Page tree

 

Contents

An Evergage segment is a real-time grouping of accounts or individuals based on a set of criteria you define. Segment updates happen in real-time, so any membership changes occur immediately, even during the same visit.

This article provides guidance around accessing data in segments. Refer to Create a Segment for more information about creating segments in Evergage.

Segment Detail Tabs

There are four tabs that provide information within a segment:

  1. Users (or Accounts)–lists the users who are currently part of the segment. Account segments are visible if your dataset is configured to support both users and accounts
  2. Membership–includes segment trends and the option to add other segments to compare the number of users for a specific time period
  3. Segment Compare–compare KPIs like conversion rate, visit duration, and engagement score in a particular segment to other segments or that of all visitors to your site as a whole
  4. Setup–create or edit rules for the segment as well as set up automated segment alerts that gives you a daily update of added and removed users

Users

  1. List view shows user information which can be configured by adding columns
    1. Click  then Columns to add additional columns
    2. Data may be sorted by clicking User or Last Activity
  2. Users currently active on your site are indicated by a green circle
    1. Select a segment member to see more details about that user
    2. Overview shows details about the member as defined in the segment including location, visit length, and visit actions
    3. In Segments lists the other segments to which the member belong
    4. Click the user ID to view the Unified Customer Profile for that user


Membership

You can compare across multiple segments to see when users are added or removed from the segment. This can help you analyze how a campaign affected a particular segment by the addition or removal of users. For example, if you have segments defined for first time visitors and returning visitors, this is a great way to compare KPIs for these visitor populations.

  1. Segment Trends shows segment membership trends as compared to the global average
  2. Click Select a segment to add additional segments to the Segment Trends graph
  3. Remove a segment from the comparison list by clicking x next to the name of the segment

 

Segment Compare

The Active Users History graph shows a comparison of users, engagement, activity, KPIs, and other actions across segments, displayed as totals or averages. 

  1. Click Select a segment to add additional segments to the Active Users History graph
  2. Remove a segment from the comparison list by clicking x next to the name of the segment in the chart

 

Setup

This is where you control the segment configuration. Learn more about how to Create a Segment and Common Segment Examples by Function in our other articles on Segments.

This page has no comments.