Campaign Manager - Segments

Segments

A Segment Document is a group of records that has created by applying a set of rules to a dataset.

Rules are built using the Segment Builder.

The Segment Rules can be saved to the Segment Library and used to create the audience for a Campaign either as an inclusion or an exclusion.

See Creating and Editing Campaigns in Campaign Designer.

Access Segment View and Segment Builder

Click the Segments option on the slide out menu to open the Segment View screen.

From this screen, you can perform the following actions:

  • Create a new Segment.
  • Edit an existing Segment.

See Creating and Editing segments in Segment Builder.

Note: If you do not see the edit icon next to Master Segment documents, you do not have permission to edit them. If you have permissions and do edit a Master Segment, all campaigns that use the document will have their segment logic updated.
  • To view the actual records that are in a segment, click the Record Viewer icon next to the Segment you want to view. Click the Export button to export the data in the Segment into an Excel .xlsx file.
  • Use the button to rename, open a copy, move or delete a Segment.
Note: You can create Segments from within a Campaign (not using Segment Builder). A Segment created in a Campaign exists in that Campaign only and not as a separate Segment Document. You can save Segments created in a Campaign using Save As. This saves a copy of the Segment in the Segment Library.
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