requires the event property to have been tracked at least twice. In the case of a tie, we return the first alphabetical value. For account-level computed traits, you can also return the most frequent user trait. This is helpful when you want to determine which user has performed an event the most frequently. For example, you might to return the email of the user in an account most actively viewing your app.

User-level examples:

• Favorite Blog Post
• Top Purchase Category

Account-level examples:

• Most frequent product viewed
• Most active user

First

The first user-level trait returns the first event property value we have seen. This is common for creating traits like first_page_visited based on the page name. For accounts, the first computed trait could also return a trait like first_user_signup, to calculate the first user to use your product.

User-level examples:

• First seen timestamp
• First utm parameter

Account-level examples:

• First email opened
• First user signup

Last

The last trait returns the last event property value we have seen. This is common for creating traits like last_utm_campaign to help you calculate last-touch attribution for paid advertising.

User-level examples:

• Last seen at
• Last utm parameter

Account-level examples:

• Last unsubscribe timestamp
• Last user active

Unique List

Unique list computed traits will output a list of unique values for an event property. This is helpful to understand the different types of products or content that a customer or users in an account have interacted with or purchased. Customers are creating traits like unique_product_categories_viewed and sending them to email marketing tools and accessing them through the Profiles API for in-app personalization.

Example use cases:

• Unique products purchased
• Unique categories
• Unique games played

Unique List Count

Unique list count computed traits will output a count of the unique list of values for an event property. Customers are creating traits like unique_product_categories_viewed_count to understand the variety of products that a customer is viewing. At the account-level, customers are creating traits like unique_visitors_count to calculate the number of unique visitors by ip address.

User-level examples:

• Unique products viewed count
• Unique categories count

Account-level examples:

• Unique products viewed
• Unique visitors count

Conditions

All computed trait types support a common “Add Conditions” section. Conditions defined here restrict the messages considered when calculating the final value of the computed trait by looking at a property of the events. For example, you could limits events to only those where “price” is greater than 30.00 or where “page.url” contains “pricing”.

The following operators are available.

• equals
• not equals -
• less than
• greater than
• less than or equal
• greater than or equal
• contains
• does not contain
• starts with
• ends with
• exists
• not exists
• before date
• after date
• within last (x days)
• with next (x days)
• before last (x days)
• after next (x days)

Connecting your Computed Trait to a Destination

Personas sends user-level computed Traits to destinations using the Identify call for user traits, or using the Track call for event properties. Learn more about Computed trait generated events here. The trait name corresponds to the snake cased name that you see in the trait settings, for example most_viewed_page_category. See the list of Personas-compatible destinations

For account-level computed traits, you have the option to send either a group call and/or identify call. Group calls will send one event per account, whereas identify calls will send an identify call for each user in the account. This means that even if a user hasn’t performed an event, we will still set the account-level computed trait on that user. Because most marketing tools are still based at the user level, it is often important to map this account-level trait onto each user within an account. See Account-level Audiences for more information.

Accessing your Computed Traits using the Profiles API

You can access your computed traits using the Profile API by querying the /traits endpoint. For example, if you can query for the emails_opened_last_30_days with the following GET request:

https://profiles.segment.com/v1/spaces/<workspace_id>/collections/users/profiles/email:john.doe@segment.com/traits?include=emails_opened_last_30_days

returns:

    {
        "traits": {
            "emails_opened_last_30_days": 255
        },
        "cursor": {
            "url": "",
            "has_more": false,
            "next": "",
            "limit": 100
        }
    }

You can read the full Profile API docs to learn more.

Downloading your Computed Trait as a CSV

You can download a copy of your trait by visiting the the computed trait overview page. Computed Trait CSVs are generated on demand. Before you can download the CSV, you will need to generate it. There are three different options for formatting:

• Unformatted: Contains three columns. The first contains the user or account key, the second contains the trait value and the third is a JSON object containing the external IDs. Generating this CSV is by far the fastest of the three options. Download example unformatted CSV
• Distinct columns for unique external IDs (with indexed columns for ID types with multiple values): Contains the same first three columns as the unformatted CSV. Additional columns are added for each distinct external ID type. When a single row has more than one value for a given external ID type, for example a user with three email addresses, additional columns with indexed headers are added, (email, email_1, email_2). Download example formatted CSV with indexed columns
• Distinct columns for unique external IDs (with additional rows for ID types with multiple values): Contains the same first three columns as the unformatted CSV. Additional columns are added for each distinct external ID type. When a single row has more than one value for a given external ID type, for example a user with two email addresses, additional rows are added with the first three columns repeated (user or account key, trait value and external IDs JSON). Download example formatted CSV with additional rows

Generating a CSV can take a substantial amount of time for large traits (around 30 seconds for a formatted CSV with 1 million rows). For CSVs that are expected to take over 20 seconds, the Segment app displays an estimated generation time. After clicking Generate, it is recommended that you leave the modal and page open while the CSV is created. (If the trait recalculates between when you click Generate and when you download the file, you might want to regenerate the file. The CSV is a snapshot from when you clicked Generate, and could be outdated.)