| title | description | ms.date | ms.topic | author | ms.author | ms.reviewer | ms.custom |
|---|---|---|---|---|---|---|---|
Create simple segments with quick segments |
Create simple segments of customers to group them based on various attributes. |
03/20/2023 |
how-to |
JimsonChalissery |
jimsonc |
v-wendysmith |
bap-template |
Quick segments let you build simple segments with a single operator quickly for faster insights. Quick segments are only supported in environments for individual customers.
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Go to Insights > Segments.
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Select New > Create from.
- Select the Profiles option to build a segment that is based on the unified customer table.
- Select the Measures option to build a segment around measures you have previously created.
- Select the Insights option to build a segment around one of the output tables you generated using either the Predictions or Custom Models capabilities.
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In the New quick segment dialog box, select an attribute from the Field dropdown. Based on your selection, the system provides different values.
- For categorical fields, the 10 top customer counts display. Choose a Value and select Review.
- For a numerical attribute, the system shows what attribute value falls under each customer's percentile. Choose an Operator and a Value, then select Review.
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The system provides an Estimated segment size. Choose whether to generate the segment you've defined, or go back to choose a different field.
:::image type="content" source="media/quick-segment-name.png" alt-text="Name and estimation for a quick segment.":::
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Provide a Name and Output table name for your segment. Optionally, add tags.
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Select Save to create your segment. The Segments page displays.
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- Schedule a segment.
- Export a segment and explore the Customer Card integration to use segments in other applications.
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