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[DOCS-14640] Add account segments documentation (#37603)
* Add account segments documentation to segmentation page * Address review feedback on account segments doc * Apply suggestions from code review Co-authored-by: Joe Peeples <joe.peeples@datadoghq.com> --------- Co-authored-by: Joe Peeples <joe.peeples@datadoghq.com>
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content/en/product_analytics/segmentation/_index.md

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## Overview
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Segmenting helps you focus on specific user groups based on characteristics or behaviors. This allows you to uncover insights, identify trends, and make data-driven decisions about your product.
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Segmenting helps you focus on specific groups of users or accounts based on characteristics or behaviors. This allows you to uncover insights, identify trends, and make data-driven decisions about your product.
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For example, you can segment users by purchase amount, by activity within a specific country, by trial status, or by users who started a trial and later converted to paying customers.
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For example, you can segment users by purchase amount, by activity within a specific country, or by trial status. You can also segment accounts by attributes like annual recurring revenue (ARR) or start date.
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After creating a segment, you can reuse it across charts and dashboards to compare how different groups of users behave.
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After creating a segment, you can reuse it across charts and dashboards to compare how different groups behave.
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## Build a segment
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To create a segment:
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1. Navigate to **[Digital Experience Monitoring > Product Analytics > Segments][1]** and click **Create Segment**.
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1. Navigate to **[Digital Experience Monitoring > Product Analytics > Users > Segments][1]** and click **Create Segment**.
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1. Then, select a data source:
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- [Product Analytics data](#segment-pana): Define users based on their activity in your product.
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- [CSV file](#segment-csv): Upload a predefined list of users.
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1. Under **Define your audience**, select the type of profiles to include in the segment:
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- **Users**: Create a segment of individual users.
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- **Accounts**: Create a segment of accounts (organizations).
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{{< img src="product_analytics/segmentation/segments_data_source.png" alt="A view of the Users and Segments page with the option to select Product Analytics or a CSV file as a data source." style="width:55%;">}}
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{{< img src="product_analytics/segmentation/segments_define_audience.png" alt="The Create A New Segment page showing the Define your audience section with Users and Accounts options, and the Define your segment section with Filter Builder and Importing with CSV tabs." style="width:55%;">}}
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<div class="alert alert-info">A segment returns either user or account profiles, not both.</div>
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{{% collapse-content title="Using Product Analytics data" level="h4" expanded=false id="segment-pana" %}}
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To create a segment using Product Analytics data:
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1. Select **Product Analytics** on the **[Create a new segment](https://app.datadoghq.com/product-analytics/segments/create)** page.
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1. Select **Product Analytics** on the **[segment creation page](https://app.datadoghq.com/product-analytics/segments/create)**.
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2. Select a **condition** for the users in the segment:
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- **performed event(s)**
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- **have attribute(s)**
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- **have attribute(s)**: includes any custom attributes you've imported. To import custom attributes, see [User and Account Profiles][4].
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<div class="alert alert-info"> You can also define a segment that includes both conditions.</div>
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3. Add **filters** to focus on specific users, like those in a particular country or who signed up in the last 30 days.
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In the following image, the segment is filtered to all users who were on the `/cart` page and then clicked the checkout button (and did so from Brazil) within the same session in the past week:
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The following image shows a segment filtered to users from Brazil. The segment captures users who were on the `/cart` page and clicked the checkout button within the same session in the past week:
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{{< img src="product_analytics/segmentation/pana_example_users_brazil_3.png" alt="Segment page filtered to all users from Brazil who were on the `/cart` page and clicked on the checkout button." style="width:100%;">}}
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<div class="alert" style="background: #f2ecfc">
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<h3 class="text-black">Example: See users who dropped before buying</h3>
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<p class="text-black">With the filtering and segmentation capabilities on the <strong>Users & Segments</strong> page, you can determine, for example, which users almost bought an item, but dropped before checking out. <br><br> To begin, you can first filter your users on the <a href="https://app.datadoghq.com/product-analytics/profiles">User Profiles </a> page, then add additional event properties using the <strong> Create Segment</strong> button:
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<p class="text-black">The <strong>Users & Segments</strong> page lets you determine which users almost bought an item but dropped before checking out. <br><br> To begin, filter your users on the <a href="https://app.datadoghq.com/product-analytics/profiles">User Profiles</a> page, then add additional event properties using the <strong>Create Segment</strong> button:
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{{< img src="product_analytics/segmentation/segment_create_button_0.png" alt="Definition of a segment grouping people who almost bought an item." style="width:100%">}}
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Or, directly click <strong>Create Segment</strong> to select your data source:
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{{< img src="product_analytics/segmentation/segments_data_source.png" alt="A view of the Users and Segments page with the option to select Product Analytics or a CSV file as a data source." style="width:55%;">}}
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On the <a href="https://app.datadoghq.com/product-analytics/segments/create">Create a new segment</a> page, add the properties specifying the users: <br>
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who **viewed** the <code>/cart</code> page <br>
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**then** <code> did not</code> <br>
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perform the **action** of <code> click on CHECKOUT</code> <br>
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On the <a href="https://app.datadoghq.com/product-analytics/segments/create">segment creation page</a>, add the properties specifying the users: <br>
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- who **viewed** the <code>/cart</code> page <br>
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- **then** <code> did not</code> <br>
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- perform the **action** of <code> click on CHECKOUT</code> <br>
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{{< img src="product_analytics/segmentation/user_profile_example_1.png" alt="Definition of a segment grouping people who almost bought an item." style="width:80%">}}
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{{% collapse-content title="Importing CSV files" level="h4" expanded=false id="segment-csv" %}}
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If you already have a list of users, for example, from a survey, experiment, or CRM, you can upload it as a CSV file and turn it into a segment.
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If you have a list of users from a survey, experiment, or CRM, upload it as a CSV file to turn it into a segment.
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To create a segment using an uploaded list of users from your own file:
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1. Select **CSV File** on the **[Create a new segment](https://app.datadoghq.com/product-analytics/segments/create)** page.
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1. Select **CSV File** on the **[segment creation page](https://app.datadoghq.com/product-analytics/segments/create)**.
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2. Click **Browse files** to upload your CSV file.
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The file needs a column containing either user IDs or user emails so the data can be mapped with the `usr.id` or `usr.email` attributes in the Product Analytics platform.
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The file needs a column with user IDs or user emails to map with the `usr.id` or `usr.email` attributes in Product Analytics.
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The following example maps the Product Analytics attribute `@usr.id` to the column named `id` in the CSV file.
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{{< img src="product_analytics/segmentation/segment_link_csv.png" alt="A view of the CSV import page showing the options for mapping your file to Product Analytics attributes." style="width:80%">}}
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{{% /collapse-content %}}
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{{% collapse-content title="Account segments" level="h4" expanded=false id="segment-accounts" %}}
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Account segments group accounts—such as organizations or companies—based on their attributes or the events their users performed. Use them to analyze groups like accounts with ARR over a specific amount or accounts that adopted a specific feature.
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To create an account segment:
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1. Select **Accounts** under **Define your audience**.
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2. Under **Define your segment**, select a method:
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- **Filter Builder**: Add conditions to filter accounts by attributes or events.
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- **Importing with CSV**: Upload a predefined list of account IDs.
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**Filter Builder**
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Add one or both conditions:
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- **Performed events**: Matches accounts where at least one user performed the specified event.
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- **Have attributes**: Filter by account properties such as ARR, start date, account IDs, or any imported account attributes. To import custom attributes, see [User and Account Profiles][4].
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**Importing with CSV**
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Upload a CSV file with a column containing account IDs. The account IDs map to the account ID attribute in Product Analytics.
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{{% /collapse-content %}}
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## Use segments across Product Analytics
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### In Pathways
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### In Analytics Explorer
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Filter the Analytics Explorer visualization to see how a segment uses your product. The following example shows a list of users in the "Premium Shopist Customers" segment who were active in the last month, organized by the total number of events.
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Filter the Analytics Explorer visualization to see how a segment uses your product. The following example shows users in the "Premium Shopist Customers" segment who were active in the last month, organized by total events.
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{{< img src="product_analytics/segmentation/segment-analytics-explorer-3.png" alt="Show a list of users in the Premium Shopist Customers segment who were active in the last month, organized by the total number of events">}}
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### In Funnels
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Filter a funnel to a specific segment, or compare multiple segments side by side to see how conversion rates differ between groups.
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- To filter a funnel by segment, select **Filter by** and choose your segment.
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- To compare segments, select **Compare**, then choose **By property or segment** and select the segments you want to compare.
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{{< img src="product_analytics/segmentation/filter_by_segment.png" alt="A funnel analysis filtered by a user segment." style="width:100%;">}}
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### In Retention
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Apply a segment to a retention analysis to measure how well a specific group of users returns to your product over time. When building a retention graph, select a segment under **Define users** to scope the analysis to that group. You can also use the `group by` function to break down retention across event attributes, such as device type or country.
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{{< img src="product_analytics/segmentation/retention_analysis_segments.png" alt="A retention analysis scoped to a user segment." style="width:100%;">}}
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## Further reading
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{{< partial name="whats-next/whats-next.html" >}}
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[1]: https://app.datadoghq.com/product-analytics/segments
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[2]: /integrations/guide/reference-tables/?tab=manualupload#validation-rules
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[3]: https://app.datadoghq.com/product-analytics/profiles
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[4]: /product_analytics/profiles
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