Auto Hierarchies

What is Auto Hierarchies?

Automatic Hierarchies lets you automatically build and maintain an organizational hierarchy in Eletive based on your existing attributes and segments.

Instead of manually linking segments together, the system analyzes how users belong to different segments and creates parent–child relationships automatically according to a rule you define.
This is the recommended way to build hierarchies, as it can keep them continuously up to date and significantly reduce manual administration.

You can choose to:

• Create the hierarchy once, or

• Keep it continuously updated as users and attributes change over time.

How Automatic Hierarchies work

When creating an automatic hierarchy, you select:

• A Parent attribute
  This represents the higher-level structure (for example: Department).

• A Child attribute
  This represents the lower-level structure you want to connect under the parent (for example: Team).

The system then looks at the members of each child segment and checks how well they match the segments in the parent attribute.

Based on this comparison, Eletive automatically assigns each child segment to the most relevant parent segment.

Lowest accepted match (percentage threshold)

The Lowest accepted match defines how strong the overlap must be between a child segment and a parent segment for a hierarchy to be created.

In practice, this means:

The system looks at the users in a child segment and checks what percentage of them also belong to a specific parent segment.

You can choose one of the following thresholds:
100%, 90%, 80%, 70%, or 60%

• 100% means all users in the child segment must belong to the same parent segment

• 90% means at least 90% of the users must match

• and so on

If the threshold is met, the hierarchy link is created.

Example

• Parent attribute: Department

• Child attribute: Team

Segments:

• Department: Sales

• Teams: Sales Team A, Sales Team B

If:

• All users in Sales Team A also belong to the Sales department, and

• All users in Sales Team B also belong to the Sales department, and

• The lowest accepted match is set to 100%

Then Eletive will automatically create the following hierarchy:

• Sales (parent segment)

  • Sales Team A (child segment)

  • Sales Team B (child segment)

If later users move between teams or departments, the hierarchy will automatically adjust (if continuous updates are enabled).

Manager access

Once the hierarchy is created:

• Manager access is automatically inherited from the parent segments down to the child segments.

• This ensures managers see the correct results without needing to manually assign access for each segment.