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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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| panelIconId | 1f510 |
|---|---|
| panelIcon | :closed_lock_with_key: |
| panelIconText | 🔐 |
| bgColor | #EAE6FF |
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.
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
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
In the future, support for |
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Attributes and Identifiers will be available. |
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Has
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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 criteria.
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Inside the criteria group.
To add the new Individual additional criteria:
Click on the
button located on the top right side of the Segment Builder section.
| Tip |
|---|
At the end of the criteria list new criteria will be added. |
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To add the new additional criteria inside the criteria group:
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:
| Tip |
|---|
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 is mandatory to enable the dropdown of the Operation and List of Criteria.
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Selection of Criteria (Channel, Interaction, Journey or Journey Step) is mandatory to enable the dropdown of the Operation and List of Criteria.
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.
| Note |
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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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Please assign descriptive name to each segment.
| Note |
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Avoide Avoid the use of "All Customers" as the segment name. |
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