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It can helpful to know which segments a user or an account belong to. This can help with troubleshooting if a user is not seeing a particular message, or is not qualifying for a specific campaign. This is simple enough for logged in users, because you can search for their login in Evergage and a list of which segments they are a part of will appear at the bottom.
Search for User or Account
- Log into the Evergage Platform
- In Search in the upper right corner of the screen, type a partial user or account name, or Evergage ID (i.e. 1234af2bf6cfe66) to see a list of matching users and accounts
- Select a user or account to see the Unified Customer Profile Screen which will give information about segment membership