A Crossover Analysis can be generated by using a Customer List together with a Report.
In this article, we'll cover:
What is a Crossover Analysis?
A crossover analysis is used to find Customers that appear in both a Customer List and a Report.
When you run a Customer List through a Report, you add an additional filter to your Report. The Report will then only return results about customers who are in the Customer List.
TIP: Any Customer List can be run through any Report.
For example, you could use a crossover analysis to find Customers who came to see Hamlet in 2023 and which other Events they also attended in 2022.
To do this, you would:
-
Use a Customer List to find out which customers came to see Hamlet in 2023
- Run the Customer List through the Customer Behaviour Analysis Report to find out which other Events they booked in 2022.
When running a Customer List through a Report, you’ll still need to set a Criteria Set. In the example above, you’ll need to run the Customer Behaviour Analysis Report by Instance Start Date January 1, 2022 through December 31, 2022.
TIP: A crossover analysis must be manually run and can’t be scheduled as a Customer List Schedule or Report Schedule.
Some other examples of reasons why you might want to use a crossover analysis are:
-
Run a Customer List to find any Customers who have made a Donation and then run this against an Event Occupancy Report to find customers who are also attending an Event today.
- Run a Customer List to find any Customers who have specific Access tags and then run this against an Event Sales Report (Detailed) to show how much these Customers have spent on Ticket sales.
How to run a Customer List through a Report
You can complete both steps of a crossover analysis in the Insights & Mailings Interface.
TIP: To access Insights & Mailings, you’ll need the Insights & Mailings User or Insights & Mailings Administrator Role. If you don’t have these Roles, ask the Settings Administrator in your organization to add these Roles to your User Account.
-
Go to Reports > Report Explorer
and
check that the Report and Criteria Set you want to use already exist
in the
Report Explorer.
If not, create, copy or modify the Reports and Criteria Sets you need.
-
Go to Customer Lists > Customer Lists.
Find or
build the Customer List
you would like to use.
TIP: While it is not necessary to select outputs as you’ll not be downloading the Customer List as a CSV or Excel file, you may decide you want to look at and analyze the Customer List first before running it through a Report
-
From within the Customer List, under the Choose an action
drop down, select the Run through report option:
-
Find the Report you’d like to use.
-
Next to the Criteria Set you’d like to use, click on
Select this report and criteria set:
-
Set the criteria for the Report:
- Run the Report as a PDF or your preferred file type.
-
In this example, we've ran a Customer Behaviour Analysis Report as a PDF.
The Report will display as a visualization with multiple sections. To find the % crossover, head to the section: How many customers booked for which events?
This will show the % of the people in the Customer List who also bought tickets for each of the other Events included in the Report.
Further reading
To continue learning about Customer Lists and Reports, we would recommend the following articles:
- Global and Local Segments
- Customer List Builder
- Customer List Schedules
- A Guide to Standard Reports in Spektrix
- Recipe: Perform a Crossover Analysis