How can I select only prospect client in Adobe Analytics

Question

Hi community!

I am trying to create a dashboard in Adobe Analytics that distinguishes unique visitors between prospects and clients. I have already created the segments for prospects and clients, but I am encountering the problem that some prospects are actually clients because they later enter our private area and log in. The problem I have is that the value is being counted both in "Clients" and "Prospects" because first they are "Prospects" and then "Clients" with the same sessionID. I am trying to create a segment where "Prospects" only include those who are "Prospects" but I can't manage to do it. Could you help me?

Thank you very much.

SrividyaVenkat · Accepted Answer

Hi @tomm245wb,

To ensure a user is counted only as a "Prospect" if they never become a "Client", you need to modify your "Prospects" segment to exclude users who ever qualify as "Clients" within the selected reporting window.

Modify the "Prospects" Segment:

Create a new segment for "Prospects" with the following logic:
- Include visitors who have the characteristics of a prospect (e.g., no login event).
- Exclude visitors who have ever qualified as a "Client" within the desired reporting period.
Adobe Analytics Segment Definition:
- Container: Visitor Level
- Criteria:
  - "Prospect Criteria" (e.g., visited certain pages, performed actions)
  - AND NOT "Client Criteria" (e.g., logged in, accessed private area)

Regards,
Srividya.V

AravindasamyR · Answer

Hi @tomm245wb

Using Sequential Segments, we can achieve the desired result using the following approach:

Set the container to "Visitor" to track behavior across all visits.
Step 1 (Include): Define "Prospect" behavior—users who visit the site but do not log in.
Step 2 (Exclude - Sequential Logic): Exclude users who later log in or access the private client area.
This ensures that only users who remain Prospects throughout the reporting period are included in the segment.

Thanks,

Aravindasamy R

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