Segments in optimization rules

You can perform an action on the segment you specify in the rule definition.

Some optimization rules allow you to specify a strategic segment in your rule definition. Strategic segments are created in Campaign and are available for use within Contact Optimization. A segment, or strategic segment, is a set of audience IDs (all at the same audience level) grouped in some meaningful way. For example, you can create a segment that is called Women that groups all female contacts. You can have another segment that is called High Value, which groups all contacts who spend over $1000 in the three months.

For example, create a rule that specifies that all High Value contacts receive at least three email offers every month.

Note: An optimization rule might apply to all customers or to a single strategic segment. To apply an optimization rule to multiple strategic segments, do one of the following actions:

Create a new strategic segment that contains all the wanted contacts in Campaign
Create multiple copies of the rule, one for each strategic segment to which it applies.

For more information about strategic segments, see the HCL® Campaign User's Guide.

If you are using HCL Interact, smart segments cannot be used with Contact Optimization.