Segment Management

This page will cover the management of a segment once it has been created.

Segments can be accessed through individual selection (providing the Segment Summary) via the Segment Table.

Once in the Segment View, the toolbar on the top right of the main screen allows the user to edit, copy to add, archive or delete the segment.

Editing a Segment

Selecting the edit tool (the pencil icon) opens the segment creation tool with the details of the selected segment loaded.

The segment can be edited similarly to Creating a Segment. Depending on the Segment Status, various entries may be closed to editing to the user.

Copying a Segment

A segment may be copied using the copy to add icon.

This functionality will open what is a new segment (see segment creation) with entries pre-filled with the copied segments information. As segments must be unique for certain fields, the copied segment may require changes, such as a unique segment name, prior to saving.

Changes may also be made to the copied segment, as with editing (see above), should such be required.

Archiving a Segment

If the segment status allows for the action, a segment may be archived by selecting the box icon and confirming the archive action.

Segments that are in use will not be available for archiving, and the archive function will not be not be available.

Deleting a Segment

Like the archive function, the delete function is only available to segments of a certain status (Available).

A segment may be deleted by selecting the bin icon and confirming the delete action. This action removes the segment from the FunnelManager interface but not the segment record.

Deleted segments are removed on a quarterly basis from the segment record. Should retrieval be required, Teavaro Support should be notified as soon as possible, as the segment may still be available.