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:

In the Analytics grid, click Segmentation.
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.

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.

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`
Journey	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`
Journey step	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

In the future, support for Attributes and Identifiers will be available.

Add Criteria

It allows you to add the Individual additional criteria. To add the new Individual additional criteria:

Click on the button located on the top right side of the Segment Builder section.

The dropdown of the Operation and List of Criteria gets enabled.

The selected condition will be applicable to all the list of configured criteria.

Select the required condition (And \ Or) using the condition toggle button.

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.

Select Calculate 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

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.