Building a Segment based on Profile Fields

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Profile Field Expressions can be based on any of your custom profile fields, and also on the following system-generated profile fields:


  • MemberID (used internally by Enterprise to uniquely identify Members)
  • HardBounces (Members who have one or more hard bounce will be automatically suppressed from all future mailings)
  • SoftBounces (Member who have 5 or more soft bounces will be automatically suppressed from all future mailings)
  • IsTester (whether or not the Member is also configured as a Tester for your Enterprise Site)
  • Created (the date the Member's profile was originally created within Enterprise)
  • LastUpdated (the date the Member's profile was last updated within Enterprise)


Let's say we wanted to build a segment which contains Virginia residents who are over 21, and that our profile fields included a text field named "State" and a US_Date field named "Birthdate". To create this segment, we'll need two profile field expressions separated by a conjunction. The first expression is "State equals VA". The second expression is "Birthdate Is Not Within The Past 21 years, 0 months, and 0 days". The two expressions are connected by the "AND" conjunction to produce a segment which reads "State equals VA AND Birthdate Is Not Within The Past 21 years, 0 months, and 0 days".


First, you would add a "Profile Field" expression from the toolbar. Three drop-downs will appear. The first drop-down represents the profile field which contains the relevant data. In this example, you would choose "State" from the dropdown list of profile fields. The second drop-down contains the operator you wish to use. In this case the operator is "Equals," so you would select this from the dropdown. Since "State" is a Text field, a value of "VA" needs to be entered in the input field.You would then click "AND" from the toolbar to add it to your segment. Then, you would add another Profile Field expression and set the values to "Birthdate Is Not Within The Past 21 years, 0 months, and 0 days". You now have a segment which reads "State equals VA AND Birthdate Is Not Within The Past 21 years, 0 months, and 0 days".


Over21segments.png


You can test this segment by clicking the "Test" button. If your segment has been properly constructed, you should see a table containing the Members of your new segment (your segment may contain zero Members if no one matches your criteria). If your segment has not been properly constructed--if, for example, you left out a parentheses or inserted two conjunctions in row--then you will receive an error message. The error message should give you some information about what is wrong. Correct the problem and click "Test" again.


You can create more complex segments by using parentheses. It's helpful to understand the basics of Boolean logic, but the most important thing to keep in mind is that expressions inside parentheses will be evaluated first. So, for example, you could create a segment which read:


"Birthdate Is Not Within The Past 21 years, 0 months, and 0 days AND (State Equals 'VA' OR State Equals 'MD')"


This segment would first look for Members who were residents of either Virginia or Maryland. After identifying those Members, it would then look for Members who have a birthday that is not within the past 21 years. This would yield a Segment containing members who live in Virginia or Maryland who are over 21. Leaving out the parentheses would cause Enterprise to evaluate the two expressions joined by AND before evaluating the OR, resulting in a Segment containing members who are over 21 who live in Virginia, plus all Member who live in Maryland (regardless of their age).