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Find related sessions prior to archiving

Problem:  The vast majority of our customers will visit our site multiple times before deciding to make a purchase.  We have a need to archive sale transactions, however, the activity contained in the sale session may contain only 1-2 screenviews. 


Suggestion:  During the data export task, it would be great if Tealeaf had the ability to perform an additional search to locate related sessions within the 14 day retention period of our instance.  This would give our business and legal folks a better view of customer behavior while reviewing archived sessions.


Some ideas on how to accomplish this may be:

  1. Allow the ability to perform sub-queries on a session attribute or event.  With this approach, the parent query would return a combined set of results from the child query (i.e quote number)
  2. Re-introduce the concept of TLTUID where a user may have multiple sessions grouped under the TLTUID.  Create an option in Data Export that locates all related sessions based on TLTUID.
  3. Relationship tagging-  create a mechanism that once a certain event occurs (i.e customer sale), all  related sessions for that customer get tagged.  The tag would be the key for locating/exporting sessions. 
  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Sep 3 2019
  • Needs review
How will this idea be used?

This will be used by business, legal, and claims teams that have a need to review archived sales for purposes of dispute resolution.

What is your industry? Insurance
What is the idea priority? Medium
DeveloperWorks ID
Link to original RFE
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  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    September 05, 2019 23:40

    Journey analytics in the broader CXA (of which TL is part) can do this cross-session analysis. However, I agree it would be nice to apply the flexibility of TL eventing to cross-session analysis.

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    September 09, 2019 11:37

    Great idea! We, as a business, would definitely love using this feature, since it would help us a great deal in detecting fraudulent activity. 

    Now, we have to work with the X1id, which is assigned by the UBX identity matching service. This X1id is, however, not directly available in Tealeaf, so we have to use WCA's export feature. This is rather unfortunate, since we have found the identity matching in UBX to work quite well. So, it would be wonderful to have the X1id directly available in Tealeaf.