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.

Data points are available for the following data objects:

1. Accounts
2. Users
3. Totango users
4. Tasks
5. Touchpoints
6. Campaigns

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 purple asterisk (*) are available as a premium feature with a related add-on (i.e., opportunity management , extended data retention, or Totango In-App).
• 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
• Metric values appear with a dash "-" if there never was a value recorded
  (null). The value appears as a "0" only if there was a previous
  value prior (not null).

User segmentation

The following user 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 purple asterisk (*) are available as a premium feature with a related add-on (i.e., Totango In-App).
• 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.
• Metric values appear with a dash "-" if there never was a value recorded
  (null). The value appears as a "0" only if there was a previous
  value prior (not null).

Totango user segmentation

The following Totango user data points are available to use, grouped by dimension.

• Items marked with a yellow asterisk (*) represent reserved data points that are not visible in User Management and are automatically managed by Totango.
• 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.
• Metric values appear with a dash "-" if there never was a value recorded
  (null). The value appears as a "0" only if there was a previous
  value prior (not null).

Tasks segmentation

The following task 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.
• When available, column names are noted in parentheses, if different from the filter name.
• Click a column value to open the related task in a pop-up window.
• "Instance" refers to the unique objective or SuccessPlay associated with one of your customer accounts, once created from a SuccessPlay or objective template.
• "Template" refers to the source objective or SuccessPlay template in the SuccessBLOC from which an instance of the objective or SuccessPlay is created and tied to a customer account. If you see an ID in the template value, you do not have permission to view the source objective template or SuccessPlay.

As with any attribute update, there may be a delay before the change is displayed within segmentation. For example, if you update an overdue task and mark it as completed, it may still appear in a task or account segment, for up to one day, when filtering by overdue tasks.

Touchpoints segmentation

The following touchpoint 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.
• Click a column value to open the related touchpoint details in a pop-up window.

Campaigns segmentation

The following campaign data points are available to use in a campaigns segment. 

• Items marked with a yellow asterisk (*) represent reserved data points that are not visible in Data Modeler and are automatically managed by Totango.
• Click the campaign name to open the related campaign for editing in a new tab.

FAQs

Question: How can I use the Days in Good Health or Days in Poor Health attributes?

Answer: These attributes, which were automatically created by the Monitor Customer Health SuccessBLOC, have been discontinued due to performance concerns. We advise administrators to remove any existing instances of these attributes from your data model.

For tracking similar data, consider the following:

1. Create a lifecycle attribute with four stages: Poor, Average, Good—and an additional end stage (with any name you choose).
2. The system will automatically generate Days in [lifecycle stage] attributes, which begin counting days once the lifecycle stage is updated for a non-canceled account.
3. You can then create a SuccessPlay with filters like "Health Rank changed to Poor in the last X days” for each stage.
4. Add an update action in the SuccessPlay to update the lifecycle stage accordingly (e.g., to Poor); the system will start counting the number of days spent in that stage via the Days in [lifecycle stage] attribute.