Associating strategic segments with campaigns

A strategic segment is a list of IDs created by an administrator or advanced user in a session and made available to all campaigns. A strategic segment is no different from other segments (such as those created by the Segment process) except that it is available globally, for use in any campaign.

About this task

Associating a strategic segment with a campaign makes it easier to select that segment when you create flowcharts. Associating the relevant strategic segments with a campaign also provides greater reporting capabilities.


  1. Choose Campaign > Campaigns.
  2. Locate your campaign and click the campaign name.
  3. On the campaign Summary tab, click Add/remove segments at the top of the page.
  4. Use Browse or Search to locate the segments that you want to add. You can switch between Tree view and List view.
  5. Select the segments that you want to add, and click >> to move them to the Segments to include list. Use Shift+Click or Ctrl+Click to select multiple segments.
  6. Click Save.


The segments that you added are listed on the Campaign summary page under Relevant segments. When you use the Select process to select customers in your campaign flowcharts, the segments that are associated with your campaign appear at the top of the list, so they are easy to locate.