Custom Product Segments

Suppose you wish to view stats for a particular product or a group of products. Or suppose, you wish to exclude stats for a particular product/ group of products.
Then it is ideal to create a custom segment using the Product Filter.

Steps to create a custom product segment

How to exclude stats from a particular product or group of products?

  • Open Putler and go to the Sales Dashboard
  • Click on the “Add Filters” button which is available on the left section.
  • Click “Add Rule” to add the Filter rule, inside the rule configuration page, select “Product Name” in the first dropdown, and select Operator as “Not Equals”, and search for the product name you wish to exclude from the stats. Click “Apply rule”
  • Suppose you wish to exclude a group of products, click on “Add Rule” and fill in the other products similar to the above step.
  • Once all the rules are added, Click on the drop down “Match”. Select if you want the filter to apply to “All” or “Any” of the rules/
  • Then click on the “Apply Filter” button.
  • Now Putler will filter all the stats by excluding products you have mentioned in the filter
  • If you wish to use this segment in the future, click on “Save segment”. Name the segment and save it.

How to show stats for particular products/group of products?

  • Open Putler and go to the Sales Dashboard
  • Click on the “Add Filters” button which is available on the left section.
  • Click “Add Rule” to add the Filter rule, inside the rule configuration page, select “Product Name” in the first dropdown, and select Operator as “Equals”, and search for the product name you wish to exclude from the stats. Click “Apply rule”
  • Suppose you wish to exclude a group of products, click on “Add Rule” and fill in the other products similar to the above step.
  • Once all the rules are added, Click on the drop down “Match”. Select if you want the filter to apply to “All” or “Any” of the rules/
  • Then click on the “Apply Filter” button.
  • Now Putler will filter all the stats by excluding products you have mentioned in the filter
  • If you wish to use this segment in the future, click on “Save segment”. Name the segment and save it.

NOTE: Suppose you have a term ( productname/brand/category) and wish to exclude/include stats from all the Products that contain that term. You can fill the term in the “Product Name” dropdown and choose the “Contains” operator while creating the custom product segment.