Segment and Engagement

This document provides information on how to retrieve user details from Customer One View based on segments and engagements.

Segments and Engagements

Step 1: Go to > Customer One view

Step 2: Enter the user Name/ID in the search bar

Step 3: Navigate to > Segments and Engagements

The tiles under Segments and Engagements show the overall information about the particular user, like the number of Segments and Engagements in which the user has involved user is involved along and the number of Leads and Conversions for any particular user. By clicking on View Product beside the number of leads and conversions, you can get details like product name and Conversion/lead counts for the corresponding products.

No. of Conversions

Shows the total number of conversions for the products. By clicking View Product, you can check the products for which the conversions took place.

No. of Leads

Shows the total number of Leads for the products. By clicking on View Product, you can check the products for which the Leads occurred.

Past Engagements

Past Engagements shows the engagements in which the user participated in the past but is not currently active. By entering the engagement name in the search bar along with the date range in calendar, one can find the details of that particular engagement, like Engagement ID, Engagement Name, Segment ID, Channel, Type, Attempted and Actions Received.

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