Segments

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A Segment is a real-time filter that can be applied against your Site's Members. Segments can be based on any combination of the following criteria:


  • Profile field data (site specific profile fields plus system generated profile fields including soft or hard bounces counts, created date, and last updated)
  • Response data (clicks, opens, deliveries, bounces)
  • Mailing frequency (the number of Mailings a Member has received during a specified time period)
  • List subscription status (whether or not a Member is currently subscribed, subscribe/unsubscribe events)
  • Nth-select (A/B) splits (split your Members into a specified number of groups)
  • Tags (if you have set up your site to use Member Tags)
  • Joined Data (if your site is set up to use Joined Data Sources)


Segments can be used in several contexts: to include and/or exclude Mailing recipients; to create dynamic content; and to filter report data.


Creating a Segment does not split your Member database in any way: it merely creates a filter that can be applied against your Member database at a later time. Likewise, deleting a Segment does not affect your Member database in any way.


Add a New Segment

Create a new Segment by clicking "Add". You'll need to give your Segment a name, and, optionally, a description. The Segment name can contain only letters, numbers and underscores. The Segment description, however, can contain any textual content. You can also select a Mailing Default option if desired. If you opt to include this segment as an inclusionary or exclusionary Mailing Default segment, each new mailing that is created will include this segment accordingly.


Any new segments you create will be marked as Active by default. You can optionally make a segment inactive by unchecking this box which will hide the segment anywhere you see predefined segments listed, but inactive segments can still be used in a mailing or in dynamic content as needed.


The next step is to use the segment creation tool to build the criteria that will define your Segment.


Segments_900.png


Once you have constructed your segment, you can try it out by clicking on 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 segment criteria). If your segment has not been properly constructed -- if, for example, you left out a parentheses or inserted two "AND" clauses in row -- then you will receive an error message. If you receive such a message, correct the problem and click "Test" again.


Once you are satisfied that your segment is working properly, you can click "Save" to save your segment. You can also click "Cancel" to exit the screen without saving any of your changes.


Manage Your Segments

The table on the Manage Your Segments page shows the Segments currently available on your Enterprise Site.


Manage_your_segments_900.jpg


You can search for a specific segment or segments from the Manage Segments page. Search for words or phrases in the Segment Name and Description of your segments or search by SegmentID. To clear your search results, click the Reset button.


You can delete a Segment by clicking delete. Deleting a Segment has no effect on the Members who belong to that Segment -- all of their data will remain intact. Enterprise will not allow you to delete a Segment that is currently being used in any of the following contexts:


  • As an "inclusionary" or "exclusionary" Mailing segment in any sent, unsent, or triggered Mailing
  • As the target of a dynamic content section for any template-based Mailing, either sent or unsent (see Adding Dynamic Content)
  • As the target of a dynamic content section for any unsent non-templated Mailing (see Dynamic Content)
  • As a group of members you can include or exclude in the context of a Member Export (see Export Members to File)


You can also edit a segment by clicking edit. From the edit screen, you can change the name, description and segment criteria. Note that if you change the name of a segment, this may have an impact on mailings you have already created but not yet sent. If these mailings utilize dynamic content, then they rely on the segment name to identify which users should receive a particular piece of content. Changing the segment name could cause the mailing to fail when you attempt to deploy it.


As with adding a new segment, you can modify your segment criteria and then test it by clicking on the "Test" button. Once you are satisfied with your changes, click the "Save" button, or click "Cancel" to exit the screen without saving any of your changes.