DocumentationAnalyticsComponents Guide

Segmentation workflow overview

Last update: Fri Jul 04 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

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

Step
Action
Details
1
Plan segments
Have 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.
2
Create segments
Use the various options available to create a new segment.
3
Build segments
Build and edit segments for use in all Analytics capabilities.
See Build Sequential Segments for how to build segments with the THEN operator.
4
Tag segments
Tag segments for ease of organization and sharing. See how to plan and assign tags for simple and advanced searches and organization.
5
Approve segments
Approve segments to make them canonical.
6
Use segments
You can apply segments from the segments components directly to a report.
7
Share segments
Share your segments with the intended audience in other Analytics tools and to Adobe Target and the Adobe Experience Cloud.
8
Filter segments
Filter by tags, owners, and other filters (Show All, Mine, Shared With me, Favorites, and Approved.)
9
Mark segment as favorites
Marking 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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