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Segments Overview (Tools Tab)

Updated

Segments are used to organize and group users for audience targeting and analysis. These segments can be first-party user groups or composite segments created from a combination of existing segments.

Segments Dashboard

The main Segments dashboard under the Tools tab displays all available segments, their assigned lifetime (in days), and the number of active users within each segment.

You can search segments by name using the lookup field and sort by various metrics. From this view, you can also access options to edit, link, or delete each segment.

Creating a New Segment

Click the green Create button to build a new segment. There are two segment types:

1. Standard Segment

A basic segment based on user data.

Fields:

  • Name (required): The name for the segment

  • Lifetime (required): Duration in days that a user remains in the segment

  • Tags: Optional metadata to help organize segments

2. Composite Segment

Built from existing segments using logic operations.

Additional Fields:

  • Composite Segment: Toggle ON

  • Set Type: Choose between Intersection, Union, or Complement

    • Intersection: Users must be in all selected segments

    • Union: Users in any selected segment are included

    • Complement: Users in the selected segment(s) are excluded

  • Segments: Choose existing segments to build your logic

Once created, the segment will appear in the dashboard list and can be used for campaign targeting or reporting.

3. Grant Access to Advertisers

After the segment is created, it must be assigned to the advertisers who should be allowed to use it:

  1. In the Segments Dashboard, find the segment and click the Edit icon

  2. Click the Access tab next to the basic settings

  3. Select the advertisers from the dropdown and click Allow Access

Once access is granted, the advertiser will appear in the approved list below. Advertisers without access will not be able to view or target the segment.

4. Attach the Segment Pixel to a Source in the SSP

Once you’ve generated the segment pixel (via Get Code) and granted advertiser access, it must be deployed within the SSP to ensure it fires when users encounter the content.

To attach the segment code to a Source:

  1. Navigate to Sources from the main menu

  2. Select the source to which you want to attach the segment

  3. Click into the Advanced Settings tab

  4. Scroll down to the 3rd Party Trackers section

  5. Click the + Tracker button

You’ll see three required fields:

Event Type

This setting determines when the segment pixel is triggered. While multiple options are listed in the interface, only the following event types are currently supported and functioning reliably for third-party tracking pixels:

  • Impression

  • First Quartile (25% completion)

  • Midpoint (50% completion)

  • Third Quartile (75% completion)

  • Complete View (100% completion)

  • Ad Started

  • Skipped

We recommend using only the supported options above to ensure proper segment tracking and avoid data discrepancies.

Traffic Score

Leave as 100 unless otherwise directed.

URL

Paste the segment pixel URL here.

  1. Click Save to apply the changes.

🔄 Once configured, the segment will fire on the selected event(s), populating users into the defined segment.