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Saved segments

Louise
  • Updated

You can view and manage all of your customer segments from the Saved segments screen. 

💡For more information on building and reporting on segments, see the segment explorer.

There are two types of segment in Ometria:

  • Static - fixed lists that don't update automatically
  • Dynamic - lists that update over time as contacts are automatically added and removed based a set of conditions

Your saved segments are divided into tabs:

click through saved segments.gif
Tab Description
All active All your segments currently active in Ometria (both static and dynamic).
Static All of your active static segments.
Dynamic All of your active dynamic segments.There is a limit of 350 active dynamic segments per account.
My segments All of the active segments (static or dynamic) that you (the individual user) have created. This is based on your login credentials.
Auto-archiving soon

Your active dynamic segments due to auto-archive in the next three months. 

Recently created dynamic segments and segments with significant changes update every 24 hours. Dynamic segments used in automation campaign flows update every four hours.

You can also select Refresh to prompt an update.
Archived All of your archived (inactive) segments.

Searching your segments

Search your segments by ID or title using the search bar on the right:

search saved segments.gif
Note: This feature searches only the tab you have selected - e.g. if you are in the Archived tab, the search function will only return archived segments, not active.

Check segment filters

You can review the filters set for any of your segments by clicking the filters link in the first cell.

If the segment you're reviewing is dynamic, you can also edit the filters from here:

check saved segment filters.gif

Managing your segments

In the far right cell of the segment list you can click the preview button to open this segment in the segment explorer. 

Click the edit button to change the title and description, as well as update the segment filters (for dynamic segments only).

See also: Edit your segments

For more options, click the ellipses button to:

Segment usage

The usage column tells you where your segments are currently being used, either in campaigns, other segments or as third party syncs.

Be aware: Segment usage does not always impact the refresh frequency for dynamic segments. Dynamic segments used as entry triggers in automation campaigns refresh every four hours, but all other dynamic segments are refreshed at different rates depending on different conditions.
segment usage.gif

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