Organizing Segments with Collections

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

1

Open Segments in Exploration

Navigate to your Segments tab in Exploration.

2

Select Segments to Group

Select the Segment you want to group into a collection (e.g.: These 3 segments related to Customer Size).

3

Save as a Collection

Click Save Collection.

4

Name the Collection

Give your Collection a name.

5

Group View by Collections

Change Segments table to group by collections.

6

Done

Now, get even more insightful analysis from your segmented data.