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Selection of Criteria is mandatory to enable the dropdown of the 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:
Profile A: If Journey has started “Newsletter Sign Up” between - “01/01/23 - 02/15/23” but Channel has not used an “Email,” then this profile will not be included in the segment.
Profile B: If Journey has started “Newsletter Sign Up” between - “01/01/23 - 02/15/23” and Identifier has used an “Email,” only Profile B will be included in the segment.
The Segment Builder can be used to build complex segment definitions using rules and condition.
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The “And” condition requires a profile that meets all the conditions. The “Or” condition requires a profile that meets either of the conditions. |
For Example:
(Journey - Has started - "Newsletter signup" - between - “01/01/23 - 02/15/23” And Channel - Has used - "Email")
Or
(Identifiers - Has - “UniqueMemberID”)
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In this scenario, Xponent will evaluate if all the profiles that meet either of the grouped criteria. In simple words:
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.
While building complex segment definitions, Xponent has introduced the ability to add different criteria groups. So instead of manually creating segments of profiles based on one set of rules, you can add a new Criteria Group.
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Criteria Group with different logical operation has different background highlight colors. |
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Click on the
button to add the new individual Criteria Group in the segment.
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Click on the
or button to add the new Criteria Group inside the existing criteria group.
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Within the same criteria group the new criteria group will be added. |
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Only one criteria group can be added inside the existing criteria group; after that Add Criteria Group button will be disabled. |
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Criteria
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It is recommended and best practice to use the Delete Group functionality available inside the specific criteria group.
Scenario: 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”)
Click on the
button to delete the selected criteria groupClick Delete to confirm the criteria group deletion.
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Test Segment Size
When you have completed building your set of segment rules, you can click on the Segment Options dropdown to test if your set of segment rules is returning any profiles.
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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.
Journey period: This dropdown allows you to select the journey period from the dropdown.
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🔗 Between: Allows you to select From and To date to indicate journey step occurred in between selected dates. 🔗 Before: Allows you to select a date to indicate the journey that occurred before the selected dates. 🔗 After: Allows you to select a date to indicate the journey that occurred before the selected dates. 🔗 On: Allows you to select a date to indicate the journey that occurred on the selected date. |
Time: This dropdown allows you to select the time format from the dropdown.
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🔗 Date: Allows you to select a specific date, including (Day, Month, and Year). 🔗 Month: Allows you to select an entire month. 🔗 Year: Allows you to select an entire Year. |
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Allows you to select the dates from the previous month.
Allows you to select the dates from next month.
Allows you to delete/reset the selected period for the segment.
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Save Segment
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