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Aggregating Data

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For string, number, and date and time criteria fields that belong to a repeating structure (such as a list of purchases), you can select the Occurrences search operator to aggregate the criteria values.

  1. Select the Occurrences search operator to display input fields for the comparison operator and the comparison value. The following example criteria targets all customers that have more than thirty Interaction History records.

  2. Click Add additional criteria to specify additional criteria for the aggregation. Each additional criterion must be on the same parent entity as the original criteria being aggregated.

  3. After selecting the additional criteria, fields relevant to the criteria type are displayed. Use these fields to configure the additional criteria.

    The additional criteria are combined using AND logic. The following example targets all customers that have had more than five outbound email communications.

    Aggregation using the Occurrences operator is only available for first-level entities, that is, those entities that are directly associated with the customer class and not nested under other associated entities.
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