How to build your segments and use data to understand your customers better
In some cases, it might be helpful to narrow your search for customers with a particular set of characteristics. This can be done by creating segments and setting conditions.
To learn more about the Segments tab, please refer to this article.
Go to the Segments tab
Create a segment
A segment is a personalised query that helps filter customers by their attributes. Segmenting helps you to specify data for a particular need and to answer a particular question connected to your customer data.
To learn more about the full set of features of the Segments tab, please refer to this article.
Start by clicking on the Create Segment button.
Enter a name for your new segment and click on the Create Segment button (if you will not choose a name, Meiro will assign a random name that you can change at any time).
Choose your segment’s conditions
After creating a segment, you can personalise your data by choosing suitable conditions.
A condition is an attribute or set of attributes chosen for a particular segment. Each attribute is defined by a specific condition that personalizes the result. Conditions are used to build enriched custom audiences or to learn about particular aspects of your audience.
Start adding conditions by clicking on the Add Condition button.
Search for attributes from the drop-down list.
Conditions applicable for a particular attribute will be marked in dark grey, while conditions not applicable for a particular attribute will be in light grey and cannot be selected.
After selecting the attribute, you can add conditions to further narrow your search. Click on the Save Conditions button to apply your changes. You can build your own custom audiences by adding more conditions and adjusting conditions for each attribute. Set dependencies between attributes by toggling between ‘AND’ or ‘OR’.
The segmented box on the upper right corner shows you the number of customers that match the set conditions over total customers.
Segmentation Summary demonstrates the data sources in which your segmented customers have been identified.
After you have successfully segmented your audience, you can choose your preferred export destination.
Exported data will be only for customers that have matching mandatory attributes set by an account administrator, in this case, data of 57 customers will be exported to CSV file out of 447 segmented customers. An administrator will be able to manage the attributes that can be exported in the Administration tab.
Exports to a location outside the available destinations need to be set up by Meiro’s analysts on our backend first.
The segment preview shows the list of all segmented customers. You can click on an individual customer to reveal more details about them.
To learn more about Customer Detail, please refer to this article.
To see examples of segmentations please refer to tutorials listed below: