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Completed

Always apply a given segment by default, instead of all users, per view

Olivier VIT 3 months ago in Analytics updated by Stéphane Hamel 3 months ago 8

Some customers are highly exposed to spam data / bots for example, or have a very small number of customers that can distord data by being recurring buyers with very high basket amounts
It can then be required to exclude such trafic, and most of the time the only way is to apply a segment (this works mostly for 360 customers). But end users can forget to apply that segment and then sometime be confused while looking at unfiltered data.

Da Vinci could help ensure that a given segment is always applied when looking to a given view, in place of "All Users"
=> always enable that segment

=> warn when the segment has been disabled in the current report

What do you think ?

Answer

+1
Answer

I have changed the icon to use a pushpin instead.
The proposed label would be too long for the size of the popup - so I will just use "Pin/Unpin as default"
Clearing the default is as easy as "unpinning" it, or pinning another one.

GOOD, I'M SATISFIED

Hi Stéphane

Sounds good !

What about "Pin as default segment on that View" ?

Or "Persist as default segment on that View" ?

And how do you imagine to Clear it and restore "All Users" as default ?

Satisfaction mark by Olivier VIT 3 months ago
Under review

When picking segments, I could add a little "pin" marker to make those sticky, so you could actually have more than one segment always pre-selected. Would that work?

I would believe that the issue is mostly to always replace the "All Users" by a given segment, and make it visible in the GA UI that it is being applied or that it is NOT applied.
Not sure there is the need to have multiple segments at the same time

I will see what is reasonably possible not to confuse users - also, wether the segment should be applied across all views, or just the specific one you are looking at (and then... what if the custom segment doesn't exist for some views, etc.). Simple things tends to quickly become more complex ;)

Sure
In my opinion it should be only applied per View
Like a "make that Segment sticky on that View" dialog in the segment scorecard zone ?

To be discussed with more users ?

Planned

Yes, right - and there are other features that I might turn into view-specific (or property specific) features instead of globally applied.

Completed

It will be available in the next release!

The little pop-up menu available for each segment will show an option to set a single Segment as the default one (replacing the "All Users" one). This will be set on a per-property basis.

I have also improved the handling of the "clear segments".

Hi Stéphane,
Looks good !

Some feedback anyway 
What about
"Pin as default segment on that View" ?
"Set as default segment on that View" ?
To make it explicit it applies on that View only ?
What about a pin icon instead ?

How do you imagine to offer to Clear that setting once active ?

+1
Answer

I have changed the icon to use a pushpin instead.
The proposed label would be too long for the size of the popup - so I will just use "Pin/Unpin as default"
Clearing the default is as easy as "unpinning" it, or pinning another one.