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: |
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: |
In the future, support for Attributes and Identifiers will be available.
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.
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.
The selected condition will be applicable to all the list of configured criteria.
Select the required condition (And \ Or) using the condition toggle button.
New criteria gets added at the end of the criteria list.
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.
Selection of Criteria, Operation, and Definition from the dropdown is mandatory to calculate the segment size.
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.
Please assign descriptive name to each segment.
Avoid 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.
