Segments contain logical statements or conditions used to create sets of consumers for use in targeting and analytics. You can optionally override the logic within a Segment, and explicitly include an individual in, or exclude an individual from, a Segment.
The Member Overrides tab is separated into two main sections:
Included Members: A list of consumers who have been explicitly included in this Segment.
Excluded Members: A list of consumers who have been explicitly excluded from this Segment.
The features and options available from the Member Overrides section are described below.
The features related to including or excluding consumers are as follows:
The platform allows you to override the logic in a Segment, and explicitly include a consumer in a Segment.
Once added, the platform displays the consumer's name, email address, and ID. To view additional details on a consumer, click on their name. The Member Details screen is displayed. |
The platform allows you to override the logic in a Segment, and explicitly exclude a consumer from a Segment.
Once added, the platform displays the consumer's name, email address, and ID. To view additional details on a consumer, click on their name. The Member Details screen is displayed. |
To remove a consumer from either a Segment's "Included Members" or "Excluded Members" list:
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The Member Overrides provides the following features related to importing User Segments.
To import User Segments:
Import OptionsTo configure additional import options:
Finish
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To view a list of previous User Segment imports:
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The Member Overrides provides the following features related to exporting User Segments:
Export definitions can optionally be saved and reused, when you need to download records from EDP. From the "Actions" drop-down menu in the top-right corner of the screen, select "Export User Segments." The "Create New Export - User Segments" pop-up window is displayed.
Timing
Define Export ScheduleDefine Export Schedule To define the export schedule:
Define a Repeating Schedule
Notification and TransportIf you checked "Asynchronous" above, this section is displayed.
FieldsThis section allows you to optionally include (or exclude) specific columns in the export file.
RulesThis section allows you to create custom business rules to define which Segments are included in the export file.
You can also group rules by selecting Add Rule Group from the Add icon. Rule Groups have their own internal logical operator.
AssociationsTo export associated records:
FinishWhen finished creating the Export Definition, click save. |
To view or edit an Export Definition:
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To manually execute an Export Definition:
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To download the last execution of an Export Definition:
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To delete an Export Definition:
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