Manage segments

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Segments are used throughout Pendo to filter users for analytics and to target guides. If a visitor meets all rules of a segment, they're included in the segment, whether it's applied to filter data or used for targeting a guide. This article reviews how to manage segments on the Segments page. If you're interested in learning more about segment rules, see Segments.

First, access the Segments page by selecting People > Segments in the left-side menu. This takes you to a list of segments, which consists of segments that were created by you and any segment created by anyone else with the visibility set to Everyone.

Create a new segment

On the Segments page, select + Create New Segment in the top right of the page to open the segments builder.

Segments_CreateSegment.png

On the left side of the segment builder, enter a Name so that the segment can be easily identified, then update the Visibility and Select Visitor Data selections as needed. If you plan to use this segment for guide targeting, refer to the Guide Eligible section as you add rules to the segment to ensure that you can use it as intended.

Select Add Rules to add your segment criteria, then select Create Segment in the bottom-right corner of the page.

For more detailed guidelines on segment creation and segment rules, see Segments.

Visit the Pendo Academy to see a video about segments for guide targeting. 

Refine the segments list

In the list of segments on the Segments page, each row shows you:

  • The segment name
  • When the segment was last updated
  • Who created the segment
  • A preview of the segment rules

To filter the list of segments to only those that were created by yourself, open the dropdown under the Segments header and select Created by me.

Segments_CreatedBy.png

You can also favorite segments using the star icon in the table, then use the star filter at the top of the page to only view your favorited segments. Your favorited segments populate at the top of the filter list in alphanumerical order when applying a segment across Pendo.

SegmentFilter_Favorites.png

Use the search bar to help you find your desired segment. As you enter a search query, the table results update to show you which segments match your query.

Segments_SearchSegments.png

View segment details

Select the name of one of the segments in the segment list to open the right-side panel and view segment details.

Segments_Panel.png

The right-side panel includes three buttons under the segment name:

  • Edit Segment. Edit the rules of the segment you're currently viewing. 
  • Duplicate. Make a copy of the segment you're currently viewing.
  • Delete. Delete the segment you're currently viewing.

The panel also consists of two tabs:

  • Eligible Visitors. The total number of visitors that are a part of the segment, as well as their Visitor IDs. This list displays up to 250 visitors. To see all eligible visitors, select Download CSV at the bottom of the panel.
  • Details. The list of each segment rule and any dependencies in which the segment is currently used in Pendo, such as for reports or guides.

Segments_Panel_Tabs.png

Export a segment

To export the full list of visitors within a segment, select Download CSV at the bottom of the Eligible Visitors list in the right-side panel. Add any additional metadata you want to include in the CSV, then select Generate CSV.

Segments_DownloadCSV.png 

Edit a segment

To edit an existing segment, open a segment from the segment list, then select Edit Segment to modify your segment rules and save your changes.
Segments_EditSegment.png

You can also edit segments from any Pendo page by opening the segment filter dropdown list, then selecting the edit icon next to the name of the segment. Modify your segment rules as needed, then save your changes.

SegmentList_EditSegment.png

Delete a segment

To delete a segment, select the checkbox next to one or more segments in the table, then select Delete.

Segments_Delete.png

This prompts a confirmation modal and a list of dependencies, noting if the segment is currently used in any existing reports or guides. To confirm deletion, select Delete Segment

Visit the Pendo Academy to see a video about segments for guide targeting. 

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