Sample Usecases

Use Case 1: Create the "Recent VIP Customers" Segment

This usecase walks you through creating a simple segment to find customers who spent over $200 in a single transaction within the last 30 days.

  1. On the Segments page, click +Add Segment and select Batch.
  2. In the New Segment screen, enter the following details:
    • Name: Recent VIP Customers
    • Description: Customers who spent over $200 in the last 30 days.
  3. In the Applied Rules section, a default group with AND logic is already created. Click + Rule to add the first condition.
  4. Define the first rule to identify recent purchases:
    • Data Source: Select Transactional Behaviour.
    • Dimension: Select Purchase Date.
    • Operator: Select LAST X DAYS.
    • Value: Enter 30.
  5. Click + Rule again within the same group to add the second condition.

  6. Define the second rule to identify high-value transactions:

    • Dimension: Select Purchase Value.
    • Operator: Select Greater Than.
    • Value: Enter 200.
  7. (Optional) Click Refresh Count to preview the audience size.
  8. Click Save Segment.

Use Case 2: Create the "Engaged Housing Loan Prospects" Segment

This usecase walks you through creating a complex segment to find high-value prospects interested in housing loans, while excluding existing customers and those who have opted out.

  1. On the Segments page, click +Add Segment and select Batch.
  2. In the New Segment screen, enter the following details:
    • Name: Engaged Housing Loan Prospects
    • Description: High-value users interested in housing loans, excluding existing customers and opt-outs.
  3. The main group logic should be AND. This will serve as the primary inclusion group.
Build the Inclusion Criteria
  1. Add the Age Rule: In the default AND group, click + Rule and define the condition:
    • Data Source: Customer Demographics
    • Dimension: Age
    • Operator: Greater Than
    • Value: 30
  2. Add the Lifetime Value Rule: Click + Group and then click + Rule. Define the condition using an aggregate:
    • Data Source: Transactional Behaviour
    • Dimension: Purchase Value
    • Aggregate: Sum Of
    • Operator: Greater Than
    • Value: 5000
  3. Create the Nested Interest Group: Inside the main AND group, click + Group to create a nested sub-group.
  4. Change the logic for this new sub-group to OR.
  5. Add the Campaign Interest Rule: Inside the OR sub-group, click + Rule and define the condition:
    • Data Source: Campaign Interaction
    • Dimension: Campaign Name
    • Operator: Contains
    • Value: housing loan
  6. Add the Page Visit Rule: Inside the same OR sub-group, click + Rule and define the condition:
    • Dimension: Last Page Visited
    • Operator: Contains
    • Value: mortgage-rates
Build the Exclusion Criteria
  1. Create the Exclusion Group: At the main level (parallel to the first AND group), click + Group.
  2. Toggle the Exclude button to exclude anyone matching the rules inside it.
  3. Add the Existing Customer Rule: Inside the Exclude group, click + Rule and define the condition:
    • Data Source: Customer Demographics
    • Dimension: product_holding
    • Operator: Contains
    • Value: Housing Loan
  4. Add the Opt-Out Rule: Inside the same Exclude group, click + Rule and define the condition:
    • Dimension: Response
    • Operator: Equals to
    • Value: Opt-out
  5. (Optional) Click Refresh Count to preview the final audience size.
  6. Click Save Segment.