# Creating and managing Segments
**A segment is a group of visitors that share characteristic traits that shouldn’t change throughout different sessions and over time**. It can be a common interest in a specific product line, a purchase habit, or a specific device.
Once created, a segment can be used as the specific targeted traffic for your campaigns (for Tests but more specifically for Personalizations).
You'll find the [**Segment** ](https://app2.abtasty.com/library/segment-list)list in the **Library** section of the main navigation of the AB Tasty application.
Please refer to this article to learn [**how to create a segment**](/web-experimentation-and-personalization/targeting-step/how-to-create-a-segment-who-section.md) and find the **entire list of available segment criteria** [**here**](/assets-library/creating-and-managing-segments/list-of-segment-criteria.md).
## Creating Segments
You can create segments from the Segment page:
* **From blank by clicking the Create segment button:** the Segment Builder is displayed to start building a new segment from scratch. For more information about segments creation, please refer to the article [**How To create a Segment**](/web-experimentation-and-personalization/targeting-step/how-to-create-a-segment-who-section.md).
* From templates in the [**Templates**](https://app2.abtasty.com/library/segment-template) tab: click *use* on any of the available template to open the segment builder with pre-added segment and pre-configured information.
You may not have access to all segments, depending on your plan. You can still test those you can't access but you won't be able to use them for your campaigns unless you upgrade your plan.
You can also create segments directly in any campaign, in the dropdown of the Who section of the [**Targeting step.**](/web-experimentation-and-personalization/targeting-step.md)
Using and creating Segments in the campaign Targeting Step
### Creating a Segment with Content Interest recommendations
In case you don't know where to begin or which segment to approach via AB Tasty, we have developed a feature to provide you with relevant [**recommendations**](/assets-library/creating-and-managing-segments/segments-recommendations.md)**.**\
[**Segment recommendations**](https://app2.abtasty.com/library/segment-recommendation) is an in-house tool designed to help you get started with building personalization or test campaigns by suggesting interesting segments to activate.\
You can access it by clicking the **Recommendations** tab:
This use case uses our AI-based [**Content Interest targeting criterion**](/assets-library/creating-and-managing-segments/list-of-segment-criteria/content-interest-criterion.md), which allows you to create segments based on the interests of your website visitors. **Each week, we display** **the top 10 recommendations in terms of keywords**.
The ranking of the keywords is based on a score calculated from the following metrics:
* **Number of views of each keyword** (i.e., the number of occurrences within page titles)
* **View rate of each keyword** on the total number of page title occurrences
* **Transactions** - The sum of transactions for all products with names containing the keywords
* **Transaction rate** - The number of transactions for keyword-related products on the total number of transactions
The highest-scored keywords are displayed to give you an idea of the hot topics of interest on your website and to inspire potential campaigns based on those interests. If you want to explore the keywords further, you can go directly to the segment builder to browse all the keywords detected by the service in the past weeks.
### Creating a Segment with Templates
[**The Templates tab** ](https://app2.abtasty.com/library/segment-template)provides you with segment suggestions through specific templates.\
AB Tasty provides **22 pre-made templates** to ease your segment creation and inspire you on the most-used cases for Test and Personalization campaigns. You can go through our suggestions by scrolling the list or choosing specific criteria categories (with the “all segmentation” dropdown) and business categories (with the “all categories” dropdown).\
Each card represents a specific premade template. By clicking on the card, it will open the Segment Builder for you to validate the segment configuration we suggest, and to save the segment to finally create it.
Below, you’ll find the content that makes up the different templates we offer. For a more detailed overview, please refer to our [**segment criteria**](/assets-library/creating-and-managing-segments/list-of-segment-criteria.md) documentation.
| **Templates** | **Criteria used in the template** | **Suggested value** |
| ----------------------------------- | ------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------ |
| **Disengaged** | Engagement level | Is disengaged |
| **Returning visitors** | New/Returning visitors | The visitor is returning to your website |
| **Visitors who need Competition** | EmotionsAI | The visitor need competition |
| **Visitors who need Safety** | EmotionsAI | The visitor need safety |
| **Cart abandoner visitors** | Cart abandonment | The visitor has abandoned their cart |
| **Geolocated visitors** | Geolocation | Is {the value that matches best your specific context} |
| **Tablet visitors** | Device | Is tablet |
| **Desktop visitors** | Device | Is desktop |
| **Mobile visitors** | Device | Is mobile |
| **Non-buyer in the month** | Purchase frequency |
Less than 1 times Within 1 month
|
| **New visitors** | New/returning visitors | Is New |
| **Wanderers** | Engagement level | Is Wanderers |
| **New recent visitors** |
Days Since First
Session
| The number of days elapsed since the first session is equal or lower than 7 |
| **Coupon lovers** | Purchase Frequency |
More than 0 time
Within 1 month
Coupon has been used
|
| **Buyers this month** | Last purchase | Within 31 days |
| **One-time shoppers** | Last purchase | Within 31 days |
| Number of sessions | = 1 | |
| **Specific delivery method** | Purchase frequency |
More than 1 time
Within 1 month
Delivery method is {the value that matches best your specific context}
|
| **Big spenders in the month** | Purchase frequency |
More than 1 time
Within 1 month
The amount is more than {the value that matches best your specific context}
|
| **Content interest** | Content interest |
Past Week
The amount is to be searched in the search bar
|
| **Loyal clients** | Engagement level | Is loyal |
| **Valuable visitors** | Engagement level | Is valuable |
| **Visitors who need Understanding** | EmotionsAI | The visitor needs understanding |
## Managing Segments
### Information
The [**Segment page**](https://app2.abtasty.com/library/segment-list) is by default on the “**All**” tab, which is a category for all the available and relevant segments that have not been archived or deleted.
In the “**Archived**” section, you will find the list of all the segments that you manually archived from the beginning of your account activity. The archive option can be used to put aside segments (without permanently deleting them) that you know are not relevant to your short- or midterm testing or personalization strategy, but could be relevant again in the future.
Segments table
In the list, you will find the following information about each segment:
* **The segment name**: Each segment needs to have a declared name when it is created.
* **Traffic share:** calculation based on the past 180 days for segments including the Last Purchase and/or Purchase Frequency criteria and on the past 30 days for all other criteria.\
The percentage of total traffic is the traffic percentage which your segment represents compared to the total visitor traffic on your website within the last month. In other words, the number of visitors from the segment divided by the total number of visitors within the last month.
* **Transaction rate:** Calculation based on the past 180 days for segments including the Last Purchase and/or Purchase Frequency criteria and on the past 30 days for all other criteria.\
If the transaction tag has been placed on the website, this coincides with the segment’s transaction rate. In other words, the percentage of visitors who made a purchase out of all the visitors belonging to this segment.\
If several transaction tags have been placed, this coincides with the overall transaction rate.
* **Last update:** The date of the last update made to that segment, which is used to rank the segment in the list.
* **Status:** If a segment is used inside the targeting configuration of a campaign, you will have a dedicated label that highlights the number of campaigns using the segment.
### Actions
You can **`edit`**, **`duplicate`**, **`delete`**, **`archive`** or **`create a campaign`** from an existing segment from the segment list (Segment page) or from the dropdown menu of the Targeting step of your campaign. These options are accessible by hovering over the segment you want to change:
Segment overview and other actions (on hover in the Targeting Step)
To `edit` an existing segment, click the pen icon to open the [**Segment builder**](/web-experimentation-and-personalization/targeting-step/how-to-create-a-segment-who-section.md), which is the interface to configure your segment. You can then modify the name of your segment or its configuration. Click **Save** at the bottom right of your screen to record your changes.
If your segment is currently being used in a live campaign or is live in QA, you won’t be able to save any modifications. In this case, you’ll see a yellow disclaimer with the details of the campaigns that are using the segment and are currently live or live in QA. To make edits to this segment you should pause the ongoing campaigns or duplicate the segment to create a new one with the same configuration that you can freely edit.
* To `delete` an existing segment, you can click on the trash icon. A confirmation pop-in will ask you to confirm that you want to delete the selected segment. Click **Delete** to confirm or **Cancel** to return to the previous screen.
* To `duplicate` an existing segment, click the duplicate icon. The selected segment will be duplicated and appear just under the selected one in your dropdown list. You can now edit the new segment and change its name and configuration.
{% hint style="info" %}
You can’t delete a segment that is already being used in a live campaign or is live in a QA campaign.You need to pause the campaigns that use this segment to be able to delete the segment from your account.
{% endhint %}
From the segment list (Segment page), you can also:
* `Archive`: Click, and the segment will be moved to the Archive section of the segment page.
* **`Create new campaign`**: Hovering over this call to action, AB Tasty will allow you to choose between creating a Test or a Personalization campaign. Depending on which option you’ll choose, you will be sent through the Test or Personalization campaign creation process.
## Using Segments
### General usage
To use a segment that has already been configured in the [**"Where section" of the targeting step**](/web-experimentation-and-personalization/targeting-step.md) of any campaign, you can find it directly in the dropdown list, in the “saved segments” category:
Using Segments in the campaign Targeting Step
Click any segment to select it for your campaign. Once selected, the segment setup is complete. You can then save your **Targeting** configuration by clicking **Save** on the bottom right. You can select multiple segments.
Segment targeting will apply to your whole A/B Test, meaning the original variation (V0) and all subsequent variations (V1, V2, and V3 for an A/B/C/D test, for example) will be targeted to the same audience defined by your segment configuration.
For example, if you create a campaign targeting your engaged visitors only, the A/B Test will be triggered only if AB Tasty recognizes the trait “engaged”, with a random chance for visitors to see the original, V1, V2, or V3.
### Single-page Experiences vs. Multipage Experiences
* For **A/B Tests and Simple Personalizations** you’ll have to define ***one single segment*** for your campaign as these types of campaigns have only one “experience” (one type of new content generated with AB Tasty to display).
* For **Multipage Tests, Multivariate Tests, and Multipage Personalizations,** you’ll have to define **one segment for each “experience”**. But keep in mind that the right methodology is to use **exactly the same segment in each page** of multipages tests, multivariate tests and multipages personalizations.
* For **Multi-experience Personalizations**, you SHOULD use **one different segment per experience**.
Use the same segment on **Multipage Tests**,**Multipage Personalizations,**and **Multivariate Tests** to ensure the continuity and visibility of all experiences during the visitors’ navigation. Use a different segment for every experience of your **Multi-experience Personalization** campaign, since the objective of this kind of campaign is to display different messages to different audience segments while preserving the rule of one visitor/one message, even for visitors who match several segments.
Always use the dropdown menu on the **Targeting** page to switch between experiences and set up segments for each one.
AB Tasty also offers a [**Replicate**](/web-experimentation-and-personalization/targeting-step/how-to-use-the-replicate-targeting-option.md) option that allows you to replicate the full targeting setup or one part of the targeting setup of any experience in another experience, or in all experiences. For more information about the Targeting, refer to this [**article**](/web-experimentation-and-personalization/targeting-step.md).
## Data Collection
AB Tasty starts collecting your visitor's browsing data (sessions, page views, behavior) as soon as the generic tag is integrated into your website.
Each visitor is assigned an AB Tasty cookie with a unique visitor ID when they go to your website and accept cookies. This cookie is valid for 13 months unless the visitor uses incognito browsing or clears their cookies. We store the navigation data and specific custom data generated by the tag (for instance the visitor attributes) inside the ABTasty cookie and through the tag mediation.
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