Shared segments

For companies managing multiple projects it is possible to factor in the results of segments from other projects in the same company, allowing for a deeper understanding of the user base in a wider context.

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Can't see this feature?

Shared segments is an optional feature and not enabled by default. If you wish to use this feature, please contact us.

Sharing a segment

In order to share a segment from one project to another, the logged in user will need to have access to both projects. This includes Company admin users who can see all projects, as well as Project admin users who have access to specific projects.

Navigate to Data > Audiences > Segments.

Select the segment to share and click on the Sharing tab.

This page shows a list of all projects the current user has access to with a checkbox next to each which can be selected to indicate that the segment should be shared with that project.

There is also a count of any other projects the segment is already shared with but which don't appear in the list as they are not currently available to the logged in user. This number can help users understand that they probably should not delete a segment if it could be in use by a campaign in another project.

Using a shared segment

Shared segments can be used as regular segments. They are selectable in the same way as regular segments from the following places:

• Campaigns
• Segmentation engine
• Multi stage journey builder decisions

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No actual data is shared across projects

The purpose of a shared segment is to reduce the total audience from a full broadcast to only users from the current project who also happen to appear in the segment being shared from another project. The only data being shared is whether they are part of the segment of not, based on the matching ID.

It is not possible to see profile data which is held outside of the current project. For instance, Project A shares a segment with Project B and Project B uses this segment to create an audience for a campaign. One of the profiles included in the resulting audience has a first_name attribute in Project A, but in Project B the same attribute is blank. Project B will not have access to the first_name attribute from Project A and so trying to use the dynamic syntax {{first_name}} to personalise the content of the message will result in a blank value.

Matching by device IDs

Profiles are matched across projects by their linked devices. A combination of IDFV for iOS and Android ID (also known as Vendor ID) on Android are checked to see if any devices match, and then a link made to the user profile. If a user profile has two or more devices linked then they are considered a match if ANY of their devices are found to be in both the current project and the segment shared from the other project.

Exporting a shared segment

In order to export profiles of the related shared segment, navigate to Data > Audiences > Shared Segments tab. Click the Export button from the options menu of the shared segment whose users you want to export.

It will only export users in the current project which matches segmentation from both.

In order to see evaluations of a shared segment, choose a shared segment from the list. You will be taken to the Data > Audiences > Shared Segments > Evaluations tab.