Segment Builder

The Segment Builder lets you build simple or complex segments that identify visitor attributes and actions across visits and page hits. It provides a canvas to drag and drop metric dimensions, events, or other segments in order to segment visitors based on hierarchy logic, rules, and operators.

Web UI Features

The Segment Builder lets you build and edit segments in the web UI (or in a Java UI in ad hoc analysis). You can add rule definitions and containers to refine your segments, stack segments, and nest them to refine them. You can also validate how many page views, visits, and unique visitors result from your current segment definition. Then save the segment for future needs.

Access the Segment Builder by

  • Displaying an existing report and clicking the Segments icon in the left navigation. In the segment rail that displays, clickAdd.
  • From within the Segment Manager, clicking + Add.
  • Clicking an existing segment title in the Segment Manager to edit the segment in Segment Builder.



Feature Description
1

Title field

Let you name or rename the segment.

2

Description field

This is where you provide a description for the segment. You must provide a description if you want to share the segment.

3

Tagging interface

Lets you tag the segment you are creating by picking from a list of existing tags or creating a new tag.

4

Definitions canvas

This is where you build and configure segments, add rules, and nest and sequence containers. Allows you to provide a description for the new segment by selecting the container and dragging and dropping dimensions, segments, or metrics into the definition.

5

Top Container selector

Lets you select the top-level container (Visitor, Visit, Hit). The default top-level container is the Hit container.

6

Options (gear) icon

  • + Add container: Lets you add a new container (below the top-level container) to the segment definition.
  • + Add container from selection: Lets you create a new container from the element/s that you (multi-) selected in the Definitions field.
  • Exclude: Lets you define the segment by excluding one or more dimensions, segments, or metrics.
7

Dimension (orange sidebar)

Dimension that was dragged and dropped from the Dimensions list.

8

Comparison operator

You can compare and constrain values using selected operators.

9

Value

The value you entered or selected for the dimension or segment or metric.

10

And/Or/Then operators

Assigns the AND/OR/THEN operators between containers or rules. The THEN operator lets you define sequential segments.

11

Metric (green sidebar)

Metric that was dragged and dropped from the Metrics list.

12

Comparison operator

You can compare and constrain values using selected operators

13

Value

The value you entered or selected for the dimension or segment or metric.

14

X (Delete)

Lets you delete this part of the segment definition.

15

Save or Cancel

Saves or cancels the segment. After clicking Save, you are taken to the Segment Manager where you can manage the segment.

16

Search bar

Searches the list of dimensions, segments, or metrics.

17

List of dimensions

Click the header to expand.

18

List of metrics

Click the header to expand.

19

List of segments

Click the header to expand.

20

Report suite selector

Lets you select the reports suite that this segment will be saved under. You can still utilize the segment in all report suites.

21

Segment Preview

Lets you preview the key metrics to see whether you have a valid segment and how broad the segment is. Represents the breakdown of the data set you can expect to see if you apply this segment. Shows 3 concentric circles and a list to show the number and percentage of matches for Hits, Visits, and Visitors for a segment run against a data set. This chart is updated immediately after you create or make changes to your segment definition.

22

Product Compatibility

Provides a list of which Adobe Analytics products (Reports & Analytics, Ad Hoc Analysis, Data Warehouse) the segment you created is compatible with. Most segments are compatible with all products. However, not all operators and dimensions are compatible with all Analytics products, especially Data Warehouse. This chart is updated immediately after you make changes to your segment definition.

(not shown in screen shot)

Publish to Marketing Cloud (for <report suite name>)

This option appears only if the report suite that you are saving this segment to is enabled for the Marketing Cloud. By publishing a segment to the Marketing Cloud, you can use the segment for marketing activity in the Audience library, Target, and Audience Manager. A segment title and description are required.

Note: In Analytics, you can edit or delete a published segment. If the segment is in use, a warning message is issued when you edit a segment. You cannot delete a published segment that is in use by Adobe Target.



Important: You must limit the number of audiences shared from Analytics to 20 to avoid additional processing delays. Audiences shared to the Marketing Cloud from Analytics cannot exceed 20 million unique members. Also, due to caching, deleted report suites in Analytics require 12 hours before the deletion is shown in the Marketing Cloud.
Important: Once a visitor qualifies for the audience shared from Analytics, there is a 24 - 48 hour delay before that information is actionable in Target, Media Optimizer, and Campaign.

Ad Hoc Analysis Features

The Segment Builder for ad hoc analysis includes features built on Java libraries but contains the same features as the web console. Like the web console, it allows you to drop elements from the left panes to the Segment canvas and then run against the data set.



Feature Description
1 Dimensions pane Lists dimensions.
2 Dimension element tabs Drills into Dimension attributes and displays Dimension element values, such as a list of Pages, Languages, or Campaigns. For example, if you select the Page in the Dimension pane, a Pages pane will appear with a list of web pages for your site.
3 Search box Searches across the pane.
4 Events tab Lists metric events to apply to the segment.
5 Segments tab Lists pre-configured segments.
6 Templates tab Lists pre-configured segments to build from.
7 Segment Title Allows you to name or rename the segment.
8 Segment Description Allows you to provide a title for the new segment.
9 Add Container menu Lets you add a new container to the Segment canvas.
10 Move handle Highlights a section and lets you reposition it within the Segment canvas.
11 And/Or menu Assigns the AND/OR operator between containers.
12 Segment Canvas The work area is where you build and configure segments, add rules, and nest and sequence containers.
13 Execute button Click the Run icon to run the segment against the data set. If invalid, the button will not be active and the tool tip will define the error.
14 Report visuals Presents a pie chart to show number and percentage of Page Views, Visits, and Visitors for a segment run against a data set.
15 Save button Saves the segment for reuse or lets you Save As from the drop-down menu.