Copy Segments

Copying a Segment between Sites

Segments that meet certain criteria can now be copied between sites. This will allow users to copy certain segments between their sites, saving them the time of having to recreate from the ground up. Often a user will build out the segment in a QA or DEV environment and then would like to copy to production once validated versus starting all over.  

This feature is available on the Segments List Page and is now an option under the actions column. On the menu that pops up there is an option, “Copy to Site”. 

Once the menu option is chosen a screen will display where the user can select the site.

Upon success, a message notifies the user that the segment has successfully been copied. If the segment cannot be copied, a message describing why is displayed. In some cases, the user may decide to modify the segment in QA, copy the basics and then make the final adjustments in production. Below is a list of segment attributes that determine if a segment is copyable.  

"Engagement" NO
"NPS Response" NO
"Tour Step Reached" NO
"Mobile Devices" NO

"Custom Variable CSV" NO
"Signed Up" MAYBE
"Segment" MAYBE
"Account Special Variable" MAYBE
"Account Attribute" MAYBE
"User Attribute" MAYBE
"Custom Variable" MAYBE

"Percent Active Seats" YES
"Internal Users" YES
"First Seen" YES
"Last Seen" YES
"Login Activity" YES
"User Browser" YES
"User OS" YES