Segmenting data with queries

You can segment data based on the results of a query that you create. This option is most useful when it is necessary to filter the data in a field to create the required segments.

For example, assume that you want to divide your customers into high-value (more than $500), medium-value ($250-$500), and low-value (under $250) segments that are based on their purchase history over the last year. The PurchaseHistory field in your customer database stores the total dollar amount of each customer's purchases. Use a separate query to create each segment, selecting records with values in the PurchaseHistory field that meet the criteria of the segment.

You can also use raw SQL to segment data.

Open a campaign and click a flowchart tab.

Click the Edit icon

in the flowchart window.

Drag the Segment process

from the palette to your flowchart.

Connect one or more configured processes as input into the Segment process.

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.

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.

Select Segment by Query.

Determine the number of segments that you want to create, and enter that number in the # of Segments field.

To construct a query for each segment, select the segment and click Edit to access the Edit Segment window. For details, see Segment process: New Segment and Edit Segment controls.

10.

Set the remaining configuration options:

Segment process: Segment tab

Segment process: Extract tab

Segment process: General tab

11.

Click OK.

The process is now configured. You can test run the process to verify that it returns the results you expect.