Segment process: Segment tab

Use the Segment tab of the Segment process configuration dialog to indicate how to divide incoming data into distinct groups, or segments.

The following table describes the controls on the Segment tab of the Segment process configuration dialog.

Table 1. Segment tab

Control

Description

Input

Specifies the input to the Segment process. The drop-down list contains all output cells from any process connected to the Segment process. Select Multiple cells if you want to select more than one input.

Segment by field

Specifies a field to use for segmenting data. The data is segmented using the values that exist for the selected field. Each distinct value in the field creates a separate segment. For example, a field that contains the values A, B, C results in three segments.

Profile

Opens the Profile selected field dialog, which calculates the values and distributions of records in the selected field. Active only when segmenting by field. To reprofile the field at any time after initially selecting it, click Profile.

Derived fields...

Active only when segmenting by field. Opens the Create derived field dialog so you can create a new field.

Segment by query

Segments data based on a query that you create.

# of segments

Active only when segmenting by query. Indicates the number of segments to create. By default, three segments are created, with default names "Segment1," "Segment2," and "Segment3." The # of segments field does not allow you to enter a value greater than 1000 because that is the maximum number of segments that can be created in a flowchart.

When segmenting by field: The # of segments field is updated based on the profiling results of the selected field. The number of segments depends on the values that are detected in the field.

Mutually exclusive segments

Specifies whether the segment is to be mutually exclusive (that is, each qualifying record is guaranteed to fall into no more than one segment).

Create extract tables

This control specifies whether segments should create Extract tables for each output cell. Selecting this option ensures that Unica Campaign can provide a later process with the information necessary to keep track of duplicate target audiences across segments.

Select this check box to enable the options on the Extract tab.

This check box is disabled if Mutually exclusive segments is selected.

Segment name

Lists all segments by name. By default, three segments are created, with default names "Segment1," "Segment2," and "Segment3."

When segmenting by field: Segment names are updated based on the profiling results of the selected field. For example, if you are segmenting on a field called "Acct_Status" which has two distinct values "A" and "B", two segments are created, named "Acct_Status_A" and "Acct_Status_B."

Max. size

Maximum number of records allowed in each segment.

Size

Number of records that meet the criteria for the segment. Before the process is run, this number defaults to the total number of records in the output cell.

Query

The Query column in the list of segments appears only when segmenting by query. It indicates the query criteria that is used to create the segment. To change the query criteria, double-click the segment name or select a segment and click Edit.

Up 1, Down 1 arrows

Move the selected segment up or down in the list. Segments are processed in the order in which they are listed.

New segment

Active only when segmenting by query. Opens the New segment dialog so you can create a new segment by specifying a query.

Edit

This button opens the Edit segment window for the selected segment. When segmenting by field, you can change the segment name or Max size. When segmenting by query, you can change the name, size, and query expression.

Remove

Removes the selected segment. When a segment is removed, the # of segments field updates automatically. If there is only one segment available, the Remove button is disabled to avoid deleting the only segment.

Do not run subsequent processes for empty segments

Prevents downstream processes from running for empty segments.