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Overview

From the Saved Segments screen in Ometria you can view and manage all of your customer segments.

A segment in Ometria is a list of contacts with one or more common properties. E.g. VIP customers, frequent purchasers, customers who bought a specific product, etc.

Ometria segments may be:

  • Static - Fixed lists which do not update, or;
  • Dynamic - Lists that update over time as contacts are automatically added and removed, based on actions and conditions in your campaign flows.

Note: Dynamic segments update every 24 hours, unless they are used in a campaign flow, in which case they update every 6 hours. 

You can also select 'Refresh' to prompt an update.


For more information on creating segments, see our Segment Explorer help page.

Go to: Customer > Saved Segments

The Saved Segments screen displays:

From here you can see all of your segments, separated into tabs:


TabDescription
ALL ACTIVE

All your segments, both static and dynamic, that are currently active in Ometria.

Segments with an orange cloud icon () are synced with third party apps.
STATICAll of your active static segments.
DYNAMICAll of your active dynamic segments.
MY SEGMENTSAll of the active segments (static or dynamic) that you (the individual user) has created. This is based on your login credentials.
ARCHIVEDAll of your archived (inactive) segments.


Each tab contains a list of segments with the following headings. You can click any of the headings to sort in ascending or descending order:


Table headingDescription
IDThe unique ID for each segment.
TITLEThe title/name of the segment.
TYPEIdentifies whether the segment is static or dynamic.
CREATEDThe date and time the segment was created.
CREATORThe name of the user that created the segment.
CONTACTSThe number of contacts currently in that segment.
FILTERThe condition(s) which filter contacts into this segment.
SETTINGS

Perform actions such as refresh, split, archive etc.

See Segment Management.


You can also use the search bar to locate a specific segment (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.)

Quickly create a static segment from this screen by selecting CREATE A NEW STATIC SEGMENT

Give your segment a name and a description, then SAVE

You can then find your new static segment in the following tabs:

  • ALL ACTIVE
  • STATIC
  • MY SEGMENTS

Click the segment in the list to open the Segment Explorer screen and define your conditions.


Segment Management

View segment

To see the details for a segment, either click VIEW in the SETTINGS column or simply select the row.

This opens the Segment Explorer screen for your selected segment.  

Refresh segments

To refresh a segment, select 'Refresh' from the VIEW drop-down.

Dynamic segments refresh automatically every 24 hours (or every 6 hours if referenced in an automation flow), but you can select ‘Refresh’ from this screen at any time to prompt an update.

Static segments cannot be refreshed.

Synchronise segments with third parties

This action synchronises (or ‘pushes’) contacts from a segment to a third party provider, e.g. Facebook, Google Adwords, MailChimp etc.

Syncing contacts means you don’t have to manually export contact lists in CSV files from Ometria and enter them in a third party portal.


Note: To sync contacts to a third party, you must have that third-party account setup.

To see which third-party accounts you already have setup, go to  Accounts > Settings > Connections

Your connections display here:


Select ‘Sync’ from the VIEW drop-down:

The Sync Segment pop-up displays. Select SYNC against the connection you want to use.

The red OFF icon means that the segment is not currently synced with that connection.

Once you’ve selected ‘Sync’ your contacts are dynamically synced whenever they meet the segment conditions, so your third party lists are constantly updated.

Any contacts added to or removed from your Ometria segment are also added to or removed from the corresponding third party list.


Important: From October 2018, Google's Customer Match Policy has changed and could affect your ability to sync data if you use Customer Match for advertising. 

See the Google Support page for more information.


Edit segments

Make quick changes to your segments by selecting ‘Edit’ from the VIEW drop-down list in the SETTINGS column:

Edit a dynamic segment

From the ‘EDITING’ pop up in the Saved Segments screen, you can:

  • Edit the segment’s filters and/or conditions (see Segment Explorer for more information).
  • Add new conditions and filters.
  • SAVE AS NEW SEGMENT to create a new segment using your updated filters, or;
  • SAVE LIST to save your changes to the existing segment.

You can also select EDIT SEGMENT to edit the ‘Title’ and ‘Description’ for a dynamic segment.

Edit a static segment

The editing options for static segments are limited. You can only change:

  • Title
  • Description

Split segments

You have the option to split the contacts in your segments into sub-segments with the same conditions as the parent segment. E.g. half of your contacts in one sub-segment, half in another.


Note: This feature does not split your existing segment (the ‘parent’), it simply creates a new sub-segment with the allocated quantity of contacts.


Split segments can be useful for tailoring your campaign targeting and analysing the behaviour of your customer groups.

The contacts are selected at random from the parent segment, but you need to specify the size of the group you want to split.


Note: If you choose to split a dynamic segment, the sub-segment becomes static.


Select ‘Split Segment’ from the VIEW drop-down list:

The SPLIT SEGMENT pop up displays.

Select either Percentage or Absolute Number from the ‘Split based on’ field, then click ADD SPLIT SEGMENT.

Define the split by entering either your percentage or absolute number, then click CREATE SPLIT SEGMENTS to finalise, or ADD SPLIT SEGMENT to create another sub-segment.

Your split segment displays in your list of active segments:

Remember, even if you split a dynamic segment the sub-segment is always static.

View segment evolution

Select ‘Evolution’ from the VIEW drop-down list to navigate to the Segment Evolution dashboard.  

This screen provides detail on the evolution of the selected segment over time.

Archiving segments

When you archive a segment in Ometria, you are effectively making it ‘inactive’ - you are not deleting the segment, and you can ‘unarchive’ at any time.

We recommend archiving dynamic segments in particular when they are no longer being used in any campaign to ensure the best possible performance.

Archive single segment

To archive a single segment, select ‘Archive’ from the VIEW drop-down list:

 

Bulk archive segments

To bulk archive segments, select the checkboxes in the left-most column and then click ARCHIVE SELECTED:

Your archived segments move to the ARCHIVED tab and are no longer active or available to use in campaigns.

Unarchive segments

You can choose to unarchive your archived segments at any time, making them active again. 

Select the ARCHIVED tab and locate the segment you wish to unarchive. Then just click UNARCHIVE:

The segment now displays in your ALL ACTIVE tab: