People Explorer

Overview

The People Explorer screen within the Engagement Data Platform (EDP) allows you to visualize and understand your customer population along different dimensions. You can then easily turn the data visualization into a Segment for targeting purposes.

Access

To access the People Explorer screen, select Audiences from the Main Navigation Menu, then select People Explorer from the Sub-Category menu.

Additional Resources

People Explorer Quick Start Guide

Features

The People Explorer screen provides the following features:

Explore your Customer Data

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In the Dimension field, select an Attribute. The platform generates a donut chart, indicating the distribution of values in this Attribute. Hover your mouse cursor over a section of the donut graph to view additional details.

Note: For an Attribute to be accessible in the People Explorer, you must enable the Use as Dimension feature for that Attribute. Please see People Attributes for more details.

Optionally repeat the above step to add a second Attribute. The platform adds a second level to the donut chart, allowing you to see the intersection of values between the two selected Attributes.

Note: The platform imposes a maximum limit of two selected Attributes.

Click the Legend toggle switch in the top-right corner of the chart to remove the legend.
By default, the platform shows the twenty largest values in the donut chart. Using the "No. of Partitions" field, optionally enter the number of partitions. The chart is refreshed.
To remove an Attribute, click the "X" icon next to the Attribute name within the Dimension field.

Create a Segment

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After exploring your customer data, you can create a Segment directly from the People Explorer screen.

Select one or two Attributes as described above in "Explorer Your Customer Data."
Within the donut chart, double-click on the desired value.
Within the Summary section of the screen, the platform generates a chart that represents the size of this Segment, as compared to the size of your total customer population. This section also displays the logical criteria used to define this Segment.
Optionally, to remove a logical criteria from the segment, click the "X" icon next to the logic description. Or, click clear all to remove all logical criteria.
Click create segment.
The platform creates the Segment, and the Segment Details screen is displayed. Your Segment uses a default name consisting of the Segment's logical criteria description.

Export the Data Visualization

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After exploring your customer data, you can export the data visualization:.

Select one or two Attributes as described above in "Explorer Your Customer Data."
Click export.
The platform generates a PDF file containing the donut chart data visualization.

Back to Audiences Overview

Last Updated: April 2022