Calculated Traits
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Last updated
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In Sortment, calculated traits are reusable logic definitions that classify users based on behaviors, characteristics, or transactions.
These traits are ideal for:
Complex segmentation needs
Aggregations (e.g., total orders, spend)
Business calculations that depend on multiple columns
They can be reused across Profiles, Audiences, and Analytics to maintain consistent business logic.
Sortment provides an AI-powered creation option that makes building calculated traits fast and approachable—even without technical expertise.
Click the star-shaped icon (✶) in the left or top navigation bar.
This opens the Traits page, where you can view, manage, and create new traits.
Start by clicking the “+ New Trait” button at the top right of the Traits page. Choose calculated traits.
Select "Use AI" as the creation method
Describe your use-case: What are you trying to identify (e.g., “Number of times a customer bought premium products”)?
Outline examples or scenarios (optional but helpful): Provide additional context or example on how the calculation may be performed.
After submitting your prompt, Sortment generates the logic for your trait. It will also create a name and description for the trait.
You can review and refine using additional instructions like “exclude users with returns.”
Click “Preview results” to validate that the trait logic works as intended. This ensures data accuracy before you publish.
The trait name and description is generated by AI. Review the details and update if needed.
Optionally add tags for searchability and organisation.
Click “Finish” to save the trait. It’s now available for use across Audiences, Profiles, and Campaign logic.
