The Your Segments screen allows you to manage the segments you’ve created by uploading your data files. You can apply a series of actions to a segment by utilizing the actions list .
In the Your Segments screen you can achieve the following:
- Upload your data files (segments)
- Search for segments
- Rename segments
- Create lookalike segments and/or audiences
- Archive segments (individually or in bulk)
on this page
- Your Segments
- Searching and Sorting Segments
- Applying an Action to a Segment
- Creating a Lookalike Segment
The Your Segments screen, allows you to easily upload and manage your existing segments.
|Search and Filter Bar||Search and filter segments by name, status, and provider. For more on filters, see Searching and Sorting Segments.|
|Upload your subscriber or customer segments to use for audience creation.|
|Archive (delete) selected segments.|
|Data Columns||View for every segment its name, segment reach data, status, provider, date updated, and date created.|
Note: For Segment Reach, a tooltip listing a breakdown of the reach data appears when hovering over the icon:
|Open the list of actions to apply to a segment. This list appears when you hover over the last column. For a complete description of actions, see the table below.|
|Create a lookalike segment and/or audience from a modeling of matched audiences. This button appears when hovering over a segment’s row.|
Searching and Sorting Segments
To search for a segment file, type the name of the segment in the search bar. To sort segment files, toggle the desired column header. Columns are arranged in descending order on the first click and ascending on the second click.
To sort and filter segments by Type and Status, open the filter dialog to select and apply more than one filter.
Applying an Action to a Segment
To apply an action to a segment, hover over the last column of the segment, click on the actions list , and then select one of the following:
|Rename||Rename the segment.|
|Archive||Archive (delete) the segment.|
In addition, you can bulk archive segments by checking the boxes of the segments to archive, and then clicking .
Actions become available based on the segment status.
Creating a Lookalike Segment
To create a lookalike segment:
Hover over the row of the segment you want to utilize to create the lookalike and then click .
The Create Lookalike dialog appears. Complete the following:
In this field Do this Lookalike name Type your new lookalike name. Choose Lookalike Similarity Move this slider based on the amount of lookalike similarity you desire. For example, moving the slider left will increase similarity and moving the slider right will increase reach. The default value of Medium considers both Reach and Similarity equally. Include seed users in this new lookalike segment Check this box if you need to include seed users in the new lookalike segment.
Click . The lookalike segment is now created and listed in the Your Segments list. Once its status reaches Ready, the lookalike is ready to use for audience creation.