Segments Overview

Overview

Totango Segments are the way to filter, analyze and act upon your customers and users. Segments  form the base of other key features in Totango such as SuccessPlays, Reports, SuccessTeam Account Scope, and Campaigns. Segments let you quickly analyze your customers' data and create lists of customers with different characteristics.

Key Features:

• Create Account, User, or Collection Segments
• Filter on any Attribute, Custom Metric or Hierarchy Roll Up
• Add any Attribute, Custom Metric or Roll Up as a column to the Segment
• Define triggers to assign tags or send emails when new accounts get added or removed from the Segment
• Edit a single attribute right from the Segment cell or update it in bulk.
• Export Segment results to CSV or Share with colleagues via Zoe
• Quickly use the same criteria to create a campaign or a SuccessPlay using the  'Create Campaign' and 'Create SuccessPlay' option
• Save your Segment in a Personal Folder, Public Folder or within a SuccessBloc
• Use your Segment to generate an API end point to use Totango's Search API

Getting Started

Segments can be found in the Segments tab of any SuccessBLOC.

For quick access use the drop-down option from the Searchbar.

Create a new segment using the green plus button in any SuccessBLOC or in My Portfolio page




And choose the which type of data you want to segment on

Or use the "Create" button in the segments under Global SuccessBloc

Read more about how to Create & Analyze Your Segments!