Custom Segments

Using Custom Segments in Rulers Advanced Reporting

Ruler allows you to create Custom Segments to better group and report on your data in your Advanced Reports, whether that's ad cost, conversions, or revenue.

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Important Considerations
Custom Segments should only be used when there is a consistent and reliable value to segment on. Inconsistent data or missing values can result in incomplete reporting or discrepancies in your results. Always ensure your data follows Ruler’s best practices for campaign and UTM setup.

We have two main Segment types.

Ad cost Level Segment

This segment is applied at the start of a user's journey, typically when a session is initiated from a paid ad, landing page, or other tracked source. Because this happens before conversions or revenue are captured, session-level segments can be used to report across the entire funnel, including Ad Cost, Conversions, Revenue, and Opportunities.

Conversion or Revenue Level Segment

These segments are applied at later stages in the customer journey, typically at the point of conversion, or revenue capture, or opportunity creation. Because they happen after the session, they cannot be tied back to session-level metrics like ad cost or clicks, and should be used when segmenting the output of the journey (e.g., types of conversions or revenue ).

Segment	Criteria Options	Requirements	Cost Report	Conversion Report	Revenue Report	Opportunity Report
Ad Cost / Landing Page	Segmenting clicks or Ad cost using Campaign Names or UTMs	Consistent Campaign Naming and Proper UTM setup following our guidance here	✔	✔	✔	✔
Revenue / Opportunity	Segmenting Revenue or Opportunity Records by CRM-defined properties uploaded as a Label or Additional Data Property	Consistent naming/format of data and ensure this is sent to Ruler from your Revenue or Opportunity upload method (such as crm/csv)		✔
Conversion	Isolating one-off conversion events by payload key or value (e.g., specific form submissions)	Consistent format of a conversion payload key and or value Note this segment is only recommended for one off conversion events and will not work with multi step conversions		✔

Custom segments are configured by Ruler’s support team. To request a segment setup or get help determining which type is best for your reporting goals, please reach out to your Account Manager. Our team will be happy to advise on best practices to ensure your data is consistent.

Updated 2 days ago