Segment
Use the Segment process to divide data into distinct groups (segments) to receive different treatments or offers. After the segments have been created, you connect the Segment process to a contact process (such as CallList or MailList) to assign treatments or offers to the segments. There is no limit to the number of segments you can create.
For example, you might want to divide your customers into high-value, medium-value, and low-value segments based on their prior purchase history. Each of these segments can then receive a different offer when connected to a contact process.
You can segment data in two ways: by using the distinct values in a field, or by filtering the data in a field using a query. In addition to database table fields, you can use derived fields to segment data. This allows you to perform custom binning.
The segments created by the Segment process are not the same as the globally persistent strategic segments created by the Create Seg process, which can be used in any session or campaign.
Segmenting by field
Segmenting by query
Using segments as input to another Segment process
Segmenting considerations
To configure a Segment process by field
To configure a Segment process by query
Segment Process Configuration: Segment tab
Segment Process Configuration: Extract tab
Segment Process Configuration: General tab
New Segment and Edit Segment dialogs
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