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:

1. On the left hand side menu, hover your mouse over Profiles, select Segments, click and choose Customer Segment in the Segment data table interface

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

https://drive.google.com/file/d/1s9VMsxunhFPC817POmA06O9d1FTP7W2t/view?usp=sharingdrive.google.com