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Help centerDovetail AcademyAdvancing your analysis

Identify themes in customer segments

Apply what we've learned to segment customers and drill down on their needs with fields and tags. In this video tutorial, you will learn how to:

  • Use note fields to capture important information in your raw data.

  • Leverage fields alongside tags to narrow down on customer segments.

  • Filter and surface themes to summarize in an insight.

Though we focus on a single use case, the concepts that we cover can be used for any project where you want to focus on identifying trends in segmented data sets.

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Make sense of your data
Highlights and tags
Organize your data
Data and insight fields
Organize your data
Using canvas view
Emily Brogan

Customer Education

Charlie Yuncken

Video Producer


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