All Segments

The All Segments page provides a unified view of all custom segments created and used in MoEngage. This enables growth teams to quickly get an overview of their custom segments in one place and perform actions on them. They can also navigate to the detail page of each custom segment from the All Segments page.

Types of Custom Segments

There are primarily two types of custom segments available in MoEngage:

1. File Segment - These are custom segments that are created when growth teams upload a list of users. You can import a list of users containing one of the User Attributes that identifies a unique user, and a custom segment of these users gets created. Learn more about file segments in this article

2. Filter Segment - These are custom segments that are created from the MoEngage dashboard. Growth teams can create rules and criteria to define a user segment. The rules and criteria can be applied to user attributes/properties, events & event properties, and a combination of the two. Learn more about filter segments here.

All Segments

This page lists all the custom segments, showing the Custom Segment name, Segment Type (file segment or filter segment), Segment created time, Segment last run time (time at which the segment was the last run in a query or a campaign), and actions that can be performed on a custom segment.

Clicking on the Custom segment name will lead the marketer to that segment’s detail page.

You can sort the table by any of the columns in ascending or descending order. By default, the table is sorted in descending order of the last run time. 

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You can search for a segment by entering the desired segment name in the search box.

Segments can also be filtered by Segment Type - either File or Filter segments.

Clicking on +Segment opens a panel that redirects to Create Segment page (to create a filter segment), the RFM segment page, and Create File Segment popup (to create a file segment).

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Archived Segments

Clicking on the Archived Segment toggle on the All Segments page leads to Archived Segments Listing Page. 

Filter segments archived in the last 6 months (or a maximum of 1000 archived segments) will be listed here. You can unarchive these segments from here. 

File Segments archived beyond 30 days from the date of archival will not be listed on this page as they have expired. Learn more about file segments here. Within 30 days of archival, you can unarchive the file segments from this page.

Actions on Custom Segments

Action Description

View

For both file and filter segments, clicking on View will redirect to that segment’s detail page.

Edit

  1. For Filter segments, the Edit option will open the Create Segments page will the filters of the segment pre-populated. These filters can be edited and the new query can be saved as a new custom segment.

  2. For File segments, the Edit option can be used to add, remove or replace users in an existing file segment. Learn more about file segments here.

Duplicate

  1. For filter segments, the Duplicate option will open the Create Segments page with the filters of the segment pre-populated. These filters can be edited and the new query can be saved as a new custom segment.
  2. File segments cannot be duplicated.

Archive

Both file and filter segments can be archived from the dashboard depending on the segment source.

Export Users

Export Users can be used to download any one or more user attributes belonging to that segment. Please run the custom segment before exporting users to get the updated list of users.

Create Campaign

Create Campaign action leads to the create campaign page with Target Audience pre-populated with the segment’s definition.

Analyze Segment

Analyze a segment directly from the Segmentation page. This action auto-populates the segment in the Target audience section of Behavior, Funnels, Retention, Session and Source, User Paths, and RFM analysis.

Segment Sources

All custom segments fall into one of the following sources, depending on where they are created on MoEngage or where they are imported from into the MoEngage systems. 

Sources Description Actions available

Segmentation

Custom Segments created from MoEngage Segmentation have the source as Segmentation. 

1. View

2. Edit

3. Duplicate

4. Archive/Unarchive

5. Export Users

6. Create Campaign

7. Analyze Segment

CSV Upload, API, Import Users These are custom segments that are uploaded into the MoEngage systems as File segments. File segments cannot be duplicated.

1. View

2. Edit

3. Archive/Unarchive

4. Export Users

5. Create Campaign

6. Analyze Segment

Campaigns, Analyse, Prediction, Campaign Locale, Global Control Group, Custom

These are custom segments that are created on MoEngage from sources other than Segmentation - such as Campaigns, Analyze, and Predictions. Edit actions such as - Edit, Duplicate, Archive, and Unarchive are not available for these segments as they may have an impact on campaigns/analysis that these segments are a part of. 

1. View

2. Export Users

3. Create Campaign

4. Analyze Segment

Cohort Sync, Amplitude, Mixpanel, mParticle, Segment IO

These are custom segments that are imported into the MoEngage systems from other third-party or external sources. Edit actions such as - Edit, Duplicate, Archive, and Unarchive are not available for these segments as they are externally managed.

1. View

2. Export Users

3. Create Campaign

4. Analyze Segment

Segment Details

Clicking on the Segment Name from the All Segments page will lead you to the Segment Details page of that particular segment. You can navigate to this page from All Segments > Choose segment > Actions: View as well. 

The Segment Details page lists the Segment type, description, created time, source, and the last run time of the segment.

This page also shows the user count, reachable users, and the last refreshed time of a custom segment. You can run the segment from here to get the latest user count and reachable users as well. 

All actions on a custom segment (edit, duplicate, archive, export users and create campaigns) are available on this page based on the segment type and segment source. 

Growth teams can also view the reachability and sample user information as available currently on the Create Segment Page. You can also view the Segment Edit History based on the type of the segment.

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Reachability and Sample users

Reachable Users

This will show the reachable user count across all outbound channels (Push, Email & SMS). Reachable user count is also available for specific channels individually.

Sample users initials or GU(Stands for Guest) - Click on these bubbles to open the user profile.

Segment Edit History

The Segment Edit History section on the Segment Details page is based on the Segment Type of the chosen segment. 

File Segment Edit History

The Edit history for file segments shows the following columns - Segment Edited on (time of edit), Operation (Add, Remove, Replace users), Status of Operation, and details of the file processed.

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The Status of the Operation can have the following values:

  1. Pending: Pending file segments are yet to be processed as there is already another file in the processing queue.
  2. Processing: These file segments are currently being processed by the system. 
  3. Successful: File segments are processed successfully and their attributes are updated.
  4. Failed: File segments that have failed while processing. On hovering over this status, you will be able to view the reason for failure as well.

Details of the file processed:

    1. Attribute name: This column shows the user attribute uploaded in the file along with its data type.

    2. Valid attributes: This indicates the number of records that were successfully processed in the file uploaded.

    3. Users resolved: This indicates the number of existing users updated with the user attribute provided in the file. These users then become part of the custom segment.

    4. Invalid attributes: This indicates the number of records in the file that failed during processing.

By default, this table is ordered in the ‘Segment edited on’ column, showing the latest edit first. You should be able to see the last 20 edits in the edit history of the file segment.

Filter Segment Edit History

The Edit History for filter segments shows the following columns - Segment edited on(time of edit), Segment description, and Option (Use this version).

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You can click on Use this version on an older version of the segment, to update the current segment definition to the chosen version. Refresh the segment count to get the latest user count and reachability of the edited segment. 

By default, this table is ordered in the ‘Segment edited on’ column, showing the latest edit first. You should be able to see the last 20 edits in the edit history of the filter segment.

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