You can create quick segments within a project to bypass the complexity of the full segment builder. Quick segments
For a comparison of what quick segments can do vs. full-fledged component-list segments, go here.
Here is a video overview of quick segments:
Anyone can create a Quick Segment. However, you need the Segment Creation permission in the Adobe Admin Console to be able to save a quick segments or to open it in the Segment Builder.
In a Freeform table, click the filter+ icon in the panel header:
Configure the quick segment from this blank slate:
|Name||The default name of a segment is a combination of the rule names in the segment. You can rename the segment.|
|Include/exclude||You can either include or exclude components in your segment definition, but not both.|
|Hit/Visit/Visitor container||Quick segments include one segment container only that lets you include a dimension/metric/date range in (or exclude it from) the segment. Visitor contains overarching data specific for the visitor across visits and page views. A Visit container lets you set rules to break down the visitor’s data based on visits, and a Hit container lets you break down visitor information based on individual page views. The default container is Hit.|
|Components (Dimension/metric/date range)||Define up to 3 rules by adding components (dimensions and/or metrics and/or date ranges) and their values. There are 3 ways to find the right component:
|Operator||Use the drop-down menu to find standard operators and Distinct Count operators. Learn more|
|Plus (+) sign||Add another rule|
|AND/OR qualifiers||You can add “AND” or “OR” qualifiers to the rules, but you cannot mix “AND” and “OR” in a single segment definition.|
|Apply||Apply this segment to the panel. If the segment contains no data, you will be asked if you want to continue.|
|Open builder||Opens the Segment Builder. Once you save or apply the segment in the Segment Builder, it is no longer considered a “Quick Segment”. It becomes part of the component-list segment library.|
|Cancel||Cancel this quick segment - don’t apply it.|
|Date range||The validator uses the panel date range for its data lookup. But any date range applied in a quick segment overrides the panel date range at the top of the panel.|
|Preview (top right)||Lets you see whether you have a valid segment and how broad the segment is. Represents the breakdown of the data set you can expect to see when you apply this segment. You might get a notice that indicates that this segment has no data. If this is the case, you can proceed or change the segment definition.|
Here is an example of a segment that combines dimensions and metrics:
The segment appears at the top. Notice its blue-striped sidebar, as opposed to the blue sidebar for component-level segments in the segment library on the left.
Once you save or apply the segment, you can no longer edit it in the Quick Segment Builder, only in the regular Segment Builder.
Once you have applied the quick segment, hover over it and select the info (“i”) icon.
Click Make available to all projects and add to your component list.
(Optional) Rename the segment.
Notice how the segment’s side bar changes from striped blue to a lighter blue. It also now appears in your left rail component list.
Project-only segments are segments that only apply to the current project they were created in. They will not be available in other projects and cannot be shared to other users. They are intended for quick exploration of your data without having to create and save a segment in the left rail. Project-only segments can be created in the panel drop zone either with Quick segments or ad hoc segments.
If a project-only segment is opened in the Segment Builder, a project-only notification appears. If you do not check “Make this segment available…” and click APPLY, the segment remains a project-only segment. Note: if you apply a Quick segment from the Segment Builder, it can no longer be opened in the Quick Segment Builder.
If you check “Make this segment available…” and click SAVE, the segment becomes available in the left rail component list for use in other projects. It can also be shared with other users from the Segment Manager.