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Custom cohorts in Enterpret

Updated by Vaishnavi

The new Cohorts feature allows you to upload a CSV file and create custom cohorts—ideal for use cases such as opportunity analysis, win-loss analysis, and more. This guide will walk you through the process of creating a custom cohort using our integrations page.

Step-by-Step Guide

1. Accessing the Cohorts Feature

  • Navigate to Integrations:

    Go to the integrations page in your account.

  • Click on “New Integration”

  • Select Cohorts:

    On the top right corner of the new integrations page, select the Cohorts option.

  • Click on “Connect” beside the File Upload option

    Integrations filtered to Cohorts, with Connect beside File Upload.

    2. Creating a Custom Cohort

    • Name Your Cohort:

      For example, if you’re creating a custom cohort for Salesforce opportunities, you can name it (e.g., “SF Opp Close Won”).

    • Select the Relevant Column:

      Within your Salesforce integration, choose the appropriate field (such as an Opportunity ID) that you want to use as your cohort identifier.

    • Create the Cohort:

      Click on Create. This action will redirect you to a confirmation screen stating that your custom cohort integration has been created.

      Create Cohort dialog with a cohort name and a Salesforce metadata field selected.

      3. Uploading Your CSV File

      • Specify Your File:

        On the new screen, click on Upload File. Select the CSV file that contains your custom data.

        Note : In the CSV file, please ensure to have only one column with no headers

        New cohort integration with an Upload File control for the cohort CSV.

        • Proceed with the Upload:

          Once you have selected your file, click on Proceed. This will start the process of creating your cohort.

        • Note on Processing:

          After you click Proceed, allow one to two hours for cohort processing. The upload screen may continue to show “Upload the file for your cohort” while processing completes.

          Once cohort is available it shall be reflected in filters for feed or quantify

          4. Viewing and Analyzing Your Cohort Data

          • Quantify :

            Once the cohort has been processed, you can view it by navigating to the Quantify page for further analysis.

          • Feed page :

            On the Feed page, review specific feedback records related to your custom cohort and ask further questions to dive deeper into your data insights.

          Troubleshooting and Support

          • Delayed Updates:

            If you do not see your new cohort immediately after creation, please allow one to two hours for it to process. Once processed, it will appear in the cohort list.

          • Need Assistance?

            For any issues or questions related to creating or analysing your custom cohort, please reach out directly to our product manager for additional guidance.

          • Processing status:

            Cohort creation can take one to two hours. If the cohort is still unavailable after processing, contact your Enterpret team.