Creating a Segment

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 object from the Select Object dropdown list.

      3. Select the applicable field from the Select Field 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 the + icon.

   Note

   To remove the already added row, click the Remove Line icon.

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.

   Note

   To change AND to OR or vice versa, click the operator dropdown list to choose between AND and OR. Click +Add to add a new set of filters.

   To remove the added set of filters, click the close icon.

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

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