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Adding a Segment

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).

Process for adding a segment

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.

To add a segment

  1. From Marketing, select Segmentation.
  2. Select the segmentation job.
  3. Select Segments from the navigation list and select Add Segment.
  4. Enter the segment definition.
  5. 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.

Using a Universe Query

A "universe" query defines the entire population of contacts for a segmentation job. When a universe query is present, a contact must be a member of the universe query for the contact to be included in any of the segments within the segmentation job.

Create and edit Universe queries only through iFC. After you create a job segment that has a universe query defined, you cannot modify the query through Segmentation.

If a Universe query is defined for the segmentation job, it must be included as a source for any segment-level queries. The system automatically populates this.

Note: When adding a pre-existing universe query, check the source to make sure that the Contact business object is one of the sources. If Contact is not a declared source, the query will fail.

Remember that all segment-level queries for a Contact segmentation job must contain the Contact business object as a source, and all segment-level queries for a Prospect job must contain Prospect as a source. You can add additional sources if needed.

Adding an Exclusion Segment

Exclusion segments are any segments in the segmentation job that are not linked to a source code. Since each record can only be retrieved once, creating an exclusion segment in the segmentation job results in any records retrieved by an exclusion segment not being retrieved by later segments. For example, if two appeals are being dropped in a short period of time, you may want to include one or more segments in one appeal but not in the other.

Exclusions are applied at the segment level, and they can appear anywhere within a list of included segments, with these exceptions:

If you specify a number of random records to return for a segment, the resulting list may contain fewer than the specified number of records. The segments are first populated and then checked for duplicate contacts or prospects. If duplicates are found, they are removed, and the segments from which they were removed will contain fewer than the specified number of records.

Splitting a Segment

You can split a segment into multiple segments (A/B split) by creating additional segments that use the same query.

  1. Define the segments in sequence (using the same query).
  2. Run the query to determine the segmentation count.
  3. After deciding how many records should be retrieved for each segment, retrieve each segment and specify the count for each segment.

    Note: Do not specify a count for the last segment; the last one will return all of the unretrieved records.

Notes: Adding a Segment

See Also

Managing Segments in a Job

Creating n-Select Segments

Duplicating a Segment

Populating Segments

Viewing Segments

Deleting a Segment


ASI logo 10.6 Production Release. Updated 1/17/2006 4:24:19 PM
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