Tab: Segments
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Custom segments tab
View all available custom segments in the "Custom 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 created),
- Shared with me (segments user is invited to, for those segments user will be notified about changes int he segment),
- Others (all segments created within Meiro Business Explorer, not created by user, user is not invited to).
Choose a compact or wider view of the list of segments, depending on the user’s preferences.
Create a new segment or search through existing segments (enter your search through the search box, choose a tag).
The Segments tab displays a segment’s name, tags, authors, last export timestamp and last modified date.
View schedules for exports.
It is also possible to move a particular segment to the trash (it is possible to restore the segment from trash).
Feature Segments tab
The "Smart Segments" tab needs to be pre-set by an administrator.
Featured segments are fully customized for the client use cases. They are grouped under a separate tab to easily manage them and user accesses to the tab.
Warning: Access to view/ edit featured segment will depend on the user role. To check what is your user role and permissions, go to the User Settings.
Smart Segments tab
The "Smart Segments" tab needs to be pre-set by an administrator.
Smart segments are simple segments, usually with 1 conditions set.
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 based on the user role.
Click on the chosen smart segment to view its details, on "Insights" tab to view insights.
Warning: To edit smart segment, copy it to custom segments. Segment view/ edit is limited by user role and permissions granted (check your user role and permissions in the "User Settings" tab).
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Tags tab
Learn more: about tags from this article.