Creating, Saving And Reporting On Segments In SegMetrics

How To Create A Segment From The Filter Toolbar

Navigate to the Contacts Report page.

Click on 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 report containing 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 Report.

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 Report you want to track.

Here is an example of a Report that has includes all contacts with one of the two tags, and has come in from three Tag and excluded two Tags ....

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

Creating a Saved Segment to Use in Multiple Reports

If at any time you want to save the filters you have set up as a reusable segment, click the "Create Segment from Filters" button, to compile them all into a single Segment that you can reuse on all your reports.

How To Save a Report

Once you have your report, you can save it for future tracking.

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

When prompted, give your Report a name.

Now choose the timespan for this Report -- 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 report” 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.

Saving a Report as a rolling timeframe 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 Report” and you’re golden.

Accessing Your Saved Reports

There are two ways to access your saved Reports.

1. All of your Segments are available from the Saved Reports Page.

2. From any reporting page, select your Segment from the Reports 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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