Implementing a customer segmentation based on the activity
Requirements
Have a place list
Nice to have
Relevant teams name
Have the field _type filled in the place list
You can find a workshop dedicated to the customer segmentation based on the activity here.
Video for more explanations here
Step 1: Create a calculated attribute days_to_last_visit in the place list
Create a calculated attribute name days_to_last_visit (attribute type: single choice)
Create 3 options:
Label
Tag
Less than 7days
seven_days
Less than 30 days
thirty_days
More than 30 days
more_than_thirty_day
Copy/Paste the query in the SQL query
WITH tab0 AS (SELECT EXTRACT(DAY FROM NOW() - _last_visit_date::date) as difference FROM l_place WHERE l_place._id='$item_id$') SELECT CASE WHEN difference < 8 THEN 'seven_days' WHEN difference < 31 THEN 'thirty_days' ELSE 'more_than_thirty_day' END FROM tab0
CODE

You need to keep the same option tags and the same
Step 2: Create a new dashboard based on a json file
If the place list is in scope mobile user or single mobile user:
Download the json file and upload it in a new dashboard. (How to upload a json file here)
Segmentation mobile users.json
If the place list is in scope team or single team:
Download the json file and upload it in a new dashboard. (How to upload a json file here)
Step 3 (optional) : Create a mapping between the option tags and the labels
If you don’t have explicit options for the field _type in the place list (for example opt1, opt2, opt3, …), you need to implement a mapping in the dashboard to have the options displaying nicely in the dashboard..
How to create a mapping here