Set Up Models

Customize datasets for audience building without altering your underlying data architecture.

The Why

Here at GrowthLoop, our goal is to empower you to maximize the value of your data warehouse by building audiences and activating them across sales and marketing channels. This may sometimes require your analytics team to quickly manipulate underlying datasets to better support customer segmentation. That’s why we’re introducingΒ GrowthLoop ModelsΒ as a way for analysts to create custom data models for audience building - without altering your underlying data architecture.

GrowthLoop Models allows you to curate new data assets quickly and flexibly from within the GrowthLoop platform. Use this feature to:

  • Join tables to enrich datasets with new columns
  • Materialize commonly-used calculated fields like total purchase count last 7 days or lifetime spend
  • Alias columns with business-friendly labels
  • Perform rules-based customer exclusion
  • Narrow down large datasets to the most relevant columns

These data models are stored as views in your data warehouse and surface as datasets for audience segmentation in the GrowthLoop app.

The How

  1. Navigate to theΒ ModelsΒ tab on the left side of the GrowthLoop app.

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  1. ClickΒ Create Model.
  2. Provide a name for your model and decide whether you want the modelΒ Enabled or Disabled.
    1. Enabled:Β Your model will become immediately available as a dataset for audience segmentation.
    2. Disabled:Β Your model will be kept in β€œdraft mode” and will not be available as a dataset. You can come back andΒ EnableΒ the model at another time.
  1. Write a SQL query to describe the structure of your new data model. Common use cases include:
    1. Using a WHERE clause to limit values pulled into the view
    2. Limiting your SELECT clause to a subset of relevant fields
    3. Aliasing columns to provide business users with more intuitive field names
    4. Joining in additional tables to enrich the data available within the view
model sql input

This example query selects a subset of fields (customer_id, email, city, and state) from a table of customer data. It aliases the email column to email_address and limits the values in the table to customer records from New York.

  1. ClickΒ Preview ModelΒ on the bottom right. This will generate a preview of the new data model below the query builder. You can continue to modify your query and refresh the preview until you are satisfied with the structure of the data model.

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  1. Once satisfied with the new data model, clickΒ Save Model.Β This data model will be generated as a view inside theΒ GrowthLoop_systemΒ schema in your data warehouse. It will also appear as a data model on yourΒ ModelsΒ page within the GrowthLoop app.

You can check for this new view inΒ GrowthLoop_system.Β It will appear asΒ "model_<your_model_name>":

view model

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  1. You are now able to connect your custom view to GrowthLoop to perform audience segmentation. In the GrowthLoop platform, clickΒ Datasets,Β thenΒ New Dataset.
  1. Choose yourΒ Dataset TypeΒ and then locate your view by selecting the correctΒ DatasetΒ andΒ TableΒ from the dropdowns below. You can alias your model in the app with a different name if desired.
  1. Identify theΒ Unique KeyΒ of your model, select theΒ Default FieldsΒ that will be shown automatically when the model is used for segmentation, and add anyΒ LabelsΒ that match the fields in the model.
  2. Select your desired options for theΒ Primary FieldsΒ section (note that this is for theΒ UsersΒ dataset type - if you selected a different dataset type, you will be asked instead for the fields used to join this model to your Users table). ClickΒ Save.

Your model is now available to use for segmentation in the GrowthLoop Audience Builder!

Experiencing any issues with GrowthLoop Models? Reach out to us atΒ [email protected]Β and we’ll be in touch shortly!