How to build segments of customer profiles
Start with smart or featured segments
Smart segments are the most common segments ready and set to use. It is possible to copy a smart segment and edit it further, export it, and see its customer profiles or segment insights. Go to the Smart Segments tab and start browsing.
Featured segments are segments customized for each client. If you do not see featured segments set for your instance, please get in touch with the administrator.
Segments: create, export, customer profiles, insights
Go to the Custom Segments tab to create segments of customer profiles.
|Create a segment||
A segment is a group of customer profiles with the same attributes (characteristics). Start by clicking on the Create Segment button.
Each attribute & condition narrows the segment result. Start adding conditions by clicking on the Add Condition button.
Search for attributes from the drop-down list, and add conditions to narrow your search.
Click on the Save Conditions button to apply your changes.
Remember: if no conditions are selected, segmented will be 100% of the customer profiles database.
See the summary of your segment in the side panel. It is also possible to:
Insights contain attributes and conditions calculated explicitly for the segmented customer profiles.
By accessing the expanded version of the segment insights, you can compare the value of insights for a segmented audience with that of a global audience.
Learn more: Learn more about insights here.
Export segment or schedule an export to a destination.
Exported data will be only for customer profiles matching mandatory attributes defined for export to these destinations (listed under "Exportable").
Learn more: about exporting segments from these articles.