Manage your targeting segments

Access the Segments page

To access the Segments page from the App, use the left side menu > “Configure” > “Segments”.

Manage your segments

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

Find 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:

1. Website
2. Tag
3. Key date
4. Author
5. Characteristics

Note: Once you apply filters, Kameleoon generates a unique URL with custom parameters, which you can then share with other members of your team. Just click on “Copy link to this filtered dashboard” located on the right of the dashboard title.

• Website

You can filter the displayed segments according to the website(s) they are associated with.

Check the website(s) and click on “Apply”.

• Tag

You can filter the displayed segments according to the tags they are associated with.

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.

Then click on “Apply”.

• Key date

You can filter the displayed segments according to the key date they are associated with: last modification or creation date.

Select a date and click on “Apply”.

• Author

You can filter the displayed segments according to their author.

Check the author(s) and click on “Apply”.

• Characteristics

You can display segments used in Audiences.

Check the filter and click on “Apply”.

Sort segments

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

1. Name
2. Linked to (Campaign)
3. Edition date
4. Segment ID
5. Creation date
6. Website

• Name

Hover over “Name” and then click on the chevron to sort segments in alphabetical (or reverse alphabetical) order.

• Linked to

Hover over “linked to” and then click on the chevron to rank the segments based on the campaign type.

• Edition date

Hover over “Edited” and then click on the chevron to sort segments from newest edition to oldest or vice versa.

• Segment ID

Hover over “ID” and then click on the chevron to sort the segment IDs in ascending or descending order

• Creation date

Hover over “Created” and then click on the chevron to sort segments from newest creation to oldest or vice versa.

• Website

Hover over “Website” and then click on the chevron to organize the website on which they are set in alphabetical (or reverse alphabetical) order.

Edit a segment

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

On the segment card, click on the “Edit” button. A pop-in opens: the Segment Builder enables you to make the changes of your choice.

When your changes are complete, click on “Edit” 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, then click on the 3 dots menu on the very right side of the card and click on “Duplicate”.

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

Delete a segment

Select the segment of your choice, then click on the 3 dots menu on the very right side of the card and click on “Delete”.

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.

Select the segment of your choice, then click on the 3 dots menu on the very right side of the card and click on “Select”.

The segments become selectable and the “Grouped actions” sidebar opens.

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:

To unselect all segments of the page, click on “Options” > “Unselect all”.

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

• Manage tags

In the “Grouped actions” sidebar, click on “Manage tags”.

• Export segments

In the “Grouped actions” sidebar, click on “Export”.

Select a format: PDF or Excel. Set the export options if needed. Then click on “Export Dashboard”. Only the checked segments will be present in the file.