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Create and manage segments

Who can use this feature?

  • All roles with access level "standard" or higher
  • Available on all plans

Segments represent a meaningful grouping of records that you can reference throughout Catalyst, again and again (e.g., "All Accounts," "Accounts in Onboarding," or "My Notes"). Think of segments as specific lists of data (also known as datasets); each row in the list represents a unique record.

Create a new segment

Create a segment from scratch or copy an existing segment from the library. Copying from an existing segment duplicates the original segment criteria and column settings. 

  1. From the Explore Data page, choose the object for the types of records you want to view.
    In our example, we'll choose "Accounts."

    Alternatively, click + > Segment or use the keyboard shortcut S from any screen. 

  2. Click Filter  > Add Filter.
  3. From the list of fields, choose the field you want to use as a filter.
    In our example, we'll choose "Health."
  4. Specify the filter condition; example: "Health is At Risk."
    As soon as you add the filter, the list of records automatically updates in the background.
  5. Continue adding more filters as needed: 
  6. Click outside the filter window to view the list of matching records.
    • The top row displays total values (where applicable) for the matching records.
    • Scroll horizontally to see all columns in the segment. Click on a column name and drag it to rearrange. Click Options > Edit Columns to add/remove columns from the results.
    • Click the search icon next to the data object to search for values within the segment results.
  7. When finished making changes, click Save Segment.
  8. In the New Segment window, add a name and description. Then choose the parent folder in which to save the segment in the library. (Default folders are named by object, but any folder can host any type of segment. Optionally create new folders and sub-folders as needed. )

    Segments are public to everyone. You may consider following a consistent naming convention for segments to make it easy to differentiate in the library (e.g., At Risk - Enterprise, At Risk - SMB, etc. 

  9. Click Save.

Edit a segment or folder

Only the folder owner or admin can edit, delete, or move folders. Only the segment owner or an admin can edit, delete, or filter on their segments. If you are not the segment owner, you can duplicate the segment in order to apply filters or make a changes.

  • Edit segment / folder: Only admins or segment/folder owners
  • Edit columns: Only admins or segment owners
  • Set as default: Unique to each logged in user
  • Add to favorites: Unique to each logged in user
  • Duplicate: Start from any segment to copy columns and filters
  • Use multi-select: Apply bulk edits to records within a segment. Available when viewing a segment, not a segment folder
  • Export to CSV: Send a CSV file of segment data to the email associated with your Catalyst profile. Not available for segments with cross-object query filters or from object tables; must start from a saved segment.
  • Delete: Only admins or segment/folder owners

Segment owners also have the ability to edit their segment filters directly from home or object-level views. Simply hover over the module, click to open the segment, and make changes.

Update data within a segment

You can update individual field values or in bulk. Click inside a field within a single record to update the value, on-the-fly.

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