Create and Manage Queries

Use the Query Editor to create and manage your engagement queries.

Create engagement queries to understand customer interactions with your products and services. For clarity and team use, assign a distinct name and description to each query.

Using Captured Data in Dynamic Audience Queries (EQL)

MXO's Engagement Query Language (EQL) enables the creation of Dynamic Audience Queries that strategically utilize captured data. Understanding the distinction between Customer and Journey Filters is crucial for crafting effective queries:

Customer Filters
These filters pre-select customers based on demographic attributes or brand interactions. They use Customer Attributes to refine the audience, ensuring only those who meet specific criteria are included in the analysis.
Journey Filters
Applied after Customer Filters, these segment customer paths into journeys. They leverage both customer Activity and Attributes to identify patterns of interaction that define the customer experience.

For an in-depth look at EQL, see the Engagement Query Reference.

It's important to note that only data that has been captured and structured appropriately can be leveraged in query creation. This underscores the significance of the data capture process and its impact on the breadth and depth of queries possible within EQL.

Create a Query

  1. In MXO, navigate to Analyze > Dynamic Audiences.
  2. Click +Create to start a new query.
  3. Enter a unique name and a descriptive objective for your query.
  4. Choose a query type and use the on-screen menus to define your query parameters.
  5. Save your query once satisfied with the setup.
  6. Click Process to execute the query and compile the audience.

Example Query (with syntax)

In our example, the objective is to:

Find customers who reach the Enrollment stage without passing through the Assisted channel.

  1. Start with the DISCOVER statement, then select journeys.
  2. Add through(interaction(stage="Enrollment")) to focus on customers at the Enrollment stage.
  3. Combine with and not(interaction(channel="Assisted")) to exclude the Assisted channel.
  4. Finalize and save your query.

The final query (with name and description) looks like this: TB - query editor create example

Edit a Query

  1. Navigate to Analyze > Dynamic Audiences in MXO.
  2. Click the Edit icon for the desired query.
  3. Modify as needed and save with Save.

Copy a Query

Cloning an existing query can be more efficient than starting from scratch.

  1. In MXO, select Analyze > Dynamic Audiences.
  2. Use the Copy icon to clone the desired query.
  3. Rename and modify the new query as necessary.
  4. Save your changes.

Delete a Query

To delete a query in MXO, navigate to Analyze > Dynamic Audiences, select the query, and click the Delete icon. Confirm the deletion by clicking OK.