Segments

Segments help you to better understand visitor experiences on a property by allowing you to explore sessions with specific visitor types, such as repeat visitors and visitors with poor DXS.

Segments overview

Advanced segmentation gets you up close and personal with your audience. It allows you to cut and dice to examine the user data for the exact reason you want to.

For example, you could create a segment for all of your repeat visitors - those visitors who are coming back to your site for the second (or third or fourth...) time. Or you could create a segment for visitors who have come to your website through a Google search.

Once you've identified a useful segment, you can use heatmaps to track exactly how visitors perform in that segment. You can also compare how the segment's performance compares with others or your audience as a whole. That data can be used to prioritize the audiences that perform well, optimize for members of different groups, and tailor your website to extract the most value that you can.

Segments can be layered with as many filters as you want and are also retrospective, meaning you don't need to wait for new data to see how they are working. They will be applied to all existing data in your account.

Creating a segment

  1. On the navigation bar, go to Define > Segments > + Create.Add segment screen

  2. Enter a Name and an optional Description.

  3. To add one or more filters, click Add filters.
    Note: For details on available filters, see Segment Filters.
  4. Click Save Segment.

The segment is saved and appears on the list in Segment Definition. Allow some time for the segment data to process before it can be used.

New segment in Define Segments

You can now use the segment in sessions, heatmaps, forms, alerts, and technical reports using the Segment dropdown menu.

Segment dropdown menu

Define Segments

On the navigation bar, go to Define > Segments > View.

Define Segment

The following Actions are available on the table:
Note: You can't edit, clone, or delete segments pulled from Adobe Analytics and Google Analytics in DXA. To hide segments pulled from Adobe Analytics and Google Analytics, see Hiding and showing Adobe Analytics and Google Analytics segments.
ActionDescription
Edit button EditClick to edit the segment
Note: The settings available are the same as the options described in Creating a segment.
Clone button CloneClick to copy the segment
Note: You can edit the segment before saving.
Delete button DeleteClick to delete the segment
View details button View detailsDisplays graphs with detailed metrics about the segment, such as sessions, Behaviors, and interactions.
Note: For more information, see Discover Segments.

Tagging segments

You can tag segments if you need to create multiple segments and group them together.

To tag a segment:

  1. In Define Segments, in the Name column, select the checkboxes to the left of any segments you want to tag.

    A purple bar appears above the table.

    Purple bar appearing above segments with various options, including Add tag

  2. On the purple bar, click Add tag.Tagging segments

  3. In the Tags box, enter a previously created tag or enter a new tag. Repeat this step for each tag you want to add.

  4. Click Add.

A tag icon appears to the right of the segment name in Define Segments. Hover over the icon to view the tags.Hovering over a tag icon to view the tags

To delete tag(s) from a segment:

  1. In Define Segment, in the Name column, click the tag icon.

    A screen appears listing the tags associated with the segment.

    Deleting tags

  2. To the right of the tag(s) you want to delete, click X.

The tag(s) are deleted and no longer associated with the segment.

Viewing segments by date

You can change the date range of segments listed in Define Segments by clicking the Compare button along the top menu. This will bring a dropdown menu which will allow you to change the date ranges that are being viewed, as well as comparing it to a Previous period by clicking the dropdown.Comparing segments

Once happy, click Apply compare.

Applying filters to segments

Filters allow you to search for segments by name, or you can filter them by type to display only standard segments (only those created in DXA), Adobe Analytics, or Google Analytics.Filters dropdown in Define Segments

Ticking Show hidden segments shows any third-party segments that you have decided to hide, while you can also filter by just the segments that you have created by ticking the relevant checkbox.

Once happy, click Apply changes.