Creating segments for global use in multiple campaigns
Administrators use the CreateSeg process in session flowcharts to create segments that can be used in multiple campaigns. The resulting segments are called strategic segments.
The configuration property saveRunResults must be set to TRUE for flowcharts that include CreateSeg processes. Otherwise, the strategic segments will not persist.
Define a CreateSeg process in the Sessions area of the application so the segments are available globally. Users can then use the segments in any campaign.
1.
Open a session flowchart.
2.
Click the Edit icon Tiny pencil icon in the flowchart window.
3.
Drag the CreateSeg processTwo people, one of them inside square brackets iconfrom the palette to your flowchart.
4.
Connect one or more data manipulation processes (for example, a Select process) as input to the CreateSeg process.
5.
Double-click the CreateSeg process.
6.
On the Define Segments tab:
a.
Select one or more source cells from the Input list. These source cells will be turned into segments.
b.
Select Create Mutually Exclusive Segments if you want to ensure that each qualifying record belongs to no more than one segment.
c.
In the Result Segments area, highlight an input cell and click Edit to configure the segment.
The Edit Segment dialog opens.
7.
In the Edit Segment dialog:
a.
Give the segment a name that describes its purpose. Provide a brief description of the segment contents (for example, what input was used to create the segment).
b.
From the Create Under list, select a folder where the segment will be stored.
c.
From the Temp Table Data Source list, select a data source in which to cache the strategic segment. Use the Ctrl key to select multiple data sources.
If you prefer to store the temporary tables in a binary file on the server, rather than in a user data source, do not select a data source. To deselect a data source (for example, to revert to no data source selection), Ctrl+click the item again.
*
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 valid data source must be selected.
d.
From the Security Policy list, select a security policy, if applicable, to apply to the new segment.
e.
Click OK to return to the Define Segments tab.
8.
(Optional) Use the General tab to assign a name and descriptive note.
9.
Click OK.
To create or update strategic segments, run the CreateSeg process in production mode. Test runs do not create or update strategic segments. Remember that Campaign|partitions|partition[n]|server|flowchartRun|saveRunResults must be set to TRUE. After you save the flowchart, the strategic segments will be available for use in other flowcharts.
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