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.

Segment 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.

Exploring the segment 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.

Modifying 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.

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.

Widgets and metrics

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

The “last updated” date and time on a widget shows when the last snapshot of the data was taken. The date and time of the snapshot are provided in UTC; it is not in the timezone of the individual user or IMS Organization.

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, please begin by reading the Real-time Customer Profile overview.

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.

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.

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 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.

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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