Segments Overview

Overview

Use Segments to visualize, filter, and explore profile data across your community, and save reusable audience views for ongoing analysis.

What are Segments?

Segments is an audience management tool that lets you create reusable, filtered views of your community members based on profile (P2) data.

Unlike static lists, Segments save both the participant attributes you've selected and the filters you've applied — making it easy to return to and analyze the same audience over time without rebuilding your setup from scratch.

Why use Segments?

Segments provide a more flexible way to explore and organize participant data. Teams can quickly identify target audiences, save commonly used views, and maintain consistency across analyses without needing to recreate filters each time. Key capabilities include:

• Reusable audience views — Save selected attributes and active filters so you can return to the same audience view at any time.
• Flexible filtering — Apply and refine filters through the filter panel or directly from column headers to narrow your audience quickly.
• Team-wide visibility — Segments created by any community moderator are visible to the entire team, supporting consistent analysis across your organization.
• Export for deeper analysis — Download your filtered segment as an Excel file, including only the columns and audience members currently in view.

Accessing Segments

Click Segments in the left navigation menu. The Segments page displays all active segments, showing the segment name, creation date, status, and type. Use the search bar or status filter to locate a specific segment. To explore an existing segment, click its name to open the member profiling data and filters already configured for that group.

Creating a New Segment

1. If you haven't created any segments yet, the page will display "No segments yet." Click Explore to create your first segment.
2. If you already have segments, they will be listed on the page. Click Explore in the top right to create a new one.
3. The Manage Columns window opens, where you choose the member profile data points to include in the segment.

Adding and Managing Columns

Use the Manage Columns window to choose which P2 points to display. The Available tab lists the P2 points from your P2 Engine. For more information on the P2 Engine, see our other videos or Help Center articles about the feature.

1. In the Available tab, check the box next to each P2 point you want to include.
2. Type in the search bar to find specific P2 points, or use Select All or Clear All to select or clear every available P2 point.
3. Click Update to bring those columns into your segment. The page will populate with each member's username and the profile information for the P2 points you selected.

For P2 points that allow multiple selections, all of a member's responses will appear together in a single column.

To make changes later, click Manage Columns.

1. To reorder columns, open the Visible tab, drag each P2 point into your preferred sequence using the six-dot icon on the left of its row, and click Update.
2. To add or remove P2 points, return to the Available tab, make your changes, and click Update.

Filtering Your Segment

1. To filter a single column, click the filter icon on the right side of that column.
2. To view and adjust filters across all columns, click Filters in the segment toolbar to open the Filters panel.
3. Each P2 point in your segment appears with a dropdown of available answer choices. Check or uncheck values to include or exclude members from your view. Use the search bar or Select All / Clear All shortcuts as needed.
4. Click Update to apply your filters. The segment will refresh to show only members who meet all active filter criteria.

To remove all filters and return to the full segment view, click Clear Filters in the toolbar.

Saving and Updating a Segment

1. Click Save to save your segment configuration and filters.
2. Enter a name for your segment in the text box.

Saving stores the current column configuration, column order, active filters, and segment name as the default view. The next time you or another moderator opens the segment, it will open in this saved state. To access your segment again, click its name in the list on the Segments homepage.

Any time you make changes to columns or filters, click Update Segment in the top-right corner to save the latest configuration. Changes are not automatically saved.

Exporting a Segment

1. Click Export in the segment toolbar.
2. Once the file is ready, you will receive a notification in the platform's notification center.
3. Open the notification center and click the download link to retrieve your Excel file.

The export includes only the columns currently visible and only the members who match any active filters. To export the full unfiltered segment, clear your filters before exporting.

Once created, segments can be revisited, modified, and exported at any time, making them a practical tool for ongoing audience analysis, reporting, and research planning.