1. Overview

• Definition: This feature enables Mobio users to create dynamic calculated fields that respond to user interactions.
• Users: Admin, Marketer, Data Analyst.

2. Terminology & Configuration Parameters

• Calculation Method: Includes Aggregation (Sum/Average/Maximum/Minimum), Count occurrences, and Occurrence frequency.
• Default Events: Events predefined by Mobio.
• Dynamic Events: Events created by Mobio users. Only successfully created events appear for selection.
• Tracking Events: Track customer engagements on integrated Website or Mobile App. Users must select Website/Mobile App before selecting a tracking event.

3. Prerequisites

• Access Permissions: Your Mobio account must have the following RBAC permissions: CALCULATED → Settings > Calculated Attribute (See RBAC access permissions setup instructions here).
• Access Path: Select Settings → Data Management → Calculated Attribute.

4. Step-by-step instructions

4.1. Create New Calculated Attribute

Step 1: Create a formula

• Click Create Calculated Attribute Formula

Step 2: Enter General Information

• Enter the name and description for the formula

Step 3: Define Calculation Scope

• Choose Entity → Profile
• Turn ON Apply to Segment if you want to apply the formula to a specific Profile segment.
• Turn OFF “Apply to Segment” to apply the formula to all Profiles in Mobio.
• Click Continue.

Step 4: Select Calculation Method

• Select one of the following logic types: Aggregation (SUM, AVERAGE, MIN, MAX), Count occurrences, or Occurrence frequency.

Step 5: Configure Calculated Attribute

• Select the Event Type: Default Event/Dynamic Event/Tracking Event.
• Select a specific event. Click Add Attribute to add another attribute to the event.
  • Special Note 1: The list of Event Attributes does NOT include the {action_time} to avoid conflicts with the calculation Time.
  • Special Note 2: For the Occurrence frequency (FIRST/LAST), Mobio supports adding sub-attributes down to level 2. For example, if the attribute is “Products,” you can select sub-attribute “Product Value” (price) or “Product Name” (name).
• Choose the Calculation Method.
• Select the period that applies to the Calculated Attribute (Default is 90 days ago). Mobio supports various time ranges such as the past XX days, by month, and by year.
• The Calculated Attribute’s Value is aggregated from a customer’s entire engagement history, including data from when the customer was an Anonymous Profile until they became an Identified Profile.

Step 6: Configure Calculation Result Field

• Choose an entity: Profile/Opty/Account.
• Select Create Field to create a new field to save the calculated result.
• Click Save.

Step 7: Configure Calculation Frequency

• Select the One-time mode (for a single calculation) or Scheduled Calculation (Daily, Weekly on specified days, or Monthly repeats on a specified date / Monthly on the first/last day of the month; specified time).
• Set the validity period of the formula.

Step 8: Review Information and Activate

• Review the information of the Calculated Attribute.
• Turn on the Activate toggle.
• Click Save. Note: Depending on the data volume, the Calculated Attribute may take several hours to calculate for the first session.

4.2. Manage Calculated Attributes

• View Calculation History: Shows a detailed report of the calculation history, including start and end times, status, and the number of qualified Profiles.
• Show raw data: Click to view details of a completed calculation session.
  • Note: Raw data is stored and accessible for up to 3 days after the calculation finishes.
• Edit: Users can change only the general information and calculation frequency of an active formula. When users click Save, a warning is displayed to ensure data integrity.
• Pause: Toggle ON/OFF on the calculated attribute list.

5. Operating Rules & Use Cases (Application Flow)

Operating Rules

• The result of a Calculated Attribute Formula is only saved in a new field. Mobio disables overwrite for existing fields.
• The most recent calculation result will overwrite the previous calculation.
• If the target segment is archived while a calculation is running, the Calculated Attribute will still run using the segment version before the archive.
• Deleting a Calculated Attribute Formula will stop all future calculations. However, all generated results remain and will not be deleted.
• Auto-retry for Calculation Errors: If a calculation session encounters data errors, Mobio automatically retries up to 5 times. After 5 consecutive failures, Mobio will turn off the Formula and pause the calculation flow.

Use Case

• Aggregation
  • Calculate the total amount purchased by Profiles in the past 30 days.
  • Calculate the average amount purchased by Profiles in the past 60 days.
• Count occurrences:
  • Calculate the total number of times a Profile purchased from 01/01/2024 – 31/12/2024.
• Occurrence frequency:
  • The products of the last purchase in the past 30 days.
  • The value of the first order in the past 60 days.
  • The first purchase made in the past 90 days.

6. Frequently Asked Questions (FAQ)

This section has no information yet.

7. Next Steps

N/A