Managing Segmentation

Segmentation management defines the structure and behavior of event parameters used for filtering and reporting.

• Segmentation name: The name of the segmentation
• Event name: Event name of the segmentation
• Status: It is a predefined field and can be Created, Approved, Live, Unplanned, or Deleted

• Last modified: The date and time this event was most recently modified in the format of DD/MM/YY hh:mm
• Last modified by: The name of the user who last modified the segmentation

• Visibility: Visibility status, as inherited from the parent event.

  

Some of these columns are shown on the table by default. The rest are customizable and can be added to the table as per requirements.

Capabilities of 'Manage Event Segmentation'

• View all segmentations with their events
• Edit status
• Edit segmentation description
• Omit segmentations
• Delete segmentations
• Search for an event or segmentation
• Filter segmentations by status, name, and event
• Export the segmentation list with all data shown in the table
• Transform

Editing and Managing Segmentations

Users can update the fields below in segmentations:

• description
• Status
• Type
• Required (When the validation checks an incoming event with a segment key defined as required, then the segment key should be in the segmentation object of this event. If the required segmentation key is not present, then a validation error should be triggered, flagging the missing segmentation field and its parent event.

To update any fields of the segmentation, follow the steps below:

1. Click the segmentation you want to edit 
    

   

2. Click the Edit Segmentation button on the Segmentation detail panel
3. Update the status from the drop-down list
4. Update the segmentation type from the drop-down list
5. Type in the description field to update the description
6. Uncheck or check the Required button to update this option

Note: The segmentation detail page is not available for Countly Lite users.

You also have the option to update the status by selecting the event from the checkbox, and then selecting the action (update status or delete) you need from the action bar.

Deleting Segmentation

This is available only for Countly Enterprise users. Deleting a segmentation will remove the segmentation from the Events feature and other query builder drop-downs like Drill, which means that you will no longer be able to query on the segmentation or see data for the deleted segmentation. The same logic described on the Delete Event topic is valid for the Segmentation delete process.

To delete segmentations, you need to follow the steps below:

1. Click the checkbox next to the event name in the table on the Segmentations tab.
2. Click Delete from the action bar at the bottom of the page.
3. A verification modal will appear for the deletion process. Confirm your deletion request.

Alternatively, you can delete a segmentation from the segmentation detail page by clicking on the 3-dot ellipsis button to the right of the relevant row, and clicking Delete.

Segmentation Transformation

You can apply transformations on segmentations to:

• Merging Segmentation
• Renaming Segmentation
• Modifying Segmentation Value

Merging segmentation

This allows you to merge multiple segmentations into a new segmentation. The values for segmentations will be replaced (overwritten) by the segmentation being merged. See the example below:

You can merge segmentations by following the steps below. Click the +Create new button and then select Create new Transformation

Renaming segmentation

This is used to rename segmentation for incoming data. Note that if you rename a segmentation from the Schema, it will only cover the existing data, not incoming data. But with Transformations, you can choose the transformation option for existing or incoming data, or both. In case both existing and incoming data are renamed, then both Rename options should be performed to rename both existing and incoming data.

To rename segmentations, follow the steps below:

1. Click the Create New button and then select Create Transformation

2. Choose the Rename option by checking the radio button

   

3. Choose “Rename with Specific Value” or “Rename with Regex” with Specific Value.
4. If the “Rename with Specific Value” option is chosen, Enter the new segmentation name (if it is renamed to a segmentation that already exists, then it would overwrite the value in the existing segmentation. Countly displays a warning message after checking for a conflict.
5. If the “Rename with Regex” is chosen: Enter regular expression to select segmentations for the transformation, and Enter the new segmentation name (if it is renamed to a segmentation that already exists, then it would overwrite the value in the existing segmentation. Countly display a warning message after checking for conflict)
6. Click the Save button to complete the transformation.

After the process is completed, the Schema is automatically regenerated in the background.

Modifying Segmentation Value

This allows the modification of event segmentation values (only values). To modify the segmentation value, follow the steps below:

1. Click the Create New button and then select Create Transformation

   

2. Select the Modify segmentation value option from Transformation types.
3. Select the segmentation from the drop-down
4. Enter regular expressions to find values, like (title), for the given example above
5. Enter new value
6. Click the Save button to complete the transformation.

Use Case:

Keep consistency for taxonomy on segmentations:

Select and modify them as PageTitles.

Omitting Segmentation

This allows you to delete segmentations from aggregated data only and keep recording granular data as a string. Omitted segments will not be saved in the future, and past data for these segments will be purged immediately after you save these settings. 

To omit the segmentation value, you need to follow the steps below:

1. Select segmentation by clicking the checkbox next to the segmentation name on the Segmentations tab.
2. Click the Omit button from the action bar at the bottom.
3. A verification modal will appear, instructing you to type in a confirmation phrase to continue with the omit process. Confirm your omission request.