Creating strategic segments

To create strategic segments, complete the following steps:

Procedure

  1. Select Marketing Central > Segment Central
    The All segments page appears.
  2. Click on + Segment button
    Create new segment page appears
  3. Provide values for the following fields:
    • Segment name
    • Description
    • Security policy - Any segment created will inherit its security policy and the list will appear in the dropdown.
    • Usage category - It is used for searching or grouping similar segments. It has auto complete feature. If you are adding a new tag, then on enter it will get saved and will be available for future use.
  4. Segments can be created in two ways:
    • Using rule builder
    • Using existing segments
  5. For creating segment Using rule builder, provide values for the following fields:
    1. Select Audience - Select the Audience from the dropdown.

      Select table - All the base tables mapped with that Audience appears in the dropdown of this field.

    2. Once the Audience and table is selected, section for defining rules appears. Provide values to Field, Condition and Value fields for defining rule. For some conditions multiple values can be added by clicking on the +ADD button.
    3. Click on +Add rule button for adding multiple rules.

      Complex rules can be created by adding groups. Set of rules can be clubbed in one group. Click on +Add group button for creating multiple groups.

  6. For creating segment Using existing segments, provide values for the following fields:
    • Select Audience - Select the Audience from the dropdown.
    • Select Operation - Two types of operations are supported Union and Intersection

      Click Add segments

      Add segment page appears

      List of strategic published segments are displayed. User can also search for the segment using the Search segments (across folders) option or can select the segment from the folder list.

  7. Select two or multiple segments and click Select.
    All the selected segment with number of records will be displayed on Create new segment page.
  8. Click on the desired action button:
    1. Test run - Before publishing if you want to know the number of matching records out of total records, then click Test run. You can test run the process to verify that it returns the results you expect. If not, then you can modify the rule.
    2. Cancel - To cancel the segment creation
    3. Save - Segment gets saved in draft mode and is available for making changes.
    4. Save & publish - Segment gets saved and published.
    Note: Initially segment will be in publishing state (as all the matching records will be fetched) and once all the records are fetched it will be in Published state. If publishing is taking longer time than expected then you can cancel publishing.
  9. Click on Add new button in Export settings section for adding export setting. For more details, see Adding Export settings. After export settings is executed you can see export history details like time of execution and execution status. User can restart failed jobs, also they can stop the jobs with started status. Updated status are available only after refreshing the page.