How to create a “High Engagement Accounts” segment in Adobe Analytics (account-level segmentation)

[AbhimanyuTy]

 

I’m trying to build an account-level engagement analysis in Adobe Analytics for a B2B services company.

I already have an uploaded list of accounts (with company name, industry, region, etc.) available as a dimension in my data. I want to identify which accounts show high engagement — for example, accounts that generated more than a certain number of visits, unique visitors, or page interactions in the last 3 months.

The challenge is that in the Segment Builder, the logic options are limited to Visitor, Visit, and Hit containers. I can’t figure out how to create a segment that groups all visitors under an account and then filters based on that account’s aggregated engagement metrics (e.g., “accounts with visits > 5”).

Has anyone successfully created account-level engagement segments in Adobe Analytics?

Specifically, I’d like to know:

• How do you define and apply thresholds like “high”, “medium”, or “low” engagement per account?
• Can this be done directly in the Segment Builder using the Account Name dimension, or does it require calculated metrics/classifications or a CJA data view?
• If not natively possible, what workarounds or export workflows do you recommend for deriving account-level engagement insights?

Any detailed guidance, examples, or documentation links would be really appreciated.

[MandyGeorge]

If you have regular Adobe Analytics or Customer Journey Analytics, right now, there are three levels of segments that you can create - hit, visit, and visitor. Those are the only options. Meaning that you can't group items together using other dimensions.

If you want to find high engaged accounts your best bet is to use calculated metrics and put it against your account ID dimension. Your metric can contain whatever you need, such as X amount of visits, Y amount of product clicks, etc. Put that against your dimension and you can sort based on the metric to see the most engaged products at the top. If you need a segment of these accounts, you can then select the rows you want to include and use the right click option to build a segment from selection. The only problem is that this would be a static list and would be based on the specific timeframe you identified, you would need to manually update the segment over time if the top accounts change.

If you have B2B edition for CJA, then you can group at the account level. This is some documentation about it here:  https://experienceleague.adobe.com/en/docs/analytics-platform/using/cja-overview/cja-b2b/cja-b2b-con...

I don't personally have access to the B2B edition, so I haven't used these segments. But from what I understand in the documentation, instead of using hit, visit, or visitor (or event, session, person as they're called in CJA), there are options to use a dimension with the account ID as your grouping container instead. 

[Jennifer_Dungan]

As you and Mandy both mentioned... the Segment builder is limited to Hit, Visit and Visitor... 

I suspect your best best is to analyze this information outside of Adobe Analytics...  Possibly using Report Builder to extra data and using Excel VBA to help process the data... or to use Raw Data Feeds and bring the data into a Data Lake where you have access to complex SQL statements to pull the information the way you need.

The Report Builder option is something you can start right away, the Data Lake option would be more powerful, but it also a significantly higher amount of work to set up.

[MandyGeorge]

If we're talking about taking this data outside of workspace to accomplish it, I agree with Jen, data feeds are the far better option.

You do need to have the right environment for them and there is a bit of initial setup work, but once you have them, there is a lot that you can do with them beyond just your use case above about the accounts.

That said, part of your question mentions using CJA. If you do have CJA, data feeds aren't available for CJA yet, so you would be back to using report builder and writing some VBA to accomplish your goal. Not as good as data feeds, but still definitely a viable alternative if data feeds aren't an option.

[Jacinda_E]

Hey @AbhimanyuTy - just wanted to follow up here. Did the answers Mandy and Jennifer shared help you? If so, please consider selecting a Correct Reply to close out the thread and help others who might have a similar question in the future 🙏