Who can use this feature?
- Refer to user licenses for limitations
- Available on all plans; however, some data points are only available if the Totango opportunity management or Extended Data Retention add-on is enabled for your account
Segmentation engines allow you to apply conditions to your data using filters. Depending on the data object, filters are available for attributes and other reserved Totango data points.
When creating and saving segments, you can also add data points as columns to further refine your data set.
Account segmentation
The following account data points are available to use, grouped by dimension.
- Items marked with a yellow asterisk (*) represent reserved data points that are not visible in Data Modeler and are automatically managed by Totango.
- Items marked with a coral asterisk (*) are available as a premium feature with a related add-on.
- Some items can be added as a column from a filter but are not otherwise available/editable in the column editor (see Edit column). Column names are noted in parentheses, if different from the filter name.
- All editable columns from the account object are also available as columns in user and touchpoint segments.
| Account Identity | Filter by | Edit column | Column options |
| Account Type | ✓ | ✓ | - |
| CRM System Account Id | ✓ | ✓ | - |
| *Direct Parent | ✓ | - | - |
| Id | ✓ | ✓ (Account id) |
- |
| *Is not tagged | ✓ | - | - |
| Name | ✓ | ✓ | - |
| Other System Account Id | ✓ | ✓ | - |
| *Parent Account Name | ✓ | - | - |
| parent_id | ✓ | ✓ | - |
| product_id | ✓ | - | - |
| *Product | ✓ | ✓ (Products) |
- |
| *Product Owned by Parent | ✓ | - | - |
| *Tag List | - | ✓ | - |
| *Tagged with | ✓ | ✓ | Choose a tag |
| *Ultimate Parent | ✓ | - | - |
| Account Master Data | Filter by | Edit column | Column options |
| Company Domain | ✓ | ✓ | - |
| Company Size | ✓ | ✓ | - |
| Create Date | ✓ | ✓ | - |
| Customer Journey Stage | ✓ | ✓ | - |
| *Days in <lifecycle name> stage | ✓ | ✓ | - |
| *Days in <lifecycle name> stage option | - | ✓ | Choose a stage |
| Account Segment | Filter by | Edit column | Column options |
| Industry | ✓ | ✓ | - |
| Tier | ✓ | ✓ | - |
| *Is in segment | ✓ | ✓ (In segment) |
Choose segment(s) |
| *Is not in segment | ✓ | ✓ (Not in segment) |
Choose segment(s) |
| Account Team | Filter by | Edit column | Column options |
| *Account assigned to | ✓ Option to filter by "Logged-in User" in team, campaign, SuccessPlay segmentation |
- | - |
| <Name of account team role> | ✓ | ✓ | - |
| **Totango Opportunity Created By | - | ✓ | - |
| **Totango Opportunity Owner | - | ✓ | - |
| Billing | Filter by | Edit column | Column options |
| Last Payment Amount | ✓ | ✓ | - |
| Last Payment Date | ✓ | ✓ | - |
| Next Payment Due Date | ✓ | ✓ | - |
| Outstanding Balance | ✓ | ✓ | - |
| Payment Method Expiration Date | ✓ | ✓ | - |
| Campaigns | Filter by | Edit column | Column options |
| *Goal achieved by campaign | ✓ | - | - |
| *Goal not achieved by campaign | ✓ | - | - |
| *Not targeted by campaign | ✓ | - | - |
| *Targeted by campaign | ✓ | - | - |
| Contracts | Filter by | Edit column | Column options |
| Cancellation Date | ✓ | ✓ | - |
| Contract Renewal Date | ✓ | ✓ | - |
| Contract Start Date | ✓ | ✓ | - |
| Contract status | ✓ | ✓ | - |
| Contract Value | ✓ | ✓ | - |
| Contract Value Change | ✓ | ✓ | Value | % Change (In the last...) |
| Last Contract Value Change Date | ✓ | ✓ | - |
| Licenses | ✓ | ✓ | - |
| Status | ✓ | ✓ | - |
| Trial Expiration Date | ✓ | ✓ | - |
| Engagement | Filter by | Edit column | Column options |
| Last Business Review Date | ✓ | ✓ | - |
| Next Business Review Date | ✓ | ✓ | - |
| General | Filter by | Edit column | Column options |
| *Contract status change date | - | ✓ | - |
| *Days in contract status | - | ✓ | - |
| *Days in current status | - | ✓ | - |
| health | ✓ | ✓ | - |
| Last Reference Date | ✓ | ✓ | - |
| *Previous contract status | - | ✓ | - |
| *Previous status | - | ✓ | - |
| Referenceability | ✓ | ✓ | - |
| *Status change date | - | ✓ | - |
| TouchPoint Default BCC Email | ✓ | ✓ | - |
| Health | Filter by | Edit column | Column options |
| Days in Good Health | ✓ | ✓ | - |
| Days in Poor Health | ✓ | ✓ | - |
| *Health last change | - | ✓ | - |
| *Health Profile | ✓ | ✓ | - |
| *Health Rank | ✓ | ✓ | - |
| *Multidimensional Health Account Rank | ✓ | ✓ | - |
| *Multidimensional Health Account Score | ✓ | ✓ | - |
| *Multidimensional Health Rank | ✓ | ✓ | - |
| *Multidimensional Health Score | ✓ | ✓ | - |
| *Previous health rank | - | ✓ | - |
| **Previous health rank week ending | - | ✓ | Enter a date |
| **Previous health score week ending | - | ✓ | Enter a date |
| Onboarding | Filter by | Edit column | Column options |
| *Days in Onboarding Stage | ✓ | ✓ | - |
| *Days in Onboarding Status option | - | ✓ | Choose status |
| *Days in Project Status | ✓ | ✓ | - |
| *Days in Project Status stage | - | ✓ | - |
| Onboarding Stage | ✓ | ✓ | - |
| Project Status | ✓ | ✓ | - |
| Opportunity | Filter by | Edit column | Column options |
| **Days in Totango Opportunity Stage | - | ✓ | - |
| **Days in Totango Opportunity Stage option | - | ✓ | Choose status |
| Last_attribute_update_time | - | ✓ | - |
| **Totango Opportunity Close Date | - | ✓ | - |
| **Totango Opportunity Name | - | ✓ | - |
| **Totango Opportunity Stage | - | ✓ | - |
| **Totango Opportunity Type | - | ✓ | - |
| **Totango Opportunity Value | - | ✓ | - |
| Revenue | Filter by | Edit column | Column options |
| *Churned Accounts | ✓ | - | - |
| Conversion Likelihood | ✓ | ✓ | - |
| *Days in Conversion Likelihood | ✓ | ✓ | - |
| *Days in Conversion Likelihood option | - | ✓ | Choose likelihood |
| *Days in Expansion Status | ✓ | ✓ | - |
| *Days in Expansion Status option | - | ✓ | Choose expansion status |
| *Days in Renewal Status | ✓ | ✓ | - |
| *Days in Renewal Status option | - | ✓ | Choose renewal status |
| *Downgraded Revenue | - | ✓ | Current, Next, Previous, Specific (Month, Quarter) |
| Expansion Status | ✓ | ✓ | - |
| Forecast Amount | - | ✓ | - |
| Forecast By | - | ✓ | - |
| Forecast Contract Value | - | ✓ | - |
| Forecast Due Date | - | ✓ | - |
| Forecast Period | ✓ | ✓ | - |
| Forecast State | - | ✓ | - |
| *Lost Revenue | - | ✓ | Current, Next, Previous, Specific (Month, Quarter) |
| Order Booking Date | ✓ | ✓ | - |
| *Purchase Scenario | ✓ | ✓ | - |
| *Renewable Accounts | ✓ | ✓ | - |
| Renewal Status | ✓ | ✓ | - |
| *Renewed Accounts | ✓ | - | - |
| *Renewable Revenue | - | ✓ | Current, Next, Previous, Specific (Month, Quarter) |
| *Renewed Revenue | - | ✓ | Current, Next, Previous, Specific (Month, Quarter) |
| *Upsell Revenue | - | ✓ | Current, Next, Previous, Specific (Month, Quarter) |
| Risk | Filter by | Edit column | Column options |
| Business Change Reason | ✓ | ✓ | - |
| Churn Reason | ✓ | ✓ | - |
| Competitors in Account | ✓ | ✓ | - |
| *Days in Escalation Status | ✓ | ✓ | - |
| *Days in Escalation Status option | - | ✓ | Choose escalation status |
| *Days in Risk Status | ✓ | ✓ | - |
| *Days in Risk Status option | - | ✓ | Choose risk status |
| Escalation Severity | ✓ | ✓ | - |
| Escalation Status | - | ✓ | - |
| Escalation Type | ✓ | - | - |
| Risk Reason | ✓ | ✓ | - |
| Risk Status | ✓ | ✓ | - |
| SuccessPlays | Filter by | Edit column | Column options |
| *Not targeted By SuccessPlay | ✓ | - | - |
| *Targeted By SuccessPlay | ✓ | - | - |
| Support | Filter by | Edit column | Column options |
| Satisfaction score | ✓ | ✓ | - |
| Ticket volume | ✓ | ✓ | - |
| Top priority satisfaction score | - | ✓ | - |
| Top priority ticket volume | - | ✓ | - |
| Top priority unsolved tickets | - | ✓ | - |
| Unsolved Tickets | ✓ | ✓ | - |
| Totango Usage | Filter by | Edit column | Column options |
| First activity date | ✓ | ✓ | - |
| Last activity date | ✓ | ✓ | - |
| Touchpoints | Filter by | Edit column | Column options |
| *Touchpoint Create Date | ✓ | - | - |
| *Touchpoint Creator | ✓ | - | - |
| *Touchpoint External Participants | ✓ | - | - |
| *Touchpoint Internal Participant Role | ✓ | - | - |
| *Touchpoint Internal Participants | ✓ | - | - |
| *Touchpoint Reason | ✓ | - | - |
| *Touchpoint Subject | ✓ | - | - |
| *Touchpoint SuccessFlow | ✓ | - | - |
| *Touchpoint Type | ✓ | - | - |
| *Touchpoint Update Date | ✓ | - | - |
| *Touchpoints | ✓ | ✓ | (General dimension) |
| Usage | Filter by | Edit column | Column options |
| Active Days | ✓ | ✓ (Number of active days) |
Value | % Change (In the last...) |
| *Active Days (7d) (Avg) | ✓ | Value | % Change (In the last...) |
|
| Active Users | ✓ | ✓ (Number of active users) |
Value | % Change (In the last...) |
| *Active Users (7d) (Sum) | ✓ | ✓ | Value | % Change (In the last...) |
| By Activity | - | ✓ (Did Activities) |
(In the last...) |
| By Module | - | ✓ (Did Activities) |
(In the last...) |
| DAU/MAU | ✓ | ✓ | Value | % Change (In the last...) |
| *First activity date | - | ✓ | |
| *Last activity date | - | ✓ | |
| Overall time spent | ✓ | ✓ | - |
| Usage frequency | ✓ | ✓ | - |
| Usage Frequency | ✓ | ✓ | Value | % Change (In the last...) |
| *User Actions | ✓ | - | - |
| WAU/MAU | ✓ | ✓ | Value | % Change (In the last...) |
| User Info | Filter by | Edit column | Column options |
| All reports | ✓ | - | - |
| Direct reports of | ✓ | - | - |
| Direct reports who are not managers of | ✓ | - | - |
| Utilization | Filter by | Edit column | Column options |
| Enabled Users | ✓ | ✓ | - |
| Engagement | ✓ | ✓ | - |
| License Utilization | ✓ | ✓ | - |
| *License Utilization (7d)(Avg) | ✓ | ✓ | Value | % Change (In the last...) |
| Purchased License Consumption | ✓ | ✓ | Value | % Change (In the last...) |
| Voice of the Customer | Filter by | Edit column | Column options |
| Customer Sentiment | ✓ | ✓ | - |
| Work | Filter by | Edit column | Column options |
| *Actual Task Effort in Hours | ✓ | ✓ | All flows or choose a flow (In the last...) |
| *Completed tasks | ✓ | ✓ | All flows or choose a flow (In the last...) |
| *Created tasks | ✓ | ✓ | All flows or choose a flow (In the last...) |
| *Last SuccessFlow Date | ✓ | ✓ | Choose a flow |
| *Last Touch | ✓ | ✓ | - |
| *Number of engagements | ✓ | ✓ | Choose a flow (In the last...) |
| *Number of Objectives | ✓ | ✓ | - |
| *Open Tasks | ✓ | ✓ | All flows or choose a flow (Due in...) |
| *Overdue Tasks | ✓ | ✓ | All flows or choose a flow |
| *Plan Summary | ✓ | - | - |
| *Touchpoints | ✓ | ✓ | (In the last...) |
User segmentation
The following user data points are available to use, grouped by dimension.
- Items marked with an asterisk represent reserved data points that are not visible in Data Modeler.
- Some items can be added as a column from a filter but are not otherwise available/editable in the column editor (see Edit column). When available, column names are noted in parentheses, if different from the filter name.
- All editable columns from the account object are also available as columns in user and touchpoint segments.
| Campaigns | Filter by | Edit column | Column options |
| *Campaign Unsubscribe | ✓ | ✓ (User Unsubscribe or Marketing Unsubscribe) |
- |
| *Did Not Open Campaign Email | ✓ | - | - |
| *Engaged With | ✓ | - | - |
| *Goal Achieved By Campaign | ✓ | - | - |
| *Goal Not Achieved By Campaign | ✓ | - | - |
| *Not targeted By Campaign | ✓ | - | - |
| *Opened Campaign Email | ✓ | - | - |
| *Targeted by campaign | ✓ | - | - |
| General | Filter by | Edit column | Column options |
| User Unsubscribe | ✓ | ✓ | - |
| SuccessPlays | Filter by | Edit column | Column category |
| *Not targeted By SuccessPlay | ✓ | - | - |
| *Targeted By SuccessPlay | ✓ | - | - |
| Support | Filter by | Edit column | Column options |
| Satisfaction score | ✓ | ✓ | - |
| Ticket volume | ✓ | ✓ | - |
| Top priority satisfaction score | - | ✓ | - |
| Top priority ticket volume | - | ✓ | - |
| Top priority unsolved tickets | - | ✓ | - |
| Unsolved Tickets | ✓ | ✓ | - |
| Totango Usage | Filter by | Edit column | Column options |
| First activity date | ✓ | ✓ | - |
| Last activity date | ✓ | ✓ | - |
| Touchpoints | Filter by | Edit column | Column options |
| *Touchpoint Create Date | ✓ | - | - |
| *Touchpoint Creator | ✓ | - | - |
| *Touchpoint External Participants | ✓ | - | - |
| *Touchpoint Internal Participant Role | ✓ | - | - |
| *Touchpoint Internal Participants | ✓ | - | - |
| *Touchpoint Reason | ✓ | - | - |
| *Touchpoint Subject | ✓ | - | - |
| *Touchpoint SuccessFlow | ✓ | - | - |
| *Touchpoint Type | ✓ | - | - |
| *Touchpoint Update Date | ✓ | - | - |
| *Touchpoints | ✓ | - | - |
| Usage | Filter by | Edit column | Column options |
| Active Days | ✓ | ✓ (Number of active days) |
Value | % Change (In the last...) |
| By Activity | - | ✓ (Did Activities) |
(In the last...) |
| By Module | - | ✓ (Did Activities) |
(In the last...) |
| First activity date | - | ✓ | - |
| Last activity date | - | ✓ | - |
| User Identity | Filter by | Edit column | Column options |
| First Name | ✓ | ✓ | - |
| Id | ✓ | ✓ (User id) |
- |
| *Is not tagged | ✓ | - | - |
| Last Name | ✓ | ✓ | - |
| Name | ✓ | ✓ | - |
| *Tagged List | ✓ | ✓ | - |
| *Tagged with | ✓ | ✓ | Choose a tag |
| User Master Data | Filter by | Edit column | Column options |
| Account Role | ✓ | ✓ | - |
| Address | ✓ | ✓ | - |
| Browser | ✓ | ✓ | - |
| Campaign Bounced Date | ✓ | ✓ | - |
| Campaign Bounced Reason | ✓ | ✓ | - |
| Contact | ✓ | ✓ | - |
| Country | ✓ | ✓ | - |
| CRM Contact | ✓ | ✓ | - |
| Device | ✓ | ✓ | - |
| ✓ | ✓ | - | |
| Key Contact | ✓ | ✓ | - |
| Marketing Unsubscribe | ✓ | ✓ | - |
| Name | ✓ | ✓ | - |
| Organization | ✓ | ✓ | - |
| OS | ✓ | ✓ | - |
| Phone Number | ✓ | ✓ | - |
| Region | ✓ | ✓ | - |
| Timezone | ✓ | ✓ | - |
| Title | ✓ | ✓ | - |
| User Segment | Filter by | Edit column | Column options |
| *Is in segment | ✓ | - | - |
| *Is not in segment | ✓ | - | - |
| Voice of the Customer / General | Filter by | Edit column | Column options |
| CSAT Score | ✓ | ✓ | - |
| CSAT Score Comment | ✓ | ✓ | - |
| CSAT Score Response Date | ✓ | ✓ | - |
| High CSAT Score Reasons | ✓ | ✓ | - |
| Low CSAT Score Reasons | ✓ | ✓ | - |
| Relationship NPS | - | ✓ | - |
| Relationship NPS Comment | - | ✓ | - |
| Relationship NPS Response Date | ✓ | ✓ | - |
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