Share segments
Depending on your permissions, you can share segments with your whole organization, groups, or individual users.
When should you share segments with the entire company versus just a group of users or individuals? Here are some best practices you might follow:
-
As an Admin, share a segment with All if it’s of use to the entire company and everyone is comfortable using it. In this case, you should also consider making it an approved segment.
-
As an Admin, share a segment with a specific Group if the segment provides good business value for that team. Do not officially approve this type of segment.
-
As an Admin or an individual user, share a segment with other individuals to vet and validate a segment. If it doesn’t prove useful, it can be discarded. Do not officially approve this type of segment.
-
In the Segment Manager, mark the checkbox next to the segment you want to share. The segment management tool bar appears.
-
Click Share .
If you are an Admin, you can select All or choose from Groups and Users in your organization. As a non-Admin, you can see only individual users. Use the Search field to search for groups or users. 1. Click Share.
The Shared icon appears next to the segment:
-
You can filter on segments shared with you by going to Filters > Other Filters > Shared with Me.