Creating and Editing Segments

Creating Segments

On the left side of the navigation pane, click Segments. To create a new Segment follow these steps:

1. Click Add Segment.

   The Segment Rules tab is displayed.

2. Type a name for the Segment in the Segment Name field.

   Note:

   The Segment name cannot contain spaces and special characters other than hyphens and underscores.

3. Provide the purpose of the segment in Segment Description.

4. Set Include and Exclude conditions as required.

   1. To add INCLUDES and EXCLUDES condition:

      1. Expand the +Includes +Excludes section as required.

      2. Select the required Entity from the Select Entity dropdown list.

      3. Select the applicable Attribute from the Select Attribute dropdown list.

      4. Select the preferred operator from the Select Operator dropdown list. Based on the operator you select, the Value text box is populated.

         • If you select, is anything, is empty, is not empty as operator, the Value text box is not displayed.

         • For other operators, type the value in the Value text box.

   2. To add multiple conditions, click .

   Note:

   To remove the already added row, click X on the right.

5. AND/OR - You can combine one or more rows together in a group. Each group is combined by either an AND or an OR. If you select AND, then all the rows must be true. If you select OR, then only one of the rows must be true.

   1. To change AND to OR or vice versa, click the operator dropdown list to choose between AND and OR.

   2. To remove the added set of segment rules, click X.

6. Click Save. The new segment is created successfully.

To add a new set of conditions, click +Add. When you do so, in certain scenarios, Skip condition if the <name of the child entity> has no records checkbox is displayed. Refer to this topic to learn more about Skip Condition.

The Segment details are displayed in a grid format. You can sort the segments alphabetically and use the search option to find specific segments.

Note:

A newly created segment is Active by default.

Logical Operators and Filters

When defining segment rules, you use logical operators like OR and AND to include or exclude profiles based on specific criteria.

Here’s how they work:

• OR: If you use OR, only one of the conditions needs to be fulfilled for the rule to apply.

• AND: If you use AND, all conditions must be met for the rule to apply.

These logical operators are used between rules within a rule set as well as between multiple rule sets.

For example, if you set a rule for Profiles where Country is equal to India. If you choose AND as the operator, and then add another rule set using OR to specify City is equal to Chennai or City is equal to Bangalore, the final filter will include profiles where the country is India and the city is either Chennai or Bangalore.

To learn more about conditional operators, refer to Conditional Operators.