Segments
Overview
Segments app manages segments of audiences created by the data available in CDP 365 or combined with external data.
It includes 2 tabs which are Segments and Computation Histories.
Segments tab
The tab provides segment creation and management.
Create a Segment
Following these steps to create a Segment:
Select a type of segment
Set the configure of segment
After clicking Save, a pop-up will appear confirming whether to build the segment right away.
If it is agreed upon, the segment will be built immediately.
Otherwise, the segment will build according to the setting.
Segment types
There are 2 groups of segments based on the types of audiences:
Audience type | Segment type | Description |
---|---|---|
Customers | Customer Segment | Create a segment based on the data available in the Customer business object |
Customers and Segment | Include 2 steps:
| |
Visitors | Visitor Segment | Create a segment based on the data available in the Visitor business object |
Visitors and Segment | Include 2 steps:
|
The configuration of a segment
General information
Audience name: the name of the segment
Description: describe the segment
Update segment
Does the segment update?
Update Segment | Description |
---|---|
Static | The segment is built only once corresponding to the setting. |
Dynamic | The segment is built and updated by a schedule corresponding to the setting. |
Create a customer segment of those who shopped 3 times per week, for example, the result was 2,000 customers after creating.
Static segment, the segment was built only once and the result was 2,000 customers.
Dynamic segment, the segment was updated and the result changed over the computation schedules.
Member input method
What are the characteristics of the audience in a segment?
Member input method | Description |
---|---|
Conditions | Based on the data available in CDP 365
|
Matching file | Filter audiences based on the combination of CDP 365's data and uploaded data. |
Empty segment | Create an empty-value segment to be updated from marketing campaign scenarios in Customer Journeys. |
Unsubscribe segment | Audiences are the people who unsubscribe from emails. |
Segment Member
Limit the number of audiences in a segment.
Segment member | Description |
---|---|
No Limit | An unlimited number of members in the segment. |
Limit | Limit the number of member in the segment, by:
|
Notification Setup
Account: set up account(s) receiving notification
Notify options: the notification can be sent by email or pushed notification when the computation complete success or fail
Forecast
The feature gives a statistical report of the to-be-built segment which includes
The number of members the segment could have
The percentage of the members in the segment compared to the total number of customers or visitors in the CDP 365.
Version History
The feature allows not only viewing details of edit history but also restoring a specific version.
Each version is recorded after a time of saving.
Check segments
After creating a segment, check at data table of Segments tab.
Action with segment
Select at least one segment, click ACTION to adjust the status of a segment
Action | Description |
---|---|
Enable |
|
Disable |
|
Archive |
|
Recover |
|
Make a copy |
|
Note: The copy is only saved and calculated when you complete the step of clicking SAVE
Label
Label helps management of segments more productive.
Status of a Segment
Segment status can be changed by switching the toggle of Status.
It indicates the status of a segment.
Name
By hovering over the name of a segment could have functions of
Update method
It indicates the type of update method that the segment is applied.
Segment status and Last computation status
The computation of a segment includes 3 steps
Step 1: check the resources in CDP 365 to compute the segment
Step 2: compute members of the segment
Step 3: store the data of the segment in CDP 365
Last computation status | Description |
---|---|
Waiting Initial | The segment is waiting for the computation schedule |
Waiting | The segment is in step 1 |
Computing | The segment is in step 2 |
Ready to use | The segment is done computing but in the progress of step 3 |
Success | The status is done step 3 |
Unsuccess | The segment has been built unsuccessfully |
There is a relationship between Segment status and Last computation status.
If the segment status is 'enable', the last computation status could be updated based on the computation schedule or forced to update.
Otherwise, its last computation status is updated once after the first build.
Source
It indicates the type of member input method used to build the segment, including
Matching file means the segment is built by the matching file method
Customer/Visitor attribute means the segment is built by the condition method using Have attribute condition
Sources mean the segment is built by the condition method using Perform event condition.
Members
It shows the number of members included in a segment.
Attributes shown in Segment tab could be modified in Column.
Computation Histories tab
Computation Histories provides information about the history of each computation by computation ID.
Segment name and segment version give details of which version of a segment was computed. By clicking the version, it could direct to the version history of that version.
Time-related of information includes the time of start and end and the duration
Computation trigger means who triggered the computation, including user (force to compute) or system (following the computation schedule)
Error info gives a reason for the unsuccess status
Details of Member input method
Explain more details of two methods: Condition and Matching file
Condition
There are two options for the condition method that requires different settings
Perform event
'Select event' is the interaction of visitors or customers. 'Select event' includes 3 steps: select an event, select comparing method, and input value of comparison
'In any source of' is the domain where the event happened. After selecting an event, CDP 365 will propose a list of sources that have the event
'Where' is a filter of the selected event. 'Where' could combine more than one event attribute by AND logic
'Time range' is the time in which the event occurred.
'Have attribute' is the attribute of customers or visitors, including steps: select attribute, select comparing method, and input the comparison value.
Could have more than one condition combined by AND and OR logic. If selecting an attribute or an event that isn't updated, CDP 365 will give a warning note.
Matching file
This method includes two steps:
Upload data of customers or visitors into CDP 365
If selecting the static update segment, don't have the 'Choose update method' setting
If selecting the dynamic update segment, have the 'Choose update method' setting
'Choose update method' includes 'Replace the current audiences' (default by CDP 365) and 'Add more audiences'.
'Select the criteria to find suitable audiences for the segment' is an optional setting. The segment is created based on the data matched between CDP 365 and the uploaded file.
Use cases of Segment
Last updated