The Rules tab of the Segment Details screen allows you to define the conditions that specify the inclusion criteria for the Segment. The features available in this section vary depending on the selected Execution Type of the Segment (EDP or Golden Record).
Note: For Golden Record-type Segments, if you checked the External option, the Rules tab is not displayed.
The features and options available from the Rules section are described below.
The EDP Segment Execution Type uses aggregated data, and does not support dynamically-calculated Segments. This Execution Type is primarily intended for use cases where you need to calculate all the individuals that belong in a particular Segment. For Segments of type EDP, the Rules tab provides the following features:
If you selected Simple as the Authoring Mode in the Segment properties, the Rules tab provides a user-friendly interface for defining the Segment rules.
Note: Above the audit chart, click "Show Query" to see the code behind the Segment condition.
ConditionsThe Conditions option in the left-hand menu allows you to define more sophisticated Segment logic that's not supported by the Simple user interface defined above:
Optionally, you can organize Rule Conditions into a Rule Group. The Rule Group has its own AND / OR operator which allows you to define more complex, sophisticated Rules. To create a Rule Group:
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If you selected Advanced as the Authoring Mode in the Segment properties, the Rules tab allows you to submit a query to define the Segment logic.
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If you selected Traditional as the Authoring Mode in the Segment properties, the Rules tab allows you to define the Segment logic as a series of Rules Conditions, which optionally may be organized into Rule Groups. This method allows you to define more sophisticated Segment logic not supported by the Simple Authoring Mode.
Optionally, you can organize Rule Conditions into a Rule Group. The Rule Group has its own AND / OR operator which allows you to define more complex, sophisticated Rules. To create a Rule Group:
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The Golden Record Execution Type uses a "wide row" design, meaning that everything about an individual is available within a single row. This Execution Type is primarily intended for use cases where you need to calculate to which Segments a single individual belongs. For Segments of type Golden Record, the Rules tab provides the following features:
Optionally, you can organize Rule Conditions into a Rule Group. The Rule Group has its own AND / OR operator which allows you to define more complex, sophisticated Rules. To create a Rule Group:
Optionally, instead of defining a condition through the "logic builder" user interface described above, you can enter the expression code:
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To test the Segment logic to see how many Members it selects:
Note: This count also reflects customers who were manually included in, or excluded from, the Segment on the Member Overrides tab. To see the exact list of customers selected by the Segment, you must run the Segment logic (see Results for more details on this process). |
EDP allows you to view the underlying code used to express a Rule Condition's logic. This feature is useful if you're new to expressions, as it will help you become more proficient in writing expressions within Segments, or within other areas of the platform. To view the expression logic:
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