Segments

Segments identify and classify visitors based on their shared behavior and characteristics.

Prerequisites

• Configure the following permissions in PureCloud:
  • Journey > Segment >Add , Delete, Edit, View permissions

About segments

Segments identify and classify visitors based on their shared behavior and characteristics.

Interested in examples? See the following articles:

• Segment based on search queries
• Segment customers based on a smart tag

View your segments

1. Click Admin.
2. Under Altocloud, click Segments.

Tip

Search for a segment by its name or description. Search is case-insensitive.

Create a segment

Tip

To simplify the process of creating a segment duplicate an existing segment.

1. Click Admin.
2. Under Altocloud, click Segments.
3. Click Create Segment.
4. Use a descriptive name.
5. Define at least one segment condition.
   
6. Specify the color.
7. To make the segment active, leave the Active setting set to On.
8. Click Save and close.

Important

You can specify as many conditions as you want. You must specify at least one.

Duplicate a segment

To simplify the process of creating a new segment, duplicate an existing segment.

1. Click Admin.
2. Under Altocloud, click Segments.
3. Search for the segment you want.
4. Under options, click Duplicate.
5. Update the segment name.
6. Update conditions as necessary.
7. Make any other changes. For more information, see Create a segment.
8. Click Save and close.

Edit a segment

1. Click Admin.
2. Under Altocloud, click Segments.
3. Search for the segment you want.
4. Under options, click Edit.
5. Make any necessary changes. For more information, see Create a segment.
6. Click Save and close.

Activate or inactivate a segment

When you create a segment, it is automatically activated. This means it is ready to match users on your site.

To determine when a segment matches users, use the Active switch, which appears at the bottom of the page when you create or edit a segment.

Tip

To permanently remove the segment, delete it instead.

Delete a segment

Tip

Deletion is permanent. To temporarily suspend the segment from matching, inactivate it instead.

1. Click Admin.
2. Under Altocloud, click Segments.
3. Search for the segment you want.
4. Under options, click Delete.
5. Click Yes.