Segments
Overview
The Segments taxonomy page is where you manage all Segment records in Birdie Settings.
Segments are one of the core taxonomy types in Birdie. They let you group feedback or customers by shared characteristics so teams can analyze data with more context.
This page centralizes the operational work of managing Segments as taxonomy items. Use it to review your catalog, create new Segments, and organize them into collections.
If you want the conceptual definition of Segments and how they are used in analysis, see Segments.
Viewing & Searching
The main tab shows the full Segment catalog as a list.
Each row includes:
Taxonomy ID, such as
[SG-012]Segment name, such as
Premium customers
Use this view to review the segmentation structure already available in your workspace.
Creating New Data
Click New segment to create a new Segment.
When creating a new Segment:
Give the Segment a clear and recognizable name.
Define the filter that represents this segment.
Save it to add it to the catalog.
Use names that clearly describe the audience, behavior, or profile being grouped.
Collections Tab
The second tab groups Segments by Segment collection.
This view is useful when you organize Segments by dimension, such as lifecycle, firmographics, usage, or plan type.
Use collections to:
separate different segmentation dimensions
keep analysis cleaner
make comparisons easier inside the same group
For deeper guidance, see Organizing Segments with Collections.
Best Practices
Keep each Segment tied to one logic.
Use consistent naming across collections.
Avoid creating overlapping segments without a clear purpose.
Group related Segments into the same collection.
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