Segmentation workflow overview

Last update: June 17, 2025

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This article describes a suggested workflow to create segments with the Segment builder and manage segments through the Segment manager.

StepActionDetails
1Plan segmentsHave you asked all the right questions before building segments and setting up a segment management environment? Have you designed the segment with its intended purpose and distinct usage in mind?.
See the Segment planning checklist for help in planning and organizing your segments.
2Create segmentsUse the various options available to create a new segment.
3Build segmentsBuild and edit segments for use in all Analytics capabilities.
See Build Sequential Segments for how to build segments with the THEN operator.
4Tag segmentsTag segments for ease of organization and sharing. See how to plan and assign tags for simple and advanced searches and organization.
5Approve segmentsApprove segments to make them canonical.
6Use segmentsYou can apply segments directly to a report, from the segment components.
7Share segmentsShare your segments with the intended audience in other Analytics tools and to Adobe Target and the Adobe Experience Cloud.
8Filter segmentsFilter by tags, owners, and other filters (Show All, Mine, Shared With me, Favorites, and Approved.)
9Mark segment as favoritesMarking segments as favorites is another way to organize them for ease of use.

Manage segments

The Segment Manager offers many ways of curating segments, such as sharing, filtering, tagging, approving, copying, deleting, and marking as favorites.

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