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Build a segment

A segment is the most basic building block for targeting customers. You can build a segment by:

Create a new segment

  1. Select one of the workflow entry points, such as clicking Build a Segment on the Audience page.

  2. The segment’s working name is A new segment. Hover over the name and click the pencil icon to name the segment and optionally add a description. You can name the segment now, or at any point in the workflow before you finalize the segment.

The segment will indicate that it’s Invalid until you name it.

build-segment.png

Build your segment

You can add attributes and/or other segments to define your segment as well as optionally use groups to refine your criteria.

Add attributes

  1. In the Attributes file picker area, choose a folder that holds your attribute of interest. The attributes contained in the folder are displayed. You can also search for a keyword to find an attribute more quickly.

  2. Choose one or more attributes by clicking the plus icon add-button.png next to the attribute. A popup is displayed.

  3. Select a Criterion Type from the dropdown list. The popup will change depending upon the criterion type chosen. Select the values for the chosen criterion type and click Add. The added criterion is displayed in the criterion list.

  4. Click the refresh button in the upper-right portion of the page to update the Total Count, which shows the number of records that match the criteria you’ve added. You’ll also see whether all of your criteria are valid.

Add segments

  1. Click the Segments button to display your previously-defined segments.

  2. Click the plus icon add-button.png next to the segment to add it to the segment you’re building.

Refine your criteria

  1. By default, all of the decision criteria below must be met; however, you can click the link to optionally select at least one of the decision criteria below must be met.

  2. To further refine your criteria, you can click Create New Group, and then drag-and-drop your attributes or segments into the group, and choose And/Or and Include/Exclude.

    segment-group.png
  3. You can move an attribute or segment up or down in the list or into or out of groupings by dragging it by the double-vertical-ellipsis button on the far left of the list.

  4. You can click the vertical ellipsis menu on the right to Edit or Remove that criterion.

  5. When you've added all of the criteria, click Next. The Preview and Finalize step is displayed.

View counts and insights

At the top-right of the screen, you can view the Total Count of your segment as you build and refine it. Click the refresh button refresh-button.png to update the count as you go.

total-count.png

On the right side, you can view Insights about your segment as you build and refine it. Click the refresh button refresh-button.png to update the data as you go.

segment-insights.png
  • Global Opt-In: Shows the total count of records in the segment that have opted in to (or not opted out of) being contacted by any method.

  • Email Opt-In: Shows the count of records in the segment that have opted in to being contacted by email.

  • SMS Opt-In: Shows the count of records in the segment that have opted in to being contacted by SMS (text message).

  • Recency: Shows the share of customers in the segment who made their last purchase within specific date ranges.

  • Monetary: Shows the share of customers in the segment whose last purchase was within specific monetary ranges.

  • Frequency: Shows the share of customers in the segment whose total number of transactions are within specific numeric ranges.

Finalize your segment

  1. Check the information to make sure you have defined your segments correctly. You can still go back in the segment definition workflow and make changes by clicking Previous.

    finalize-segment.png
  2. If you haven’t named your segment yet, you need to do so before you can finish creating it. You can also still edit the segment name and/or description by hovering over the name and clicking the pencil icon.

  3. When you're certain that your segments are correctly defined, select a next step from the Finish button pull-down menu. (If you want to abandon the segment, you can click the X to the right of the Finish button.)

Compose SQL segment

To use custom SQL to create a segment:

  1. Click Compose SQL Segment on the Audience page.

    compose-sql-segment.png
  2. Select the Target Table from the drop-down menu.

  3. Name the segment and optionally provide a description.

  4. Add your SQL to the Enter Query code box.

  5. Click the Validate button to confirm that your SQL is valid.

  6. You can click Run Count to see how your SQL affects the Total Count of records in your segment.

  7. Click Finish and select your next action.

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