Segmentation data points

Who can use this feature?

Segmentation engines allow you to apply conditions to your data using filters. Depending on the data object, filters are available for attributes and other reserved Totango data points.

When creating and saving segments, you can also add data points as columns to further refine your data set.

Account segmentation

The following account data points are available to use, grouped by dimension.

  • Items marked with an asterisk (*) represent reserved data points that are not visible in Data Modeler and are automatically managed by Totango.
  • Some items can be added as a column from a filter but are not otherwise available/editable in the column editor (see Edit column). Column names are noted in parentheses, if different from the filter name.
  • All editable columns from the account object are also available as columns in user and touchpoint segments.
Account Identity Filter by Edit column Column category
Account Type Attributes
CRM System Account Id Attributes
*Direct Parent - -
Id
(Account id)
Account Information
*Is not tagged - -
Name Attributes
Other System Account Id Attributes
*Parent Account Name - -
parent_id Attributes
product_id - Attributes
*Product
(Products)
Hierarchy Information
*Product Owned by Parent - -
*Tag List - Account Information
*Tagged with Account Information
*Ultimate Parent - -
Account Master Data Filter by Edit column Column category
Company Domain Attributes
Company Size Attributes
Create Date Attributes
Customer Journey Stage Attributes
*Days in <lifecycle name> stage option - Attributes
*Days in <lifecycle name> stage option - Attributes
Account Segment Filter by Edit column Column category
Industry Attributes
Tier Attributes
*Is in segment
(In segment)
Attributes
*Is not in segment
(Not in segment)
Attributes
Account Team Filter by Edit column Column category
*Account assigned to - -
<Name of account team role> Team Information
Billing Filter by Edit column Column category
Last Payment Amount Attributes
Last Payment Date Attributes
Next Payment Due Date Attributes
Outstanding Balance Attributes
Payment Method Expiration Date Attributes
Campaigns Filter by Edit column Column category
*Goal achieved by campaign - -
*Goal not achieved by campaign - -
*Not targeted by campaign - -
*Targeted by campaign - -
Contracts Filter by Edit column Column category
Cancellation Date Attributes
Contract Renewal Date Attributes
Contract Start Date Attributes
Contract status Subscription Information
*Contract status change date - Subscription Information
Contract Value Attributes
Contract Value Change Custom Metrics
*Days in contract status - Subscription Information
*Days in current status - Subscription Information
Last Contract Value Change Date Attributes
Licenses Attributes
*Previous contract status - Subscription Information
*Previous status - Subscription Information
Status Attributes
*Status change date - Subscription Information
Trial Expiration Date Attributes
Engagement Filter by Edit column Column category
Last Business Review Date Attributes
Next Business Review Date Attributes
General Filter by Edit column Column category
health Attributes
Last Reference Date Attributes
# Of References Given Attributes
Referenceability Attributes
TouchPoint Default BCC Email Attributes
Health Filter by Edit column Column category
Days in Good Health Attributes
Days in Poor Health Attributes
*Health last change - Key Metrics
*Health Profile Account Information
*Health Rank Key Metrics
*Multidimensional Health Account Rank Key Metrics
*Multidimensional Health Account Score Key Metrics
*Multidimensional Health Rank Key Metrics
*Multidimensional Health Score Key Metrics
*Previous health rank - Key Metrics
Onboarding Filter by Edit column Column category
*Days in Onboarding Stage Attributes
*Days in Onboarding Stage stage - Attributes
*Days in Project Status Attributes
*Days in Project Status stage - Attributes
Onboarding Stage Attributes
Project Status Attributes
Opportunity Filter by Edit column Column category
*Days in Totango Opportunity Stage Attributes
Totango Opportunity Close Date Attributes
*Totango Opportunity Created By - Team Information
*Totango Opportunity Create Date - -
Totango Opportunity Description Attributes
Totango Opportunity Name Attributes
*Totango Opportunity Owner Team Information
Totango Opportunity Stage Attributes
Totango Opportunity Type Attributes
Totango Opportunity Value Attributes
Revenue Filter by Edit column Column category
*Churned Accounts - -
Conversion Likelihood Attributes
*Days in Conversion Likelihood Attributes
*Days in Conversion Likelihood stage - Attributes
*Days in Expansion Status Attributes
*Days in Expansion Status stage - Attributes
*Days in Renewal Status Attributes
*Days in Renewal Status stage - Attributes
*Downgraded Revenue - Revenue Information
Expansion Status Attributes
Forecast Amount - Forecast
Forecast By - Forecast
Forecast Contract Value - Attributes
Forecast Due Date - Forecast
Forecast Period Attributes
Forecast State - Attributes
*Lost Revenue - Revenue Information
Order Booking Date Attributes
*Purchase Scenario Attributes
*Renewable Accounts Attributes
Renewal Status Attributes
*Renewed Accounts Attributes
*Renewable Revenue - Revenue Information
*Renewed Revenue - Revenue Information
*Upsell Revenue - Revenue Information
Risk Filter by Edit column Column category
Competitors in Account Attributes
*Days in Escalation Status Attributes
*Days in Escalation Status stage - Attributes
*Days in Risk Status Attributes
*Days in Risk Status stage - Attributes
Escalation Severity Attributes
Escalation Status - Team Information
Escalation Type - -
Risk Reason Attributes
Risk Status Attributes
SuccessPlays Filter by Edit column Column category
*Not targeted By SuccessPlay - -
*Targeted By SuccessPlay - -
Support Filter by Edit column Column category
Satisfaction score Support Tickets
Ticket volume Support Tickets
Top priority satisfaction score - Support Tickets
Top priority ticket volume - Support Tickets
Top priority unsolved tickets - Support Tickets
Unsolved Tickets Support Tickets
Totango Usage Filter by Edit column Column category
First activity date Usage
Last activity date Usage
Touchpoints Filter by Edit column Column category
*Touchpoint Create Date - -
*Touchpoint Creator - -
*Touchpoint External Participants - -
*Touchpoint Internal Participant Role - -
*Touchpoint Internal Participants - -
*Touchpoint Reason - -
*Touchpoint Subject - -
*Touchpoint SuccessFlow - -
*Touchpoint Type - -
*Touchpoint Update Date - -
*Touchpoints Work
Usage Filter by Edit column Column category
Active Days
(Number of active days)
Usage
*Active Days (7d) (Avg) Hierarchy Roll-Ups
Active Users
(Number of active users)
Usage
*Active Users (7d) (Sum) Hierarchy Roll-Ups
DAU/MAU Custom Metrics
*First activity date - Usage
*Last activity date - Usage
Number of Activities - Usage
Overall time spent Usage
Usage frequency Key Metrics
Usage Frequency Custom Metrics
*User Actions - -
WAU/MAU Custom Metrics
Utilization Filter by Edit column Column category
Enabled Users Attributes
Engagement Key Metrics
License Utilization Key Metrics
*License Utilization (7d)(Avg) Hierarchy Roll-Ups
Purchased License Consumption Custom Metrics
Voice of the Customer Filter by Edit column Column category
Customer Sentiment Attributes
Work Filter by Edit column Column category
*Actual Task Effort in Hours Work
*Completed tasks Work
*Created tasks Work
*Last SuccessFlow Date Work
*Last Touch Work
*Number of engagements Work
*Number of Objectives Work
*Open Tasks Work
*Overdue Tasks Work
*Plan Summary - -
*Touchpoints Work

User segmentation

The following user data points are available to use, grouped by dimension.

  • Items marked with an asterisk represent reserved data points that are not visible in Data Modeler.
  • Some items can be added as a column from a filter but are not otherwise available/editable in the column editor (see Edit column). When available, column names are noted in parentheses, if different from the filter name.
  • All editable columns from the account object are also available as columns in user and touchpoint segments.
Campaigns Filter by Edit column Column category
*Campaign Unsubscribe
(User Unsubscribe or Marketing Unsubscribe)
Attributes
*Did Not Open Campaign Email - -
*Engaged With - -
*Goal Achieved By Campaign - -
*Goal Not Achieved By Campaign - -
*Not targeted By Campaign - -
*Opened Campaign Email - -
*Targeted by campaign - -
General Filter by Edit column Column category
User Unsubscribe Attributes
SuccessPlays Filter by Edit column Column category
*Not targeted By SuccessPlay - -
*Targeted By SuccessPlay - -
Support Filter by Edit column Column category
Satisfaction score Support Tickets
Ticket volume Support Tickets
Top priority satisfaction score - Support Tickets
Top priority ticket volume - Support Tickets
Top priority unsolved tickets - Support Tickets
Unsolved Tickets Support Tickets
Totango Usage Filter by Edit column Column category
First activity date Usage
Last activity date Usage
Touchpoints Filter by Edit column Column category
*Touchpoint Create Date - -
*Touchpoint Creator - -
*Touchpoint External Participants - -
*Touchpoint Internal Participant Role - -
*Touchpoint Internal Participants - -
*Touchpoint Reason - -
*Touchpoint Subject - -
*Touchpoint SuccessFlow - -
*Touchpoint Type - -
*Touchpoint Update Date - -
*Touchpoints Work
Usage Filter by Edit column Column category
Active Days
(Number of active days)
Usage
First activity date - Usage
Last activity date - Usage
Number of Activities - Usage
*User Actions - -
User Identity Filter by Edit column Column category
First Name Attributes
Id
(User id)
User Information
*Is not tagged - -
Last Name Attributes
Name Attributes
*Tagged List User Information
*Tagged with User Information
User Master Data Filter by Edit column Column category
Account Role Attributes
Address Attributes
Browser Attributes
Campaign Bounced Date Attributes
Campaign Bounced Reason Attributes
Contact Attributes
Country Attributes
CRM Contact Attributes
Device Attributes
Email Attributes
Key Contact Attributes
Marketing Unsubscribe Attributes
Name Attributes
Organization Attributes
OS Attributes
Phone Number Attributes
Region Attributes
Timezone Attributes
Title Attributes
User Segment Filter by Edit column Column category
*Is in segment
(In segment)
Attributes
*Is not in segment
(Not in segment)
Attributes
Voice of the Customer / General Filter by Edit column Column category
CSAT Score Attributes
CSAT Score Comment Attributes
CSAT Score Response Date Attributes
High CSAT Score Reasons Attributes
Low CSAT Score Reasons Attributes
Relationship NPS - Attributes
Relationship NPS Comment - Attributes
Relationship NPS Response Date Attributes

 

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request