Saturday, November 8, 2014

Segmentation in SiteCatalyst (Adobe Reports & Analytics) - How to Create Segments (Sequential & Logic)

This post is to make you understand segment creation in SiteCatalyst. You can play with segments and give powerful insights to the clients for improving the businesses.


No: Segment Feature Details
1 Show / Hide - The Dimension selector You can view, add and hit search to find dimensions for adding to segment definition.
2 Show / Hide - The Segment selector You can view, add and hit search to find segments you would have created for adding to segment definition.
3 Show/Hide - The Event selector You can view, add and hit search to find events you had configured for adding to segment definition.
4 Title field - Name of the Segment You can create for your segment or rename your already created segment.
5 Description field - Describing the Segment Describing about your segment can be done here, though it is not a mandatory field. Adding a description allows others to understand better about this segment.
6 Definitions - The life giver for your Segment Create your segment by adding dimensions and event metrics.  You can drag and drop dimensions and metrics, select Visitor / Visit / Hit, create rules, add required operators (and / or / Then), strategize sequential / logic group containers etc.
7 Segment Options (gear) icon
Add container: You can add top level container to the segment definition
Add container from selection: You new container to the elements you have selected in the definition field.
Exclude: You can exclude dimensions, metrics or segments.
8 Top Container selector You select top-level container having Visitor / Visit /Hit. The default selector is Hit.
9 Dimensions (orange sidebar) Dimensions which you can drag and drop from the Dimensions list on the left panel.
10 Comparison operators You can the select the operators (example: equals, contains)for the dimensions and metrics
11 Value to Choose You can enter a value for the dimension or segment or event.
12 And/Or/Then operators You can assign AND/OR/THEN operator between the containers or rules. You can define sequential segments using the THEN operator.
13 Event Metrics (green sidebar) You can drag and rop the Event from the Events list.
14 X (Delete) Option Allow you to delete the segment definition.
15 Tagging Creation Create tags for your segments
16 Save button for Segment You can save the segment
17 Checking the Product Compatibility A small number of available segment criteria are not compatible with all Adobe Analytics tools. Tools that are compatible with the segment are indicated in this list. To make a segment compatible with all Adobe Analytics tools, try editing your criteria. 
18 Preview your Segment  You can see 3 concentric circles with data which helps you to validate the segment instantly. 
19 Search for Data - dimensions/ segments/ event  You can search dimensions, segments, or event from the search field.
20 List of data chosen from dimensions/ segments/ event Shows the selected list accordingly.
21 Select the Report Suite You can save the report under the report suite of your choice, though the segments can be selected universally.

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