# Add a New Segment

To add a new **Segment**, follow these steps:

**Step 1**: From the left navigation panel, select **Segments**.

<figure><img src="https://2731380315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaDMDmegqZUJFhJhF4JQG%2Fuploads%2Fv2y8BFCBEUzYSXYJzD3o%2Fimage.png?alt=media&#x26;token=55496d3b-b77d-4c07-a8c0-0f0c783aeb16" alt=""><figcaption></figcaption></figure>

**Step 2**: Click **Add Segment** on the top-right corner of the screen.

<figure><img src="https://2731380315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaDMDmegqZUJFhJhF4JQG%2Fuploads%2FD0Dx4pWH5AT0kaIe9KRu%2Fimage.png?alt=media&#x26;token=08d5c3d7-26e6-4f30-8119-11421d98c8fd" alt=""><figcaption></figcaption></figure>

**Step 3**: Enter the **Segment Name** into the **Name** field and the **Description** into the **Description** field.

<figure><img src="https://2731380315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaDMDmegqZUJFhJhF4JQG%2Fuploads%2FFtZ1UQ1eyvPW112tw5GS%2Fimage.png?alt=media&#x26;token=420187e5-f9c6-4f80-a197-fbf616bbd06c" alt=""><figcaption></figcaption></figure>

**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](https://stg.ingestlabs.com/docs/images/customerdataplatformimages/CDP_segmenttype.png)

**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.

<figure><img src="https://2731380315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaDMDmegqZUJFhJhF4JQG%2Fuploads%2FRnbvPDad4hoTVmEg1yn1%2Fimage.png?alt=media&#x26;token=975dfbec-0e96-4856-84c7-f1f502c38e24" alt=""><figcaption></figcaption></figure>

**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:\
    \&#xNAN;*"***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.

<figure><img src="https://2731380315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaDMDmegqZUJFhJhF4JQG%2Fuploads%2FJ9Cor4a2AhLyh4mbiTMv%2Fimage.png?alt=media&#x26;token=67874d4c-aa02-4475-9d42-f1827256a2c3" alt=""><figcaption></figcaption></figure>

**Step 4.2**: Click **AUDIENCE**.

These are the options available under the **Context** dropdown. Select the appropriate one:

![](https://stg.ingestlabs.com/docs/images/customerdataplatformimages/segmentlists.png)

* **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.

<figure><img src="https://2731380315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaDMDmegqZUJFhJhF4JQG%2Fuploads%2Fg0GW65qBEhJwpDxMk8P8%2Fimage.png?alt=media&#x26;token=c9994726-8c6b-415f-9b1a-b28058d42cd2" alt=""><figcaption></figcaption></figure>

**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:\
    \&#xNAN;*"***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.

![](https://stg.ingestlabs.com/docs/images/customerdataplatformimages/segmentconditions.png)

**Step 5**: Click **Save** to save the segment details.

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