Segment is your window into your customer data. In this article, we’ll take a tour of Segment so you can understand how to get started.
Segment has a variety of functions:
- Group your customers into meaningful segments based on any combination of ecommerce, CRM, email and service attributes.
- Analyze the aggregated statistics for your segments, and dive deeper for insights.
- Pivot your data by Attributes, Segments, Profiles, Channels and Sources.
All great insights start with a question, and that question is created in the Segment Builder.
Using the Attribute Picker, you can create basic and complex customer queries. Simply search for, and select, the attributes you wish to add to your segment. You can also filter your attributes to make your search more specific by hovering over the attribute and clicking the > button.
You also have the ability to add more than one filter to your attribute by typing a word (or phrase) into the search bar and then selecting Add X results.
Once you've finished adding your attributes, your search results are displayed on the right, and are broken into five different reports.
Analyze the aggregate attribute values across the customers who match your search. Click into an attribute to dive deeper and export results for custom analysis.
Segments returns the number of profiles in your search result that match all of your configured segments. You can narrow your results by clicking + to add a segment to your search, or download the results from the top right corner of the page.
Profiles returns a sample of the customers who belong to the segment you're searching. Click on a profile to view their segments, attributes and a rich engagement history.
Channels are your configured Activations (i.e. Facebook Ads, Twitter Ads) and will return a count of the number of profiles that have a link attribute (i.e. Email) that you can use for targeting on that platform.
Sources represent where your data has come from. Each source will return a count of profiles that have at least one attribute from that source.
That concludes our tour. If you want to dive deeper into Segment, just keep going through this section, there’s much more to learn!
Updated about 1 month ago