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Analyze your segment

Overview

This topic explains how the segment builder helps you to analyze your segment as you’re building it.

View total count

At the top-right of the screen, you can view the Total Count of your segment as you build and refine it. Click the refresh button refresh-button.png to update the count as you go.

total-count.png

View waterfall counts

Waterfall counts are the record counts across each level of criteria (also known as drop-off counts). You can run waterfall counts overall or for a particular segment or attribute by clicking the waterfall.png button.

waterfall-counts.png

View insights

The Explore section on the right side of your screen provides information about your segment.

With the Insights tab selected, click the refresh button refresh-button.png to update the data as you go.

insights.png
  • Global Opt-In: Shows the total count of records in the segment that have opted in to (or not opted out of) being contacted by any method.

  • Email Opt-In: Shows the count of records in the segment that have opted in to being contacted by email.

  • SMS Opt-In: Shows the count of records in the segment that have opted in to being contacted by SMS (text message).

  • Recency: Shows the share of customers in the segment who made their last purchase within specific date ranges.

  • Monetary: Shows the share of customers in the segment whose last purchase was within specific monetary ranges.

  • Frequency: Shows the share of customers in the segment whose total number of transactions are within specific numeric ranges.

Compare your segment to other segments

As you’re building and refining your new segment, it may be useful to see how it compares to segments that were previously created.

Make sure your new segment is named and valid before comparing it to other segments.

  1. In the Explore section on the right side of your screen, click Compare.

  2. Scroll down and click Add Segments.

  3. In the Add Segments dialog, select up to two segments to compare with your segment and click Add Selected Segments.

compare-add-segments.png
  1. The Compare section displays a visual representation and count of how your segment compares to the other segments you selected.

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