Share segments
- Topics:
- Segmentation
CREATED FOR:
- User
- Admin
Depending on your permissions, you can share segments with your whole organization, groups, or individual users.
Administrator | Can share segments with All, with Groups, and with Users. Groups are set up as permission groups in the Admin console. |
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Non-Administrator | Can share segments only with individual users. |
When should you share segments with the entire company versus just a group of users or individuals? Here are some best practices you might follow:
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As an Admin, share a segment with All if it’s of use to the entire company and everyone is comfortable using it. In this case, you should also consider making it an approved segment.
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As an Admin, share a segment with a specific Group if the segment provides good business value for that team. Do not officially approve this type of segment.
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As an Admin or an individual user, share a segment with other individuals to vet and validate a segment. If it doesn’t prove useful, it can be discarded. Do not officially approve this type of segment.
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In the Segment Manager, mark the checkbox next to the segment you want to share. The segment management tool bar appears.
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Click Share
If you are an Admin, you can select All or choose from Groups and Users in your organization. As a non-Admin, you can see only individual users. Use the Search field to search for groups or users. 1. Click Share.
The Shared icon appears next to the segment:
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You can filter on segments shared with you by going to Filters > Other Filters > Shared with Me.