You can segment data based on the results of a query that
you create. This option is most useful when it is necessary to filter
the data in a field to create the required segments.
About this task
For example, assume that you want to divide your customers
into high-value (more than $500), medium-value ($250-$500), and low-value
(under $250) segments that are based on their purchase history over
the last year. The PurchaseHistory field in
your customer database stores the total dollar amount of each customer's
purchases. Use a separate query to create each segment, selecting
records with values in the PurchaseHistory field
that meet the criteria of the segment.
Note: You can
also use raw SQL to segment data.
Procedure
- Open a campaign and click a flowchart tab.
- Click the Edit icon
in
the flowchart window. - Drag the Segment process
from the palette
to your flowchart. - Connect one or more configured processes as input into
the Segment process.
- Double-click the Segment process in the flowchart.
The Segment Process Configuration dialog
box opens. Cells from processes that are connected to the Segment
process display in the Input list.
- 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.
- Select Segment by Query.
- Determine the number of segments that you want to create,
and enter that number in the # of Segments field.
- To construct a query for each segment, select the segment
and click Edit to access the Edit
Segment window. For details, see Segment process: New Segment and Edit Segment controls.
- Set the remaining configuration options:
- Click OK.
The
process is now configured. You can test run the process to verify
that it returns the results you expect.