Tab: Segments

Learn from this article about: Segments tab Smart Segments tab Tags tab

 

SegmentsCustom segments tab

View all available custom segments in the Segments"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 has created),
• Shared with me (segments user has beenis invited to)to, for those segments user will be notified about changes int he segment),
• Others (all segments created within Meiro Business Explorer)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 orbox, choose a tag).

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

SeeView schedules for expports.exports.

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

 

SmartFeature Segments tab

The "Smart SegmentsSegments" 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.users Viewbased ofon Customer Details tabs/ Insights tab/ copy segments/ set export will be possible for athe user respective permissions.role.

Click on the chosen Smartsmart segment to view its details, on "Insights" tab to view insights. 

Warning: To edit smart segment,  copy it to custom segments. Segment toview/ seeedit itsis details.limited by user role and permissions granted (check your user role and permissions in the "User Settings" tab).

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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.