Using Segmentation Analysis

Group your customer or leads into segments based on common characteristics.

Analysis of market segmentation studies customers, which are split into smaller groups, to comprehend their particular qualities such as age, gender, and income, among others.
It would be simpler for organizations to campaign when they are selling to a smaller segment of customers. Each advertisement will target a precise quality of the group.

Defining a Segment

To define a segment, follow these steps.

  1. Click Explore on the left pane and select Segmentation from the New Analysis options pane that slides out on the right.
  1. Click + analyze (1) to display the WITH field (2) where you select a property.
  2. Click on the field to display drop-down options (3).
  3. After selecting a property, the filter by field displays.

Variable

Description

abc

text

123

number

calendar

date

Selecting a Metric

After defining a segment, you will then select a Metric to analyze.

To select a Metric that you want to analyze, follow these steps.

  1. Click Select a Metric and select from the drop-down options that displays.

The image below shows available Metrics , which would depend on the data sources you are connected to.

  1. In this example, we select Website Page View, which shows three options below it.

The options displayed will differ, depending on the Metric selected. A figure beside the option shows the number of options for a particular Metric.

  1. In this example, we select Unique Identified Leads.

On the right, a default vertical bar chart illustrates the number of unique identified leads of your website page views that is part of the segment defined in the previous section. You can click on the icons above the chart to change to preferred visual illustrations and more filtered views. Refer to Configuring Advanced Settings for instructions.

Selecting Another Metric

You can follow the same steps to analyze another Metric data in the same chart. Adding another metric is especially useful when working with Formulas. Refer to Configuring Advanced Settings for instructions.

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