Creating strategic segments

A strategic segment is one that is available for use in multiple campaigns. Create strategic segments in a session flowchart, run the flowchart in production mode, and save the flowchart. The resulting segments can then be used in marketing campaigns.

Before you begin

The saveRunResults configuration property (Campaign|partitions|partition[n]|server|flowchartRun) must be set to TRUE.

Also, you must have the appropriate permissions to work with strategic segments.

Procedure

  1. Create a session, or open an existing session for editing.
  2. Create a flowchart whose final output process is the CreateSeg process.

    For instructions, see Creating segments for global use in multiple campaigns.

  3. Run the flowchart in production mode and click Save and Exit.
    Running the process in test mode does not create a strategic segment or update an existing one. You must run the process in production mode in a session flowchart.

    The flowchart is saved.

Results

The strategic segments are listed on the All Segments page and are available for use in all campaigns.