Administrators use the CreateSeg process in session flowcharts to create segments that
can be used in multiple campaigns. The resulting segments are called strategic
segments.
Before you begin
The configuration property saveRunResults must be set to
TRUE for flowcharts that include CreateSeg processes. Otherwise, the
strategic segments will not persist.
About this task
Define a CreateSeg process in the Sessions area of the application so the segments are available
globally. Users can then use the segments in any campaign.
Procedure
- Open a session flowchart.
-
Click the Edit icon in the flowchart toolbar.
- Drag the CreateSeg process from the palette to your
flowchart.
-
Connect one or more data manipulation processes (for example, a Select process) as input to
the CreateSeg process.
-
Double-click the CreateSeg process.
-
On the Define Segments tab:
- Select one or more source cells from the Input list. These source
cells will be turned into segments.
- Select Create Mutually Exclusive Segments if you want to ensure
that each qualifying record belongs to no more than one segment.
- In the Result Segments area, highlight an input cell and click
Edit to configure the segment.
The Edit Segment dialog opens.
- In the Edit Segment dialog:
- Give the segment a name that describes its purpose. Provide a
brief description of the segment contents (for example, what input
was used to create the segment).
- From the Create Under list, select a folder
where the segment will be stored.
- From the Temp Table Data Source list, select
a data source in which to cache the strategic segment. Use the Ctrl key
to select multiple data sources.
If you prefer to store the temporary
tables in a binary file on the server, rather than in a user data
source, do not select a data source. To deselect a data source (for
example, to revert to no data source selection), Ctrl+click the
item again.
Note: Selecting a data source is required only if the
doNotCreateServerBinFile property on the
Campaign|partitions|partition[n]|Server|Optimization
Configuration page is set to TRUE. If this property is set to
TRUE, at least one valid data source must be selected.
- From the Security Policy list, select a
security policy, if applicable, to apply to the new segment.
- Click OK to return to the Define
Segments tab.
- (Optional) Use the General tab to
assign a name and descriptive note.
- Click OK.
What to do next
To create or update strategic segments, run the CreateSeg process in production mode. Test
runs do not create or update strategic segments. Remember that
Campaign|partitions|partition[n]|server|flowchartRun|saveRunResults must
be set to TRUE. After you save the flowchart, the strategic segments will
be available for use in other flowcharts.