Tab: Segment Detail
The Segment Detail tab is visible for each segment created in the Segments tab. Here you can set each segment individually, choose attributes and conditions that matter to you, export your segment, see customer profiles and well as insights.
The header of the Segment Detail page
Name Your Segment
This is the title of your segment. Here a view-only sign will be shown for users with a view-only level of access. To get edit-level of access, please contact Meiro Business Explorer administrator.
Users
Users who have access to the segment and/or have been invited to view are shown here. If you are the author of a segment or the administrator, you can invite new users or edit the access level for users that have been already invited (please remember administrator by default have an edit level of access that can not be decreased to view-only).
Notes
For annotation of additional information for later or to help cooperation on a segment with your team members. Here you can drop your comments, notes and communicate.
Delete/ Clone
As an administrator or a user with edit-level of access, you can also delete or clone a segment. The deleted segment can be always restored from the Trash tab.
Choose Conditions
The following section allows you to edit the conditions set up for the segment. A segment is a personalised query that helps to filter customers by their attributes.
The same attributes that are available in the Customers tab can be used to create a segment.
For example, it is possible to filter customers who purchased the product at a particular amount and who also engaged in a blog.
You can choose attributes that are important to you in the Choose Condition section.
Learn:Learn more: To learn more about choosing the right conditions, please refer to articles on how conditions work and the article “How to build your segment and use data to understand customers better”.
Segmentation Summary
Segmentation Summary shows you the various conditions of your segment in text.
The segmented number/ percentage can be seen on the right side of a tab.
Choose Destination
Choose a destination by clicking on its icon and export your segment to the destination of your choice.
A list of the available destinations is visible in the Sources and Destinations tab (under the Data tab).
Exports destinations are set up by Meiro analysts, upon agreement with the client. A Meiro administrator will specify further as well exported attributes, as well as mandatory attributes (Administration tab, Sources & Destinations tab).
Learn: To learn about what within Meiro can be customized, please refer to this article.
It is possible to schedule a specific time and date for an export. The scheduled time will be displayed in the Segments tab as well.
For some destinations is possible to set precise parameters managed by an administrator in the Administration tab. Under the same name, as it has been set within parameters, you can find your exported segment within your destination.
Remember: It is possible to set the export incremental load, of only new customers within a particular segment. To learn more please contact the Meiro team.
Remember: CSV exporting works with utf8 encoding. To understand how to set character encoding, please refer to this article, or any other available articles online.
Segment Preview
Browse through customer profiles related to your segment.
Learn:Learn more: To learn more about customer profiles, please refer to this article.
Insights tab
Insights are a set of tiles that display the data that matters to you.
Insights can be found in the Data tab/ Insights tab with insight values for your whole customers' database or in the Segment Detail/ Insights tab with insights for each segment.
Warning: Only an administrator can edit the Insights tab. To learn more about it, please refer to the Administration tab.
Search:
- By name.
- By data source of the attribute, the insight is calculated from.
See for how many customers your insights are calculated for.
In the Segmented box, you will find a "segmented number/ out of all customers | percentage".
Each insight displays:
- Data source: The data source for the chosen attribute. It is assigned automatically as each attribute is calculated from a particular data source.
- Name of the insight: Name of the insight and info note (optional). Name and description can be edited by the admin in the Administration tab.
- Add to favorites (coming soon)
- Expand: By clicking on the Expand button, you will expand tile to see more insight (if available) or simply make insight bigger.
- Insight result: The attribute's condition specified for that insight, as well as the result of the calculation. Attributes and conditions for insights can be edited the admin in the Administration tab.
- Summary: Summary of how many customers out of segmented customers we know this attribute.
Learn:Learn more: For each insight is possible to choose an individual colour. Only an administrator can edit colours for insights in the Administration tab.
Recommended articles
Learn:Learn more: How to build your segments and use data to understand your customers better
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Learn:Learn more: Engaged customers who prefer browsing on a mobile device