# Create Cohort

## Creating a Cohort

You can create a Cohort for each type using the methods below.

**Dynamic Cohort**

1. Create directly by setting conditions in the Cohort menu
2. Save a Cohort satisfying specific conditions from a data analytics chart

**Static Cohort**

1. Create by uploading a CSV file directly in the Cohort menu

## Dynamic Cohort

A Dynamic Cohort uses event/property conditions to automatically update the list. You can create one with your desired conditions as follows.

### Creating Directly from the Cohort Menu

Click the **`+ Create New Cohort`** button in the top right of the **`Cohort menu`** in the left navigation.

![](/files/oCR3iaUvuueTGx0NsJ1V)

#### 1. Enter Cohort Name and Description

Enter the name and description of the Cohort. Write content that describes the characteristics of the Cohort.

#### 2. User Identifier Basis

This defines which user identifier is used to identify users who satisfy the Cohort conditions. You can change the User Identifier Basis even after the Cohort is created.

#### 3. Set Conditions

#### **Start with an Event**

* You can set conditions for whether a desired action was performed or not performed within a specific period.
* You can also set a condition for how many times a specific action was performed. Additionally, you can use comparison operators to create a Cohort satisfying conditions within a specific count range.

Example) A Cohort of users who triggered the click\_product event 3 or more times in August 2023, and triggered the add\_to\_cart event exactly once within the last 7 days

![](/files/YEjtRo2T4jGFPtoOtcqo)

* By using periodicity and property value conditions, you can run personalized CRM campaigns based on RFM segments.

Example) A Cohort of users who triggered the purchase completion event at least once per week during the last month

![](/files/UOR87AJnIgYVNqIs1A5R)

Example) A Cohort of users who triggered the purchase completion event in 1 or more categories during the last month

![](/files/sGoH0tFqqzT7GLZIDpqf)

#### **Start with a User Property**

* You can create a Cohort of users who meet the set property conditions within a specific period.

Example) A Cohort of users whose signup\_date property was July 30, 2023 or earlier within the last 7 days, or users whose gender property was FEMALE within the last 7 days — satisfying at least one condition

You can configure the desired user list using the 'Ever' and 'Most Recent' conditions as follows.

* 'Ever': Users whose marketing consent property was Y at any point during the last 7 days (including users who changed from Y to N)
* 'Most Recent': Users whose most recent state of the marketing consent property during the last 7 days was Y (excluding users who changed from Y to N)

![](/files/oEAttgfMSRiVa8Pv2m9R)

#### **Start with a Funnel**

* You can set conditions for whether a desired action was performed step by step within a specific period, or was not performed.
* You can create a Cohort from the funnel that leads up to a specific user action, and you can choose the funnel type to calculate conversions and drop-offs at each step.
* Currently two funnel types are supported: \[Closed Funnel] and \[Sequential Order Funnel].

Example) A Cohort of users who triggered the product\_viewed -> add\_to\_cart -> purchase\_click -> purchase\_payment events in a Closed Funnel format within the last 7 days

![](/files/Qs2pYqDsTl9KekMRLvUa)

### Creating a Cohort from a Data Analytics Chart

#### 1. Creating a Cohort from an \[Insight] Chart

The \[Insight] chart supports creating a Cohort from the group of users that make up the analysis results at a specific point in time.

![](/files/BysqhDWIqrAQpPWyGgRT)

From the Data Analytics menu > \[Insight] chart, select a specific date to create the desired Cohort. When you hover over the desired point on the graph, a modal appears, and you can see the 'Save as Cohort' button in the modal.

![](/files/k6oWSdsDqsx8zcvxtK18)

Click that button, enter the Cohort name and description, then click the 'Save' button to complete Cohort creation.

#### 2. Creating a Cohort from a \[Funnel] Chart

The \[Funnel] chart lets you compose events by step to analyze conversion rates and drop-off rates at each step.

This chart supports extracting converted users and dropped-off users at each step as a Cohort.

* Currently, Cohort creation is only supported for the \[Closed Funnel] and \[Sequential Order Funnel] types.

![](/files/ukFVxFaZKxqzLnZydu3V)

## Static Cohort

You can also create a Cohort by **uploading a CSV file**. Cohorts created through direct file upload are classified as the `Static` type. A Static Cohort is a static — that is, fixed — list of user identifiers.

| Category      | Description     |
| ------------- | --------------- |
| File Size     | Up to 128MB     |
| File Format   | CSV             |
| Number of IDs | Up to 1,000,000 |

{% hint style="info" %}
Each row is treated as one entry. If there are duplicate entries in the file, they are counted as one entry.
{% endhint %}

{% hint style="warning" %}
Each row (identifier) value in the CSV cannot exceed 128 characters.
{% endhint %}

### Creating a Cohort by Uploading a File

#### 1. Visit the Cohort Page

Go to the Cohort page and click the `File Upload` button.

![](/files/9x5eq7s14iBxtwKULOFz)

#### 2. Select a CSV File

In the modal that appears after clicking the button, you can upload a file by **selecting it directly** or **dragging and dropping** it.

![](/files/uhJZ6ZYYBthermtPJ3my)

#### 3. Upload and Create

#### 3-1. Fill in the required information and click the Create button.

![](/files/beEHvlUUecT6UDS9WWCK)

#### 3-2. Wait for the Cohort upload to complete.

The CSV upload process may take up to 5 minutes.

If you leave the page during this process, the Static Cohort upload may fail.

![](/files/rfNFvFa17Ce4kpS4UjuD)

### Re-uploading a Static Cohort

You cannot directly modify a Static Cohort after it has been created.

Instead, you can re-upload the file for an already-created Static Cohort.

#### Cohort Detail Screen

Click the `Re-upload File` button on the detail screen of the created Cohort.

![Created Cohort detail screen](/files/GaocDkKk2RhCqZSL1P4W)

If the re-upload is successful, the existing user list is removed and replaced with the newly uploaded user list.

If you need to modify a Cohort that is already in use, it is recommended to re-upload using this method rather than creating a new Cohort.


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