Segments dashboard

The Adobe Experience Platform user interface (UI) provides a dashboard through which you can view important information about your segments, as captured during a daily snapshot. This guide outlines how to access and work with the segments dashboard in the UI and provides more information regarding the visualizations displayed in the dashboard.

For an overview of all of the Adobe Experience Platform Segmentation Service features within the Platform user interface, please visit the Segmentation Service UI guide.

Segments dashboard data

The segment dashboard displays a snapshot of the attribute (record) data that your organization has within the Profile store in Experience Platform. The snapshot does not include any event (time series) data.

The attribute data in the snapshot shows the data exactly as it appears at the specific point in time when the snapshot was taken. In other words, the snapshot is not an approximation or sample of the data, and the segment dashboard is not updating in real-time.

NOTE

Any changes or updates made to the data since the snapshot was taken will not be reflected in the dashboard until the next snapshot is taken.

Explore the Segments dashboard

To navigate to the Segments dashboard within the Platform UI, select Segments in the left rail, then select the Overview tab to display the dashboard.

NOTE

If your organization is new to Platform and does not yet have active Profile datasets or merge policies created, the Segments dashboard is not visible. Instead, the Overview tab displays links and documentation to help you get started with segmentation.

The Segments dashboard Overview tab.

Modify the Segments dashboard

You can modify the appearance of the Segments dashboard by selecting Modify dashboard. This enables you to move, add, and remove widgets from the dashboard as well as to access the Widget library to explore available widgets and create custom widgets for your organization.

Please refer to the modifying dashboards and Widget library overview documentation to learn more.

Add widgets

Select Add widget to navigate to the widget library and see a list of the available widgets to add to your dashboard.

The Segments dashboard overview with Add widget highlighted.

From the widget library, you can browse the selection of standard and custom segment widgets.For information on how to add widgets, please see the widget library documentation on how to add a widget.

Select a segment

The dashboard automatically selects a segment to display, however you can change the segment by using the dropdown menu or segment selector.

To choose a different segment, select the dropdown next to the segment name or use the segment selector to open the segment selection dialog.

IMPORTANT

Only segments with a profile count above zero are displayed in the list of selectable segments.

The Segments dashboard overview with the global segment dropdown menu highlighted.

The Select segment dialog that displays all available segments.

Widgets and metrics

The segments dashboard is composed of widgets, which are read-only metrics providing important information regarding your selected segment.

The date and time of the most recent snapshot are displayed at the top of the Overview tab next to the segment dropdown. All widget data is accurate as of that date and time. The timestamp of the snapshot is provided in UTC; it is not in the timezone of the individual user or organization.

The Segments Overview tab with a widget timestamp highlighted.

Standard widgets

Adobe provides multiple standard widgets that you can use to visualize different metrics related to your segments. You can also create custom widgets to be shared with your organization using the Widget library. To learn more about creating custom widgets, please begin by reading the Widget library overview.

To learn more about each of the available standard widgets, select the name of a widget from the following list:

Audience size

The Audience size widget displays the total number of merged profiles within the selected segment at the time the snapshot was taken. This number is the result of applying the segment merge policy to your Profile data in order to merge profile fragments together to form a single profile for each individual in the segment.

For more information on fragments and merged profiles, refer to the Real-time Customer Profile overview.

The Segments dashboard overview with the Audience size widget highlighted.

Audience size trend

The Audience size trend widget provides a line graph illustration for the total number of profiles that meet the criteria of any segment definition over a given period of time. The audience size trend can be visualized over 30 days, 90 days, and 12 month periods. The time period is chosen from a dropdown menu in the widget. The audience size is reflected on the y-axis and time on the x-axis.

This widget also includes the automatic Captions feature where a machine learning model analyzes the chart and segment data and automatically generates captions to describe the key trends and important events. Select Captions to open the automatic captions dialog.

The Segments overview displays the Audience size trend widget.

The automatic captions dialog opens providing insights on your data.

The automatic captions dialog for the Audience size trend widget.

To learn more about segment evaluation and how profiles qualify and exit from segments, please refer to the Segmentation Service documentation.

Audience size change trend

This widget provides a line graph illustration of the difference in the total number of profiles that qualified for a given segment between the most recent daily snapshots. The segment chosen for analysis is selected from the overview dropdown. The period of trend analysis can be visualized over 30 days, 90 days, and 12 month periods. The time period is chosen from a dropdown menu in the widget. The audience size is reflected on the y-axis and time on the x-axis.

The Audience size change trend widget.

Audience size trend by identity

This widget illustrates the audience size trend for a particular segment based on the identity type chosen from the widget dropdown menu. The segment used for analysis is selected from the overview dropdown. The period of trend analysis can be visualized over 30 days, 90 days, and 12 month periods. The time period is chosen from a dropdown menu in the widget.

The Audience size trend by identity widget.

Audience activation order

The Audience activation order widget provides a three-column table that lists the destination name, the platform, and the activation date of the audience. The list is ordered from high to low according to recency and can accommodate up to 10 rows.

The Audience activation order widget.

Audience overlap

This widget represents the number of profiles from two segments that meet the criteria for both segment definitions. The segments used for comparison are selected from the widget dropdown menus. The total number of profiles contained within the the relevant segment definition can be seen by hovering over a circle or the intersection of the Venn diagram.

This widget enables you to optimize your segmentation strategy by visualizing the similarities in the results of your segment definitions.

The Audience overlap widget.

Audience overlap report

This widget tabularizes the audience overlap data for a specific segment. A list of five audiences ranked from highest to lowest overlap percentages is provided for the segment chosen from the dropdown menu at the top of the screen. For clarity, your chosen segment is listed in the SEGMENT A NAME column. Audience overlap analysis is provided for the second segment listed in the SEGMENT B NAME column. The percentage overlap is provided in the third column accurate to twelve decimal places.

The audience overlap report helps you to build new, high-performance segments. Observing high percentage overlaps enables you to suppress audiences and prevent sending the same audience to different destinations. They also help you identify hidden insights that might help with better segmentation. Low percentage overlap helps to locate unique profiles to pursue.

Select View more to open a full-screen dialog that contains more segment overlap data.

The Audience overlap report widget with View more highlighted .

The Audience overlap report dialog appears. This dialog can contain up to 50 rows of audience overlap analyses broken down into six columns. Select the settings icon (The settings icon.) to remove or add columns from the table.

The Audience overlap report dialog.

NOTE

Select the Overlapping column header to change the ranking of results between highest to lowest or lowest to highest.

To download the entire report in PDF format, select the options menu (...) followed by Download.

The Audience overlap report dialog with the ellipses and Download option highlighted.

Select a row from the report to open a Venn diagram of the overlap analysis. Hover over a section of the Venn diagram to see the profile count in a dialog.

The Audience overlap report dialog with a Venn diagram and a row highlighted.

Select Close to return to the Segments dashboard.

Identity overlap

The Identity overlap widget displays a Venn diagram, or set diagram, showing the overlap of profiles in your segment containing multiple identities.

Use the dropdown menus on the widget to select the identities that you wish to compare. The circles display the relative size of each chosen identity, with the number of profiles containing both namespaces being represented by the size of the overlap between the circles.

If a customer interacts with your brand on more than one channel, multiple identities will be associated with that individual customer, therefore it is likely that your organization will have multiple profiles containing fragments from more than one identity.

To learn more about identities, please visit the Adobe Experience Platform Identity Service documentation.

The Segments dashboard overview with the Identity overlap widget highlighted.

Profiles by identity

The Profiles by identity widget displays the breakdown of identities across every merged profile in your selected segment. The total number of profiles by identity may be higher than the total number of profiles in the segment because one profile could have multiple identities associated with it. In other words, adding together the values shown for each identity may total more than the total audience size in the segment because if a customer interacts with your brand on more than one channel, multiple identities may be associated with that individual customer.

Select Captions to open the automatic captions dialog.

The Profiles by identity captions dialog.

A machine learning model automatically generates data insights by analyzing the overall distribution and key dimensions of the data.

To learn more about identities, please visit the Adobe Experience Platform Identity Service documentation.

Scheduled activations

The Scheduled activations widget provides a tabularized view of the most recently activated destinations. The table includes the destination platform, the name of your activation flow to this destination, and the activation start and end date for the selected segment. If there is no end date provided for the activation then it displays as Ongoing. The segment for analysis is selected from the dropdown at the top of the page.

The widget allows you to discover at a glance where and when the audience is being activated and makes duplicate or unnecessary activations more transparent. This accumulated information also highlights where any activations have been left out.

The Scheduled activations widget.

Next steps

By following this document you should now be able to locate the segment dashboard and select a segment to view. You should also understand the metrics displayed in the available widgets. To learn more about working with segments in the Experience Platform UI, please refer to the Segmentation Service UI guide.

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