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Using Segment Data in Dashboards

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About Using Segment Data in Dashboards

You can use segment membership in your CX Dashboards, making decisions and gathering insights based on which contacts belong to which segments.

Segment datasets are separate from directory contact datasets by default, but can be joined together.

Mapping Segment Data to Dashboards

Segment data can show you how many people are members of each segment in your directory.

Segment data can be used with both data mappers and data models.

  1. Make sure you have at least 1 segment in your directory.
    segments tab of XM directory
  2. Go to Directory Settings.
    Dashboard setup page of XM directory settings

    Qtip: If you have multiple directories, make sure you’re in the same directory that has the specific segments you want to report on. If you want to report on segments from multiple directories, you will need to repeat these steps for each directory.
  3. Go to Dashboard setup.
  4. Under View contact segment membership data in dashboards, select Publish dataset.
  5. You can now map segment data to a dashboard using either a data model or the data mapper.
    Create a dataset page
  6. Segment data will be listed under External Datasources and have “segments” in the name.
    adding a dataset to a dashboard and one has segments in the name
Qtip: The screenshot above shows the data mapper. If you’re using a data model, it may look different, but segment data will still be listed under External data sources.

Joining Segment Data with Contact Data

Joining segment and contact data lets you report on more contact information than using segment data alone. For example, you can:

  • Identify specific contacts who belong to each segment.
  • Analyze additional embedded data associated with the contacts in each segment.
Example: You create a dashboard showing that members of the Enterprise segment are more likely to give high CSAT ratings than members of other segments. You can then look at other data, such as Store Locations and Customer Support Teams these contacts interacted with, to try to narrow down the cause.
  1. Go to Directory Settings.
    Dashboard setup page of directory settings
  2. Open Dashboard setup to make sure both segment and contact data are enabled.
    Qtip: See more details on configuring contact data fields.
  3. Create a data model.
    Creating a join
  4. Add a contact data source.
    Attention: We highly recommend adding the contact data source first, so it appears on top. This is due to how left outer joins work.
  5. Add the segment data data source.
    Qtip: Filter for Directories to find contact data and External to find segment data. You can also search data sources by name.
  6. Create a join.
  7. For Right input, select the segment data source.
  8. Use contact ID as the join condition for both columns.
  9. Complete your dataset.

Using Segments in Dashboard Filters (Legacy)

Attention: Modifying these settings may pause dashboard updates for a short time.

Once you have created segments in your directory, you can use these segments to build filters and widgets in your CX Dashboards. You just have to enable them first.

Qtip: This setup works best if your dashboard data pulls from a survey that was distributed through some kind of mailing list (email, SMS, personal links, authenticator, etc.) as opposed to the anonymous link.
  1. Go to the dashboard where you want to be able to filter by segments.
  2. Select the settings gear.
    Button that says Settings and has a gear icon
  3. Go to Directory Segments.
    Directory segments section of the dashboard settings
  4. Select Filter by directory segments in this dashboard.
  5. Select the directory the segments are saved in.
  6. Click Apply.

Once this finishes loading, you will see Segments mapped in your dashboard data. You will then be able to add segments to widgets or add dashboard filters.

Attention: Segments can be added to a maximum of 8 dashboards. To remove a segment from a dashboard, please reach out to Qualtrics support.
Attention: For responses collected before Feb 1, 2020, the dashboard will not immediately show the segments the contacts belong to until the data has been fully processed. This process can take a few days before data will appear.