Retention Terminology - Thoughtspot

Business Term 

Definition 

Affiliate

Internal, Agora business name

Customer Number

The code that uniquely identifies the customer account in Advantage

Days btw Lifecycle Start and End Dates

Helpful for showing length of lifecycle

Days btw Term Order Date and Lifecycle Start

Helpful for showing the timeframe of the retention event

Initial Batch Subs

Count of emails who subscribed to a subscription. Note: You can use this with "is Lifecycle unpaid" and/or "Is Lifecycle Complimentary" filters to get a count of paid subscribers 

Is Lifecycle Complimentary

Indicates whether or not the subscription is comped or not.  Is useful when filtering to paid subscriber. Billing status = C - Complimentary

Is Lifecycle Currently Active

Indicates whether or not the subscription is active

Is Lifecycle Unpaid

Indicates whether or not the lifecycle is paid. Is useful when filtering to paid subscribers 

Item

Item is a generic term for what was sold. Defined in Advantage, it can be a publication, service, one-off sale of a book, report, supplement, etc.

Item Type

Agreement, Product, Publication

Lifecycle Acq Method

Identifies the media outlet where customers are acquired for the promotion. Will reflect attributes of the promotion that began the subscription lifecycle.

Lifecycle Campaign Code

Campaign Code is used to group together all promo codes for a given offer for a given product in a given month and channel. This field includes both the Campaign Code and the description of the code. Will reflect attributes of the promotion that began the subscription lifecycle.

Lifecycle Channel

Refers to the lifecycle marketing channel or means of promotion tied to the lifecycle promo code. It is determined by the first position of the promo code. Will reflect attributes of the promotion that began the subscription lifecycle.

Lifecycle Creative Code

Indicates the specific promotional creative that was associated with the promo code. Will reflect attributes of the promotion that began the subscription lifecycle.

Lifecycle Date - End

End of the subscription lifecycle. A lifecycle will end if there are no active terms tied to a subscription. There is no longer any grace period (original retention).

Lifecycle Date - Start

Start of the subscription lifecycle. Reflects the order date vs. the date of the first issue (aka original retention).

Lifecycle Delivery Method

Delivery method of subscription. Will reflect attributes of the order that began the subscription lifecycle.

Lifecycle End Flag

Tool for users to filter on lifecycles that have ended. true: lifecycle has ended, false: lifecycle has not ended 

Lifecycle End Renewal Flag

Shows what the renewal flag was when the subscription ended

Lifecycle Membership Category

The two character code that uniquely identifies the membership category/level of the membership and the name/description of that category. Will reflect attributes of the promotion that began the subscription lifecycle.

Lifecycle Membership Org

Membership level for a subscription. Will reflect attributes of the promotion that began the subscription lifecycle.

Lifecycle Number

Subscriptions can have multiple lifecycles over time. Number of lifecycles for the subscriber on that item 

Lifecycle Offer Code

An offer code groups together all of the components in an offer associated with the lifecycle order. Will reflect attributes of the promotion that began the subscription lifecycle.

Lifecycle Order Number

Created in Advantage, this is a unique identifier for the order. Will reflect the order that began the subscription lifecycle.

Lifecycle Promo Code

The Promo Code ties together and represents all critical attributes of a marketing effort for analysis, including the offer, creative, list, ad costs, copywriter, etc. Will reflect attributes of the promotion that began the subscription lifecycle.

Lifecycle Promotion Choice

What choice the customer selected on the promo. Will reflect attributes of the promotion that began the subscription lifecycle.

Lifecycle Start Renewal Flag

Shows what the renewal flag was when the subscription lifecycle started

Lifecycle Status

Status of lifecycle. Indicates whether it is active or why it ended

Lifecycle Subscription Type

Indicates the subscription type. Will reflect attributes of the promotion that began the subscription lifecycle.

Lifecycle Term Length Description

Term length description is derived by dividing the number of issues by the number of issues that pub fulfills in a year. so if there are 12 issues for a sub and that pub fulfills 12 in a year that = 1 so annual. but its not that rigid - it's a range for each category so we can account for when people have a term of 13. Will reflect attributes of the order that began the subscription lifecycle.

Lifecycle Vendor

The list or source where the product was promoted associated with the lifecycle. This can be an internal or external email list, a web site, a radio station, a rented list of names for direct mail, etc. List can be defined in many disparate ways across applications. Will reflect attributes of the promotion that began the subscription lifecycle.

Pub type

Refers to what the publication is generally designed to do. Frontend publications are lower priced (under $100 annually) and designed to be used on the frontend to bring in or acquire the subscriber. Backends are higher priced (over $1,000) and used to monetize customers.

Retention Day 14 Count

Subscriber who is active 14 day since their order of the subscription 

Retention Day 14 Flag

Flag that denotes whether or not the subscriber reached the milestone of 14 day retained denoted in a 0=has not 1=yes . Best used to filter 

Retention Day 14 Rate (Qualified)

Retention 14 Day count / initial batch subscribers (only includes subscribers that have been on the file for 12+ Months)

Retention Day 30 Count

Subscriber who is active 30 day since their order of the subscription 

Retention Day 30 Flag

Flag that denotes whether or not the subscriber reached the milestone of 30 day retained denoted in a 0=has not 1=yes . Best used to filter 

Retention Day 30 Rate (Qualified)

Retention 30 Day count / initial batch subscribers (only includes subscribers that have been on the file for 12+ Months)

Retention Day 7 Count

Subscriber who is active 7 day since their order of the subscription 

Retention Day 7 Flag

Flag that denotes whether or not the subscriber reached the milestone of 7 day retained denoted in a 0=has not 1=yes . Best used to filter 

Retention Day 7 Rate (Qualified)

Retention 7 Day count / initial batch subscribers (only includes subscribers that have been on the file for 12+ Months)

Retention Event

Categorizes the retention events. Logic: if the term number = instance start term then 'within originating term'; if promo code begins with A then 'auto renewal'; if promo code begins with '7' , '9' , 'y' , 'r' , 'j' , 'k' , 'q' , '8' then 'special renewal'; otherwise 'promo recapture' 

Retention Month 12 Count

Subscriber who is active 12 months since their order of the subscription 

Retention Month 12 Flag

Flag that denotes whether or not the subscriber reached the milestone of 12 month retained denoted in a 0=has not 1=yes . Best used to filter 

Retention Month 12 Rate (Qualified)

Retention 12 Month count / initial batch subscribers (only includes subscribers that have been on the file for 12+ Months)

Retention Month 14 Count

Subscriber who is active 14 months since their order of the subscription. Helpful when evaluating the refund and attrition rates after yearly charge. 

Retention Month 14 Flag

evaluate the refund and attrition after yearly charge 

Retention Month 14 Rate  (Qualified)

Retention 12 Month count / initial batch subscribers (only includes subscribers that have been on the file for 12+ Months). Helpful when evaluating the refund and attrition rates after yearly charge. 

Retention Month 2 Count

Subscriber who is active 2 months since their order of the subscription 

Retention Month 2 Flag

Flag that denotes whether or not the subscriber reached the milestone of 2 month retained denoted in a 0=has not 1=yes . Best used to filter 

Retention Month 2 Rate (Qualified)

Retention 2 month count / initial batch subscribers (only includes subscribers that have been on the file for 2+ months)

Retention Month 24 Count

Subscriber who is active 24 months since their order of the subscription 

Retention Month 24 Flag

Flag that denotes whether or not the subscriber reached the milestone of 24 month retained denoted in a 0=has not 1=yes . Best used to filter 

Retention Month 24 Rate (Qualified)

Retention 24 month count / initial batch subscribers (only includes subscribers that have been on the file for 24+ months)

Retention Month 26 Count

Subscriber who is active 26 months since their order of the subscription 

Retention Month 26 Flag

Flag that denotes whether or not the subscriber reached the milestone of 26 month retained denoted in a 0=has not 1=yes . Best used to filter 

Retention Month 26 Rate (Qualified)

Retention 26 month count / initial batch subscribers (only includes subscribers that have been on the file for 26+ months)

Retention Month 3 Count

Subscriber who is active 3 months since their order of the subscription 

Retention Month 3 Flag

Flag that denotes whether or not the subscriber reached the milestone of 3 month retained denoted in a 0=has not 1=yes . Best used to filter 

Retention Month 3 Rate (Qualified)

Retention 3 month count / initial batch subscribers (only includes subscribers that have been on the file for 3+ months)

Retention Month 36 Count

Subscriber who is active 36 months since their order of the subscription 

Retention Month 36 Flag

Flag that denotes whether or not the subscriber reached the milestone of 36 month retained denoted in a 0=has not 1=yes . Best used to filter 

Retention Month 36 Rate (Qualified)

Retention 36 month count / initial batch subscribers (only includes subscribers that have been on the file for 36+ months)

Retention Month 38 Count

Subscriber who is active 38 months since their order of the subscription 

Retention Month 38 Flag

Flag that denotes whether or not the subscriber reached the milestone of 38 month retained denoted in a 0=has not 1=yes . Best used to filter 

Retention Month 38 Rate (Qualified)

Retention 38 month count / initial batch subscribers (only includes subscribers that have been on the file for 38+ months)

Retention Month 4 Count

Subscriber who is active 4 months since their order of the subscription 

Retention Month 4 Flag

Flag that denotes whether or not the subscriber reached the milestone of 4 month retained denoted in a 0=has not 1=yes . Best used to filter 

Retention Month 4 Rate (Qualified)

Retention 4 month count / initial batch subscribers (only includes subscribers that have been on the file for 4+ months)

Retention Month 48 Count

Subscriber who is active 48 months since their order of the subscription 

Retention Month 48 Flag

Flag that denotes whether or not the subscriber reached the milestone of 48 month retained denoted in a 0=has not 1=yes . Best used to filter 

Retention Month 48 Rate (Qualified)

Retention 48 month count / initial batch subscribers (only includes subscribers that have been on the file for 48+ months)

Retention Month 50 Count

Subscriber who is active 50 months since their order of the subscription 

Retention Month 50 Flag

Flag that denotes whether or not the subscriber reached the milestone of 50 month retained denoted in a 0=has not 1=yes . Best used to filter 

Retention Month 50 Rate (Qualified)

Retention 50 month count / initial batch subscribers (only includes subscribers that have been on the file for 50+ months)

Retention Month 7 Count

Subscriber who is active 7 months since their order of the subscription 

Retention Month 7 Flag

Flag that denotes whether or not the subscriber reached the milestone of 7 month retained denoted in a 0=has not 1=yes . Best used to filter 

Retention Month 7 Rate (Qualified)

Retention 7 month count / initial batch subscribers (only includes subscribers that have been on the file for 7+ months)

Subscription Id

Unique Id associated with the subscribtion

Term Channel

Refers to the marketing channel or means of promotion. It is determined by the first position of the promo code. Will reflect attributes of the promotion that began individual terms (note lifecycles can have multiple terms).

Term Creative Code

Indicates the specific promotional creative. Will reflect attributes of the promotion that began individual terms (note lifecycles can have multiple terms).

Term Length Description

Term length description is derived by dividing the number of issues by the number of issues that pub fulfills in a year. so if there are 12 issues for a sub and that pub fulfills 12 in a year that = 1 so annual. but its not that rigid - it's a range for each category so we can account for when people have a term of 13. Will reflect attributes of the order that began individual terms (note lifecycles can have multiple terms).

Term Number

Subscription lifecycle can have multiple terms within it. This field will designate the individual terms within the subscription lifecycle. Ex: 1,2,3,etc

Term Offer Code

An offer code groups together all of the components in an offer. The offer code is attached to a promo code. Will reflect attributes of the promotion that began individual terms (note lifecycles can have multiple terms).

Term Order Number

Created in Advantage, this is a unique identifier for the order. Will reflect the order that began the individual terms within individual terms (note lifecycles can have multiple terms).

Term Promo Code

The Promo Code ties together and represents all critical attributes of a marketing effort for analysis, including the offer, creative, list, ad costs, copywriter, etc. Will reflect attributes of the promotion that began individual terms (note lifecycles can have multiple terms).

Term Promotion Choice

What choice the customer selected on the promo. Will reflect attributes of the promotion that began individual terms (note lifecycles can have multiple terms).

Term Status

Status of the term. Indicates whether it is active or why it ended

Term Subscription Type

Indicates the subscription type. Will reflect attributes of the order that began individual terms (note lifecycles can have multiple terms).

Term Vendor

The list or source where the product was promoted. This can be an internal or external email list, a web site, a radio station, a rented list of names for direct mail, etc. List can be defined in many disparate ways across applications. Will reflect attributes of the promotion that began individual terms (note lifecycles can have multiple terms).