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Tab: Segment Detail

Learn from this article:

 

Main elements

Choose conditions

Segment summary

Choose destinations & export segment

Segment preview

Insights tab

Learn more

 

The Segment Detail tab shows details of each segment. It is possible to choose attributes and conditions, export  segment, see customer profiles, segment insights. 

 

Main elements

Segment-Details-top.png

Name 

 

Name of your segment that can be searched for in the Segments tab.

By default segments have the name "Untitled segment".

View-only signs will be shown for users with a view-only level of access.

 

Users

 

View the author, view/ edit users who have been invited to this segment.

Author and invited users will receive notifications about changes made to a segment (edits, erors, if segment was deleted). 

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 already been invited.

The author can not be deleted from the users, his access is not editable.

Users with edit-level of access can edit the segment, users with the  view level of the access can view the segment.

 

Tags

 

View/ edit  tags for the segment.

Tags help to manage segments across Meiro Business Explorer. Can be used as a filter in the Segments tab.

 

Segmented

 

Segmented section displays how many customers out of the whole database have been segmented, also percentage-wise. 

"Data refreshed" displays when the segment was refreshed for the last time.

"Refresh button" enables the refresh calculation of the segment.

By default segment will not be updated automatically but only when refreshed or on export. 

 

Summary

Summary of the segmentation in natural language.

Notes Users who have edit level of the access can leave a note in this section.

 

Delete/ Copy

As an administrator or a  user with edit-level access, you can also delete or copy a segment. The deleted segment can be always restored from the Trash tab.

 

Warning: Copied are conditions, tags and exports. Are not copied: export history, invited users.

Undo changes

Undo made changes to the latest saved version.

Save changes

Changes are not saved automatically. To do so, click on the "Save changes" button.

If you will try to quit the segment without saving done changes, you will be prompted to save the changes before quitting. 

 

Choose Conditions

Select attributes and conditions to segment customers.  For example, it is possible to filter customers that use Google Chrome browser. Save segment. 

By default, segments will display segment size from the most recent calculation, which may be outdated. You can also click the “Refresh” button to recalculate and get the most updated segment size. Remember exports are recalculated each time.

Learn more: about attributes & conditions, compound attributes, parentheses, exclusion and how to build your segment and use data to understand customers better

Refresh.png

 

Segmentation Summary

Segmentation Summary is a summary in natural language.

Segments-Details-Summary.png

The segmented number/ percentage is displayed on the right side.

Segments-Details-number.png

 

Choose export destinations, schedule and export segment

Export your segment to the destination of your choice. A list of the available destinations is visible in the  Data/ Sources and Destinations tab (exports destinations are set up by Meiro analysts, upon agreement with the client).

 

Segments-Details-Export.png

It is possible to schedule a specific time for an export. Time is scheduled in UTC timezone.

Currently it is possible to set schedule:

  • at a particular time/ times of a day,
  • repeat every minute /hour (from hour to hour).

It is possible to set multiple schedules for one destination.

scheduler.png

For some destinations it is possible to set precise parameters managed by an administrator. Usually parameters define where segments will be exported in the destination (e.g. id of audience that will be updated or name of the audience under which export can be found in the destination). Each export destination is slightly different.

Learn more about segment export from these articles

Export-Parameters.png

Segment Preview

Browse through customer profiles related to your segment.

Learn more: about customer detail from this article.

Segment-Details-Customers.png

Insights tab

Insights for the all customer database are in the Data tab/ Insights tab. Insights for each segment are in the Segment Detail/ Insights tab.

Search through insights:

  • By name.
  • By data source of the attribute, the insight is calculated from.

Learn more: about insights.

search-insights.png

See for how many customers your insights are calculated for:

segmented-insights.png

 

insight-description.png

 

 

 

Learn more

How to build your segments and use data to understand your customers better

Customers who have email engagement in a particular country

Customers who visited the website, added items in the cart but left without a purchase

Engaged customers who prefer browsing on a mobile device

Website visitors who are non-customers