Tab: Segments

Learn from this article about:

Custom Segments tab

View all available custom segments are all segments created by you and your team. 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~~in hethe segment),
Others (all segments created within Meiro Business Explorer, not created by user, user is not invited to).

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.

Delete segment if needed (it is possible to restore the segment from trash).

Learn more: about how to create a segment.

Featured Segments tab

Smart segments ~~needs~~need to be pre-set by an administrator.

Featured segments are customized for the client use cases. They are grouped under a separate tab to easily manage them and the users' access to the tab.

Warning: Access to view/ edit featured ~~segment~~segments will depend on the user role. To check what is your user role and permissions, go to the "User Settings".

Smart Segments tab

Smart segments ~~needs~~need to be pre-set by an administrator. Those are simple standard segments, usually with 1 condition.

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.

Warning: To edit a 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).

Tags tab

Tags help to manage segments across Meiro Business Explorer. Create, edit and delete tags in the Segments tab/ Tags tab.

Learn more: about tags from this article.