People Insights Overview

The People Insights tool allows you to query groups of users who performed any sequence of events and filter them using event properties or people properties. In People Insights, the full list of users associated with the designated events will be displayed alongside their people properties. Click on any user to view their user profile and event stream.

The People Insights Tool is most commonly used to:

  1. Identify users who have common behavior patterns
  2. View individual user profiles and activity history
  3. QA tagging and tracking
  4. Export users to action via marketing automation or email platforms

Begin an Analysis

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In People Insights, each row in the query builder represents a step in a user's journey. Users who completed all events in sequence will appear in the results. To begin building a People Insights sequence, drag in an event into the query builder. Continue adding events until all desired behaviors are represented in the query. 

Re-Ordering Rows

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To be included in a People Insights list, users must have completed the events in the query builder in the specified order. To re-order the event sequence, click and drag a row in the query builder into the desired position in the sequence.

"By" Clauses in People Insights

"By" clauses, which break out an event by all values of the selected people or event property, are not available in the People Insights tool. Instead, use "Where" clauses to define additional parameters of user lists.

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For example, instead of using a "By" clause to break out the event "Subscribe" by all AB Testing groups, use a "Where" clause to select which AB Testing group you want represented in the resulting user list.

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If a property is selected by being double clicked or dragged and dropped into the chart area, it will apply across all query rows. To apply the property only to a specific query row, drag it into the "Where" dropzone in that row.

Searching Results

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Search for users and their people properties by any matching value by using the search box in the upper right corner of the chart window.

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