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Instructions on how to bulk upload cohorts to the Permutive platform
How to Bulk Upload Cohorts
Bulk uploading cohorts is a way to automatically upload 50 or more cohorts into the platform without having to build them manually.
To do so, open this Google sheet and go to 'File' > 'Make a copy' and name it with your publication.
Warning: Do not change columns, headers or file structure (ie. no columns are added, deleted or moved). These must be exact.
Example Format
Fill in the Google sheet, following the examples you can find under the 'Example Cohorts' tab.
Cohorts Conditions and Modifiers
- If column D is an Event name (e.g. Pageview), use column E to denote the operation associated with the 'frequency': exactly, not, at least, at most, between.
- If column D is 'engaged time', use column E to express any of the following operations associated with the number of engaged seconds: is, is not, less than, more than, less or equal to, more or equal to.
- If column D is 'engaged completion', use column E to express any of the following operations associated with the % of completion: is, is not, less than, more than, less or equal to, more or equal to.
- If column D is 'engaged with pageviews', use column E to denote the operation associated with the frequency: exactly, not, at least, at most.
- If column D is 'cohort transition', use column E to choose entered or left.
- If column D is an Event name (e.g. Pageview), use column F to choose the Event 'frequency'.
- If column D is 'engaged time', use column F to specify the number of seconds e.g 60.
- If column D is 'engaged completion', use column F to specify the % of completion e.g 50.
- If column D is 'engaged with pageviews', use column F to specify the pageview frequency.
- If column D is 'cohort transition', use column F to specify the cohort using the cohort code.
- If column D is an Event name (e.g. Pageview), column G should be left blank.
- If column D is 'engaged time', column G should be left blank.
- If column D is 'engaged completion', column G should be left blank.
- If column D is 'engaged with pageviews', use column G to specify 'engaged time' or 'completion'.
- If column D is 'cohort transition', column G should be left blank.
- If column D is an Event name (e.g. Pageview), column H should be left blank.
- If column D is 'engaged time', column H should be left blank.
- If column D is 'engaged completion', column H should be left blank.
- If column D is 'engaged with pageviews', use column G to choose the operation associated with time %: is, is not, less than, more than, less or equal to, more or equal to.
- If column D is 'cohort transition', column H should be left blank.
- If column D is an Event name (e.g. Pageview), column I should be left blank.
- If column D is 'engaged time', column I should be left blank.
- If column D is 'engaged completion', column I should be left blank.
- If column D is 'engaged with pageviews', use column I to specify the number of seconds or completion % e.g 50.
- If column D is 'cohort transition', column I should be left blank.
This can be any of the following property types: String, List of Strings, Integer, and Boolean. Please note that we cannot support properties where the parent property is a List of Objects.
Tip: As a best practice, please send a sample upload of ~10 cohorts to technical-services@permutive.com for alignment confirmation.
Once alignment has been confirmed, please complete the final upload and send the document to technical-services@permutive.com to be actioned.
Note: We usually expect the upload to be complete within two weeks.
If you have any questions, please contact customer support by emailing technical-services@permutive.com or chat to the Customer Operations Team via the LiveChat icon in the bottom right corner of your screen.
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