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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.

  • Guest
  • Feb 28 2020
  • Needs more information
What is your industry? Insurance
What is the idea priority? Medium