Managing targeting segments

3

min

quiz

Access to the Segments page

To access the Segments page from the back office, use the left side menu.

Create a new targeting segment

To access the targeting options, launch Kameleoon on your website and in step 2 of the test finalizer, select “Target a segment” and “Create a new segment”.

A window pops up, allowing you to create new targeting segments.

You can easily combine several targeting options by adding or save them and use them later one.

Note : It is mandatory to define at least one targeting option, otherwise Kameleoon will take all visitors into account, even those who did not visit the tested pages. This can lead to false results analyses.

Note that if you do not define a page during your targeting, the test will run on the whole website.

To learn more about the creation of a new segment, you can read our specific documentation.

Manage your segments

Go to the Segments page to manage the segments you have created.

Each segment is represented by a card that indicates the main information.

Search a segment

When you have created a large number of segments, a search bar, a filter tool, and a sorting tool make it easy for you to find a particular segment.

Filter segments

You can filter the displayed segments according to several criteria:

  • Associated tags
  • The experiment’s type
  • Its name
  • Its status

Tag

Select or search for a tag from all the ones you have already used. The segments to which these tags are associated will be displayed on the page. You can also check or uncheck all tags.

Type of experiment

You can choose to display only segments used on A/B tests or personalizations.

Name of the experiment

The experiment filter enables you to display only segments used on certain experiments. Search for and select the experiments by checking them in the list. The associated segments will be displayed directly on the page. You can also check or uncheck any experiment.

Status of the experiment

Filter by associated experience status (online/paused/draft/stopped/planned).

Sort segments

The sorting option allows you to sort your segments according to four criteria:

  • Their creation date
  • Their edition date
  • Their name
  • The associated website(s)


Creation date

Click on “Creation Date” to sort segments from newest to oldest or vice versa.

Modification date

Click on “Edition date” to rank the segments from the most recently modified to the first modified or vice versa.

Name of the segment

Click on “Segment Name” to arrange the segments in alphabetical order or in reverse alphabetical order.

Website

Click on “Website” to organize the segments in alphabetical (or reverse alphabetical) order of the websites on which they are set.

All sites

With this option, you can view only the segments linked to certain websites.

Select the websites you want from the list of websites set up with your Kameleoon account.

If no website is selected, all segments are displayed.

Edit a segment

To edit an already existing segment, find the card of the segment you want to edit.

On hover, action buttons appear at the bottom right of the card. Click on the pencil icon to edit your segment. A pop-in opens: the Segment Builder enables you to make the changes of your choice.

When your changes are complete, click on “Submit” to save them.

Duplicate a segment

With Kameleoon you can duplicate an existing segment. This saves you time if you want to create several similar segments.

Select the segment of your choice and click on the “Duplicate” button.

The “Create new segment” pop-in opens, with all the parameters of the segment that you have duplicated. To validate the creation of the new segment, click on the “Validate” button at the bottom of the pop-in.

Delete a segment

Select the segment you want to delete and click the “Delete” button.

 

Multiple selection

You can select multiple segments at the same time and apply a common action to them. For example, it is possible to delete several segments or to disable all.

To do this, check the box at the bottom right to select the segment. You can check as many segments as necessary.

A menu bar will appear on the right.

Capture_d_e_cran_2018-07-06_a__11.38.30.png

Several actions are possible:

  • Select all / deselect all

When at least one segment is selected on the page, but not all are, the icon looks like this:

Capture_d_e_cran_2018-07-06_a__11.58.04.png

To select all segments of the page, click the icon. A “check” symbol confirms your action.

Capture_d_e_cran_2018-07-06_a__11.58.50.png

The actions you will perform later via the menu bar will be applied to all selected segments. This feature saves time!

A new click on the icon deselects all: the menu bar disappears.

  • Export segments

The export icon is this one:

Capture_d_e_cran_2018-07-06_a__12.25.43.png

A list opens and allows you to select a format: PDF or Excel. Then click on “Export”. Only the checked segments will be present in the file.

  • Delete segments
  • Tags

An icon in the form of a… tag gives you access to the tags. Tags already assigned to the selected segments are shown in bold and are placed at the top of the list.

The input field helps search or create a new tag to assign it.