To configure a Segment process by field
1.
Within a campaign, open a flowchart for editing.
2.
Drag the Segment process from the palette to your flowchart.
3.
Connect one or more configured processes as input into the Segment process.
4.
Double-click the Segment process in the flowchart.
The Segment Process Configuration dialog appears. Cells from processes connected to the Segment process appear in the Input list.
5.
On the Segment tab, open the Input drop-down list and select the input to the Segment process. To select multiple cells, use the ellipsis button next to the Input list.
6.
Select Segment by Field and use the drop-down list to select the field you want to use to create the segments.
The Profile Selected Field window opens, and profiling of the selected field automatically starts.
7.
Wait for profiling to finish, to ensure that all segments are properly created. Then click OK.
The list of segments and the # of Segments field are updated based on the profiling results of the selected field. To reprofile the field at any time after initially selecting it, click Profile.
8.
Set the remaining configuration options:
*
Segment Process Configuration: Segment tab
*
Segment Process Configuration: Extract tab
*
Segment Process Configuration: General tab
9.
Click OK.
The process is now configured. You can test the process to verify that it returns the results you expect.
Copyright IBM Corporation 2015. All Rights Reserved.