How to create metrics

Overview

This guide walks you through creating a metric source and metric cards in TheyDo. A metric source is the underlying data definition — the connection, type, and any dimensions. A metric card is a specific filtered view of that source (for example, a particular region, time range, or interval) that you can place in journeys.

Before you start

• You need metric edit permission to create metrics.
• If you're connecting to a third-party integration (Qualtrics, Medallia, Snowflake, Databricks, BigQuery, or Amazon S3), make sure the integration is configured in your workspace settings first.

Create a metric source

All metric sources are created from the Metrics library.

1. Go to Metrics in the main navigation.
2. Click + Metric in the top right.
3. Give the metric source a clear name.
4. Set the key properties:
   • Type — NPS, CSAT, CES, or Other (custom numeric)
   • Source — Manual/CSV, or a connected integration
   • Owner — the person responsible for keeping it updated
   • Target (optional) — a numeric goal and comparison direction
5. If you chose Other as the type, also define the unit (%, €, seconds, #) and aggregation method (average or sum).
6. Complete any source-specific setup if you chose an integration (see below).

Working from a journey? If you're in a journey and need a new metric, click Create metric source — this takes you directly to the Metrics library to set it up.

Choose a source: manual vs integration

Manual metrics

You or the metric owner enter data points by hand. Each data point is a numeric value tied to a specific date. To add data points:

1. Open the metric source.
2. Go to the Details tab.
3. Add each data point with a value and date.

Note: you can't assign more than one data point to the same date.

Integration metrics

Data syncs automatically from a connected source. TheyDo integrates with Qualtrics, Medallia, Snowflake, Databricks, BigQuery, and Amazon S3.

Once an integration is configured, select it as the source when setting up your metric and complete the source-specific connection fields.

Add dimensions to a metric source

When setting up a metric source, you can designate up to 5 columns in your data as dimensions — categorical attributes like region, channel, or brand. Dimensions let you create filtered metric cards from a single source without duplicating it.

Note: Dimensions need to be configured when you first create a metric source. To add dimensions to an existing metric that doesn't already have them, the metric needs to be reset. See What are metric dimensions? for more detail.

Dimensions are available for metrics connected to data warehouses (BigQuery, Snowflake, Databricks), Amazon S3, Qualtrics, Medallia, and CSV import.

Create a metric card

Once you have a metric source, you can create metric cards from it — specific views for a dimension, time range, or interval. These are what you add to journeys.

1. Go to the Metrics library.
2. Find the metric source you want to create a card from.
3. Click the arrow next to the metric source to expand it.
4. Click Create metric card.
5. Configure the card — choose the dimension value, time range, and interval.
6. Give it a clear name (e.g., "CSAT — France") and save.

The metric card now appears nested under the metric source in the library, ready to be added to any journey.

You can also create metric cards from within a journey's Metrics tab — see How to link metrics to other building blocks for more detail.

Save for everyone / Discard: When viewing a metric card, you can adjust the time frame or interval and click Save for everyone to update the shared default view for that card. Use Discard to revert to the previous default without saving.

Add a metric card to a journey

To add a metric to a journey, drag a metric card from the Metrics library directly onto the journey canvas or into a journey step. See How to link metrics to other building blocks for full instructions.

Bulk create metric sources

If you have (or anticipate) large amounts of data, you can import multiple metric sources at once.

1. In the Metrics library, click Import Metrics.
2. Choose one of the following:
   • Create metrics without data points — creates empty metric sources you can populate later. Download the example template for guidance.
   • Bulk import metrics of the same type — upload multiple data points to a single metric. Choose the template for your metric type (NPS, CES, CSAT, or Other).
3. Upload your file and review any formatting errors before finalizing the import.

Tips

• Set up type, source, and connection carefully before adding data — once data points exist, these fields lock.
• One metric source can power many metric cards — use dimensions rather than creating separate metric sources for each segment.
• Always add a description for custom (Other) metrics — include what it measures, the formula, and any inclusion/exclusion rules.
• Check the Journeys tab on any metric to see everywhere it's currently placed.