How to build segments of customers
Learn from this article about:
Start with Smart Segments
Smart Segments are the most common segments ready and set to use. Is possible to copy a smart segment and edit it further, export it, see it's customer profiles or segment insights.
Simply go to the Smart Segments tab and start browsing through.
Segments: create, export, customer profiles, insights
Go to the Segments tab to create segments of customers.
|Create a segment||
A segment is a groups of customers with the same attributes (characteristics). Start by clicking on the Create Segment button.
Each attribute is defined by a specific condition that narrows the segment result. Start adding conditions by clicking on the Add Condition button.
Search for attributes from the drop-down list, add conditions to further narrow your search.
Click on the Save Conditions button to apply your changes.
See summary of your segment in a natural language.
Choose your preferred export destination, export your segment or schedule an export.
Exported data will be only for customers that have matching mandatory attributes defined for export to these destinations. In the example below, 57 customers will be exported to CSV file out of all segmented customers.
Remember: It is possible to set the export only for the new customers within a particular segment.
Learn more: about exporting segments from these articles.
The segment preview shows the preview of segmented customer profiles. Click on an individual customer to reveal more details.
Learn more: To learn more about customer profiles from this article.
The Insights tab shows a set of insights predefined by analysts. Insights contain attributes and conditions specifically calculated for the segmented audience.
Learn more: Learn more about insights here.
|Manage segments with tags||
Segments can be managed and organized in the Segments tab with a system of customizable tags.
Practical examples, tips and more