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Tab: Segments

Learn from this article about:

Segments tab

Smart Segments tab

Tags tab

 

Segments tab

View all available segments in the Segments tab. Go to the Segment Detail tab by clicking on it.

Access to segments depends on user role and granted permissions. Segments that a user has no access to are greyed out.

Segments can be filtered by:

  • My Segments (segments user has created),
  • Shared with me (segments user has been invited to),
  • Others (all segments created within Meiro Business Explorer). 

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Choose a compact or wider view of the list of segments, depending on the user’s preferences.

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Create a new segment or search through existing segments (enter your search through the search box or choose a tag).

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The Segments tab displays a segment’s name, tags, authors, last export timestamp and last modified date.

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See schedules for expports.

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It is also possible to move a particular segment to the trash (it is possible to restore the segment from trash).

Segments-tab-Trash.png

 

Smart Segments tab

The Smart Segments tab needs to be pre-set by an administrator. Currently is possible to set:

  • Age group
  • Channel preference
  • Customer interaction
  • Customer lifetime
  • EDM engagement
  • Email subscription
  • Favourite device
  • Location
  • Mobile app engagement
  • Permission to contact
  • Source
  • Spending frequency
  • Spending recency
  • Web engagement
  • Total spend

 

Smart segments are visible to all users. View of Customer Details tabs/ Insights tab/ copy segments/ set export will be possible for a user respective permissions.

Click on the chosen Smart Segment to see its details.

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To edit the segment, please copy the Smart Segment. Segment edit will be possible according to accesses you have been granted. You can check your permissions in the User Settings tab.

For each Smart Segment is possible to see the Insights tab. 

 

Tags tab

Tags help with managing segments across Meiro Business Explorer. Create, edit and delete in the Segments tab/ Tags tab. 

Learn more: about tags from this article.