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The segment is not valid until all conditions are satisfied.
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You can build the segment with a set of rules and conditions, such as:
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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: |
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In the future, support for |
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Attributes and Identifiers will be available. |
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This profile has an identifier of this type
Example: Email Address
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Does not have
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This profile does not have an identifier of this type
Add Criteria
It allows you to add the new criteria in below mentioned scenario: Individual additional
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criteria
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To add the new Individual additional criteria:
Click on the
button located on the top right side of the Segment Builder section.
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Click on the Add Criteria button located at the top right side of the criteria group.
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 the list of criteria the common condition will be applicable for the same.
Selection of Criteria Selection of Criteria (Channel, Interaction, Journey or Journey Step) 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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At the end of the criteria list new criteria group will be added. |
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. |
Delete Criteria Group
It allows you to delete any existing criteria group within the Segment Builder. Click on the button to delete the specific criteria group from the segment.
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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The dropdown of the Operation and List of Criteria gets enabled.
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The selected condition will be applicable to all the list of configured criteria.
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Select the required condition (And \ Or) using the condition toggle button.
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New criteria gets added at the end of the criteria list.
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Calculate 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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Select Test Calculate Segment Size from the Segment Options dropdown located above the Segment Definition grid.
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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.
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Selection of Criteria, Operation, and Definition from the dropdown is mandatory to calculate the segment size. |
Scenario 1: Calculating 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.
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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Please assign descriptive name to each segment.
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Avoide Avoid the use of "All Customers" as the segment name. |
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