Tab: Segment Detail

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Main elements

Choose conditions

Segment summary

Choose destinations & export segment

Segment preview

Insights tab

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The Segment Detail tab shows details of each ~~segment.~~segment Itcontains:

~~possible~~

side panel with basic information about the segment,

builder to ~~choose~~set ~~attributes~~conditions ~~and~~for ~~conditions,~~the segment,

insights with preset reporting for this particular segment,

export to enable export ~~segment,~~segmented ~~see~~customers ~~customer~~to ~~profiles,~~destinations.

Remember: by default if no conditions are set, the segment ~~insights.~~will contain 100% of the customer's database.

Main elements

Side Panel

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, ~~errors,~~errors on exports, if the 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~~Accesses ~~with~~of other users are dependent as well on their user role & permissions granted. Edit access to a segment enables edit ~~level~~conditions and exports but is dependent on roles & permissions. If users do not have access ~~can~~to exports at all, will not be able to view exports in the segment even if granted edit ~~the~~access. ~~segment, while users~~ Users with the view level of the access can ~~view~~not ~~the~~edit ~~segment.~~segment conditions or exports. Invite all users by selecting the "Invite all users" button.
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	The ~~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.
Segmented Customers	Browse through customer profiles related to your segment. Learn more: about customer detail from this article.

Top Panel

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.~~tags. Are not copied: export history, export schedules, invited ~~users.~~users, notes.

Undo changes

Undo made changes to the latest saved version.

Save changes

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

Select attributes and conditions to segment customers. For example, it is possible to filter customers that use the Google Chrome browser. ~~Save~~The ~~segment.~~list of available attributes to segment is custom for each client.

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~~exclusion, and how to build your segment and use data to understand customers better.

Insights tab

Insights for segmented customers. Insights for all customer databases are in the Data tab/ Insights tab.

Search through insights:

By name.

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

Learn more: about insights.

Segmentation Summary

~~Segmentation Summary~~ ~~is a summary in natural language.~~

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

Choose export destinations, schedule and export segmentExports

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

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 of the day,
repeat every minute /hour (from hour to hour).

It is possible to set multiple schedules for one destination.

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 the 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.