Managing Batch Segments

To create a batch segment, follow the steps below:

1. In the HCL CDP Landing page, on the left pane, click Segments.

   OR

   In the Unica Platform Landing page, on the left pane, click Central > Segment Central > Re-targeting Segment.
2. On the Segments page, click + Create and select Batch Segment to create a batch segment.
3. In the Create New Segment screen, enter the following Segment details:
   • Segment Name: Enter a unique name.
   • Description: Provide a brief description (at least 6 characters).
   • Priority Level: select a priority (default is Medium). Set the priority from Highest to Low as needed.
   • Tags: Add descriptive keywords to organize and analyze the segment. You can add multiple tags to a segment. For more information about adding tags, refer Add a Tag.
   • Click Save & Build Rule Logic.
4. In the Build the Segment Logic Rules section, define your audience:
   1. By default, an empty group is created. In the Data Source drop-down list, select one of the following data source from the drop-down list.
      • Behaviour
      • Transactions
      • Conversions
      • Customer Demographics
      • Customer Events
   2. Click Add Condition to add conditions to the group.
5. To apply conditions to the segments, in the Dimension field, define rules by choosing dimensions such as "Last Page Visited" or "Purchase Value".
6. In the Aggregate drop-down list, select appropriate available option.
7. Choose operators: Use one of the following:

   Data Type	Operators	Interpretation	Aggregate Functions
   Array(Numeric)	In	In(val1,val2,...)	(None)
   	Not In	Not in(val1,val2,...)	(None)
   	Lesser Than, Greater Than, Less Than Equals, Greater Than Equals, Equals to, Not Equal to	Any element from array <operator> value	(None)
   Array(Date)	Between	Any element Between date1 and date2	(None)
   	Last X Days	Any element Between date1 and current date
   Array<String>e.g. product_holding	Contains	any element LIKE '%val%'	(None)
   	Not Contains	any element NOT LIKE '%val%'
   String e.g. education_level	Contains	LIKE '%val%'	(None)
   	Not Contains	NOT LIKE '%val%'
   	Equals to	='Value'
   	Not Equal to	!='Value'
   	In	In(val1,val2,...)
   	Not In	Not in(val1,val2,...)
   String	Lesser Than		Count Of
   	Greater Than
   	Less Than Equals
   	Greater Than Equals
   	Equals to
   	Not Equal to
   Numeric	Lesser Than		Count Of, Sum Of, Average Of, Min Of, Max Of
   	Greater Than
   	Less Than Equals
   	Greater Than Equals
   	Equals to
   	Not Equal to
   Date	BETWEEN	Any element Between date1 and date2	(None)
   	LAST X DAYS	Any element Between date1 and current date

8. Set Values: Assign values to dimensions either from the available drop-down options or manually enter the values.
9. Set the logical relationship for your conditions:
   • AND: Includes only users who meet all conditions in the group.
   • OR: Includes users who meet at least one condition in the group.
10. To create complex logic, use the following options:
    • Add Condition: Click to add another rule to the current group.
    • Add Group: Click to create a nested group.
    • Exclude Users: To exclude users based on specific criteria, create a group and set its logic to NOT. For example, a group with the rule Channel = 'WhatsApp' can be used to exclude all users who interacted via WhatsApp.
      Remember:

      • Ensure that the exclude condition is placed at the end of a group or subgroup.
      • An exclude condition should be between two groups.
      • In a subgroup, if you want to exclude records, the exclude condition must be the last one in that subgroup.
      • Avoid placing exclude conditions between more than two parallel groups as it leads to an invalid scenario.
      • An "or" condition can be applied to children within an exclude group.
11. To manage complex segment views, use the following features:
    • Move: Drag and drop a rule or group using the grip dots icon to reorder it or move it to a different parent group. All conditions and values within the group will be moved to the new group.
      Note: You can't move any group to the main parent group.
    • Clone: Hold the Ctrl key and drag the grip dots icon of a group to create a duplicate of that group and all its conditions.
    • Collapse: Click the collapse (-) icon on a group to hide its details and see a summary of its logic.
12. If required, click the cross icon to delete a particular condition.
    Note: You cant delete all the conditions. At least one condition is required to create a segment.
13. After applying or changing rules, click the Refresh Count button to view the updated Segment Audience count.
    Note: A segment count of zero may indicate that the conditions are logically contradictory (e.g., Age > 30 AND Age < 20). Review your rules to correct any contradictions. Batch segments compute counts on T+1 data, the audience count reflects data as of the previous day.
14. Click Save & Publish to save the Segment.

To edit your segment and make changes to it, follow the steps below:

1. In the HCL CDP Landing page, on the left pane, click Segments.

   OR

   In the Unica Platform Landing page, on the left pane, click Central > Segment Central > Re-targeting Segment.
2. On the Segments page, click the name of the segment, and click View Segment Details.
   Note: Only segments in draft state can be edited.
3. To edit the published segment, click Actions > Re-Draft, and click Rule Builder.
4. To edit the segments in draft state, click Rule Builder.
   Note: Only segments in draft state can be edited.
5. Click the edit icon next to audience count, to start the editing, and implement changes to the Segment.
6. Click the View Segment Details > Rule Builder, and clikc the Edit icon next to the audience count to start the editing, and implement changes to the batch segment.
7. Click Save & Publish to apply the changes made.
8. In the Segments page, the segment will be in the Published status.