Tab: Segment Detail
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Learn from this article: |
The Segment Detail tab shows details of each segment contains:
- "side panel" with basic information about the segment,
- "builder" to set conditions for the segment,
- "insights" with preset reporting for this particular segment,
- "export" to enable export segmented customers to destinations.
Remember: by default if no conditions are set, the segment will contain 100% of the customer's database.
Side Panel
| Name |
Name of your segment that can be searched for in the Segments tab. View-only signs will be shown for users with a view-only level of access. |
| ID |
Id of the segment. to be found as well in the segment URL ID can be used e.g. when |
| 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 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. The author can not be deleted from the users, his access is not editable. Accesses of other users are dependent as well on their user role & permissions granted. Edit access to a segment enables edit conditions and exports but is dependent on roles & permissions. If users do not have access to exports at all, will not be able to view exports in the segment even if granted edit access. Users with the view level of the access can not edit 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 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. Are not copied: export history, export schedules, invited users, notes. |
| Save changes |
Changes are not autosaved. To do so, click on the "Save Changes" button. |
Builder
Select attributes and conditions to segment customers. For example, it is possible to filter customers that use the Google Chrome browser. The 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, 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 for.
Learn more: about insights.
Exports
Export your segment to the destination of your choice. The list of available destinations together with its settings is available in the Data/ Sources and Destinations tab (exports destinations are set up by Meiro analysts, upon agreement with the client).
Remember: Although segments are not autosaved and refreshed only when fresh is initiated. Export is always made on recalculated, the most up-to-date values.
It is possible to schedule a specific time for export. Time is scheduled in the UTC timezone.
Currently, it is possible to set a 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. 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.
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