Creating, Saving And Reporting On Segments In SegMetrics

How To Create A Segment From The Filter Toolbar

Navigate to the Detail Report page.

Click on one of the four Filter icons -- Tags, Tracking, Referrer or Products -- or the “Add Filters” button.

You can include or exclude people who have a specific Tag, utm parameter or Referring URL, or people who have purchased a specific product.

If you selected Tags, for example, you can now choose from all of your Infusionsoft Tags.

If you include a Tag and click “Apply Filter”, you will create a Segment of only Contacts who have had that Tag applied to their record. The data in the Detail Report will be that of only the Leads in your Segment.

How To Create A Multi-value Segment

Want to track more than one Tag value, more than one utm parameter or some super-complicated combination of multiple filters?

Easy. Just keeping adding different filter rules until you have created the exact Segment you want to track.

Here is an example of a Segment that has included three Tag and excluded two Tags ....

… And included one utm_medium value …

… and included one Product purchased ….

Apply the filters to see data in the Detail Report for only that super-specific Segment.

Important: If you select multiple values for any given field, the resulting Segment will include all people who have ANY of those Tags, but not necessarily ALL of those Tags. In other words, these filters are “OR rules” and not “AND rules”

Creating a Segment using the Table Reports

From the Detail Report, scroll down to the Table Reports.

If you click on any value in the Tags, Campaigns, Referrers, Source or Products tables, it will add that value to your filter.

Easy as that!

How To Save A Segment

video = saving reports

Once you have a Segment, you can click on one of two places to save that Segment for future tracking.

Either click on Report > Save Segment from the top dropdown menu or click the icon next to the report name just below the dropdown.

When prompted, give your Segment a name.

Now choose the timespan for this Segment -- static or rolling report.

You can choose to save a static Start Date and End Date (e.g., Nov 24, 2015 - Dec 24, 2015). From now on, whenever you access that “static segment” you will see reporting for activity during that timespan.

Selecting a static timespan is great for keeping an eye on leads who were acquired at a specific time -- during a launch or a big affiliate promotion -- and seeing how they monetize over time.

Or you can choose rolling report.

A rolling report will automatically update itself based on a “rolling” timespan.

For example, you can choose …

  • Previous or Current Week
  • Previous or Current Month
  • Previous or Current Fortnight
  • Previous or Current Quarter
  • Previous or Current Year

Saving a Segment as a rolling report is a great way to keep your finger on the pulse of ongoing promotions, email marketing campaigns and ad campaigns.

Once you’ve selected your timespan click “Save Segment” and you’re golden.

Accessing Your Saved Segments

There are two ways to access your saved Segments.

1. All of your Segments are available from the Main Dashboard.

Scroll to the bottom and there you have them.

Click on any Segment to be whisked away to a detailed breakdown of the key metrics and activity for that group of Leads and Buyers.

2. From any reporting page, select your Segment from the Segments dropdown at the top of the page.


This will take you to the Product Detail page and apply all of the filters that define the Segment you have chosen.

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