To configure a Create Seg process
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The Create Seg process is designed to be used by Campaign administrators, and should be created and defined in the Sessions area of the application, so that the segments are strategic and are available globally for use in all campaigns.
1.
In a session flowchart in Edit mode, add a Create Seg process to the flowchart workspace.
2.
Provide input to the Create Seg process by connecting it to one or more data manipulation processes (for example, a Select process).
3.
Double-click the Create Seg process.
The process configuration dialog appears.
4.
On the Define Segments tab, do the following:
a.
Select one or more source cells from the Input drop-down list. These source cells will be turned into segments.
b.
Select Create Mutually Exclusive Segments if you want the created segments to be mutually exclusive.
c.
In the Result Segments area, highlight an input cell and click Edit to configure the segment.
The Edit Segment window appears.
5.
From the Edit Segment window, do the following:
a.
Give the segment a name that describes its purpose, and a brief description of what the segment is designed to do.
b.
From the Under Folders drop-down list, select a folder where the segment will be stored.
c.
From the Temp Table Data Source drop-down list, select a data source in which to cache the strategic segment.
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Selecting a data source is required only if the doNotCreateServerBinFile property on the Campaign|partitions|partition[n]|Server|Optimization Configuration page is set to TRUE. If this property is set to TRUE, at least one data source must be selected.
d.
From the Security Policy drop-down list, select a security policy, if applicable, to which the created segment will belong.
e.
When you have finished, click OK to return to the Define Segments tab.
6.
(Optional) Click the General tab to assign a name and/or notes to the process.
The name appears on the process in the flowchart. The notes appear when you mouse over the process in the flowchart.
7.
Click OK.
The process is configured and appears enabled in the flowchart.
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Strategic segments are created and made available for selection only when the Create Seg process has run successfully in production mode. Running the Create Seg process in test mode does not create or update strategic segments.
You can test the Create Seg process, but test runs do not create strategic segments or update existing ones.
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