User Guide: Product Segment Feature
Welcome to the Assisty Product Segment feature guide, where we'll walk you through how to effectively utilize Data-Driven and Manual segments to enhance your product management strategies.
Overview
Discover how Data-Driven and Manual segments can provide tailored analytics to inform your product strategies.
Accessing the Segment Builder
How to Navigate:
Find the Segment Builder under the Analytics or Products menu on your dashboard.
Interface Overview: Familiarize yourself with the layout, including the analytics selection area, product list, and segment management tools.
Defining Your Segment
Selecting Analytics: Choose from various analytics options to define the criteria for your segment.
Setting Time Ranges and Filters: Customize your segment further by setting specific time ranges and applying filters.
Saving Your Segment
Naming Your Segment: Give your segment a descriptive name for easy identification.
Saving Process: Click the "Save" button to store your segment for future use.
Selecting Products for Addition
Product Selection: Manually select products to include in your segment using checkboxes.
Adding Products: Add selected products to an existing or new Manual segment by clicking the "Add to Segment" button.
Removing Products from a Manual Segment
Selecting Products for Removal: Check the boxes next to the products you wish to remove.
Initiating Removal: Click the "Remove" link above the product table, then confirm your action in the pop-up dialog.
Understanding Processing Time
Action Queuing: Note that adding or removing products is queued for processing, leading to a delay.
Refresh Delay: If you reload the segment page immediately after making changes, the latest updates may not be reflected.
System Notification: A message will appear to inform you that the segment refresh is in progress.
Loading a Segment
Accessing Reports: Open any report within Assisty that supports segmentation.
Applying a Segment as a Filter: Choose a saved segment from the dropdown to apply as a filter, refining the report's data.
Viewing and Analyzing Data
Interpreting Data: Analyze the segmented data within the report to gain insights tailored to your specific segment criteria.
Segment Management: Regularly review and update your segments to ensure they remain relevant and useful.
Strategic Application: Use segments strategically across various reports to gain comprehensive insights into your product performance and market trends.
With the Product Segment feature, Assisty empowers you to make informed, data-driven decisions for your product strategy. Leverage the power of segmentation to optimize your product portfolio and achieve your business objectives.
Play Interactive Demo
Understanding Product Segments
Overview
Discover how Data-Driven and Manual segments can provide tailored analytics to inform your product strategies.
Accessing the Segment Builder
How to Navigate:
Find the Segment Builder under the Analytics or Products menu on your dashboard.
Interface Overview: Familiarize yourself with the layout, including the analytics selection area, product list, and segment management tools.
Creating Data-Driven Segments
Defining Your Segment
Selecting Analytics: Choose from various analytics options to define the criteria for your segment.
Setting Time Ranges and Filters: Customize your segment further by setting specific time ranges and applying filters.
Saving Your Segment
Naming Your Segment: Give your segment a descriptive name for easy identification.
Saving Process: Click the "Save" button to store your segment for future use.
Creating and Managing Manual Segments
Selecting Products for Addition
Product Selection: Manually select products to include in your segment using checkboxes.
Adding Products: Add selected products to an existing or new Manual segment by clicking the "Add to Segment" button.
Removing Products from a Manual Segment
Selecting Products for Removal: Check the boxes next to the products you wish to remove.
Initiating Removal: Click the "Remove" link above the product table, then confirm your action in the pop-up dialog.
Understanding Processing Time
Action Queuing: Note that adding or removing products is queued for processing, leading to a delay.
Refresh Delay: If you reload the segment page immediately after making changes, the latest updates may not be reflected.
System Notification: A message will appear to inform you that the segment refresh is in progress.
Applying Segments to Reports
Loading a Segment
Accessing Reports: Open any report within Assisty that supports segmentation.
Applying a Segment as a Filter: Choose a saved segment from the dropdown to apply as a filter, refining the report's data.
Viewing and Analyzing Data
Interpreting Data: Analyze the segmented data within the report to gain insights tailored to your specific segment criteria.
Best Practices
Segment Management: Regularly review and update your segments to ensure they remain relevant and useful.
Strategic Application: Use segments strategically across various reports to gain comprehensive insights into your product performance and market trends.
Conclusion
With the Product Segment feature, Assisty empowers you to make informed, data-driven decisions for your product strategy. Leverage the power of segmentation to optimize your product portfolio and achieve your business objectives.
Updated on: 15/08/2024
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