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User Segments in Insights

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User Segments in Insights

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Users segments in Insights dynamically include users based on event, session, attribute, and metric criteria that you specify using the query builder. User segments are similar to account segments, except that Insights does not provide profile pages for user segments.

Create a User Segment

To create a new user segment:

  1. Navigate to Users.

    The Users page opens and displays a list of users.

  2. Click Create Segment.

    The query builder opens.

  3. Use the query builder to define the segment, as explained in Create a Segment.

    As you define the segment, Insights displays a preview of the users that will be included in the segment.

  4. After you have finished specifying segment criteria, click Save as Segment.

    Instead of saving the segment, you can use the Tag Users button to add tags to the previewed users. You can use the Export button to export data about the previewed users in CSV format.

By default, every Insights user in your organization can modify the user segment. To prevent other Insights users from modifying the user segment, edit the permissions of the user segment, then select Only creator can edit this segment and click Save.

View the Users in a Segment

To view the users that are included in a user segment:

  1. Navigate to Users.

    The Users page opens and displays a list of users.

  2. In the Segments field, select the user segment to view.

    The Users page lists the users that are included in the selected user segment.

The columns in the user list are initially arranged in the way that the segment creator specified. You can customize the column arrangement by hiding, showing, and moving columns. Insights saves your customizations automatically. Your customizations do not affect other segments or other Insights users.

Modify a User Segment

To edit or delete a user segment:

  1. Navigate to Users.

  2. In the Segments field, select the user segment to modify.

  3. From the Options menu button, select Edit Segment Name, Edit Segment Criteria, Edit Segment Permissions, or Delete This Segment.

If the edit and delete menu items are dimmed, only the creator of the user segment has permission to modify the user segment. To modify and save a copy of the segment, select View Segment Criteria from the Options menu.