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

The segment list will be empty for users, who are accessing it for the first time.

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. A combination of these creates the first set of rules for the segment definition.

The segment is not valid until all conditions are satisfied.

Once 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.

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: Mortgage Journey start

Has completed

At least one Journey Stop Journey Step exists for this profile

Example: Mortgage Journey end

Journey step

Has taken

Has not Taken

There is at least one instance of this Journey Step for this profile

Example: Mortgage Calculator

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: Clicks on Email

Channel

Has used

Has not used

There is at least one interaction on this channel for this profile

Example: Email channel

Identifiers

In the future, support for identifiers will be available.

Has

This profile has an identifier of this type

Example: Email Address

Does not have

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.

  • Inside the criteria group.

To add the new Individual additional criteria:

  • Click on the (blue star) button located on the top right side of the Segment Builder section.

At the end of the criteria list new criteria will be added.

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: (blue star)

Within the same criteria group the new criteria will be added.

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.

Add Criteria Group

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"

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.

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”)

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.

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.

Criteria Group with different logical operation has different background highlight colors.

  • Click on the (blue star) button to add the new individual Criteria Group in the segment.

At the end of the criteria list new criteria group will be added.

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

Within the same criteria group the new criteria group will be added.

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 (blue star) 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 (blue star) 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: Calculating Actual Profile Count

Scenario 2: Display Actual Profile Count

When Did This Occur

In the future release, this functionality will be available.

  • Click on the (blue star) 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.

 For Example: Between, Before, After, On

🔗 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.

 For Example: Date, Year, Month

🔗 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.

(blue star) Allows you to select the dates from the previous month.

(blue star) Allows you to select the dates from next month.

(blue star) Allows you to delete/reset the selected period for the segment.

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.

Please assign descriptive name to each segment.

Avoide the use of "All Customers" as the segment name.

  • Enter the additional description if available.

Click Save. It will bring you back to the Segment List view, where your segment will now appear in the list.

A segment cannot be modified once it is saved. You will only be able to delete the segment altogether and create a new one.

In the future, Edit Segment functionality will be available.

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