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CDPPlatformenhancement
2 years ago

Updates made for quicker, more informed segment building

Q4-2024 Release

To provide more clarity and real-time feedback when building segments and enhance the user experience overall for segmentation, a variety of updates were made to Segment condition pages:

  • A new "View profile counts" setting was added that enables you to load property values with or without their profile counts. You can turn this setting on or off at any time to switch between a detailed view with profile counts and a streamlined view with only values, depending on what suits your workflow best.

    • When this setting is enabled (the default), both property values and their associated profile counts are displayed, giving you detailed insights into how many profiles match each value. This allows you to make informed decisions based on the size of each segment.

    • When this setting is disabled, only property values are displayed, which speeds up the data retrieval process. This allows you to quickly create and adjust your segmentation logic without waiting for count data to load. (If you're working with large datasets or require faster loading times, you might choose to uncheck this setting.)

R94_ux_segments_2.jpg
  • For large tenants with vast amounts of data, you can now configure a segment without having to wait until values and counts are loaded. (The loading icons that display no longer block the configuration of the segment.)

  • The OR-block counts on the left (i.e., the filters separated by the OR condition) and the segment profile count at the top right are now loaded after two seconds of inactivity to improve system performance.

  • When you select a property with a large number of values, those values now load progressively in blocks of 40. The first 40 values are shown immediately, and another 40 appear each time you scroll down to the end of that block.

  • To alert you that no more than 1,000 values can be loaded on the page, a message now appears when you scroll down to the 1,000th value: "Limit of 1000 values reached."

R94_1000_limit.jpg

Additional UI updates

  • If you return to the list of values after your segment condition has already been configured, those configured values are now loaded immediately before the other values (and before all profile counts).

  • The "Filter by another value" option was relabeled "Add value" for better readability; it was also moved to the top of the list of values, preventing it from being moved down as more values load.

  • The "Select all…" option now displays at the very top of the list of values (with no horizontal line separating it). It is loaded before the other values but remains disabled (and does not show an exact count) until loading is complete.

    • Note: If there is a large number of values, this option is labeled "Select first XX values"—listing the current number of values after each block of 40 is loaded.

  • The "Search value" field now remains visible at all times and can be used to search even before all values are loaded.

  • For properties that use graphs (e.g., bar charts, line charts), a skeleton loader now displays while the graph is loading. You can still configure the conditions during this loading time.

R94_segment_skeleton.jpg