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Tracking Windows for Calculated Fields Explained


Not sure what a calculated field is or when to use one? Check out our article on calculated fields for an explanation of what they are and when they’re useful. If you’re looking for help setting up a tracking window for your calculated field, see Setting Up a Calculated Field.

A tracking window allows you to add time-based elements to calculated fields. You can add tracking windows to any calculated fields that use a sum or count calculation.

Including a tracking window on a calculated field is useful if you want to allow your participants to accrue a value periodically (such as purchase amount) and then reward them based on the value. Event data will only be calculated during the window you select—as time passes and the window updates, previous data won’t be taken into account.

You can use the value from the field to set up program rules that incentivize your participants to align with your goals for:


Encourage dormant participants to reactivate or make a new purchase.


Incentivize your most frequent customers to keep engaging with your program and services.

Monetary Value

Reward high spenders for hitting a certain purchase value threshold.

When setting up a calculated field, you can choose from two types of tracking windows:

Fixed windows let you track a value during a calendar day, week, month, or year. The window starts at the beginning of the interval and rolls over at the end. The start and end time will depend on the time zone settings for your account.

When you create a calculated field with a fixed window, it will start counting from the moment the field is created—it won’t wait for the start of the next full interval, and it won’t retroactively calculate (by default) any values from the beginning of the current interval if you missed them.


You want to set up a program rule that issues a special reward to participants who spend over a certain amount each month. To do this, you’ll need a calculated field that sums the value of purchases over a 1-month fixed window. Once this is set up, purchase events will be added from the first day of the month, at midnight to 11:59 p.m. on the final day of the month.


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