Change filter options

Who can use this feature?

Refer to user licenses for limitations
Available on all plans

Custom metrics and some system attributes include a change filter to help put context when values change and take action.

Common change filters include:

Contract Status
Engagement
License Utilization
Active Users
Lifecycles

Numerical attributes and custom metrics use the following change formula: Change = ( [Current Value] - [Previous Value] ) / [Previous Value]

Additionally, the following segment columns are available for status and contract status changes:

Previous status, previous contract status
Status change date, contract status change

Suggested uses

Create a segment trigger when a customer engagement score declines by more than 50% in the last 14 days.
Generate a report of newly upgraded customers in the last 90 days.
Send a campaign to customers whose license utilization drops by 90% in 2 weeks, which could be an indicator that your customer may be moving to a competitor.
Export the segment for action outside of Totango.

Use change filters

Within a segment, campaign, SuccessPlay, or other segmentation engine, click to add a filter.
Choose a custom metric or system attribute that tracks change.
Specify the threshold and time period to query.
- Threshold:
  - +: Increased by specified value (or more)
  - -: Decreased by specified value (or more)
  - +-: Changed in between specified value (e.g., -90% or +90%, including no change.
- Time period:
  - Yesterday
  - In the last 3, 7, 14, 30, 90 days
Click Apply Filter to view the matching records.

“1000%” represents a huge percent change increase, for example, if the active users changed from 1 to 200. “-” represents the percent change from 0 to any number greater than 0, mostly common in onboarding accounts. Since this case is unique, a tooltip to explain this case will appear in the application