Add a New Segment
To add a new Segment, follow these steps:
Step 1: From the left navigation panel, select Segments.
Step 2: Click Add Segment on the top-right corner of the screen.
Step 3: Enter the Segment Name into the Name field and the Description into the Description field.
Step 4: Under Segment Type, the following options are available:
DASHBOARD - Used to create a segment for dashboard analysis.
AUDIENCE - Used to create a segment for targeting specific users or audiences.
CDP_segmenttype
4.1: Click DASHBOARD
The following options are available under the Context dropdown. Select the appropriate one.
Attribution: Define the specific parameters or conditions you want to include in the segment.
Conversion Comparison with CRM Data – Compares conversion metrics with CRM records for analysis.
User Visits – Shows statistics on user visits and interactions.
Site Performance Report: Displays key metrics related to your website’s performance, such as traffic, load time, and user engagement.
User Events: Shows detailed information about user actions, such as clicks, downloads, and form submissions.
Ad Insights: Provides performance data for your advertising campaigns.
KPI Metrics: Displays key performance indicators for tracking business goals.
Step 4.1.1: Add the Conditions using the Rule and Ruleset options. Use the AND and OR options as appropriate to define the logic.
Adding Conditions Using Rules and Rulesets
Select the Logical Operator:
Choose AND or OR to define the logical relationship between conditions.
Add a Rule:
Click + Rule to define a condition, such as Conversion Event Name with a specific value.
Add a Ruleset:
Click + Ruleset to group multiple rules together under a nested condition.
Ensure Rulesets Are Not Empty:
If a ruleset is empty, an error message appears: "Ruleset cannot be empty Please add a rule or remove it altogether."
Remove Unwanted Rules or Rulesets:
Click the X icon next to a rule or ruleset to delete it.
Step 4.2: Click AUDIENCE.
These are the options available under the Context dropdown. Select the appropriate one:
Attribution: Helps identify which channels or campaigns contributed to conversions or user actions, allowing you to measure performance effectively.
Conversion Comparison with CRM Data: Compares audience conversions with CRM data to identify trends and performance gaps.
User Visits: Displays audience visit details, including frequency, duration, and interaction patterns
Site Performance Report: Shows how the website performs for different audience groups based on traffic and engagement metrics.
User Events: Tracks specific user actions, such as clicks, downloads, or form submissions.
Ad Insights: Provides detailed data on how your audience interacts with advertisements.
KPI Metrics: Displays key performance indicators to measure audience-related goals and outcomes.
Step 4.2.2: Date Range
Under the Start Date section, choose a Quick Select option. The following options are available:
Beginning of Yesterday: Sets the start date to the beginning of the previous day
Beginning of Week: Sets the start date to the first day of the current week.
Beginning of Month: Sets the start date to the first day of the current month.
Beginning of Year: Sets the start date to the first day of the current year.
Custom: Allows you to manually select a specific start date.
Calculated Date Based on Current Date: As you select the start and end dates, the system automatically calculates and displays the date range based on the current date.
Next, under the End Date section, you will see similar Quick Select options:
End of Yesterday: Sets the end date to the end of the previous day.
End of Week: Sets the end date to the last day of the current week.
End of Month: Sets the end date to the last day of the current month.
End of Year: Sets the end date to the last day of the current year.
Custom: Allows you to manually choose a specific end date.
Calculated Date Based on Current Date: As you select the start and end dates, the system automatically calculates and displays the date range based on the current date.
Step 4.2.3: Add the Conditions using the Rules and Ruleset options. Use the AND and OR options as appropriate to define the logic.
Adding Conditions Using Rules and Rulesets
Select the Logical Operator:
Choose AND or OR to define the logical relationship between conditions.
Add a Rule:
Click + Rule to define a condition, such as Conversion Event Name with a specific value.
Add a Ruleset:
Click + Ruleset to group multiple rules together under a nested condition.
Ensure Rulesets Are Not Empty:
If a ruleset is empty, an error message appears: "Ruleset cannot be empty Please add a rule or remove it altogether."
Remove Unwanted Rules or Rulesets:
Click the X icon next to a rule or ruleset to delete it.
Step 5: Click Save to save the segment details.
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