Create a Segment within Visual Editor
Once you have created at least one variation in your new project and saved it, you will be given the option to add segmentation. By default, the segment for your project will be set to ‘All visitors’, but if you click on the “+” next to this option you can add a segment.
If a segment has already been created you can choose one from the list otherwise continue to create a new segment by selecting the “+” once again
If you click the “+” button, you will then see the same segment builder that can be found in the Segment Library, allowing you to build your own segment by dragging and dropping items from the left-hand column to the main builder screen:
It’s always a good idea to provide a title before you start building the segment as this will ensure that you build the correct criteria.
You can add as many different attributes as you need, but do keep in mind the overall selection criteria that references them. In the example below showing a multiple browser segment, unless you select the ‘Match Any’ option, your segment would not work (as any given user can only be viewing the project in one browser at a time):
When you select different types of attributes (e.g.: ‘Browser’ and ‘IP address’), you will also have ‘And’/’Or’ criteria to take into account. These are very important as they are often the reason why segments malfunction if they are incorrectly set.
Once you are done with adding the necessary attributes to your segment, simply save it with a name that describes what the segment contains (e.g.: Desktop browsers).
You may wish to add a conversion point – If so see Track Conversions
Save your Target
To save your changes, give it a memorable name in the box “Name” box on the top right and click “Save”. This will prompt you save using the original URL you selected or create a test across a different page by selecting the “+” sign and giving a new URL.
This could be tiresome when a lot of pages are in scope. For example, a test on the navigation would need to be sitewide. For a retail site, perhaps you want the variations to be applied to all your product pages, using the Children’s clothes page as a reference and the working URL. In addition, as new pages are introduced to the site, the test would need to be edited before being included.
Instead, it is better to use a REGULAR EXPRESSION (or RegEx) to define the character pattern the page needs to match to be included.
RegEX expressions are beyond the scope of this product help but there are useful guides and training tools on the web such as Lynda.com.
Regardless of approach, please be aware that the elements transformed need to exist consistently on pages in scope.
For now switch the Test Address back to URL and click “Next”. On the next overlay, give the Project a name e.g “My WT Optimize Project” and click “Save Variation”.
Watch the video “creating an audience segment” here