Segmenting data by field

You can use the Segment process to divide data into segments based on field values. When you segment data by a field in a database table, each distinct value in the field creates a separate segment.

Before you begin

Segmenting considerations

About this task

Segmenting data by field is most useful when the values in the field correspond to the segments that you want to create. For example, assume that you want to assign a different offer to customers in four different regions. Your customer database contains a field that is called region, which indicates the region to which each customer belongs. Segment by the region field to create the four regional segments.


  1. Open a flowchart for editing.
  2. Drag a Segment process Head in brackets from the palette to your flowchart.
  3. Connect at least one configured process, such as a Select process, as input into the Segment process.
  4. Double-click the Segment process in the flowchart to open the Segment process configuration dialog.

    Cells from processes that are connected to the Segment process appear in the Input list.

  5. 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.
  6. Select Segment by field, then use the drop-down list to select the field that you want to use to create the segments. For example, to segment by region, select the region field.

    The Profile selected field dialog opens, and Unica Campaign immediately begins examining the field values. By profiling the field values, Unica Campaign can determine which segments to create.

    For more information about this dialog, see Previewing field values from your user data.

  7. Wait for profiling to finish to ensure that all segments are properly created. Then click OK to close the Profile selected field dialog.

    The # of segments field and the list of Segment names are updated based on the profiling results of the field that was selected for Segment by field. For example, if you segment by field "Status" which has two values "A" and "B", two segments are created, "Status_A" and "Status_B."

  8. Optionally, you can edit the segment names, adjust the maximum size, create mutually exclusive segments, or create extract tables. For information about options that you can set, see the following topics:
  9. Click OK to save your selections and close the Segment process configuration dialog.

    The process is now configured. You can test the process to verify that it returns the results you expect.