Segmentation & insights

Once you've started collecting data, a customer success manager will train your team on BlueConic's robust segmentation capabilities and insights dashboards as part of onboarding services.

For the first part of this training session, we'll spend a bit of time with the segment builder tool before moving on to the segment discovery and segment overlap insights. After explaining these three methods of analyzing and building segments, we'll show how insights dashboard widgets can be filtered to gain a better understanding of behaviors within those segments.

Build as many segments as you need. You'll be able to view the exact number of profiles that match your criteria as you define the segment. Moving forward, users will be matched into segments or removed from them dynamically in real-time.

Segment builder

 

Segment discovery

Segment overlap

Insight widgets

At your disposal, you have dozens of insight widgets that can be added to dashboards to monitor segment growth, behaviors, and measure success of dialogues. We'll show examples of several and take questions from your team to ensure everyone feels comfortable building their own dashboards. 

You can explore this area by creating a new dashboard and adding insight widgets any time.