Segment Filters

This topic describes how to use segment filters and provides an explanation of the standard BlueConic filters for Segments. It is possible that custom filters have been added to BlueConic by your application manager; these are not covered in the description below. If you have questions about a custom filter, contact your application manager.

For more on building segments, see Using Segments.

BlueConic uses filtering to determine which visitors belong to a segment. BlueConic segment filters come in three varieties; Range filters, Select filters, and Date filters. The option available is dependent on the profile property you are filtering.

  • Text filters contain one or more selectable options. The selectable options that appear in text filters are retrieved from all the visitor profiles that have a value for the specified profile property.
  • Range filters allow you to specify a numerical range to match visitors who belong to a segment. For example: all visitors with between 10 and 20 page views.
  • Date filters allow you to define a time period within which website visitors have performed some action. For example, you could specify that a visitor belongs to a segment if their last visit was between January 1, 2013 and April 30, 2013.

The sections below will dive into more detail for each type.


Text filter

A text filter allows you assign visitors to a segment based on whether they have or don't have a value or values for a specific profile property. You can select from a list of existing profile properties values (which are present in one or more visitor profiles) or you can add a new profile property value that you expect will be present in one or more properties in the future.

When you select a profile property of type "Text" in the Segment Filter overview, the text filter appears at the right hand side of the page. The filter displays values that have been retrieved from that profile property in all visitor profiles. Select the values that you want your segment to filter on. Once you save the segment, all current and future visitors whose profile property matches the values selected in the filter will automatically belong to the segment.

For example:


The profile property "Favorite Sport" is of the type "Text", so a text filter is displayed when you click it. You see values gathered from visitor profiles and the amount of profiles that contain each value. The list will show the 1000 values that occur most. In the example above "nba" and "golf" are selected. You can also filter by another value by clicking "Filter by another value" and entering its name (lowercase only).

Note that in some cases where data is unavailable, BlueConic will pre-populate obvious choices for certain filters (for example: "high", "medium", and "low" for Engagement).

Export data

Click Export to export the segment data in comma separated value (CSV) format.

To hide the filter definition, click the closing arrow in the top right:

Using text filter operators

Text filters have operators that you can use to define whether or the selected values should be included or excluded, and the relationship between the selected values. By default BlueConic will use "contains". Click on the word "contains" to open a selection menu with other options:

Select the option you prefer:

  • contains: In order to match, visitor profiles must contain any value you selected in the profile property. In the previous example: profiles where "Favorite Sport" contains "nba" or "golf" or both would match.
  • does not contain: In order to match, visitor profiles must not contain at any of the values you selected in the profile property. In the previous example: profiles where "Favorite Sport" does not contain either "nba" or "golf" would match.
  • must be empty: In order to match, visitor profiles must not have a value for the profile property. In the previous example: profiles where "Favorite Sport" is empty would match.
  • must not be empty: In order to match, visitor profiles must have a value for the profile property. In the previous example: profiles where "Favorite Sport" has any value would match.
  • contains all: In order to match, visitor profiles must contain all values for the profile property. In the previous example: profiles where "Favorite Sport" contains both "nba" and "golf" would match.
  • does not contain all: In order to match, visitor profiles must not contain all values for the profile property. In the previous example: profiles where "Favorite Sport" does not contain both "nba" and "golf" at the same time would match.

 


Range filter

A Range filter allows you segment visitors on having profile property value that falls within or outside a numerical range. Click on a numerical profile property in a segment and a Range filter will open on the right hand side. For example, the profile property "Visits" is a number. Clicking on it shows something like this:



In the Range filter, you define a minimum and maximum value for the profile property. This can be done by entering the minimum value in the left input field and the maximum value in the right input field. If you leave a value blank, it is undefined, which means that there is no minimum and/or maximum value. The implications of leaving a value undefined are:

Value Description
Minimum undefined All visitor profiles with a value up to and including the maximum will be part of the segment.
Maximum undefined All visitor profiles with a value higher than and including the minimum will be part of the segment.
Minimum and maximum undefined All visitor profiles will be part of the segment. Tip: To add all visitor profiles that have a value for the numeric profile property to a segment, use the Profile Property Has Value Range filter. This will only include visitor profiles that have a value for a profile property without the need to specify a certain range.

Negating the range

The range selection can be negated by clicking the word "in range" in the sentence "Number in range". The sentence will change to "Number not in range" and the filter will update accordingly. To switch back, click the words "not in".

Export data

Click Export to export the segment data in comma separated value (CSV) format.

Range filter graph

A line graph shows the distribution of the values taken from the profile property over all profiles. On the horizontal axis the values are shown. On the vertical axis, the number of visitor profiles with that value is shown. If you hover your mouse over a value in the line graph, a popup appears that displays the value and how many profiles contain that value. For example:


The values of the minimum and maximum value fields (i.e. the actual range) are reflected in a highlighted area in the graph.

Zooming in and out of a Range filter graph

You can zoom in on a Range filter in order to more clearly view selected parts of it. The zoom in/zoom out scale appears below the horizontal axis. On the far left and far right parts of the zoom in/zoom out scale there are sliders that you can drag left and right to zoom in.

When you zoom in on a portion of the line graph, the entire graph changes to accommodate the range you select. The minimum and maximum values of the horizontal and vertical axes and the graph itself scale to fit the available screen property.

 

 


Date filter

A Date filter allows you segment visitors on having profile property value that falls within a date range. 

 

You can set a date filter using the following options:

Time Period Description
Date in range / Date not in range The user can use this toggle to indicate if the date has to be in or not in the date range.
Period (enter start and end date) The user can select a start and end date from a calendar in order to define a specific time period. Leave the start date empty to signify "all values before the end date". Leave the end date empty to signify "all values after the start date". If both start date and end date are empty it means "all values".
Last x days The user can enter a value in a numeric field in order to define a specific number of days preceding the current date. If the user enters "0" (zero), then that means all values from today starting at midnight (0:00). If they enter "1", that means all values from yesterday and today. "2" would be all values from 2 days ago up to the present moment, etc.
Next x days The user can enter a value in a numeric field in order to define a specific number of days following the current date. If the user enters "0" (zero), then that means all values from today. If they enter "1", that means all values from today and tomorrow. "2" would be all values from the present moment up to 2 days in the future, etc.

All visitors whose profile property has a date that falls within the specified time period belong to the segment. For example, if the profile property is "Last Visited Date" and the date range is in "Last 30 days", then all visitors who have visited your channels within the last 30 days belong to the segment. If you enter "0" (zero) in the "Last x days" field, then that means all values from today starting at midnight (0:00). If you enter "1", that means all values from yesterday and today. "2" would be all values from 2 days ago up to the present moment, and so on.

Date filter graph

For Date filters, a line graph that shows the distribution of the values taken from the profile property is shown on the right hand side. On the horizontal axis, the minimum/maximum date is shown. On the vertical axis, the number of visitor profiles is shown. If you hover your mouse over a value in the line graph, a popup appears that displays the value and how many profiles contain that date.

If you change the period configuration, you will see a highlighted area in the graph, reflecting your date selection:

Zooming in and out of a Date filter graph

You can zoom in on a Date filter in order to more clearly view selected parts of it. The zoom in/zoom out scale appears below the horizontal axis. On the far left and far right parts of the zoom in/zoom out scale there are sliders that you can drag left and right to zoom in.

When you zoom in on a portion of the graph, the main graph changes to show the date range you select. The minimum and maximum values of the horizontal and vertical axes in the main graph change according to the values appearing in the area you zoom in to.