Creating managed segments in your web content library | HCL Digital Experience

You can create managed segments in your web content library so that you can target content to specific segments of users.

Before you begin

Before you create Segments, ensure that your system administrator has set up the proper access control permissions. Go to the Access permissions for Business Rules table in Access permissions for more information.

About this task

Managed segments help you split your audience into meaningful groups that share characteristics. You can create segment groups and segments by completing the Segment Group form. The information that you provide on the form appears in the Add Segments dialog when you configure a spot for targeted content.

Procedure

  1. Click the Applications menu icon. Then, click Content > Web Content Authoring.
  2. From the Library Explorer, click New > Segment Group.
  3. Enter the Name and Display title of the new segment group. The Display title is the text that is displayed as the segment group name in the Add Segments dialog when you configure a spot for targeted content. If you do not enter a display title, the name of the segment group is displayed by default.
    Screen capture that shows that the display title that is entered in the Segment groups form appears in the Add Segments dialog.
  4. Optional: You can enter a description of the segment group in Description. Descriptions are especially useful if multiple content authors are creating targeted content and need to understand what kinds of segments are included in each segment group. If you enter a description, it appears in the More Details section of the Add Segments dialog.
    Screen capture that shows that the description that is entered in the Segment groups form appears in the Add Segments dialog.
  5. Select the Location where you want to save the segment group.
  6. Add segments to the segment group. You can add one or multiple segments to the group. After you click Save, a summary view of your new segments appears. For example, if you add segments that are called Smartphone User and Tablet User to the segment group, you see the name, attribute, and condition of each new segment in the summary view. To learn more about adding segments through an example, see Example: Creating managed segments.
    Screen capture of a summary view of new segments.
  7. Click Save and Close.

What to do next

You can now use this segment group to target different content to different segments.
CF08 limitation: A segment, that is stored in a segment group, is used to target content. Therefore, a content item is associated with this segment in a content targeting rule. When this content targeting rule is run when the page that contains that web content viewer portlet is loaded, the segment group is cached by Personalization. Afterward, the cached segment group is used until the cached entry times out. Any edits to the segment group do not invalidate the cache. Therefore, any updates to any segments are not reflected with the content targeting until the cached entry is expired due to timeout. This timeout takes approximately 5 minutes by default. This limitation will be addressed in a future Combined Cumulative Fix. Contact your Administrator to change the cache timeout in the Personalization settings file. You can also refresh the cache by running the Personalization rule in preview.
Note: If you do not want to see managed segments in the Add Segments view, your developer can disable the managed segments. Learn more about enabling and disabling managed segments at Enabling and disabling segments in the Add Segments view in the HCL Product Documentation.