Automatic segment discovery - USA and EU
Overview
Sitefinity Insight automatically generates segments based on your visitors’ activity.
Sitefinity Insight tracks the content your visitors use, discovers overlapping interests, similar intent, behavioral patterns of your visitors, and synthesizes segments based on these interests.
These segments provide additional insights into your audience and its interests and may reveal unexpected connections which manually created segments may miss, thus helping you better understand, model, and target your audience.
PREREQUISITES:
- The automatic segment discovery is available only to customers with paid subscriptions. For more information, contact Sitefinity Sales.
- This version of the automatic segment discovery is only available for deployments based in the USA and the EU, where we can ensure data residency - any data stored at rest or processed for inference in these regions is ensured to remain in the location of your deployment.
If your deployment is based in Australia, Canada, or the Republic of Singapore, due to geography and resource allocation specifics for managed AI services, the data residency requirements cannot be met. To avoid data being processed in other locations, the functionality of segment discovery differs from the one described in this article.
For more information, see Automatic segment discovery - Rest of the world.
Segment discovery report
To enable Sitefinity Insight to use the content of visited pages, you must have enabled the option to send the content of pages and content items in Sitefinity CMS.
For more information, see Collect data through the connector » Content analysis data.
Otherwise, only information for the titles of visited pages is used.
RECOMMENDATION: We recommend enabling content analysis, because this enables advanced AI-driven features, such as content recommending, and improves automatic segment discovery.
To view the automatically discovered segments, in Sitefinity Insight, navigate to Analytics » Segment discovery page. The Segment discovery report opens, containing a list of automatically created segments. For each segment, you see the following information:
- Segment
The AI-generated name of the segment, such as Quick converters.
No personal data or unique online identifiers of your visitors are used to generate the segment name.
- Share of all segments
The ratio of visitors, belonging to the segment, to all visitors in all segments.
- Visitor interests
Tags that describe the most common topics that Sitefinity Insight used to generate the segment.
- Visitors
The absolute number of visitors belonging to the segment and its ratio to all visitors, which were segmented.
- Contacts
The number of contacts belonging to the segment.
To get more details for a segment, click its name.
The screen with detailed information for the segment opens.
Report update cycle
- The automatic segment discovery reports are updated bi-weekly.
In the upper-right corner of the screen, you can see the dates of the last and next update.
- You may see an empty report before the first run of the data processing logic inside Sitefinity Insight cloud. If this happens, wait up to 24 hours and the report will become available.
- To have at least one segment discovered, the data center must have at least 50 active visitors with at least 8 interactions each.
- The report is created using only the data from the last 6 months.
- The report is not updated if your data center has reached your account's data quota. The calculation resumes when the account is back under its quota.
Segment details screen
On this screen, you see the complete information about a particular auto-discovered segment.
In the upper part of the report, you see the following general statistics:
- Visitors
The absolute number of visitors belonging to the segment.
- Contacts
The number of contacts belonging to the segment.
If you click the # contacts link, the Contacts section in the report opens.
- Share of all visitors
The ratio of visitors belonging to the segment to the number of all visitors in percent.
- Share of all contacts
The ratio of contacts belonging to the segment to the number of all visitors in percent.
Shares of all segments
In this chart, you see the ratio of visitors belonging to the segment to all visitors in all segments.
Visitor interests
In this section, you see tags that describe the most common topics that Sitefinity Insight used to generate the segment.
You use this information to decide whether this automatically generated segment is significant to your marketing goals.
Distinctive characteristics
In this section, you see an AI-generated description of the behavior of the visitors belonging to this segment. It describes the products, services, or topics that the visitors in this segment are interested in, thus helping you target them better.
No personal data or unique online identifiers of your visitors are used to generate the segment name.
Visitor details
In the tabs below, you find more information about the visitors belonging to the segment.
NOTE: The information in the following tabs reflects the state when the report was generated. If any artifact, such as personas or touchpoints, has changed after the report has been generated, the change would not be reflected until the next time the report is updated. You can see the date when the report was generated and when it will be updated in the upper right corner of the screen.
Pages
A list of the most visited pages by visitors belonging to this segment.
For each page, you can see:
- The page’s title
- The page’s URL
To navigate to the page, click the URL.
- Total page views by visitors belonging to this segment
- Unique page views by visitors belonging to this segment
Contacts
All contacts that belong to this segment.
You can export the list of contacts if you want to use them in a workflow in another system, for example - Eloqua. To do this, click Export contacts.
PREREQUISITES: To export contacts data, your account must have permission to work with personally identifiable information. For more information, see Manage Personally identifiable information.
Personas
In this table, you see the personas which the visitors from this segment belong to.
The following information is available:
- Persona
Displays the name of the persona. To see the detailed persona report, click the persona name.
- Visitors in this segment
The absolute number of visitors in this segment that match this persona and the ratio to the number of all visitors in the segment.
- Contacts in this segment
The absolute number of contacts in this segment that match this persona.
Touchpoints
In the Touchpoints table, you can see the touchpoints, which were hit by visitors belonging to this segment.
For each touchpoint you can see the following information:
- Touchpoint name
To see the detailed Touchpoint report, click the touchpoint name.
- Total hits for this persona
The number of hits by visitors in this segment and the number of hits by all visitors.
Conversions
Under Conversions, you see all the visitors that have conversions for this segment.
For each conversion, you see the total and unique conversions for this segment, compared to the total number of conversions of this type of conversion.
The last column displays the number of contacts that converted to this conversion.
For more information about total vs unique conversions, see Visitors and conversions.