Creating smart segments

You must create smart segments for interaction strategies. You cannot use strategic segments in interaction strategies.


  1. Open an interactive flowchart for editing (click Edit in the flowchart toolbar).
  2. Drag the PopulateSeg process from the palette to your flowchart.
  3. Provide input to the PopulateSeg process by connecting it to one or more data manipulation processes.

    Data manipulation processes include Decision, Sample, or Select.

  4. Double-click the PopulateSeg process.

    The PopulateSeg process configuration dialog box opens and displays the Result segments tab.

  5. Select one or more source cells from the Input drop-down list.
  6. In the Result segments section, select an Input cell and select a Segment name.
    If you want to create a segment, select New segment and complete the New smart segment dialog. Enter a Name and Description and select the segment folder under which you want to create the segment. You can organize your smart segments the same as you organize strategic segments.
    Note: Special characters should not be used in smart segment names.
  7. Optional: Click the General tab to assign a name and notes to the process.

    The name is displayed on the process in the flowchart. The notes are displayed when you point to the process in the flowchart.

  8. Click OK.


The process is configured and appears enabled in the flowchart.