Data Manager

The Data Manager allows you to manage the following elements of your project:

  • Add, edit, or delete customer and event properties
  • Create definitions (Aggregates, running aggregates, event segmentations, and expressions)
  • Set event expiration
  • Map your events and customer attributes so they can be recognized by Exponea

You can access the Data Manager by navigating to Data & Assets > Data Manager. Here you will find the manager with four tabs for each of the key elements: Customer Properties, Events, Definitions, and Mapping. The below sections discuss their functionality in detail.

You can also watch this video to get a basic understanding of the features in the Data Manager:

Customer properties and events

These two tabs include all of the imported, tracked or manually created customer attributes and events in your project.

Basic actions

Firstly, you can see a green or red dot next to each attribute. This signifies whether that attribute is already tracked in your data (green) or not yet (red).

There are several actions you can do with each property:

Rename a property

Click on the property's name to rename it. This is not possible for those that are already tracked in your data. If you want to rename such property / event, you will need to delete all associated data from Exponea first.

Define the data type

This affects how Exponea treats that property. When filtering data, for example, the data type will decide what type of operators will be shown by default to match that type. It also affects how the values are shown in the customer profile. Learn more about data types here.

Provide a description of the property

This is highly recommended as this will be displayed as a tooltip for all users when working with the properties in Exponea, as shown in the screenshot below.

Hover over a property with your mouse to reveal the following buttons on the right side:

Show tracked values

Opens a report with the actual values tracked for your customers. This is useful for checking whether your tracking works when setting it up.

Remove property

Click here to learn how to delete a property when it is already tracked in your data.

Mark as personal data

Click on the "lock" icon to mark that property as personally identifiable information (PII). Click here to learn why.

Move the property

You can drag and drop each property to a different place or even a different group. This is important as it also defines how properties are displayed in the drop-down lists when working in Exponea. See the screenshot below.

The description defined in the Data manager will be displayed as a tooltip when working with properties. The order and grouping of properties also reflects how it is set in the Data manager.

The description defined in the Data manager will be displayed as a tooltip when working with properties. The order and grouping of properties also reflects how it is set in the Data manager.

Grouping and reordering properties

The order and grouping of properties in the Data manager reflect how they are displayed in Exponea as showed in the screenshot above. This is very useful as it will speed up your work by showing the most important data where you want it.

There is a button + Add group at the bottom. You can then place each property into one group for easier navigation. In the screenshot above, we defined a group called "Basic info" (hidden behind the tooltip), containing the most essential data about our customers, and "Others". You can also hide each group in these views by clicking on it.

Note that some elements such as IDs, consents, aggregates, expressions, etc. are grouped automatically.

Additional level for events

Events have an additional level (several events and each can have several attributes), which means that you can reorder and group events as well as reorder and group their attributes within each event. Click on the event to manage its attributes. All settings work in the same way as described above.

Marking properties as PII

You can mark each customer and event property as PII (personally identifiable information) by clicking on the "lock" icon on the right side. We strongly recommend doing so for GDPR compliance. Learn more.

Delete events and properties

To delete an event or customer property that has not been tracked yet, simply click on the "bin" icon next to it. If there already are values tracked for this property, you must delete those values first. if you have admin access and you want do delete events follow these steps:

1. Click on the three-dots button in the top right corner and click "Data deletion".

2. Select what you want to delete. You can choose:

  • All customers and their events
  • Selected events
  • Selected customer properties

3. Click "Delete data"

4. Depending on the size of your database, the deletion process might take a few minutes. Once the user confirms the deletion, the delete job starts in the background. If you chose to delete a whole event regardless of the event attributes and time of the tracking you will see a loading icon next to the property in the data manager while it is being deleted and once it is done, the dot on the left will turn red. After that, you can click on the "bin" icon next to that property to delete it from your data structure.

However, if you only chose to delete events with specific attributes and within a specific timeframe there will be no feedback once the job is completed. Any new events created in the time between the job started and finished should not be impacted so some events matching the filter might remain even after the deletion process.

Reimporting deleted data

If you delete imported data you might not be able to re-import them back because the system could recognize them as duplications.

Block tracking of undefined events

By default, any events that are tracked or imported to your project will appear in your data, even if not defined in the Data Manager. If you disable this toggle (persist events of types not listed here), any events tracked or imported to your project that are not defined in the Data Manager will be blocked and ignored. This only applies on the event-level (so if you upload an event that is defined in the Data Manager, but with attributes that are not, these will be added).

Event expiration

To access these settings go to the Data Manager, click on the three-dots button in the top right corner and then on Expiration or on the clock icon on the right from an event name.

Data takes a lot of storage and not all types of events are necessary to keep forever. In order to keep your usage under control, it is possible to set up the automatic expiration of events after a certain period of time. By default, session_start and sesion_end are set to expire after 3 months and page_visit after 30 days. Other events are kept forever unless you change the setting.

Data types

You can define the correct data type for each attribute by clicking on the data type field. The data type affects how Exponea treats those values. When filtering data, for example, the data type will decide what type of operators will be shown by default to match that type. It also affects how the values are shown in the customer profile.

Value "28.9.1996 13:45" imported under different data types and shown in a customer profile.

Value "28.9.1996 13:45" imported under different data types and shown in a customer profile.

The following data types are available:

Data type

String

Textual format. We usually define IDs as strings too.

Long text

Number

Boolean

Binary value. Works with values "true" / "false" and "1" / "0".

Date and datetime

See below for full explanation.

List

List of individual items.
Import list attributes in the following format: ["item 1", "item 2"] - when a comma is used as a delimiter, you need to enclose the list in quotes, and values within in double quotes so that it is clear whether a comma is a separator of values or import columns.

This can also be an array of objects in the following format: [{item_id: "1234", item_quantity:3}, {item_id: "2345", item_quantity:2}]. This is used for example as the product_list attribute of cart_udpate.

URL

JSON

(Only available when importing data)
Use this option when importing your data in the JSON format.

Although the data types can be changed at any point, be cautious with the list values as these are processed differently when imported under an incorrect data type.

Date and time formats supported

Exponea has 2 types of the date format - one called "Date" and the other one is "Datetime". The only difference is that a "Date" attribute only displays the date in a customer profile, while an attribute defined as "Datetime" also displays hours and minutes. However, this does not have an impact if you filter data and also both types support all formats described below. That means that even if you import date with hours and minutes only as "Date", Exponea will still store the time and you will be fully able to work with it in the filters. Moreover, you can always change the attribute type later.

Unsupported formats:
  • Times with a.m. / p.m. notation
  • Non-numeric months (e.g. Jan, February, etc.)
Supported formats:

Combination of dates, times and timezones from above
-e.g. YYYY-MM-DDThh:mm:ss.sTZD
-1997-07-16T19:20:30.45+01:00
-'28-02-2017 13:45:01.123', 'Europe/Bratislava'
-28-02-2017 13:45
-28-02-2017 13:45-02:00
-'2017-02-28T13:45:01', 'UTC'

Custom HTML / CSS

UNIX timestamp


  • 2017-02-28

  • 2017-2-8

  • 25-02-2017

  • 2017/03/01

  • 1.3.2017

  • 01.03.2017

  • 03/01/2017 (US MDY)

  • 01-03-2017 (EU DMY)

All distinct formats of times (optional)


  • 13:45

  • 13:45:01

  • 13:45:01.123 - note the fractions of seconds

All distinct formats of ISO 8601 timezone designators (optional, only when time is provided)


  • Z (UTC), +02:00, -02:30, +0200, +02

  • 20170103T12:13:14Z

Combination of dates, times and timezones from above


  • e.g. YYYY-MM-DDThh:mm:ss.sTZD

  • 1997-07-16T19:20:30.45+01:00

  • '28-02-2017 13:45:01.123', 'Europe/Bratislava'

  • 28-02-2017 13:45

  • 28-02-2017 13:45-02:00

  • '2017-02-28T13:45:01', 'UTC'

Definitions

The Definitions tab allows you to manage and create Aggregates, Running aggregates, Event segmentations, and Expressions.

Aggregates and running aggregates

Guide to Aggregates and running aggregates

Event segmentations

Guide to Event segmentations

Expressions

Guide to Expressions.

Mapping

The data mapping functionality enables Exponea to understand your custom events structure and customer properties while keeping your own naming standards.

This makes your recommendation engines better and enables automatic campaign attribution and dashboards. It is then also much easier to setup prediction-based campaigns for your project.

1. Basic events

The first section allows you to map the basic essential events. For example, for "Add to cart", you should choose the event cart_update, then click add an event attribute and from the other dropdown select action > equals > add (if you're not following this naming, just use the attributes with the same function).

2. Purchase attributes

This option will be displayed once you mapped the purchase event to map additional attributes.

3. Customer properties

Importing analyses and definitions

This function allows you to import elements from other projects, such as analyses, campaigns, and definitions.

:one+: Go to Data Manager, click on the three-dots button in the top right corner and click Definition Import & Export.

:two+: Click "Import" in the top panel.

:three+: Paste your data in the JSON format. The steps below explain how you can get your data in this format.

:white-check-mark+: Click "Start import" and the elements will appear in your project.

Exporting analyses and definitions

This function allows you to export elements from your project, such as analyses, campaigns, and definitions.

:one+: Go to Data Manager, click on the three-dots button in the top right corner and click Definition Import & Export.

:two+: Click "Export" in the top panel.

:three+: Select which components you would like to export

:four+: Now you have two options:
Clone to project will allow you to directly select a project (only for projects where you have access) where you want to copy the elements.

Start export will export the data in the JSON format, which then can be imported to other Exponea project. Simply copy the JSON text that will pop up and then follow the steps above for importing data to your destination project.

:white-check-mark+: All done!

Updated 5 days ago

Data Manager


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