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Manage segments

You can share, segment, tag, approve, rename, copy, delete, export segments and mark segments as favorite from a central Segment management interface. To manage segments:

Segment manager

The Segment manager has the following interface elements:

Segment list

The segments list 鉃� displays all the segments that you own, the segments that have been scoped to all your projects, and the segments that have been shared with you. The list has the following columns:

Column

Description

Select to favor or un-favor a segment. See Mark segment as favorite

Title and description

To edit the segment, select the title link, which opens the Segment builder. A shared segment is indicated with .

Report suitew

The report suite that this segment applies to.

Owner

The owner of the segment. As a user, you only see the segments that you own or the annotations that are shared with you.

Tags

The tags for this segment.

Shared with

How many individuals or groups that you shared the segment with. Select to open the Share Component dialog. See Share segments for more information.

Published

Whether the segment is published to Experience Cloud.

Date modified

The date and time that the segment was last modified.

Use to specify which columns you want to display.

Action bar

You can action on segments using the action bar 鉃�. The action bar contains the following actions:

Action

Description

Add

Add another segment, using the Segment builder.

Search by title

When no segment is selected in the list, search for segments using this search field.

Tag

Tag the selected segments. In the Tag Segment dialog, select or de-select the tags for the selected segments. Select Save to save the tags for the selected segments. See Tag segments for more information.

Share

Share the selected segments. In the Share Segment dialog, you can Search individuals or groups or you can select Organization or Groups. Select Save to save share details for the selected segments. See Share segments for more information.

Delete

Delete the selected segments. You are prompted for a confirmation.

Rename

Rename a single selected segment. When selected, you can rename the segment inline.

Approve

Approve the selected segments. See Approve segments for more information.

Copy

Copy the selected segment. New segments are created with the same name and suffix (Copy).

Export to CSV

Export the segments to a Segments List.csv file.

Active filter bar

The filter bar 鉃� shows the active segments applied from the filter panel to the list of segments (if any). You can quickly remove a filter using . If more than one filter is specified, you can remove all filter using Remove all.

Filter panel

You can filter the list of segments using the Filter left panel 鉃�. The filter panel displays the type of filter and the number of segments that honor the specific filter. Select to toggle the display of the Filter panel.

See Filter the list of segments for more information.