Segments
Group campaigns by purpose — Acquisition, Remarketing, Brand, anything you choose. Reports of type Segments roll up by these tags instead of raw campaign names.
A segment is a label you create per organization and apply to campaigns. Each segment has a name, a code, a colour, and an icon. When you build a Segments report, every campaign tagged with the same segment rolls up into one row — so you see "Acquisition: $24K spend, 3.8× ROAS" instead of every individual campaign separately.
You manage segments at the Segments page.
What you'll see
The segments page lists every segment defined for the active organization. For each row:
- Colour swatch — the dot you'll see in reports.
- Name — what the segment is called.
- Icon — small glyph for quick visual recognition.
- Code — short uppercase identifier; unique within the organization. It also drives automatic assignment (below).
- Action — edit or delete.
The toolbar has Add segment to create a new one. Segment lists are typically short (5–15 entries per organization).
Creating a segment
Click Add segment. The segment modal opens with these fields:
- Name (required) — the human-readable label, e.g. Acquisition, Brand, Retention.
- Code (required) — a short uppercase identifier, e.g.
ACQ,BRAND,RET. Must be unique within the organization. - Colour — pick from the presets or set a custom hex. The colour shows up everywhere the segment appears.
- Icon — pick from the icon picker — appears next to the name in tables and chips.
Click Save and the segment is created. It immediately becomes available in the Campaigns page for tagging.
Automatic assignment by code
The segment's code isn't just decoration — it's a working mechanism. During each sync, any campaign whose name contains a segment's code automatically gets that segment assigned. Name a campaign ACQ | Search - Non-brand and it lands in your Acquisition segment without anyone touching the Campaigns page.
This means:
- If your team already puts consistent tokens in campaign names, matching your segment codes to those tokens tags everything for you — including campaigns created in the future.
- Manual and bulk assignment on the Campaigns page still work exactly as before, and a campaign can carry several segments.
Editing and deleting
- Edit opens the same modal pre-filled. You can change name, colour, icon, code; existing campaign assignments are preserved.
- Delete removes the segment. Campaigns previously tagged with it lose the tag (the campaigns themselves are unaffected). In reports, campaigns left without any segment fall into the Unknown bucket. Deleting requires its own permission — Delete Segments — separate from Manage Segments.
A worked example
A typical e-commerce performance setup:
| Segment | Code | Colour | What goes in it |
|---|---|---|---|
| Acquisition | ACQ | Red | New-customer prospecting (Search non-brand, social cold audiences) |
| Remarketing | REM | Blue | Visitors / cart abandoners |
| Retention | RET | Purple | Existing-customer LTV plays |
| Brand | BRAND | Amber | Branded search, brand awareness video |
| Awareness | AWA | Pink | Top-of-funnel reach |
Once these are defined and campaigns are tagged — automatically by code or by hand on the Campaigns page — a Segments report shows performance rolled up exactly along these lines.
What this page is not
- Not a place to bulk-tag campaigns. Manual tagging happens on the Campaigns page (though code-based auto-assignment covers most of it).
- Not a global registry. Each organization owns its own segments.
In this section
- Creating a segment — fields, colour and icon picker, code constraints.
- Managing segments — editing, deleting, and what happens to tagged campaigns.
- Examples — common segment taxonomies for performance and brand work.