¶ Segments
The Segments Dashboard allows you to navigate the various segments you and others have created inside your organization. Segments are designed to allow you to look at your people data in a variety of ways and to use those segments to filter and trigger communications, and limit access to things like forms, education, events, etc.
¶ Seaching/Filering Segments
You may search on any aspect of the segment name. Just begin typing and the results will filter as you type. You may also filter by Status (Drafted, Published, or Retired), and by Category. This will allow you to limit the segments that appear in the segments dashboard. By default, your segments will be initially filtered by Drafted and published.
¶ Creating New Segments
To create a new segment, click on the - - icon in the upper right corner of the Segments dashboard. This will cause the Create A New Segment window to slide out from the right side of the screen. In order to begin adding segment filters, you need to provide a Segment Name, provide a description, select its Visability (Global or Just Me), and assign it a category.
Additionally you can also set it to be displayed as a Segment Label. Segment labels display on the member/subscribers person record for easy identification that they are part of the segment.
The "Monitor" field is currently not being used by the system, but it's selection is still required. This may be used in the future for feature updates. We suggest just choosing "Daily" as your option."
You may add a new category if one does not exist for the type of segment you are creating, but please be careful and follow any guidelines for segment category creation your association may assign.
Once you have done that, the Save button will illuminate and you can proceed to adding your filters. Filters are where the real power of segments lie.
¶ Adding Filters
Filters are added once you have defined the Segment. Filters exist for each module in Tangilla and new filters are added as they are defined. If you are not seeing a filter for the data you're trying to segment against, please send us a help desk ticket and we can assist you.
Operators exist to help you create more complex grouping of filters.
The operators are All (Meaning all filters must be true for a person to be included in the segment), Any (Meaning any of the filters can be true for a person to be included in the segment), and Combination (Meaning a combination of filters must be true for a person to be included in the segment). The combination Operator is the most complex of the operators. However, fairly complex segments can be created using the "Exclude people matching this filter" option for any filter. (See below)
You may add as many filters as you wish. Click on the - - icon to add a filter.
Give the filter a label based on your desired result for that filter. For example, if you are filtering for active affiliates in the Member module, you might nane the filter, "Active Affiliates." You would then select the Module Type (These are listed by Tangilla module) the data Filter (These are different for every Module Type).
Parameters are based on the Filter chosen and they change dynamically.
In many cases you may add multiple parameters for each parameter type by simply selecting them individually.
In the example below we choose both the active and inactive Member Status for the Member Type "Affiliate."
We could also have choosen multiple Member Types if we desired. As you can see, as you combine filters your segments can become very powerful.
Please note that the "Exclude people matching this filter" option is a useful option when you want to make sure that people that match a certain filter and NOT included in the segment.
¶ Editing A Segment
A segment can be edited at any time until it is published. Simply click on the - - icon next to any Segment and the edit window will slide out from the right side of the screen. The number of people currently found in that segment can be seen at the bottom of this window.
Published segments can't be edited or deleted, they may only be Retired, since they may be assigned to processes in other modules, like communications. If you need to edit a published segment, duplicate the segment and then reassign it as required.
¶ Duplicating A Segment
You may duplicate a segment to speed up the creation of a new segment that will simply be a variation on an exisitng segment, or when you need to make a change to a published segment. To do this, click on the - - icon next to the segment you wish to duplicate. This will cause a warning box to appear.
Once you hit confirm, a new segment will be placed in the dashboard in draft mode with "Copy of" in front of the former segment name. You can then edit it as you would any other segment in draft mode.
¶ Publishing A Segment
Until Published, a segment will ONLY be visible in this Segments portion of Tangilla. Publishing a segment allows it to be seen and acted on in other areas of Tangilla.
Once Published, it can then be applied in Communications to campaigns, Portal Tiles, Portal Forms and to Notification Categories.
Once Published, a segment can also be applied on Classes, Events, Forms and Committees to limit who can see each of those items.
¶ Retiring A Segment
You may retire a segment by clicking on the - - icon next to any segment. This will cause a warning modal to popup to make sure you wish to take this action. Retired segments are never deleted, but they will disappear from the default segment dashboard. To see retired segments, you must filter for them specifically.
Please be advised... once a segment is retired, this action cannot be undone, not even by Tangilla staff.
¶ Segment Tags
Segment Tags allow quick identification of people belonging to an important segment. Any segment where "Display as Segment Label" is selected will be shown on the users' details.
You may set up a Segment Tag during the segment creation process or while editing any segmetn by checking the "Display as Segment Label" option and inputting a Label and then selecting a color from the color pallete. The save button will not be active until both actions are complete.
A Segment Tag may be added or deleted from any segment at any time.
Segment Tags should be used sparingly. Members may belong to multiple segments and arbitrary use may result in a cluttered dashboard. Nobody likes a cluttered dashboard.
¶ Quick Operator Cheat Sheet
