After you build a segment, you can preview it to do an audit of the segment prior to downloading or using in a campaign.
After you have finished building your segment, click on the Accounts or Contacts tab. These tabs give you a preview of the records in your segment.
You can customize the columns that are included in this preview, but selecting an attribute group. If you do not have any attribute groups you can use the Default or make your own. The Default group is pre-set to show some basic information about your accounts and contacts.
Review our help article creation attribute groups to learn how to make your own.
You have the ability to edit the view in two ways:
- Choose which columns to include in the view
- Re-order the columns
To start editing the view, click on the pencil icon next to the attribute group.
Use the checkbox to choose which columns are included in the view.
Use the the right hand panel to drag and drop the columns in the desired order.
Each user's customizations are persisted - meaning that each user's customizations are saved and are not impacted by other users editing the view.
Note: You can only edit the order of the columns within the attribute group and not edit the attribute group itself. To edit the group, you should go to Attribute Admin -> Attribute Groups.