Member segments allow you to analyze data by grouping members based on their properties, giving you more targeted insights into your organization. By creating segments, you can filter recognition, rewards, and survey data and categorize members according to specific criteria to better understand various demographics, trends, performance, etc.
By using segments, you can:
Target specific groups within your organization for more precise analysis.
Uncover insights that help improve decision-making.
Track trends or performance across different departments, job titles, or custom properties.
Creating a Segment
Segments are built by selecting one or more member properties (such as Job Title, Work Location, Date of Hire, etc.). This helps you narrow down your data to focus on particular groups within your organization. For example, you could create a segment for members in a specific office location or those with a certain role.
Combining Member Properties with Logic Statements
When creating a segment, you can combine multiple properties using AND or OR logic:
AND Logic: Use this to include members who meet all the selected criteria. For example, you can segment employees who are in the marketing department AND were hired after a certain date.
OR Logic: Use this to include members who meet at least one of the selected criteria. For instance, you can segment employees who are either in the marketing department OR the sales department.
This flexibility allows you to build complex filters and gain a deeper understanding of your organization based on multiple criteria.
Segment Updates
Segments are automatically updated every 24 hours, ensuring that your data is always up-to-date and reflects any changes in member properties.
How to Access Segments
Open the Web App.
Go to Channel Settings, then the Segments section.
