Segmenting data by field
When you segment data by a field in a database table, each distinct value in the field creates a separate segment. This option is most useful when the values in the field correspond to the segments you want to create.
For example, assume that you want to assign a different offer to customers in each of 10 regions. Your customer database contains a field that is called regionID, which indicates the region to which each customer belongs. Segment by the regionID field to create the 10 regional segments.
Follow these steps to segment data by field.
1.
Open a campaign and click a flowchart tab.
2.
Click the Edit icon Tiny pencil icon in the flowchart window.
3.
Drag the Segment processTwo people with yellow arrows that point down at their heads iconfrom the palette to your flowchart.
4.
Connect at least one configured process as input into the Segment process.
5.
Double-click the Segment process in the flowchart.
The Segment Process Configuration dialog box opens. Cells from processes that are connected to the Segment process display in the Input list.
6.
On the Segment tab, open the Input list and select the input to the Segment process. To select multiple cells, use the ellipsis button (...) next to the Input list.
7.
Select Segment by Field and use the list to select the field that you want to use to create the segments.
The Profile Selected Field window opens, and profiling of the selected field automatically starts.
8.
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.
9.
Set the remaining configuration options:
*
Segment process: Segment tab
*
Segment process: Extract tab
*
Segment process: General tab
10.
Click OK.
The process is now configured. You can test the process to verify that it returns the results you expect.
Segment process: Segment tab
Segment process: Extract tab
Segment process: General tab
Segment process: New Segment and Edit Segment controls
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