Manage segments

Last update: June 23, 2025

CREATED FOR:

  • User
  • Admin

You can share, segment, tag, approve, rename, copy, delete, export segments and mark segments as favorite from a central Segment management interface. To manage segments:

  • Select Components in the main interface, then select Segments.
NOTE
The quick segments that you create within a specific Workspace project do not appear in the Segment manager, unless you have made the segment available to all your projects.

Segment manager

The Segment manager has the following interface elements:

Segment interface

Segment list

The segments list ➊ displays all the segments that you own, the segments that have been scoped to all your projects, and the segments that have been shared with you. The list has the following columns:

ColumnDescription
StarOutline Select to favor Star or un-favor StarOutline a segment. See Mark segment as favorite
Title and descriptionTo edit the segment, select the title link, which opens the Segment builder. A shared segment is indicated with Share .
Report suitewThe report suite that this segment applies to.
OwnerThe owner of the segment. As a user, you only see the segments that you own or the annotations that are shared with you.
TagsThe tags for this segment.
Shared withHow many individuals or groups that you shared the segment with. Select to open the Share Component dialog. See Share segments for more information.
PublishedWhether the segment is published to Experience Cloud.
Date modifiedThe date and time that the segment was last modified.

Use ColumnSetting to specify which columns you want to display.

Action bar

You can action on segments using the action bar ➋. The action bar contains the following actions:

ActionDescription
AddCircle Add Add another segment, using the Segment builder.
Search Search by title When no segment is selected in the list, search for segments using this search field.
Label Tag Tag the selected segments. In the Tag Segment dialog, select or de-select the tags for the selected segments. Select Save to save the tags for the selected segments. See Tag segments for more information.
Share Share Share the selected segments. In the Share Segment dialog, you can Search Search individuals or groups or you can select Organization or Groups. Select Save to save share details for the selected segments. See Share segments for more information.
Delete Delete Delete the selected segments. You are prompted for a confirmation.
Edit Rename Rename a single selected segment. When selected, you can rename the segment inline.
CheckmarkCircle Approve Approve the selected segments. See Approve segments for more information.
Copy Copy Copy the selected segment. New segments are created with the same name and suffix (Copy).
FileCSV Export to CSV Export the segments to a Segments List.csv file.