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Text matching in timeline event rollup queries

The timeline event rollups feature (accessible via More > Timeline events > Timeline event rollups) offers a Basic query builder that allows you to roll up data stored in timeline events and save the results to a profile property.

When creating a rollup, you first select your timeline event type and then add any conditions that your timeline events must meet.

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For these conditions, the Basic query builder offers different operators to match timeline event properties to values; the options available depend on the data type of the selected property.

If your timeline event property uses the Text data type, then you can use the operators "Equals" or "Does not equal" to match that property to specific text values. The following sections provide more detail on how the Basic query builder matches text using these operators.

Equals

Use the "Equals" operator when you're looking for an exact match of your property value (i.e., the property contains any of the values you enter). It is not case sensitive, so capitalization is not taken into account.

For example, you have the following condition:

"Country" EQUALS Mexico OR Netherlands

The condition is only met if the property value is either Mexico or Netherlands, since those are exact matches. The condition would NOT be met for any other value, even for misspellings.

This is illustrated in the following table:

Property value Is the condition met?
Mexico Yes
Netherlands Yes
mexico Yes
netherlands Yes
[An empty value] No
France No
Frnace No
Mecixo No
Netherlans No


If your timeline event property contains multiple values, the rollup only uses the first value (unless the property is flagged as "multi-value," as outlined below in the section Multi-value properties). For example:

Property values Result
Netherlands and Mexico Netherlands is rolled up, since it meets the condition as the first value.
France and Netherlands No data is rolled up, since France does not meet the condition.
Mexico, Netherlands, and France Mexico is rolled up.


Does not equal

Use the "Does not equal" operator when you're looking to avoid certain exact matches (i.e., the property does not contain any of the values you enter). This operator is also case insensitive.

For example, let's use the same condition with "Does not equal":

"Country" DOES NOT EQUAL Mexico OR Netherlands

The condition is met if the property value is anything other than Mexico or Netherlands. If the value is either of those two countries (with the exact spelling), the condition would NOT be met.

This is illustrated in the following table:

Property value Is the condition met?
Mexico No
Netherlands No
mexico No
netherlands No
[An empty value] Yes
France Yes
Frnace Yes
Mecixo Yes
Netherlans Yes


As with the "Equals" operator, if your property contains multiple values, the rollup only uses the first value (unless the property is flagged as "multi-value"). For example:

Property values Result
Netherlands and Mexico No data is rolled up, since the condition is not met with Netherlands as the first value.
France and Netherlands France is rolled up.
Mexico, Netherlands, and France No data is rolled up.


Multi-value properties

If you add a multi-value property to a rollup condition, the rollup takes into account all of the property's values (not just the first one). By default, these timeline event properties are already flagged as "multi-value":

  • Order event type > Tag property
  • Order event type > Product property > Product tag subproperty
  • Order event type > Product property > Product category subproperty
  • Order refund event type > Product property > Product category subproperty
  • Abandoned basket event type > Product property > Product category subproperty

For instance, you have the same condition as above:

"Country" EQUALS Mexico OR Netherlands

If "Country" were a multi-value property and that property contains the values France and Netherlands, the condition would now be met. Both values would be rolled up.

Use cases

This functionality is especially useful for BlueConic customers that want to better target consumers and have event types in their tenant with nested properties and subproperties. For example, if a clothing company sells a men's leather belt across three different product categories—"men's products," "belts," and "leather products"—all three product categories can now be rolled up when using the Basic query builder, since "product category" is a default multi-value property.

This rolled-up data can then be used for top retail use cases such as smarter product recommendations and better content personalization. 

Designating properties as multi-value

If you have another property that you would like to designate as "multi-value," contact BlueConic Support. A Support team member will flag that property as "multi-value" in your tenant so that any rollup would use all of its values.

Here are some points to consider when deciding which properties should be designated as "multi-value":

  • If you set a timeline event property as "multi-value" through BlueConic Support, it cannot be undone once the event type is in use by a rollup.
  • If a property has multiple values but you do not designate it as "multi-value" through BlueConic Support, then only the first value is made available when that property is used in a rollup.
  • Changing a property to "multi-value" does not trigger the rollup to run again; a run is only triggered by a rollup configuration change or event update.

Tip: Before filling out the Support ticket form, make sure that Support has access to your tenant and the 'Timeline event rollups' permission is enabled for Support through the Roles page.

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