List: Segmentation

The segmentation panel displays two types of information:

  • Distribution of records based on key fields (Key fields are defined in Campaign, when the list is defined)
  • An overview of all segments created for the selected list.

The list of segments displays static, dynamic as well as external segments.

For each segment following details are displayed:

  • Name and description
  • Creation date and Owner
  • Type of segment: static or dynamic
  • Number of records. By default a 'count' link is displayed. Click it to calculate the number of records.
  • Name of the linked option list (only for static segments)

 The user can click through to the details of a segment.

Static and external segment:

  • A graph displays the proportion segment/list.
  • The import history is provided
  • A pie chart is provided on the states field of the static segment (This is only available if an option list has been defined for the State field of the Static segment. The State field is used in combination with the CRM integration)

Dynamic segment:

  • A graph displays the proportion segment/list.
  • The filter used in the segment

 

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