To create smart segments

You must create smart segments for interaction strategies. You cannot use strategic segments in interaction strategies.

In an interactive flowchart in Edit mode, add a PopulateSeg process to the flowchart workspace.

Provide input to the PopulateSeg process by connecting it to one or more data manipulation processes.

Data manipulation processes include Decision, Sample, or Select.

Double-click the PopulateSeg process.

The Process Configuration window is appears displaying the Define Segments tab.

Select one or more source cells from the Input drop-down list.

In the Result Segments area, select an input cell and select a Segment Name.

If you want to create a segment, select New Segment and complete the New smart segment dialog. Enter a Name and Description and select the segment folder under which you want to create the segment. You can organize your smart segments the same as you organize strategic segments.

Special characters should not be used in smart segment names.

(Optional) Click the General tab to assign a name and notes to the process.

The name is displayed on the process in the flowchart. The notes are displayed when you point to the process in the flowchart.

Click OK.

The process is configured and appears enabled in the flowchart.