Campaign Manager - Segments

Segments

A Segment Document is a query rule definition that when executed, creates a group of records by applying a set of rules to a dataset at that time. Saving a document saves the segment rule but does not save the results of the query as these will be recalculated on each access and execution of the segment document.

Rules are built using the Segment Builder.

There are two types of segment document, which once created, are differentiated by using a icon.

Standard Segment -

A standard Segment is created by default and is a stand alone single document. If you edit a segment that is already being used by a campaign, the segment in the existing campaign is not affected by the changes you make in Segment Builder. This is because when you add a segment to a campaign from Segment View, a local copy is created in that campaign.

Master Segment -

Master segments are used across multiple campaigns. You can only create and edit Master Segments if your administrator has given you permission. When used in a campaign, any changes made to Master Segment documents will be applied to all campaigns using that Master Segment.

The Segment Rules can be saved to the Segment Library to be used in the future in other areas of the application such as creating the audience for a Campaign either as an inclusion or an exclusion, or to be used as a Segment in the Insight Builder.

See Creating and Editing Campaigns in Campaign Designer.

See Creating Venn Diagram in Insights

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 or .csv file. The format will be governed by the number of records exported.
  • Use the button to rename, open a copy, move or delete a Segment.
Note: You can create Segments from within a Campaign using the same Segments user interface, but 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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