When you segment data by a field in a database table, each
distinct value in the field creates a separate segment. This option
is most useful when the values in the field correspond to the segments
you want to create.
About this task
For example, assume that you want to assign a different
offer to customers in each of 10 regions. Your customer database contains
a field that is called regionID, which indicates
the region to which each customer belongs. Segment by the regionID field
to create the 10 regional segments.
Follow these steps to segment
data by field.
Procedure
- Open a campaign and click a flowchart tab.
- Click the Edit icon in
the flowchart window.
- Drag the Segment process from the palette
to your flowchart.
- Connect at least one configured process as input into the
Segment process.
- Double-click the Segment process in the flowchart.
The Segment Process Configuration dialog
box opens. Cells from processes that are connected to the Segment
process display in the Input list.
- On the Segment tab, open the Input list
and select the input to the Segment process. To select multiple cells,
use the ellipsis button (...) next to the Input list.
- Select Segment by Field and use
the list to select the field that you want to use to create the segments.
The Profile Selected Field window
opens, and profiling of the selected field automatically starts.
- Wait for profiling to finish to ensure that all segments
are properly created. Then, click OK.
The list of segments and the # of Segments field
are updated based on the profiling results of the selected field.
To reprofile the field at any time after initially selecting it, click Profile.
- Set the remaining configuration options:
- Click OK.
The
process is now configured. You can test the process to verify that
it returns the results you expect.