Administrators use the CreateSeg process in session flowcharts to create segments that
can be used in multiple campaigns. The resulting segments are called strategic
segments.
Before you begin
The Save flowchart run results option under must be enabled for flowcharts that include CreateSeg processes. Otherwise, the
strategic segments will not persist. To enable this option, the configuration property
Campaign|partitions|partition[n]|server|flowchartRun|saveRunResults must be set to
TRUE
About this task
Define a CreateSeg process in the Sessions area of the application so the segments are available
globally. Users can then use the segments in any campaign.
Procedure
-
Open a session flowchart for editing.
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Drag the CreateSeg process from the palette to your flowchart.
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Connect one or more data manipulation processes (for example, a Select process) as input to
the CreateSeg process.
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Double-click the CreateSeg process.
The CreateSeg process configuration dialog box opens and the Define segments
tab is open by default.
-
On the Define segments tab:
- Select one or more source cells from the Input list. These source cells
will be turned into segments. If there is only one input, it is already selected.
- Select Create mutually exclusive segments if you want to ensure that each
qualifying record belongs to no more than one segment.
- In the Result segments area, highlight an input cell and click
Edit to configure the segment.
The Edit segment dialog opens.
-
In the Edit segment dialog:
- Give the segment a name that describes its purpose. The name that you assign is the name that
will appear when users select this segment from lists.
- Provide a brief description of the segment contents (for example, what input was used to create
the segment).
- From the Create under list, select a folder where the segment will be
stored.
- From the Temp table data source list, select a data source in which to
cache the strategic segment. Use the Ctrl key to select multiple data
sources.
If you prefer to store the temporary tables in a binary file on the server, rather than
in a user data source, do not select a data source. To deselect a data source (for example, to
revert to no data source selection), Ctrl+click the item again.
Note: Selecting a data source is required only if doNotCreateServerBinFile on
the Campaign|partitions|partition[n]|Server|Optimization
configuration page is set to TRUE. If this property is set to
TRUE, at least one valid data source must be selected.
- From the Security policy list, select a security policy, if applicable,
to apply to the new segment.
- Click OK to return to the Define segments
tab.
-
(Optional) Use the General tab to assign a name and descriptive note.
The name and note only appear in the session flowchart. They are not used to identify the generated
segment in lists.
-
Click OK to save and close the configuration.
-
To create or update strategic segments, run the CreateSeg process in production mode or use the
Run menu to save and run the flowchart in production mode. Test runs do not create or update
strategic segments.
What to do next
After you save and run the flowchart in production mode, the strategic segments are available
for use in other flowcharts. Typically, the next step is to associate the strategic segment with a
campaign