You can save private segments to SuccessBLOCs or to your personal folder.

• The My Folder tab within My Portfolio allows you to quickly access your personal folder.
• You can also find private segments from the search bar.

Any segments saved to My Personal Folder are private and cannot be seen by other Totango users.

Suggested uses for private segments

Public segments are typically related to a SuccessBLOC or a specific workflow (SuccessPlay) so everyone on the team can work from the same sets of data. Private segments are useful for accessing accounts that pertain to your own workflows, such as:

• Create a copy of a public segment so that you can modify the filters for your own use (e.g., My Accounts in Onboarding).
• Create segments to help you manage check-ins with your accounts (e.g., This quarter renewals).
• Create segments based on triggers in customer activity to help manage proactive engagement (e.g., My accounts with no touchpoints in 30 days).
• Create segments based on campaign outreach that you can help refine for future sends (e.g., My key contact campaign bounces).