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Audience identity overlaps

Analyze identity overlaps for selected audiences with the Audience Identity Overlaps dashboard. You can use insights into how different identities within an audience relate to each other to optimize stitching strategies, reduce redundancy, and improve customer segmentation accuracy. Develop effective targeting strategies and streamline customer interactions with an improved understanding of the overlap between identity types.

Filtering audiences filter-audiences

Use custom filters for targeted analysis of specific audiences and identity types to ensure that the presented data aligns with your analysis goals. To start your analysis, select the filter icon ( The filter icon. ).

The Audience Identity Overlaps dashboard with the filter icon highlighted.

The Filters dialog appears. From this view, choose the global filters to configure your audience, merge policy, and the identities for comparison. Select your settings for analysis from each section鈥檚 dropdown menu

  1. Select an Audience: Choose the audience segment you want to analyze (for example, Canada - Alberta).
  2. Specify a Merge Policy: Define the merge policy that dictates how identities are combined across the selected audience (in the example screenshot, the Default time based policy is selected).
  3. Select an Identity A and ** Identity B** for comparison**: Choose the two identity types to compare. In the example, Identity A is selected as 鈥渃rmId鈥 and Identity B is selected as 鈥渆mail.鈥
  4. Set a date range: Choose a predefined range like 鈥淭oday鈥 or manually set the start and end dates using the calendar fields.

The Filters dialog on the Audience Identity Overlaps dashboard.

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To clear all of your custom global filters, select Clear all from the Filters dialog. To remove a single filter, select the 'X鈥檛o the right of the filter name.

Once you have chosen the filters, select Apply to refresh the dashboard.

The Filters dialog on the Audience Identity Overlaps dashboard with Apply highlighted.

Available dashboard insights available-insights

The Audience Identity Overlaps dashboard provides several visualizations and tabulated data to help you understand identity overlaps and trends within your audience.

Audience Identity Overlaps overlaps-table

The Audience Identity Overlaps table displays identity overlaps based on your selected filters. Use this information to assess the overlap between different identity types and understand how effectively identities are being resolved. The table below explains each column in detail:

Column Name
Description
Audience Name
The name of the audience being analyzed. This column identifies which audience segment is under review to ensure that the insights are focused on the intended target group.
Identity A and Identity B
The identities being compared (for example, crmId and email). Knowing which identity types are being compared helps you identify which identity resolution strategies contribute to audience overlap and optimize those relationships.
Overlap Count
The count of profiles where both identities are present. This metric provides insights into the extent of identity overlap within the audience. This information is crucial for evaluating how effectively multiple identities are being resolved into unified profiles, which in turn can improve targeting and personalization strategies.
Identity A Count
The total number of profiles in the selected audience that contain Identity A. Use this information to understand the prevalence of the primary identity type within the audience and assess its role in the overlap analysis.

The Audience Identity Overlaps table on the Audience identity overlaps dashboard.

Identity Breakdown identity-breakdown

The Identity Breakdown chart shows the relative composition of identities within the selected audience. The X-axis represents the total number of identities within the selected audience, while the Y-axis represents the audience name being analyzed. Use this visualization to understand the prevalence of each identity type and evaluate the impact of your identity management strategy. The chart differentiates between identity types using distinct colors, providing a quick overview of how identities are distributed across your audience.

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Hover over the columns to see the individual count of profiles for each identity type.

The Identity Breakdown chart.

The Audience Identity Trends chart provides insights into how the total number of identities has changed over time. The X-axis represents the date range being analyzed, while the Y-axis represents the total number of identities by audience. Use this metric to track identity growth, assess stability, and measure the effectiveness of ongoing identity management efforts.

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Hover over a date in the chart to see the total number of identities for the audience on a specific date.

The Audience Identity Trends chart.

Export Insights export-insights

After analyzing identity overlaps, you can export the data for offline analysis or reporting. To export your data, select Export on the top right of the table. The print PDF dialog appears, allowing you to save the visualized data as a PDF or print it.

The Audience Identity Overlaps dashboard with Export highlighted.

The Audience Identity Overlaps dashboard provides essential insights into how different identities intersect across your selected audiences. By leveraging these insights, you can refine identity stitching strategies, reduce redundancy, and ensure that your audience segmentation is more accurate and effective.

Next steps

After reading this document, you have learned how to gain valuable insights into identity overlaps for selected audiences using the Audience Identity Overlaps dashboard. To further enhance your understanding of audience segmentation and identity management, explore other Data Distiller Templates that provide comprehensive insights. Refer to the Audience Trends, Audience Comparison, and Advanced Audience Overlaps UI guides to continue improving your targeting and engagement strategies.

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