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.

Play Interactive Demo

Understanding Product Segments

1. Overview
   Discover how Data-Driven and Manual segments can provide tailored analytics to inform your product strategies.

2. 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

1. 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.
2. 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

1. 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.

2. 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.

3. 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

1. 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.

2. 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