Aggregations are available for numeric and date fields in select, snapshot, and split blocks. For text fields, aggregations are available only in snapshot blocks.
Using aggregations, you can filter for customers whose sales volume exceeds a certain amount over a given period. You can also filter for customers who have visited a specific page on your website multiple times during a specific period.
Types of Aggregation
Aggregations can be selected for numeric and date fields in select, snapshot, and split blocks, and for text fields in snapshot blocks. If no aggregation is selected, it will not be applied (default setting).
Numerical fields
The following aggregation types are available for numeric fields:
Notice
Average
Highest
Lowest
Number
Date Fields
The following aggregation types are available for date fields:
Highest
Lowest
Text Fields
The following aggregation type is available for text fields: exclusively in snapshot blocks:
Count
Please note: For a text field, "Count" tracks how many times a text value appears in another source, based on the field designated as the primary or secondary key.
Key
Aggregations are applied based on the selected key. It is therefore important to select the correct (type of) key. For example, using the “Company ID” key allows you to aggregate revenue at the company level, rather than at the invoice level. By using the key “email records that have clicked a specific hyperlink (more than) X times,” you can select those records.
Examples
Type
Example
Notice
Customers with revenue greater than/less than/equal to € XX.XXX over a specific period (key = accountId or companyId; revenue total)
Customers who have clicked a specific hyperlink more than X times (key = accountId, sum of clickId)
Average
Customers with an average revenue (or invoice amount) greater than/less than/equal to € XX.XXX over a certain period
(key = accountId or companyId; average revenue)
Highest
Customers with the highest revenue greater than/less than/equal to € XX.XXX over a specific period (key = accountId or companyId; highest revenue)
Customers whose most recent click/open date is greater than, less than, or equal to a specific date (key = email or accountId; most recent open-click date)
Lowest
Customers with the lowest revenue greater than/less than/equal to € XX.XXX over a specific period (key = accountId or companyId; lowest revenue)
Customers whose earliest (oldest) click/open date is greater than, less than, or equal to a specific date (key = email or accountId; earliest open-click date)
Number
Customers with a number of invoices greater than/less than/equal to X over a specific period (key = accountId or companyId; number of invoiceId)
Number of clicks/opens per record greater than/less than/equal to X over a specific period (key = email; number of clickIDs or openIDs)
How often a text value appears in another source, for example, the number of times a license plate number or name appears (only in snapshot blocks; key = the text field itself)
