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
Click Save
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:

The configuration of a segment

General information

Audience name: the name of the segment

Description: describe the segment

Update segment

Does the segment update?

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?

Segment Member

Limit the number of audiences in a segment.

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

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

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.