Organizing Segments with Collections
Rodrigo
Last Update 2달 전
Why Segment Collections Matter
Segments help you slice insights by different lenses: customer profiles, behavior, lifecycle status, etc.
But not every segment type is directly comparable.
Segment Collections keep these lenses organized, so you don’t compare unlike groups or lose track of valuable cuts.
How Segment Collections Work
Each Collection groups a family of segments.
Users can:
Compare segments within the same collection (e.g. churned vs. retained customers).
Avoid mixing cross-domain comparisons that don’t make sense (e.g. Industry vs. Daily Active).
Collections can be named intuitively (“CRM Status”, “Behavioral Cohorts”, “Firmographics”) so everyone navigates insights smoothly.
Best Practices for Organizing Segments
- Create one collection per “dimension” of segmentation (Firmographics, Behaviors, Lifecycle).
- Agree internally on naming conventions (e.g. “DAU > 30” vs. “High DAU”).
- Use Collections as a training tool — new team members will quickly see “how we slice data here.”
- Review Collections quarterly: retire unused segments, align with evolving CRM or analytics sources.
How to create a collection of Segments
- Navigate to your Segments tab in Exploration
- Select the Segment you want to group into a collection (e.g.: These 3 segments related to Customer Size)
- Click in Save Collection
- Give your Collection a name
- Change Segments table to group by collections
- Done!
- Now, get even more insightful analysis from your segmented data
