Group visitors into segments

Segments let you group visitors and analyze them separately in reports and on dashboards. They help you understand your audience better because you can look at slices of data instead of all data.

In this article, we’ll show you how to create and apply segments.

Before you start

Here are some things to know about segments before you begin creating them:

• You can create as many segments as you want to.
• You can create a segment that will be visible only for you or for all users. 
• You can set a segment to be visible on all your websites.
• The segment will work for historical data.
• You can copy a segment to other websites.
• You can star a segment to see it first in the list.
• You can use AND and OR logic operators in segment conditions.
• Segments use two scopes: event and session. The scope is applied automatically and depends mostly on segment definition, report definition, and filters used in a report.

Create a new segment

To build a new segment, follow these steps:

1. Go to Menu > Analytics.
2. At the top of any open tab like Dashboards, Reports, Custom reports, Goals, or Ecommerce you will find segments. Click the + button.
   

   

   Note: You can also access segments under Menu > Analytics > Settings > Segments.

3. Click Manage segments.
4. Click Add new segment.
5. Name the segment.
6. Choose the Visibility option: Author or All users. The All users option lets you share this segment with other teammates.
   

   

7. If you want to have this segment available on all websites, mark All websites.
   

   

8. On the right, pick the dimension that you want to use and drag it to the drop-in section.
   

   

9. Set the condition. For example, Page URL contains https://clearbank.com/blog.
   

   

10. Optionally, drag and drop more dimensions and set conditions. You can use AND and OR logic operators in segment conditions.
11. When you’re done, click Create segment.
12. Optionally, you can star your segment to see it first on the list.
    

    

Use segments in reports and on dashboards

When you have segments ready, you can apply them to your dashboards, core reports, and custom reports.

To use a segment, follow these steps:

1. Go to Menu > Analytics.
2. Navigate to Dashboards, Reports, Custom reports, Goals, or Ecommerce.
3. Pick the report you want to view.
4. On top, click All visitors.
   

   

5. Pick the segment that you want to use and view the report.
   

   

Now, if you want to compare two segments, follow these steps:

1. Apply the first segment as described in the previous section.
2. Click + button.
   

   

3. Pick the segment that you want to compare with the first one and view the report.
   

   

Copy a segment to other websites

To copy a created segment to one or more other websites, follow these steps:

1. Go to Menu > Analytics.
2. Navigate to Settings.
3. On the left, click Segments.
4. Click the three-dot icon next to the segment that you want to copy and click Copy segment.
   

   

5. Optionally, rename the segment.
6. Choose Copy segment to other websites and select websites for which you want to copy the segment.
   

   

7. Choose the Visibility option: Author or All users. The All users option lets you share this segment with other teammates.
   

   

8. When you’re done, click OK.
9. Your copied segment will appear on the segment list on the website you copied it to.