Introduction to Segment Menu on CX Data App

The Segment menu in the CX Data App enables you to create, view, and manage customer segments. These segments can be filtered by various criteria and exported for targeted marketing purposes. Below is a step-by-step guide on navigating the Segment menu, viewing existing segments, creating new segments, applying filters, and saving your work.

1. Accessing the Segment Menu

To get started, select Segments from the main navigation sidebar. This will take you to the Segment menu, where you can either create new segments or manage existing ones.

2. Viewing Existing Segments

Upon entering the Segment menu, you’ll see a Create Segment button at the top. Below this, there’s a table displaying the details of any existing segments, including:

Segment ID: The unique identifier for each segment.
Segment Name: The name of the segment.
Segment Type: Indicates whether the segment is Dynamic or Static.
AB Test: Displays any AB variant percentages applied to the segment.
Created Date: The date and time the segment was created.
Contacts: The number of contacts within the segment.
Action: The View and Delete buttons, which allow you to view the segment details or delete the segment.

You can use the search bar to locate a specific segment by entering its ID or name. Clicking on View will take you to the Segment Overview page for that segment, where you can see detailed filters, a summary of insights, and the option to export the contact list.

3. Creating a New Segment

To create a new segment, click on the Create Segment button. You’ll be taken to a setup page with the following options:

Segment Name: Enter a name for your segment.
Segment Type: By default, the segment type is set to Dynamic, meaning it will update automatically as customer data changes. If you’d prefer it to stay static, just click the ‘Static’ button
Add AB Variants: If you wish to conduct an AB test within the segment, click the Add AB Variants button. This opens a popup where you can enter percentages for variants A, B, C, and D. After entering the desired percentages, confirm by clicking the Confirm button.

4. Applying Filters to Define Your Segment

Once the segment is named and set up, you can begin defining it by applying filters:

Click on the Add Filter button. This opens a filter panel with a Select Column dropdown menu.
Selecting a Field Category: By default, the field category is set to Contact. You can switch to Activity by clicking on the category name, which provides different fields to filter by, such as Google Analytics Marketing channel, Order sales channel, and more.
Selecting Fields and Constraints: For example, if you select the Contact category, you will find fields such as Customer Country, RFM Segment, and Total Order Value. Choose a field (e.g., Average Order Value), and select constraints (e.g., Greater Than, Less Than) based on the field selected. Enter the required values to define the filter.

After setting up a filter, confirm it by clicking the Confirm button.

5. Combining Multiple Filters

To create more complex segment definitions, you can combine filters using logical operators:

AND: Use this when both conditions must be met. For instance, to view customers whose Average Order Value is greater than £5 and Total Sales Value is greater than or equal to £500, add each filter separately and link them with AND.
OR: Use this when at least one of the conditions must be met. For example, to filter customers acquired through Google Analytics Marketing Channel as Paid Search or Cross Network, set up each filter and connect them with OR.

These combined filters enable precise targeting based on various customer behaviours and attributes.

6. Reviewing Segment Overview

As you add filters, the Segment Overview section on the right updates to show:

Segment Size: Displays the count of contacts meeting the filter criteria, both as a raw number and percentage of total contacts.
Column Customisation: By default, the columns display First Order Value, Last Order Value, and Total Order Value. You can switch columns to show other relevant fields by clicking on the column headers.
Audience Insights: Click on the graph icon to open a pop-up summary of audience insights, providing a high-level view of the segment characteristics.

7. Saving Your Segment

After you’ve set up the filters and reviewed the Segment Overview, it’s time to save your work. Saving ensures your segment is ready for future access and can be used across your marketing efforts. To save:

Click on the Save Segment button located at the top right of the screen.
Ensure that all necessary filters and settings are in place before saving, as the segment will be stored with the exact configuration displayed in the Segment Overview.

Once saved, your new segment will appear in the main Segment menu table, where you can view, edit, or delete it as needed.

8. Viewing and Exporting the Contact List

Once you’ve saved the segment and set up the filters, you can view and export the contact list:

Click on Show Contact List at the bottom of the Segment Overview.
Select the desired columns to be included in the export.
Click on the Export button to download the contact list as a CSV file, ready for use in marketing campaigns.

The Segment menu in the Insight App provides powerful segmentation capabilities, allowing you to create targeted customer lists based on specific behaviours and attributes. By understanding and applying filters effectively, you can create nuanced segments to support personalised marketing initiatives. And if you need further assistance, the CXData support team is just a chat away.