Segment Details - 2 Member Overrides
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 Segment Details: Member Overrides

Overview

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:

Features

The features and options available from the Member Overrides section are described below.

Include / Exclude Consumers

The features related to including or excluding consumers are as follows:

 Include Consumer in a Segment

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The platform allows you to override the logic in a Segment, and explicitly include a consumer in a Segment.

  1. In the "Included Members" section, begin typing the consumer's name (you must type at least three characters). From the drop-down menu, select the desired consumer.

  2. Click add member.

  3. Repeat the above steps as needed.

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. 

 

 Exclude Consumer from a Segment

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The platform allows you to override the logic in a Segment, and explicitly exclude a consumer from a Segment.

  1. In the "Excluded Members" section, begin typing the consumer's name (you must type at least three characters). From the drop-down menu, select the desired consumer.

  2. Click add member.

  3. Repeat the above steps as needed.

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. 

 

 Remove a Consumer from an Override

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To remove a consumer from either a Segment's "Included Members" or "Excluded Members" list:

  1. Next to the desired consumer, click the remove button (trash can icon).

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

Import User Segments

The Member Overrides provides the following features related to importing User Segments.

 Import User Segment

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To import User Segments:

  1. From the "Actions" drop-down menu in the top-right corner of the screen, select "Import User Segment." The "Create New Import - User Segments" pop-up window is displayed.

  2. From the "Import Method" drop-down menu, identify how you want the platform to handle the import records, such as create new records only, update existing records only, or both create and update records.

  3. In the "Find Options" field, select one or more fields used to identify existing records in the database.

  4. If you want to import blank values, select Yes next to "Include Blank Values."

  5. The platform supports email and phone number syntax validation on the appropriate import fields. To run this validation, select  Yes next to "Validate Records."

  6. If you account is configured with business units, select the desired Business Unit from the "Business Unit" drop-down menu.

  7. To send email notifications following a successful import process, enter one or more recipient email addresses in the "Success Import Email Recipients" field.

  8. To send email notifications following a failed import process, enter one or more recipient email addresses in the "Failed Import Email Recipients" field.

  9. Click choose file, then browse to and select the desired import file.

  10. Select a column separator: Comma or Semicolon.

Import Options

To configure additional import options:

  1. Click add options.

  2. To use a lookup table, select the desired table from the "Lookup table" drop-down menu.

  3. From the "Lookup column" drop-down menu, select the desired column on the lookup table.

  4. Enter a value in the "Rename as" field.

  5. In the "Find by columns" field, select one or more columns used to identify existing records in the database.

  6. If the lookup table is required, select Yes next to "Required."

  7. If you want to stop the import process if a duplicate record is found, select the "Yes" radio button next to "Abort on Duplicate Record."

  8. Optionally, to create custom business rules to define which records are imported, enter an expression in the "Condition" field.

Finish

  1. When finished, click submit.

 

 View User Segment Imports

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To view a list of previous User Segment imports:

  1. From the "Actions" drop-down menu in the top-right corner of the screen, select "User Segments Import List."

  2. The "User Segments Import List" pop-up window is displayed and populated with a list of all previous imports. For each import, the screen displays the following:

  • Imported by

  • Filename

  • Result (i.e., the number of records successfully imported, the number of failed records, and the number of skipped records)

  • Created at

  • Duration

  • Status

Export User Segments

The Member Overrides provides the following features related to exporting User Segments:

 Create Export Definition

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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 

  1. Select when you want to execute the export:

  • Asynchronous -- check this option if you want to execute the export manually on an ad hoc basis.

  • Execute now -- check this option if you want to execute the export immediately.

  • Create schedule -- check this option if you want to define a schedule (either a one-off execution, or a recurring schedule).

  1. If you checked "Create schedule" above, the schedule options are displayed.

Define Export ScheduleDefine Export Schedule

To define the export schedule:

  1. From the "Recurrence" drop-down menu, select an option:

  • Repeat -- Execute the export based on the defined schedule; see below for more details.

  • Once -- Execute the export once. In the "Execute once on" field, enter the date and time. Select the time zone from the "Time Zone" drop-down menu.

  • On demand -- Execute the export when specified by a user. In the "Execute once on" field, enter the date and time. From the "Time Zone" drop-down menu, select the time zone to use.

Define a Repeating Schedule

  1. From the "Schedule Composer" drop-down menu, select a unit of time -- every minute, hour, day, week, month, or year.

  2. Optionally, check "Advanced" to enable the "CRON expression" text field, and enter a custom CRON expression.

  3. In the "From" and "To" field, enter the start date and time, and the end date and time, for the repeating schedule.

  4. From the "Time Zone" drop-down menu, select the time zone to use.

 

Notification and Transport 

If you checked "Asynchronous" above, this section is displayed.

  1. To send email notifications when the import process is successful, enter one or more email addresses in the "Success Email Recipients" text field. 

  2. To send email notifications if the import encounters an error, enter one or more email addresses in the "Error Email Recipients" text field. 


Fields 

This section allows you to optionally include (or exclude) specific columns in the export file.

  1. From the "Inclusion" drop-down menu, select an option:

  • All -- include all columns in the export file.

  • Only Included -- in the "Fields" field, select one or more columns you want to include in the export file.

  • Except selected -- in the "Fields" field, select one or more columns you want to exclude from the export file.

 

Rules 

This section allows you to create custom business rules to define which Segments are included in the export file.

  1. Click the Add icon, then select Add Rule. The platform adds a new blank row for defining the Rule Condition. 

  2. From the first drop-down menu, select the desired Attributes. This menu is populated with all of the different Attributes for building a condition.

  3. Select a mathematical operator. The available operators will vary based on the data type of the selected Attribute. 

  4. Enter or select a value. 

  5. Some attribute types allow you to define additional criteria, such as a date range, or a channel type, for example. Select or enter the additional criteria. 

  6. Repeat the above steps as needed to define more Rule Conditions. If you need to delete a Rule Condition, click the Delete icon to it. 

  7. Once you define more than one Rule Condition, select the logical operator. From the "Include customers that meet" drop-down menu, select either: 

  • All of the following: The conditions are processed with a logical 'AND' operator such that all conditions must be true for an individual to be selected by this Segment. 

  • Some of the following: The conditions are processed with a logical 'OR' operator such that at least one of the conditions must be true for an individual to be selected by this Segment. 

You can also group rules by selecting Add Rule Group from the Add icon. Rule Groups have their own internal logical operator.

 

Associations

To export associated records:

  1. Click add. A new row is displayed.

  2. Check Enabled. 

  3. From the "Association" drop-down menu, select the type of associated record.

  4. From the "Inclusion" drop-down menu, select an option:

  • All -- include all columns in the export file.

  • Only Included -- in the "Fields" field, select one or more columns you want to include in the export file.

  • Except selected -- in the "Fields" field, select one or more columns you want to exclude from the export file.

  1. Repeat the above steps needed to include more associated records. To remove an association, click the delete icon next to it.


Finish

When finished creating the Export Definition, click save. 

 

View or Edit an Export Definition

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To view or edit an Export Definition:

  1. From the "Actions" drop-down menu in the top-right corner of the screen, select "User Segments Exports." The "User Segments Export Definitions" pop-up window is displayed and populated with a list of all existing Export Definitions.

  2. From the "Action" column of the desired Export Definition, click the Edit icon. The "Edit Export" pop-up window is displayed.

  3. Make any necessary changes to the Export Definition properties.

  4. When finished, click save.

 

 Manually Execute an Export Definition

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To manually execute an Export Definition:

  1. From the "Actions" drop-down menu in the top-right corner of the screen, select "User Segments Exports." The "User Segments Export Definitions" pop-up window is displayed and populated with a list of all existing Export Definitions.

  2. From the "Action" column of the desired Export Definition, click the Enqueue this Export icon. A confirmation dialog box is displayed.

  3. Click confirm.

 

 Download an Export Definition

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To download the last execution of an Export Definition:

  1. From the "Actions" drop-down menu in the top-right corner of the screen, select "User Segments Exports." The "User Segments Export Definitions" pop-up window is displayed and populated with a list of all existing Export Definitions.

  2. In the "Action" column of the desired Export Definition, click the Download File icon. The platform downloads the file to your PC.

 

 Delete an Export Definition

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To delete an Export Definition:

  1. From the "Actions" drop-down menu in the top-right corner of the screen, select "User Segments Exports." The "User Segments Export Definitions" pop-up window is displayed and populated with a list of all existing Export Definitions.

  2. From the "Action" column of the desired Export Definition, click the Delete icon. A confirmation dialog box is displayed.

  3. Click confirm.

 

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