Creating and Managing Segments

The Segments page displays all active, existing users, journey and archived segments and includes the following attributes:

1. Toggle Switch: Activate or deactivate a segment.
2. Segment Name: The name of the segment.
3. Active Channels: The total number of channels with engagements for this segment.
4. Segment ID: A unique identifier for each segment.
5. Priority: Priority level (High, Medium, Low).
6. Tags: Labels for segment identification.

To create a segment, follow the steps below:

1. On the Segments page, click +Add Segment and select Real Time option to create a new segment.
2. In the New Segment screen, enter the following Segment details:
   • Name: Enter a unique name (6–25 characters).
   • Segment Priority: Assign a priority (default is Medium). Adjust to High or 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.
   • Description: Provide a brief description (at least 6 characters).
3. To apply rules to the segments, in the Dimension field, define rules using parameters such as "Last Page Visited" or "Purchase Value". Contact your HCL CDP Implementation Team to add custom dimensions.
4. Choose operators: Use one of the following:
   • String/Number: Equals, Not Equals, Contains, Not Contains.
   • Time: After, Before (format: HH:MM:SS Zzzz).
   • Date: Before, After, On.
5. Set Values: Assign values to dimensions.
6. Click the check icon to apply the rule or the delete icon to delete a particular rule.
   Note: At least one rule is required to create a segment.
7. Click the (👁️) icon at the right side of the Applied Rules palette to view the Segment Audience and Reachability.
   Remember: Check the Segment Audience after each rule is applied.
8. Click Add Rule to add a rule, or click Add Group to group multiple rules using AND/OR logic for complex segmentation.
9. For Group rules, click AND/OR logic as per the applied rules.
   • AND: Includes users who meet all conditions.
   • OR: Includes users who meet any condition.
10. Click Save Segment to save the Segment.

To create a batch segment, follow the steps below:

1. On the Segments page, click +Add Segment and select Batch to create a batch segment.
2. In the New Segment screen, enter the following Segment details:
   • Name: Enter a unique name (6–25 characters).
   • Tags: Add descriptive keywords or select a keyword to organize and analyze the segment. You can add multiple tags to a segment. For more information about adding tags, refer Add a Tag.
   • Segment Priority: select a priority (default is Medium). Adjust to High or Low as needed.
   • Description: Provide a brief description (at least 6 characters).
3. In the Applied Rules section, click +NEW SOURCE GROUP and select one of the data source from the drop-down list.
4. To apply rules to the segments, in the Dimension field, define rules using parameters such as "Last Page Visited" or "Purchase Value". Contact your HCL CDP Implementation Team to add custom dimensions.
5. In the Aggregate drop-down list, select appropriate available option.
6. Choose operators: Use one of the following:

   Data Type	Operators	Aggregate Functions
   String	Equal, Not Equals, Contains, Not Contains, In, Not In	(None)
   String	Less Than, Greater Than, Less Than Equal, Greater Than Equal, Equal, Not Equal	COUNT
   Numeric	Less Than, Greater Than, Less Than Equal, Greater Than Equal, Equal, Not Equal	SUM, COUNT, MAX, MIN, AVG
   Date	BETWEEN, LAST N DAYS	(None)

7. Set Values: Assign values to dimensions either from the available drop-down options or manually enter the values.
8. Click the delete icon to delete a particular rule.
   Note: At least one rule is required to create a segment.
9. Click the view icon at the right side of the Applied Rules palette to view the Segment Audience and Total Audience.
   Remember: After the new rule is applied, the Refresh Count button is visible to view the latest Segment Audience count.
10. Click + Rule to add a rule, or click + Group to group multiple rules using AND/OR logic for complex segmentation.
11. For Group rules, click AND/OR logic as per the applied rules.
    • AND: Includes users who meet all conditions.
    • OR: Includes users who meet any condition.
12. To add multiple data source and filters, click +NEW SOURCE GROUP, and define the segment rules.
13. Click Save Segment to save the Segment.

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

1. On the Segments page, click the name of the segment you want to edit.
2. Click the edit (📝) icon next to Conditions, to start the editing, and implement changes to the Segment.
3. Click Save to apply the changes made. As a result, a pop-up window will appear to review the active engagements and journeys linked to the segment.
4. Click Confirm Segment Edit after reviewing the changes made.
5. As a result, a pop-up window will appear notifying the Segment Edited Successfully.
6. Click View the Segment to examine the changes made, and click the Version drop-down to view different versions of the segment.

   

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

1. On the Segments page, click the name of the batch segment you want to edit.
2. Click the Edit Rules (📝) icon next to Created By, to start the editing, and implement changes to the batch segment.
3. Click Update Segment to apply the changes made.
4. As a result, a pop-up window will appear notifying the Segment Edited Successfully.
5. Click View the Segment to examine the changes made, and click the Version drop-down to view different versions of the segment.

To duplicate a segment, follow the steps below:

1. Click the three dots next to the desired segment and click Duplicate.
2. Rename the duplicated segment, and modify the rules, tags, or attributes of the segment as needed.
   Note: Make sure the segment name should be unique.
3. Click Save Segment.

You can select the user profile attributes and schedule them to send the segmented user data to either Amazon S3. To publish batch segment data, follow the steps below:

1. In the Segments page, select a batch segment, and click Publish.
2. On the Publish Segment pop-up, in the Send Data and Time calendar, select the date and time for sending the segment data to the Amazon S3.
3. In the Profile Attributes menu, select the check-boxes of profile attributes to publish. You can choose properties from profiles to export along with the primary identifier. These properties come from the customer demographics data source.
4. To automate publish, select the Repeat checkbox to schedule the profile publish. You can schedule the profile publish on daily or weekly. Also, you can specify the frequency and end date to stop the frequency of the profile publish.
5. Click Update to schedule the profile publish. The exported data will be sent as a CSV file to the configured server.

You can archive or unarchive the segments created. If a segment is Archived, all the engagements under that Segment will be deactivated and hidden from the UI.

1. In the Segments page, click the three dots next to the segment you want to archive. Archived segments will appear in the Archived tab and engagements under them will be deactivated.
2. In the Segments page, click the Archived tab.
3. Click the three dots next to the desired segment and select Unarchive.

You can add multiple tags to a segment in the HCL CDP Marketing Automation platform to categorize and organize it effectively. These tags can be edited for existing segments as well.

To add a tag, in the Tags drop-down, enter the tag name and click Add tag name.