Segments: Building, Editing, and Exporting Segments (Audiences)

In the Dashboard you can build Segments to identify groups of guests by certain behaviors or visit/purchase history. This tool also allows you to export these Segments for use in your marketing initiatives.

Skip To:

• What are Segments?
• How to Manage Segments
• Creating New Segments
• Editing Segments
• Duplicating Segments
• Deleting Segments
• How to Use Segments
• Exporting Segments

What are Segments?

Segments are groups of guests that share one or multiple data points. They can be used to act by sending targeted marketing campaigns to similar guests, with a greater likelihood of success/conversion due to their highly-personalized nature, and to analyze how the behavior of similar guests have changed over time.

NOTE: Our article on Segment Attribute Definitions is a helpful reference.

Examples of Segments are:

• Sunday Brunchers (all guests who have visited on a Sunday between 8 am and 2 pm)
• Wifi Signups (all guests who first opted into email marketing via wifi)
• High Check Average (all guests that have an average check > $150)

Managing Segments

In the web Dashboard, click the Guest Data > Segments button in the left navigation menu. A list of the Segments you have built will appear — including how many contacts belong to each Segment, their average frequency, and average check:

Creating New Segments

1. In the web Dashboard, click the Segments button in the left navigation menu
2. Click Create Segment in the upper right corner 
3. Segment guests from the data points available (Note: data points can be grouped together using the AND/OR operators)
4. Click the Save this Segment button
5. Enter a name for the Segment
6. Click the final Save button

Editing Segments

1. To edit, either click View/Edit from the dropdown options menu in the Segments list view, or click View
   1. From within the Segment drill down, click Edit Segment - this will bring up the Segment builder with the existing query pre-loaded

Note: Segments that use Smart Tags or Automations are not editable.

 

Parenthetical Searches

Before selecting a property, you'll see the left and right parentheses:

To include your first property within a parenthetical statement, select the left parentheses before selecting a property:

Then select the first property. Next, add a conjunction and any number of additional properties as long as they are separated by the same conjunction (e.g AND AND AND or OR OR OR) followed by the close/right parenthesis:

After the Segment is saved, you can see the parentheses represented in the Segment details:

 

Duplicating Segments

1. To duplicate, select Duplicate from the dropdown options menu - this will bring up the Segment builder with the existing query pre-loaded
2. You must click on Save Segment in order for the duplicate to be created

Deleting Segments

1. On the Segments >> Overview page, hover over the Segment row that you wish to delete
2. Click the [...] icon that appears when you hover
3. Click Delete
4. Click the final Delete button on the confirmation pop-up

Suggested Segments

For Suggested Segments and a few other ideas to get you started, check out Suggested Segments.

 

Exporting Segments

In the web Dashboard, click the Guest Data > Segments button in the left navigation menu. A list of the Segments you have built will appear. Select the segment you would like to export and once it loads, click the "Export Segment" button. 

You will receive an email (be sure to check spam) from [e-mail] that includes a "Download Now" button which will download a CSV file to your web browser. The email looks like this:

Please note: Some browser settings can prevent the "Download Now" button from downloading the file. If you have have any trouble downloading? Right click the download button and select ‘Open link in new tab’, that will trigger the download.