Brands and regions in Ometria (beta)

This feature is currently only available to CDP-only retailers. 

You can send Ometria data for different brands and regions via API.

The definitions for 'brands' and 'regions' are flexible and you can customise them based on your business needs.

Generally, region refers to geographic areas like EMEA, NA, APAC, etc., and brand refers to different businesses under the same group. 

Once brands and regions are set up for your account, you can use them to filter data in the following areas:

• Overview dashboard
• Customer filter
• Custom events
• Customer cohorts in the segment explorer
• Contacts
• Orders filter
• Products filter
• Products report

Overview dashboard

See also: Overview dashboard

Filter by market

Select Filter by market to change your view based on your Brands and Regions, as well as attributes in your store settings such as size, market, online/physical, etc.:

Metrics comparison table

See also: Overview dashboard: Metrics comparison table

You can also use Brand and Region to group your data in the metrics comparison table:

Customer filter

See also: Customer filter

When using the customer filter to create segments you can choose to include specific brands and regions using the dropdown fields at the top.

These filters will apply to all other conditions in your blocks.

You also have the following conditions under Customer Attributes:

And these conditions have brand and region options:

Setting a date range

You'll need to define a date range/timeframe when setting up a filter for any of the following:

• Purchase activity > has placed an order that matches
• Web activity > has made a visit that matches
• All custom events

See also: Segmenting contacts by date

Custom events

When you request custom events from Ometria, you can specify a brand and/or region. 

To create segments based on contacts who've triggered a custom event in a specific region, select +ADD CONDITION and choose from:

• Filter by brand
• Filter by region

See also: Segmenting contacts by custom event

Segment explorer

Customer cohorts table

You can group the customer cohorts table in the segment explorer by brand and region:

Brand and region are also available as column headings in the Select metrics menu:

Contacts

The table in the Segment explorer: Contacts tab has Brand and Region metrics:

The list shows one row per customer (based on the filters you apply), regardless of how many brands/regions that contact is assigned to. 

If you haven't filtered based on brand and/or region, the record with the most recent acquired date displays.

Select any contact from the list to see their single customer view, which lists all of the brands and regions they are part of (as long as your account view also applies to those brands/regions).

Lifecycle status

Lifecycle status is calculated per brand and region pair (i.e. account view) for each contact.

You can use this data to create filters:

And you can compare lifecycle status for each brand/region in the single customer view:

Exporting from the segment explorer

When you export a segment (with more than one brand and/or region filters set) some contacts might appear across two rows in your Excel or CSV file. 

This is because it's possible for a contact to belong to more than one brand or region.

Single customer view

See also: Contact details: single customer view

You can filter a contact record based on a specific brand or region, and you have a Brand/region performance table for a full breakdown:

Order filter

As in the customer filter, the order filter has brand and region filters at the top:

Creating reports

When you create a report in Ometria, that report is only visible/accessible from the account view it was created in. 

This includes the global account view.

Cohort reports

To filter based on brand and/or region in Ometria's cohort reports, you can use the customer filter to look at any combination of brand and region:

And you can filter contacts based on customer brand or customer region:

Orders grouped by

In the orders grouped report you can select Brand and Region as metrics:

Products report

The products report includes an Organised by filter, where you can select Brand and/or Region:

Product filter

As in the customer filter, the product filter in product reports has brand and region filters at the top:

Store settings

Store settings also include brands and regions per store.

These fields are read only and populated based on the data you sent to Ometria.