A segment definition is used to generate contacts or prospects based on demographic behaviors (for example, gender, location, age) and/or transactional behaviors (for example, attending events, purchasing books, or making donations).
Note: After selecting an additional source table, you must define a Custom relationship between the tables; in most cases, you can use the ID field for the join.
Note: Add or edit segments before closing the job.
To add or edit a segment
1. From Marketing, select Segmentation.
2. Open the segmentation job.
3. Select the Segments tab and add a new segment.
4. Enter the segment definition.
5. Using the Population buttons, select an existing query or create a new query.
6. (optional) Select the number of random records to use to populate the segments.
7. (optional) Modify the Priority.
8. Click Save.