Previewing segmentations

When you create a segmentation, you can check the results it produces.

  1. Go to Analytics icon Analytics > Segmentations.
  2. Click the Analytics icon icon on the segmentation you want to preview.
  3. From the dropdown list, choose the Open option.
Image presents the preview of the segmentation
  • To go back to editing the segment, scroll up the screen and click Show conditions
  • To include a customer in more than one segment, if the customer met conditions, in the preview of the segmentation, switch the Multi-match toggle on.
  • To see the percentage distribution, scroll down the page.
  • To preview the list of customers that meet the requirements of the segmentation, click the column/slice of a pie chart that represents a segment and select Show records.
  • To print out the preview of the segmentation, in the Preview section, click Analytics icon and select Print chart.
  • To download the preview of the segmentation as a .jpg, .png, .pdf, .csv, or xlsx, click Analytics icon and select the option of downloading a corresponding file format.
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