Creating and Editing Segments

Use the Segment View document explorer to navigate to the Segment you want to edit. Segments are locked if they are being edited by another user.

Procedure

1. Select the Segment and click the edit icon. If you see the view icon instead of the edit icon, you do not have permissions to edit that segment, however you can recalculate the segment audience.

Click the New Segment button at the top of the Segment View screen.

Procedure

First you need to select the database table that the segment is based on, this is called the resolution level. For example, do you want to create a segment of Customers, Orders, Households, etc.? From the Select Table drop-down, select the resolution level table for the segment. You can either navigate to the table or you can search for it by clicking the search icon.

1. Click the Select button.

After you have selected your database table, the segment is locked to that datasource and you can't use columns from other datasources in the Segment rules, as they are not linked to the selected table. For more information, see 'Resolution Levels'.

Select an operator to specify how the rules are connected:

All of the following rules apply	Equivalent to the AND operator	For example, Gender=F and Age=30 returns all females that are 30 years old.
Any of the following rules apply	Equivalent to the OR operator	For example, Gender=F and Age=30 returns all females and all 30 year olds.

2. To add a rule or group to the Segment, click the Add icon and select Add Rule or Add Group from the drop-down list.

• Rules - a rule is a set of parameters that identifies the people you will either include or exclude from the campaign. The database columns available for a rule are determined by the top resolution level table.
• Groups - a group is a sub-branch of calculations that have a different resolution level to the top resolution level table. For example, you could use a group to create a list of product orders (resolved to your ORDER table) based on a variety of criteria. Then you can join that list to the main segment (resolved to your CUSTOMER table) to identify customers who made those orders.

3. Select the database column for the rule from the Select Column drop-down. You can navigate to the column or you can search for it by clicking the search icon. Click the Select button.

Click here to see a description of column data types. For example, columns can be set up to contain dates or numeric values only.

Icon	Data type	Description
	Text	The column can contain alphanumeric data (text or numbers).
	Integer	Numeric data that has no decimal values, for example, an order number.
	Real	Numeric data with decimal numbers.
	Date	For columns containing dates. Valid formats are: - CCYYMMDD - DDMMCCYY - CCYYDDMM - MMDDCCYY - DDMMYY - MMDDYY - DDMMCCYY
	Time	Times - hour, minutes and seconds. Valid formats are HHMM and HHMMSS.
	DateTime	Dates and times, for example, DDMMMCCYY HH:MM:SS.

4. Select the inclusion criteria from the Equal to drop-down. The inclusion criteria displayed depend on the column’s data type, for example, text or numeric:

Equal to	Returns records that meet the specified value.
Not equal to	Returns records that do not meet the specified value.
Between	Returns records based on a range of values.
Contains	Returns records that contain the specified text string (case-sensitive).
Does not contain	Returns records that do not contain the specified text string (case-sensitive).
Greater than	Returns records with a value greater than the one specified.
Greater than or equal to	Returns records with a value equal to or greater than the one specified.
Less than	Returns records with a value less than the one specified.
Less than or equal to	Returns records with a value equal to or less than the one specified.
Has no value	Returns all records for which there is no value. For example, if applied to the Income field, the records returned will be for customers who have not provided their income details.
Has a value	Returns all records for which there is a value. For example, if applied to the Income field, the records returned will be for customers who have provided their income details.

5. Select the values for the contents of the column. Click the value picker icon to view the values available for the column and the counts for each value. Click the x in the value picker field to clear the contents.
6. Enter values either manually or by selecting them from the value picker.

Note:

Values entered manually are case sensitive. For example, for a Country column, 'Switzerland' will return results, whereas 'switzerland' will not. When the Select Value field contains a value, it has a colored background: Grey background The format of the value is valid and there are matching values in the database. Yellow background The format of the value is valid but there are no matching values in the database. Red background The format of the value is not valid, for example text in a numeric column. The Calculate segment button is disabled when the format is not valid.

Nulls - if you want to select columns that contain no value, use the Has no value option to specify null.

Value blue bars - the value picker displays available values and their respective counts, along with blue bars that represent the frequency of that value relative to the size of the table. The counts and the blue bars will reflect the selected operator. For example, in the Age column, the counts and blue bars will change if you first select the Equal operator (all age values displayed) and then select the Greater than operator (only values greater than your selected value are displayed).

If you want to view records that are currently selected in a rule or segment, click the Record Viewer icon. Record Viewer at Group and Segment level is only active when the counts have been refreshed. Record Viewer at Rule level is always active because rules recalculate automatically. See 'Record Viewer' for more information.

7. Click the Calculate segment button at the top of the screen to verify that your selected criteria return results that you expect. The button is blue when you create a new segment, open an existing segment, change the segment rules or the data has changed. This indicates that the counts are not up-to-date (or have never been calculated if the segment is new), and you should recalculate the segment counts.

Note:

If the Calculate segment button is gray, the count currently shown is up-to-date. Rows always calculate automatically. Groups and Segments must always be manually calculated using the Calculate segment button.

8. When you have finished creating the segment, click the Finish button. The segment is saved in the campaign document. If you want to save a copy of the segment in the Segment Library, click Save Copy and select the folder you want to save the segment in.

• You can also add a description of the document. If you want to change the description at any time, click Settings at the top of the Segment Builder screen, enter your new description and click Apply.
• If you want to save the document as a Master Segment, click the Master Segment check box at the bottom of the save dialog. If you do not see the Master Segment check box, you do not have permission to create Master Segments.