The Segment Builder allows you to create a segment based on the data you have captured in the Xponent Data Model for a project.
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The segment list will be empty |
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for users, who are accessing it for the first time. |
To build or create the new segment:
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To build a new segment, you must define your Criteria, Operation, and Definition. These three conditions combined create A combination of these creates the first set of rules for the segment definition.
The segment is not valid until all three conditions are satisfied.
Once all three conditions ( Criteria, Operation, and Definition ) are selected from the dropdown, a green checkmark will display to indicate that the defined segment rule is valid.
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The table shows the complete set of criteria, operations, and definitions that can be used in the Segment Builder.
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In the future, support for attributes will be available. |
Criteria | Operation | Criteria Definition | |||||||||||
Journey | Has Started | At least one Journey Start Journey Step of this type exists for this profile Example: | |||||||||||
Has completed | At least one Journey Stop Journey Step exists for this profile Example: | ||||||||||||
Journey step | Has taken Has not Taken | There is at least one instance of this Journey Step for this profile Example: | |||||||||||
Has stalled | This is the last journey step and there is no further journey step for this profile | ||||||||||||
Interactions | Has taken Has not taken | There is at least one interaction of this type for this profile Example: | |||||||||||
Channel | Has used Has not used | There is at least one interaction on this channel for this profile Example: | |||||||||||
Identifiers
| Has | This profile has an identifier of this type Example: | |||||||||||
Does not have | This profile does not have an identifier of this type |
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Each criteria group has its own Add Criteria button. For Example: 
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Within the same criteria group the new criteria will be added. |
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This means if you are grouping mixed And / Or conditions, Xponent will take the first “And” or “Or” and collectively change the other criteria operators to be the same.
Therefore, in the image shown above, if you add the middle row to the top or bottom group, the “Or” operator will change to “And.”
the list of criteria the common condition will be applicable for the same.
Selection of Criteria is mandatory to enable the dropdown of the Opeartion Operation and List of Criteria.
Add Criteria Group
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In the future release, Add Criteria Group functionality will be available. This document gives a sneak peek at functionality. |
To build a segment, refer to the simple set of segment rules below.:
Journey - Has Started - "Newsletter Sign Up" - between - “01/01/23 - 02/15/23”
And
Channel - Has used - "Email"
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Criteria Groups for segmentation will be added incrementally with incremental updates.
In this scenario, Xponent will evaluate all the profiles that meet both criteria. In simple words:
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Group A: If Journey Has started “Newsletter Sign Up” between - “01/01/23 - 02/15/23” and Channel Has used an “Email,” only then group A will be included to validate the condition.
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In the future release, data constraint functionality will be available. |
Group B: If Identifier Has “UniqueMemberID” only, then group B will be included to validate the condition.
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It is recommended and best practice to use the Delete Group functionality available inside the specific criteria group.
Scenario 1: Grouping, the evaluation of segment criteria becomes:
(Identifier - has - "email" AND Journey Steps - hasTaken - "Account Management")
OR
(Channel - hasNotUsed - “Web” AND Interaction - hasTaken - “Calls Call Center”)
Scenario 2: Without Grouping, the evaluation of segment criteria becomes:
Identifier - has - "email"
AND
Journey Steps - hasTaken - "Account Management"
AND
Interaction - hasTaken - “Calls Call Center”
OR
Channel - hasNotUsed - “Web”
If the criteria’s are not grouped together, Xponent would evaluate all the “And” conditions together before proceeding to evaluate all the “Or” conditions. Hence, the segment results would be misleading in your segment analysis.
Click on the
button to delete the selected criteria groupClick Delete to confirm the criteria group deletion.
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Test Segment Size
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This is helpful for you to understand if you have over-constrained segment rules. In this case, you can modify your segment rules before saving the segment definition.
Scenario 1: Profiles ExistCalculating Actual Profile Count
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Scenario 2: Display Actual Profile Count
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When Did This Occur
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In the future release, this functionality will be available. |
Click on the
button to define the time for the segment journey when it occurs.
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Allows you to delete/reset the selected period for the segment.
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Deleting a row will not delete the condition associated with the criteria. For example: Deleting Journey - Has Started - "Email Signup" will not remove the “Or” condition.
Journey - Has Started - "Newsletter signup"
or
Journey - Has Started - "Email Signup"
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Click on the
button to delete the required row.
The Delete Segment Pop-up appears to confirm the segment deletion request.
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Click Delete. The deleted segment will disappear from the Segment List.
Save Segment
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A segment is not available for analysis until it is saved. Clicking on the Save Segment button will bring up a Save Segment modal.
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Enter the name of the segment.
Please assign descriptive name to each segment.
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Avoide the use of "All Customers" as the segment name. |
Enter the additional description if available.
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A segment cannot be modified once it is saved. You will only be able to delete the segment altogether and create a new one.
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In the future, Edit Segment functionality will be available. |