Welcome to Medallia Journey Analytics!

Medallia Journey Analytics provides an end-to-end Behavioral Analytics solution that tracks, enriches and stores your events. You can then use the Medallia Journey Analytics web interface to easily generate insights from these events.

Getting Started with Behavioral Analytics

Three easy steps will get you started generating user behavior insights on your own:

  1. Plan which events to track
  2. Implement Medallia Journey Analytics
  3. Build your first Dashboard

Within a couple of hours you’ll start getting events in the Dashboard and can query them in the Medallia Journey Analytics interface or database!

What Are Behavioral Analytics?

Behavioral analytics observe the user and the user’s behavior over time and show a sequence of events performed by users. This is also called a funnel of events – which is a sequence of specific events that occur in a specific order.

Medallia Journey Analytics is a complete behavioral analytics data analysis platform that connects all your event data from all your data points. It unifies data from a multitude of external and internal sources and inspects it as a single unit, thus facilitating time‑series behavior analysis that yields behavioral insights.

Medallia Journey Analytics provides behavioral analytics widgets and behavior query language (CQL) to make advanced behavioral analysis easy.

How Do Behavioral Analytics Differ from Regular Analytics?

Basic analytics (such as in KPI reports) differ from behavioral analytics in that regular analytics typically display quantitative reports that count data. For example:

  • Count 1 – How many people were leads?
  • Count 2 – How many people received sales calls?
  • Count 3 – How many people made a purchase?

Regular analytics display discrete (distinct) values, meaning that the total quantity of Counts 1, 2 and 3, regardless of their relationship to each other. This means that Count 1 shows the total number of people who were leads, Count 2 shows the total number of people to which home sales calls were made and Count 3 shows the total number of people who made a purchase, regardless of whether they were a lead and regardless of whether a sales call was made to them.

In a Behavioral Analytics report, Count 1 is the same as in the KPI report; however, Count 2 is a subset of Count 1, meaning that it represents the quantity of people who were leads and to whom sales calls were made, and Count 3 is a subset of Count 2, meaning that it represents the people who were leads, to whom sales calls were made and who made a purchase.

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Step 1 – Plan which events to track


Try to answer the following questions when planning which events to track:

  1. What are your objectives?
    Think about your business goals and strategies in order to determine the purpose of the data that you want to extract from the events sent to CoolaData. For example, optimizing customer retention, increasing conversions, expanding business leads, growing revenue or enhancing usability.
  2. Which data enables you to achieve these objectives?
    Think about the kind of information that could be sent from your website that would enable you to achieve these business objectives. You can track anything that anyone does in your website and anything that happens at any specific point in time.
  3. Write It Down:
    Each business objective is typically comprised of a series of events that lead up to a target event, such as a purchase. We recommend sending an event for each stage of a user’s journey (funnel) through your website. List the events and the data properties that could be sent to CoolaData at various stages of your users’ experience.


Events represent the path which your users follow through your site.

Examples of typical paths could be:

  • eCommerce: search → view_product_details → add_to_cart → click_checkout → purchase.
  • Gaming: login → start_game → level_up → purchase_bonus_item.
  • Media&Publishing: view_homepage → view_article → click_video → video_completed.


Cooladata supports events with up to 1,000 custom properties, and automatically enriches them with additional properties that are often used.

Events by industry

We’ve created a list of recommended events and properties to implement for each industry. See the following links for your industry:

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Step 2 – Implement Cooladata

Sign up to Cooladata

  1. Go to http://app.cooladata.com.
  2. Click Sign up.
  3. Fill in the form and click Sign up
  4. Wait until you receive an email with a registration link to the email you signed up with, and click the link to log in.


Create a Project

To create a new project:

  1. In the top right corner, click the Create your first project button.
  2. Enter the name of the project.
  3. Click CREATE.

With CoolaData, you can put all your data into a single project or you can divide your data up among multiple projects – as you see fit.

Why create multiple projects? 

You control which dashboards, reports and publications users see. However, Admin users can access all the data in any project to which they are allowed access. To control the data that each CoolaData Admin users can access you can create multiple CoolaData projects.

For example, in an ecommerce site, you might have different stores – each belonging to a different company. Therefore, you might only want each company’s Admin user to see the data of their own company. In this case, you should create a project for each company, so that each Admin user can only access their own data in dashboards, publications and using the CoolaData API.


Track Events

To start tracking events using the Cooladata trackers:

  1. After creating a project, if the page shown is not already displayed, select Project – Tracking.
  2. Choose the required OS and follow the on-screen instruction.

See more details and implementation options in the Sending Data section.


Monitor Incoming Events

CoolaData enables you to monitor incoming events so that you can verify proper integration with your application/website, regardless of the type of Tracker you use to send events to CoolaData.

As each event is received by CoolaData, it is classified as either valid or invalid and is displayed in the Live Events window within approximately five minutes. Valid events undergo additional processing by CoolaData and within an hour or two after being received, may be reclassified as invalid. In order to investigate the reason for invalid events, CoolaData provides a details option in the Live Events window and enables you to query its database for invalid events. See Handling Invalid Events for more information.

The Live Events page is used to monitor your incoming events to CoolaData. Open the page from the main menu Project – Live Events.

Events are shown in near realtime – from the time you send an event it may take up to a minute to appear on this page. The page shows the 500 most recently received events, sorted by the time they were received, with the most recent events appearing first. Click any column title to sort the list.

Each row represents an event. Click a row to see the raw JSON format it was sent in.

You can search the list or specific columns in the list from the top left search box.

The columns displayed in this list can be customized from the top right icon. The list of columns contains all available common properties in the project, as well as the following information:

  • raw_data: displays the original JSON sent (can also be seen by clicking the event).
  • Validity: an events can be valid – will be saved, invalid – will not be saved, or pending – a new event that will be saved if doesn’t conflict with other events in the project schema.
  • invalidComments: invalid events will specify the rejection reason in this column.
  • extraComments: pending events will specify the reason in this column.
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Step 3 – Build your first dashboard

Create a new dashboard

  1. Open your workspace in the CoolaData Administrator console and select Dashboards 5-3.
  2. Click the Add + button. The following displays:
    GSSC 7
  3. Enter a name for the Dashboard and click Create. The new dashboard is displayed.
  4. To change the dashboard’s name, simply click the name and type over it.3-2

Add reports to the dashboard

  1. From the top right corner click the Add Reports button.
  2. Either choose Saved Reports to add an existing report, or New Report to create a new one. From here you can also add filters and descriptions to the sheet.
  3. To edit a report in a dashboard click the Edit button in the top right corner of the report. Note that you must have edit permission on the report to do this (only the report creator or project admin).


Events will show up in the Dashboard within an hour or two of being received by CoolaData.


Share your Dashboard

The dashboard owner and editors can share a dashboard with anyone who has permission to the same projects. This gives them access to the dashboard and notifies them by email.

  1. In the dashboard, select Share GSSC 23 from the top right corner. The following panel opens:
    GSSC 21
  2. Copy the link and send it to anyone who already has permission to the dashboard to access it directly.
  3. In the Invite people field, select the people with whom to share this dashboard, and assign them View or Edit permissions. Only people who already have permission to the project can be invited to share your dashboard.
    • View: can see the dashboard and change the filter and date range for their own usage.
    • Edit: can make any change to the dashboard.
  4. Users who already have access to the dashboard are listed below – from here you can manage (change/remove) permission of users who already have access to the dashboard.



You can also

Add sheets

  1. Click on the Add + button to the right of the sheet tabs.
  2. Click on the down arrow to next to the sheet name to Rename, Duplicate or Delete it.

Set the dashboard date range

This timeframe applies to all reports in the dashboard unless the report is set to ignore external date range.

  1. Click the dates at the top right:  GSSC 18
  2. Select a timeframe for the Dashboard.

Set the dashboard filters

These filters apply to all reports in the dashboard unless the report is set to ignore external filters.
See more in Dashboard Filters.

  1. Click the Dashboard Filters 3-12 button at the top right.
  2. Set the desired filters and click apply.

Edit saved dashboards

You can open any dashboard you have permission on.
You can only edit/delete a dashboard if you are its owner, or if you were given editor permission on it.

  1. Open CoolaData and select Dashboards 5-3 – a list of the dashboards to which you have permission is displayed.
  2. Click any row to open the dashboard.
  3. To delete a dashboard click the row options and choose Delete, or from inside the dashboard open the dashboard option and choose Delete.
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