This feature is currently being deployed progressively. It will be available for all on June 8th.

Once you have finalized the creation of a segment during the Targeting step of your campaign (or via Audience Manager directly), you can save it and use it to target the same audience in another campaign.

The Segments tab enables you to display the list of previously saved segments and to carry out the following actions:

Edit
Duplicate
Archive
Restore (if the segment is archived)
Activate

The Segments tab contains the following information for each saved segment:

the segment name;
the segment status (active or inactive): hover to display the number of campaigns for which the segment is active. For each active segment, a modal displays the segment ID and name;
the segment creation date;
the date on which the segment was last updated.

Custom segments which have been created but not saved do not appear in the Audience screen accessible from the dashboard.

Displaying the Segment tab

To display the Segment tab, i.e. your list of saved segments, apply the following steps:

Go to the dashboard and click the Audience screen:
If you have created one or more segments, the Segments tab is displayed.
If you have not created any segments yet, the Template Gallery tab is displayed by default.
If applicable, click the Segments tab:
the list of saved segments is displayed.

Carrying out actions on a segment

Hovering over the name of a segment displays an action bar. It enables you to carry out the following actions on your saved segments:

Edit	Click to make changes to the audience. For more on this, refer to Editing a segment.
Duplicate	Click to copy the audience with all its settings (only on your account). The “duplicate” note appears in front of the duplicated audience name.
Archive	Click to archive the audience. Once it has been archived, the audience disappears from the list of audiences and can be found in the Archived view. For more on this, refer to Archiving a segment.
Restore	Only available from the Archived audience view. Click to restore an archived audience and make it available again in the Segments tab.
Activate	To activate a segment, you need to create a new test or personalization campaign. To do this, click and select the type of campaign you want: Create a personalization Create a test For more on this, refer to Activating a segment.

You can also create a new segment directly in the Segment tab. To do this, click New segment in the upper right-hand section of the screen. You will automatically be redirected to the segment creation screen.

Activating a segment

To activate a segment on a test or personalization campaign, apply the following steps:

Hover over the name of the audience you want to activate.
The action bar is displayed.
Click New campaign.
You can choose to either:

Create a test based on this audience
Create a personalization based on this audience

If you want to add a segment to a previously created campaign, you can do so during campaign targeting.

Test campaign

Click Create a test.
Click the type of test you want to create.
Enter the main information related to your test (step 1).
Make your changes in the editor (step 2).
Define your goals (step 3).
The segment based on which you created the test is displayed (step 4). Edit its segmentation criteria if necessary, then define target pages.
Adjust traffic allocation (step 5).

For multi-page tests with several subtests, by default, the segment is added to the targeting of each subtest. These can be changed later on.

Personalization campaign

Click Create a personalization.
You will automatically be redirected to step 1 of the personalization configuration process.
Enter the main information related to your test (step 1).
The segment based on which you created the test is displayed (step 2). Edit its segmentation criteria if necessary, then define target pages.
Make your changes in the editor (step 3).
Define your goals (step 4).
Adjust traffic allocation (step 5).

For personalizations with several scenarios, by default, the segment is added to the targeting of each scenario. These can be changed later on.

Editing a segment

It’s possible to edit a saved segment to make changes to, add or delete segmentation criteria.

To do this, apply the following steps:

Hover over the name of the segment you want to edit.
The action bar is displayed.
Click Edit:
The segment creation screen is displayed.
Make any necessary changes
Click Save.

It isn't possible to edit a segment used for the targeting of one or more live campaigns as this would alter the targeting of a campaign in progress. To edit a segment currently in use, you need to pause the campaign, make your changes and restart the campaign.

Archiving a segment

To archive a saved segment, apply the following steps:

Hover over the name of the segment you want to archive.
The action bar is displayed.
Click Archive:
The segment is moved to the Archived view.

When you archive a segment currently in use in a campaign, the segment remains active for the campaign but no longer appears in the list of saved segments.

Restoring a saved segment

To restore a saved segment, apply the following steps:

In the archived segment view, hover over the name of the segment you want to restore.
The action bar is displayed.
Click Restore:
The segment is moved to the ALL view and the Inactives view if it isn't being used in any campaigns.

Sorting saved segments

You can sort saved segments based on their name, creation date or last update. To do this, apply the following steps:

By name

Click the Name field to display the list in reverse alphabetical order.
Click the Name field again to display the list in alphabetical order.

By creation date

Click the Creation date field to display the list from the most recent to the least recent segment creation date.
Click the Creation date field again to display the list from the least recent to the most recent segment creation date.

As soon as you edit a segment, the date of the most recent update is displayed. In this case, click Last update to display the list from the most recent to the least recent date. Click again to display the list from the least recent to the most recent date.

Filtering segments

Saved segments can be filtered as follows:

All: displays all saved segments that have not been archived (whether or not they are active).
Archived: displays the saved segments that have been archived.

Metrics of saved segments

Each segment displays the traffic percentage as well as the transaction rate. This provides information on the segment usage in relation to the campaign as a whole.

This metrics calculation is based on the last 30 days.

Metrics are only available for Growth and Elite plans, for all segmentation criteria except for those based on the Cookie, since cookie-related information cannot be stored for confidentiality reasons.

Traffic percentage

The percentage of total traffic is the traffic percentage which your segment represents compared to the total visitor traffic on your website within the last month. In other words, the number of visitors from the segment divided by the total number of visitors within the last month.

Transaction rate

If the transaction tag has been placed on the website, this coincides with the segment’s transaction rate. In other words, the percentage of visitors who made a purchase out of all the visitors belonging to this segment. For more on this, refer to Installing the transaction tag.

If several transaction tags have been placed, this coincides with the overall transaction rate.

If you have created a segment whose action is over 30 days old (this is the case for segmentation criteria with an open number of days, such as Last purchase, Purchase frequency, Days since last session, or Days since first session), the transaction rate and the traffic percentage will be a sample, calculated based on the current month, not on the entire duration.

Defining your audience

Audience Manager - Creating a segment

Using Audience Manager

Articles in this section

Audience Manager - Managing saved segments