The Segment Builder allows you to create a segment based on the data you have captured in the Xponent Data Model for a project.

By default Segment List will be empty to build or create the new segment:

1. In the Analytics grid, click Segmentation.

2. Click Create Segment, located on the right side of the page.

Segment Rules

To build a new segment, you must define your Criteria, Operation, and Definition. These three conditions combined create the first set of rules for the segment definition.

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.

You can build the segment with a set of rules and conditions, such as:

Identifier - Has - "Email"

(criteria - operation - definition)

Or

Identifier - Does Not Have - "Email"

(criteria - operation - definition)

The table shows the complete set of criteria, operations, and definitions that can be used in the Segment Builder.

Add Criteria

It allows you to add the new criteria in below mentioned scenario:

• Individual additional criteria.

• 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.

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.

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.”

Add Criteria Group

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"

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.

For Example:

(Journey - Has started - "Newsletter signup" - between - “01/01/23 - 02/15/23” And Channel - Has used - "Email")

Or

(Identifiers - Has - “UniqueMemberID”)

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.

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.

• Click on the button to add the new individual Criteria Group in the segment.

• Click on the or button to add the new Criteria Group inside the existing criteria group.

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.

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”

• Click on the button to delete the selected criteria group

• Click Delete to confirm the criteria group deletion.

  

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.

• Select Test Segment Size from the Segment Options dropdown located above the Segment Definition grid.

In the following two scenarios, you can use Test Segment.

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 Exist

Scenario 2: Actual Profile Count

When Did This Occur

• 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.

Time: This dropdown allows you to select the time format from the dropdown.

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.

Delete Segment

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"

• Click on the button to delete the required row.

• Click Delete. The deleted segment will disappear from the Segment List.

Save Segment

A segment is not available for analysis until it is saved. Clicking on the Save Segment button will bring up a Save Segment modal.

• Enter the name of the segment.

• Enter the additional description if available.