How to create a segment?
Posted by on 11 Nov 2014 11:56
A segment is created by data that are already stored in profile cloud. All data that are available can be utilized to be part of a segment. Attributes, events or session data from any source such as web data collection, iOS app, integrated CRM, email platform or any other kind of data that are available in profile cloud.
Go to the Segmentation app from the top-navigation menu under “Enrich”. (See below image)
Click on the tab “Segments” and “Create new segment”. (See below image)
On the left hand menu (see below image) all data available are selectable by dragging the data elements to the canvas (it’s also possible to double click on each element).
Data are categorised as events and profile attributes. Session data however are categorised as events in the segmentation app.
Define your segment by selecting the data element you want to include or exclude in the in the segment.
When the element is added, there will be different options available depending on what kind of data element you have selected.
By not doing anything with the added event element, profile cloud will include all profiles that have at some point triggered the event. Profile attributes will however always need to be defined by clicking on the added attribute and fill in the options.
*In this case Profile Cloud will include all profiles that have at any point visited the service page.
Click on the element and several options will appear. “What”, “When”, “How often”.
Select what data to define session or event data and add the match type from the drop down list and manually add the “Value to match”.
Note that in order to define “value to match” you need to be aware of the values that are triggered by the event. If you don’t know this, please contact your organization Profile Cloud admin.
1. When adding more than one data element, define whether you want the logic “AND” or “OR” by clicking on the button.
2. Include or exclude the data element by clicking on the plus sign on the element or by clicking on the plus sign for the whole canvas.