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.
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: 28/02/2024
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