How to create a Static Segment (Matching file)
Use case:
I have a group of customers who have a number of purchases in the fair, the information about them was stored in my local file. I want to create a VIP Customer segment that the data from the system matches my file
Prerequisites:
A file of Customers (file formats include: .csv, .xls, .xlsx)
Steps:
2. Configure Segment:
2.1. Audience Name: VIP Customers
2.2. Update Segment: Static Segment - no update
2.3. Member input method: Matching file
2.4. After choosing the Member input method, the system will display Upload your audiences file.
Click Browse and select file name VIP Customer from the Local
2.5. Click Add Criteria and input criteria
Choose logic between 2 criteria: OR
Criteria 1:
The field in the system: Name (name)
Condition: is exactly
Matching column: Name
Criteria 2:
The field in the system: Email (email)
Condition: is exactly
Matching column: Email
2.6. Segment Member: No limit
2.7. Notification Setup: Notify when the computation fails by sending an Email and pushing a notification
3. Click Save
The result of Segment Computation
Computation Status
You can check the Computation Status of the VIP Customer in the data table of the Computation History tab
Segment information
You can find detailed information about the Segment by clicking Segment name - VIP Customer
Guidance video
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