Overview
Once you've created Segments in the People module, you can manage them in the Segments module.
The Segments module also provides a list of your existing segments along with a bit of information about each:
The Segment name
Segment tags
When it was last modified
When it was created
Who created it
Workflows using the Segment
Segment information can be viewed and updated. Actions can also be performed on the Segment.
Locating and Filtering Your Segments
You can quickly find the Segment you're looking for using the magnifying glass icon. Filter the list of segments by selecting the funnel icon. You can filter by the person who created the segment or by tag(s).
Organizing Your Segments
Organizing By Folders
Create a New Folder
By default, you will have an "All Segments" folder and a "Calculated Segments" folder. However, you can create custom folders to organize your segments.
Click the plus sign icon from the folder menu.
Input a name for the folder and click Submit to save.
Move Segment to Folder
With the folder created, locate the Segment you wish to add to the folder.
Click the three-dot menu to the far right of the Segment.
Select Move to.
Select your folder from the list and click Move to move the Segment into the folder.
Organizing by Tags
Tagging a segment will help you find it later. This is extremely helpful if you have or eventually have an extensive list of segments. Segment tags are specific to the Segments module.
Click Add Tags to the far right of the Segment name.
Choose from the list and click Add.
Once Tags are added, use the filter control to filter the list of Segments.
Renaming a Segment
Click the three-dot icon to the far right of the Segment.
Select Edit Name from the menu.
Type the new name and click Update.
Converting Segment to Calculated Segment
Click the three-dot icon to the far right of the Segment.
Select Convert to Calculated from the menu.
Repeat the steps to convert the Calculated Segment back into a Segment.
Adding & Removing Labels to Students in a Segment
The Segments module allows you to apply a Label to all students in the Segment quickly.
Click the three-dot icon to the far right of the Segment.
Select Add Labels from the menu.
Select the Labels you wish to apply and click Done to save.
The system will begin adding the Labels to each student in the Segment. Allow a few minutes for this process to be complete.
To remove a Label, follow the same process. Select "Remove Label" from the menu.
Exporting a Segment
If you need to export your segment, you can do so quickly from the Segments Module.
Click the three-dot icon to the far right of the Segment.
Select Export.
Get step-by-step instructions for starting an Export via the Segments module.
Deleting a Segment
This will permanently delete the Segment, but all student records formally in the Segment will still exist.
Click the three-dot icon to the far right of the Segment.
Select Delete from the menu.
