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User Cohorts in Crowd

Last updated on May 30, 2025

Overview

Cohorts allow you to create and manage user segments based on their properties and behaviors for deeper analysis. This powerful segmentation tool helps you understand different groups of users and track their engagement patterns over time.

Prerequisites: To use Cohorts, you must first install Crowd on your website to start collecting user data. If you haven't installed Crowd yet, please follow our Installation Guide before proceeding.

Accessing Cohorts

To access the Cohorts feature:

  1. Log in to your Crowd account

  2. Click on User Activities in the left navigation panel

  3. Select Cohorts from the dropdown menu

You'll also find related analytics tools in this section:

  • Events - Track and analyze user actions

  • Funnels - Analyze user conversion paths

Understanding Your Cohorts Dashboard

The main Cohorts page displays all your existing cohorts in a table format with the following information:

  • Name: The cohort identifier

  • Definition: The rules that define the cohort

  • Size: Number of users in the cohort

  • Last Calculated: When the cohort was last updated

Cohorts are automatically updated every hour to ensure your segments reflect the most current user data.

Creating a New Cohort

Getting Started

  1. Click the Create cohort button

  2. Fill in the basic information:

    • Cohort name: Give your cohort a descriptive name (e.g., "Power Users", "New Subscribers")

    • Description: Add context about what this cohort represents

Setting Up Cohort Rules

Cohorts are defined by rules that determine which users belong to the segment. You can create simple or complex rules using various operators and conditions.

Rule Types and Operators

User Property Rules

  • equals: Exact match (e.g., Plan equals "Premium")

  • does not equal: Exclude exact matches (e.g., Plan does not equal "Free")

  • is one of: Match multiple values (e.g., Country is one of "US, UK, Canada")

  • is not one of: Exclude multiple values (e.g., Plan is not one of "Free, Trial")

  • contains: Partial text match (e.g., Email contains "company.com")

  • does not contain: Exclude partial text matches

  • has any value: User has this property set

  • has no value: User doesn't have this property set

Event Performance Rules

  • performed: User completed a specific event (e.g., "Checkout Completed")

  • did not perform: User hasn't completed a specific event (e.g., "Add to Cart")

Event Count Rules

  • is greater than: More than X events (e.g., Login count > 5)

  • is greater than or equal to: X or more events (e.g., Purchase count ≥ 10)

  • is less than: Fewer than X events (e.g., Session count < 2)

  • is less than or equal to: X or fewer events (e.g., Support tickets ≤ 1)

  • equals: Exact event count (e.g., Onboarding steps = 3)

  • does not equal: Not a specific count (e.g., Failed logins ≠ 0)

Time-Based Rules (First Seen/Last Seen)

  • is before: Before a specific date

  • is after: After a specific date

  • is on: On a specific date

  • is within the last: Within a time period (e.g., 30 days)

  • is not within the last: Outside a time period (e.g., not within last 7 days)

Rule Logic Options

When creating multiple rules, you can choose how they interact:

  • Match all rules: Users must meet ALL conditions (AND logic)

  • Match any rule: Users must meet at least ONE condition (OR logic)

Adding Multiple Rules

  1. Click Add rule to create additional conditions

  2. Select the rule type from the dropdown

  3. Configure the property, operator, and value

  4. Use the trash icon to remove unwanted rules

Managing Existing Cohorts

Editing Cohorts

  1. Find the cohort you want to modify

  2. Click the Edit option (three dots menu)

  3. Update the name, description, or rules as needed

  4. Click Update cohort to save changes

Deleting Cohorts

  1. Locate the cohort in your list

  2. Click the Delete option (three dots menu)

  3. Confirm the deletion

Example Cohort Configurations

Power Users

  • Rule 1: Event Count - Login events is greater than 10

  • Rule 2: User Property - Last seen is within the last 7 days

  • Logic: Match all rules

Churned Users

  • Rule 1: User Property - Last seen is not within the last 30 days

  • Rule 2: Event Performance - Did not perform "Login" in last 30 days

  • Logic: Match all rules

Trial Converters

  • Rule 1: User Property - Plan equals "Premium"

  • Rule 2: Event Performance - Performed "Trial Started"

  • Logic: Match all rules

Best Practices

  1. Use descriptive names: Make cohort purposes clear from the name

  2. Add detailed descriptions: Help team members understand the cohort's purpose

  3. Start simple: Begin with basic rules and add complexity as needed

  4. Regular review: Periodically review cohort performance and relevance

  5. Test your logic: Verify that your rule combinations produce expected results

Troubleshooting

Cohort size is 0 or unexpected

  • Check that your rule logic (Match all vs. Match any) is correct

  • Verify property names and values match your data exactly

  • Ensure date ranges are realistic for your user base

Cohort not updating

  • Cohorts update automatically every hour

  • Large cohorts may take additional time to process

  • Contact support if updates seem significantly delayed

Related Features

  • Events: Track specific user actions that can be used in cohort rules

  • Funnels: Analyze how different cohorts move through conversion processes

*Need additional help? Contact our support team at *[email protected] or check out our other User Activities documentation.