Segment Details

To edit the proerties of the selected Segment:

1. In the top section of the Segment Details screen, click the Edit icon. The "Edit Segment" pop-up window is displayed.

2. The "Display Name" field is populated with the value you entered previously; optionally edit this value.

3. The "Internal Name" is automatically populated based on the "Display Name" value. This field is uneditable by default. To edit the Internal Name, check the "Edit Internal Name" check box. A confirmation dialog box is displayed; click ok. Edit the Internal Name value.

4. In the "Description" field, optionally enter a description of the Segment.

5. To modify the Execution Type, check "Edit Execution Type." A confirmation dialog box is displayed; click ok. Select the desired Execution Type:

• EDP (Engagement Data Platform): This Execution Type uses aggregated data, and does not support dynamically-calculated Segments. The EDP Execution Type is primarily intended for use cases where you need to calculate all the individuals that belong in a particular Segment. A common use case for EDP Segments would be email sends, where you're using a Segment to identify the audience of email recipients.

• Golden Record: This Execution Type uses a "wide row" design, meaning that everything about an individual is available within a single row. This method is primarily intended for use cases where you need to calculate to which Segments a single individual belongs. The Golden Record Execution Type supports dynamic Segments that are computed as needed, such as for website personalization. The Golden Record Execution Type also supports the use of custom Groovy code if you need to define more sophisticated logic.

6. For EDP-type Segments, to modify the Authoring Mode, check "Edit Authoring Mode." A confirmation dialog box is displayed; click ok. Select the desired Authoring Mode:

• Simple: Build the Segment logic via a user-friendly interface.

• Advanced: Define the Segment logic via a query.

• Traditional: Build the Segment logic using the "condition builder" user interface. 

7. For Golden Record-type Segments, check the following that apply:

• External: Check this option if the Segment logic will be defined externally from EDP. With this use case, clients will typically use some other tool to select people, then import those people into the platform, and assign them to this Segment.

• Dynamic: Check this option if you need the Segment to immediately add or remove individuals, whenever their attributes or activity history changes. Every API call will cause the platform to re-evaluate the individual referenced in the API, and determine their inclusion in this Segment. This option should be used carefully, as it can have an impact on system load and performance. Leave this option unchecked (referred to as a "Static" segment) if the Segment needs to be evaluated only when the marketer manually refreshes the Segment, or when the system performs batch processing, such as a Message deployment or a Batch Job. Static Segments require less processing overhead than Dynamic Segments. 

• Triggered: Check this option if the Segment should be evaluated when a Triggered Action executes. This option is used for targeting groups for triggered communications, for example.

8. For Golden Record-type Segments, optionally enter a Groovy script expression in the Filter field. 

9. In the "Categories" field, optionally assign one or more Categories to this Segment. Categories are used to organize items into groups.

10. In the "Tags" field, optionally assign one or more Tags to this Segment. Tags are used to help search, filter, and organize items within the platform. You can pick an existing Tag previously assigned to other Segments, or you can type in a new Tag value.

11. If your account is configured with Business Units, optionally select a Business Unit (see the following feature for more information) to which this Segment is assigned. 

12. Click save.

Note: Before you can begin to use a Segment, you must first set its status to "Published" (see Set Status and Effectivity Period below more information). You also have to deploy the Segment metadata (see Segments for more information).

Admins have the ability to manage their member segments by their Business Units. Admins have access to segment records tagged with the same store.

To manage your segments:

1. Click Members on the main menu.

2. Click Segments on the subcategories menu.

3. Click the Edit icon in the segment description.

4. Click on the Business Unit dropdown and select an option.

5. Click Save. 

Note: As a best practice, you should change the Segment status to "Archived" prior to deleting it. See "Set Status and Effectivity" for more information on this process.

To delete the selected Segment:

1. In the Header section of the Segment Details screen, click the Edit icon. The "Edit Segment" pop-up window is displayed.

2. Click delete. A confirmation dialog box is displayed.

3. Click confirm.  

Note: After you delete a Segment, you should re-deploy Segment metadata; see Segments for more details on this process.

The Loyalty platform allows you to copy a Segment to use as the basis for a new Segment. To copy a Segment:

1. In the Header section of the Segment Details screen, click the Clone icon.

2. The system creates a new Segment and displays the Segment Details screen. The default name of the new Segment is the name of the original Segment, followed by an incremental counter, such as "(1)."

To set the status and effectivity of a Segment:

1. In the top-right section of the Segment Details screen, click the Edit icon. The "Edit Segment" pop-up window is displayed.

2. The Segment status is used to specify when a Segment is actively in use. From the "Status" drop-down menu, select the desired status value -- Draft, Published, or Archive.

Note: The Segment status must be set to "Published" before you can execute the Segment logic in the "Results" tab.

3. Make any necessary changes to the Segment's effectivity. Valid values are:

• Always: This Segment doesn't expire.

• Schedule: Enter a start date and end date. Optionally, check "Recurring" to use a recurring schedule. Select the desired schedule from the "Recurring Schedule" drop-down menu, or define a new recurring schedule (see below for details on that process).

4. Click save.  

Define a New Recurring ScheduleDefine a New Recurring Schedule