Getting Started and Setting Up a Segment

How to gain access, and how to set up your first Segment

Accessing Segments

Click on your profile picture and select Statistics from the menu. The Advanced Statistics page will open.

Navigate to the 4th tab labeled Segments.

If you have at least one product, you will see the following message:

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New Creators: If you’re just starting out, you’ll see a message with a call-to-action explaining that you need at least one product.

Click the CREATE A PRODUCT button to navigate to the page where you can upload your first product.
Once your first product is created and approved, go back to the Segments page.

Click the “Choose a Segment to Analyze” button. This action will display an empty widget along with a few predefined segments ready for interaction.

Segments are groups of products designed for comparative analysis. The first four segments are created automatically, and they are called Predefined Segments. They provide instant insights into top-performing products. You will see the following segments in the legend:

All Premium Items,
Top 10 Best Sellers,
Top 50 Best Sellers, and
Top 100 Best Sellers.

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Once you click "Run Analysis," a default analysis is created, and the widget populates with data. If there were sales in the selected time period, you’ll see a graph with multiple lines showing product performance over time, helping you explore trends in your sales data.

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Now that you've set up your default analysis, it's time to explore further!

Play around with all the elements — Adjust dropdowns, edit the segment list, create custom segments — everything is flexible. Your data will remain safe, so explore without worry.

How to Set Up a Segment

Note: You must have at least one product in your Store and be on a Pro or Studio subscription to use Segments.

Create a segment:

Access the Tool: Log into your account and navigate to the Advanced Analytics. Select the Segments tab. This is where you’ll manage all your custom and predefined segments.
Create a New Segment: Click on "Create Segment" to start. A configuration screen will appear, guiding you through the setup process.

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Define the Segment Name: Enter a clear and descriptive name (up to 120 characters) that reflects the segment’s purpose. This will help you identify it later.
Add a Description: Optionally, add a short description (up to 300 characters) explaining the purpose or focus of the segment. This is useful for keeping track of its intent, especially when managing multiple segments.

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Select Products: Browse the list of available products and use filters (e.g. product type) to narrow down your options. You can also search for specific products by title or tag for quicker identification. Click the checkboxes next to the items you want to include. You can also sort the table by columns (e.g., price or name, visibility, date) for easier navigation.
Use "Only Show Selected": If needed, toggle the "Only Show Selected" option to review or modify the products you’ve chosen for this segment.
Save Your Segment: Once satisfied with your selections, click "Save Segment" to finalize it. Your segment will now be available for use in analyses and visualizations.

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Edit a segment:

Go to Segment editor page: Click on "Manage Segment" to open the popup that contains a list of available segments.

Click on the pencil icon for the segment you want to edit, Segment editor page will open in a new tab.
- Edit the Segment Name: edit the name with a clear and descriptive name (up to 120 characters) that reflects the segment’s purpose.
- Edit the description: Optionally, edit a short description (up to 300 characters) explaining the purpose or focus of the segment.
- Edit selected Products: Browse the list of available products and use filters (e.g., product type) to narrow down your options. You can also search for specific products by title or tag for quicker identification. Click the checkboxes next to the items you want to include. You can also sort the table by columns (e.g. price or name, visibility, date) for easier navigation.
- Use "Only Show Selected": If needed, toggle the "Only Show Selected" option to review or modify the products you’ve chosen for this segment.
- Save Your edited Segment: Once satisfied with your updates, click "Update Segment" to finalize it.

Delete a Segment :

Trigger deleting a Segment: Click on "Manage Segment" to open the popup that contains a list of available segments.

Click on the red bin icon for the segment you want to delete.

Segment is attached only to the current Analysis:

A pop-up will require your confirmation to delete the Segment

click “Delete Segment” to confirm deletion, otherwise click on “Go Back”.

Segment is attached to more than one Analysis:

Segments are deletable only when it’s attached to the displayed Analysis.

In this case you need to visit the Analyses pages where the segment is attached in order to remove the Segment from that specific Analysis,

After clicking on the red bin icon, A pop-up that contains the list of the Analyses that the segment is attached to will appear.

Clicking on “Remove segment from current analysis” will remove the segment from the displayed Analysis.

Clicking on the Analysis names will redirect you to the specific Analysis page where you can remove the segment from the displayed Analysis.

To remove a Segment from analysis, you need to click on the circled “x” icon attached to Segment name, and then click “Save Changes”

After you remove the Segment from all attached Analyses, you can delete it with steps shown before in “Segment is attached only to the current Analysis”.