Segment

v1

Segment Dashboard Guide

The Segment Dashboard is a powerful tool for managing and creating user segments, enabling targeted campaigns and better audience insights. Follow the steps below to make the most of this feature.

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1. Viewing and Creating Segments

Viewing the Segment Dashboard

Segment Page

• Step 1: Access the Dashboard Navigate to the Segment Dashboard in your application.

• Step 2: Understand the Segments Table The table on the dashboard displays:

  • Segment Name: The name of each segment.

  • Members: The number of users in the segment.

  • Created Date: The date the segment was created.

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Creating a New Segment

Upload Segment Page

• Step 1: Download the CSV Template

  • Click the "Download CSV Template" button to download a pre-formatted file that serves as a guide for preparing your segment data.

• Step 2: Populate the CSV Template

  • Open the file and input the necessary user data, ensuring the format matches the template.

  • Include attributes such as name, email, and phone number for segmentation.

• Step 3: Upload the Segment

  • Return to the Segment Dashboard.

  • Click "Upload Segment" and select your completed CSV file.

• Step 4: Input Segment Name

  • After uploading the file, enter a unique name for the segment to identify it in the dashboard.

• Step 5: Confirm Creation

  • Once named, confirm the creation.

  • The new segment will appear in the Segments Table with its name, member count, and creation date.

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2. Viewing Segment Details

Segment Detail Page

Step 1: Select a Segment

• In the Segments Table, click on the name of the segment you want to view.

Step 2: Explore Segment Details

• The detail page shows all profiles within the segment, including attributes like:

  • Name

  • Email

  • Phone number

  • Other relevant data

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By following these steps, you can seamlessly create, upload, and manage user segments, enhancing your campaign targeting and audience insights.