Overview
Segments are a list of customers that match a set of attributes and behavior you define.
You can define as many segments of customers as you want, using all of the data coming from all of the different systems, including usage data, CRM data, data from billing and support ticketing systems, and even custom attributes and metrics.
These customer segments are automatically updated, in other words, customers that meet or no longer meet the criteria in a segment are automatically added or removed from that segment.
A segment can be analyzed (in Analytics) alone for tracking trends around product usage or activity, or against another segment to drive insights across customer segments. By understanding a segment's behavior or usage pattern over time, you can create customized action plans that directly target those customers' needs. These segments can be used in the curated reports as well to filter the accounts/contacts.
You can also create a custom account view using any existing segment.
Segment Types
There are two segment types:
Accounts
A segment that includes only accounts matching the defined conditions.
Contacts
A segment that includes only contacts matching the defined conditions.
Create a New Segment
You can create a new segment by clicking on the Segments tab > Accounts/Contacts> New segment, simply open the page, and you'll be presented with a blank segment builder for defining the conditions.
Load an Existing Segment
The segments tab also allows you to quickly view all the accounts/contacts who currently match the conditions of a specific segment and export those accounts/contacts for personalized campaigns.
Navigate to the segments tab, select Accounts/Contacts, and click the hamburger icon (three lines) on the top left corner of the screen. You would be able to view all the saved Public and Private segments. You can also use the text search box to quickly find a segment by name.
Once a segment is loaded, you'll be able to edit the segment by clicking on the “Edit” button, which would open the segment builder. You can choose to save the new segment or simply disregard it.
You can also manage all the segments on your accounts by navigating to Management Center > Segments and Lists.
Export a Segment and Date Conversion
Click the export icon button to download the segment results as a CSV file.
Note that when you export an account segment, two hidden fields will be added:
account id -> FDCS Account ID
account external id -> your CRM account ID
When a date field is exported, we would show two formats:
iso8601 standardized timestamp (displayed as 2012-05-02T18:56:09Z)
raw epoch milliseconds (displayed as 1335984969740)
You can use a formula to convert the epoch milliseconds if you don't like the standardized format. It is different for excel and for google spreadsheet:
In excel: = (CellValue/86400000) + DATE(1970,1,1)
In google: = (CellValue/86400000)+25569
