Is there a way to duplicate or copy a segment's variables?

  • 1
  • Idea
  • Updated 3 years ago
  • Not Planned
  • (Edited)
I've searched, and cannot find a post to see if there is a way to copy a segment--not the contents of the segment, but the actual selections that go into creating the segment. For instance, if I have a segment that includes 5 variables, and I want to make a second segment that has 4 of the same variables with one different, I do not know how to copy the first segment to create the second without either changing the first, or re-creating all 5 variables. Thanks!
Photo of Denise Peeler

Denise Peeler

  • 34 Posts
  • 2 Reply Likes

Posted 3 years ago

  • 1
Photo of Katie Lewis

Katie Lewis, Official Rep

  • 3414 Posts
  • 309 Reply Likes
Hi Denise! There isn't a way to copy a segment's selections. You'll need to build your new segment from scratch.

Are you finding a need to do this often? If so, what types of segments are you creating over and over?
Photo of Denise Peeler

Denise Peeler

  • 34 Posts
  • 2 Reply Likes
Right now I am creating segments to catch imports done on a particular day in order to send welcome emails. This is tricky because I have to remember to do the "Contact Since" selection before anything else, or it just won't work. (As far as that bug, I've tried it on both Chrome and Firefox and after emptying my cache, and I always have the same problem. It works fine if I remember to do the date limiter first.)

In the past I have wished for the ability to copy segments because there are other parts of Emma's segments that are very particular, and it would help to be able to duplicate the effort to be sure I am comparing apples-to-apples, so to speak. For instance, if I want to know how many belong to 15 different groups, total, if I need to change out one but want to keep the original, I have to redo the entire segment and hope I don't make a mistake along the way.
Photo of Katie Lewis

Katie Lewis, Official Rep

  • 3414 Posts
  • 309 Reply Likes
Thanks, Denise! These details help. I'm sharing this with our Product Team to learn more. :)
Photo of Katie Lewis

Katie Lewis, Official Rep

  • 3414 Posts
  • 309 Reply Likes
Hello again! I spoke with our Product Team, and this isn't formally part of our upcoming work. We're still thinking about it, though, as we look toward the new segment builder, and I'll keep you posted if we decide to pursue it.

Thank you for sharing!