Audience

USE-CASE: Create a raw condition based on customer's nationality

Audience must be customers who are of Singaporean nationality.

To add raw conditions, follow the steps below:

1. From the Audience Criteria pop-up, click add raw condition.

   

2. A blank audience condition will appear, as seen in the image below. Click Select attribute or aggregation to display a list of attributes or aggregations which the user can select from. Once an attribute or aggregate is selected, the user can specify its value.

   

3. The Attributes for audience criteria list is displayed as shown in the image below.

   

4. Set value of attribute/aggregation in condition. The user will then need to select the operator, which is 'equal to' in this example.

   

5. The operator will be displayed, as seen in the image above. Specify the code representing Singapore in the space provided after the operator. As a string is expected, add double quotes to the code "SGP" as shown in the image below.

   

USE-CASE: Using an "All of the following" Condition Group

To add condition group, follow the steps below:

1. Add multiple conditions. By default, they fall under the All of the following condition group as seen in the 2 images below.

   

   

2. Alternatively, click the ellipses (…) to add a condition within a condition group, as seen in the image below. This allows the user to add another condition within that group, remove the condition group, or convert it to Any of the following.

   

   The added condition will automatically fall under the original condition group, which is All of the following.

USE-CASE: Using an "Any of the following" Condition Group

To add any of the following to the conditions, follow the steps below:

1. Add a condition as seen in the image below.

   

2. Click the ellipses (…) button on the condition group, as seen in the image below. Select ANY to convert it to Any of the following.

   

3. Once converted, click the ellipses again as seen in the image below. Select Add another condition to add an individual condition to the condition group.

   

4. The added condition can be seen in the image below. It will automatically fall under the original condition group, which is Any of the following.

   

USE-CASE: Using Nested Condition Groups

A combination of condition groups must be used, which is called a nested condition group.

To add nested condition groups, follow the steps below:

1. Add multiple conditions. By default, they fall under the All of the following condition group.
2. Click the ellipses (…) beside the group condition.

   

3. Click ANY to convert to Any of the following condition group.

   

4. Click the ellipses (…) on the new condition group to add a condition within the group as seen in the image below. Flatten Group will undo the conversion, turning it back into an individual condition. Remove Condition will remove the whole condition group. Add Another Condition will add a condition to the condition group, select this option.

   

   

   The added condition, as seen in the image above, will automatically fall under the Any of the following group due to the correct ellipsis option being used.

USE-CASE: Saving Audience Conditions into a Live Segment

To save the segment as Live segment, follow the steps below:

1. In the Events page, under the Audience tab, define the audience condition as mentioned in the above steps.
2. Below the Audience Criteria section, click Save As A Live Segment to convert the audience condition as live segment.
3. In the save live segment popup, enter name for live segment and press OK. A sample audience conditions is set up and name for the live segment is provided, as seen in the image below.

   

4. The live segment will now be displayed as seen in the image below. Customers will be added and removed from this as they transact and if their status changes.

   

USE-CASE: Using Live Segment as Audience Conditions

To use the Live Segment as condition, follow the steps below:

1. From the Audience Criteria pop-up, click the Live Segment tab, as seen in the image below. All the live segments created will be shown here.

   

2. Select name of live segment and click Add Selected Criteria. On the Selected tab, the live segment can be seen as in the image below. Click the ellipses button beside it will allow the user to remove the condition or show conditions.

   

3. On the Selected Audience Criteria pop-up, click Show Conditions to display the original conditions of the live segment, as seen in the image below.

   

4. When a live segment is selected, clicking the ellipses button on the live segment will show similar options, as seen in the image below. Show Conditions will show the original conditions of the live segment.

   

5. Select Replace with Conditions to display the live segment with its original conditions and allow the user to edit their values, as seen in the image below.

   

USE-CASE: Saving a Static Segment using a event

Save customers who receive an event into a static segment. The event audience is customers who have transacted at least once with the merchant category A-04-004 (LinePay) in the last 3 months and have a customer status of Active. The trigger is when a single transaction of more than NT $500 in the LinePay category.

To save a static segment, follow the steps below:

1. Set up the audience, trigger and event.
2. In Events, check Add/remove the subscriber from static segments after sending the event.

   

3. When setting up the event, there is an option to Add/Remove the subscriber from static segments after sending the event. Checking this box will provide the option to add the customer to a segment and/or remove from the segment. Both these are required to be static segments. This feature allows the user to keep track of the customers that triggered an event separately, by adding them to a new segment. It also allows to keep track of all the customers who have not triggered an event yet, by removing them from the current segment. This is seen in the image below. This option is available for all the types of events.

   

4. Select or create a static segment to add these customers into.

   One or more static segments can be used to add the subscribers to, as seen in the image below. In this example, we choose to add the subscribers to Active Customers. This is a segment created by selecting the Create a New Static Segment option. A Name and Description needs to be added to create a segment.

   One or more static segments can be chosen to remove the subscribers, in the same way. In this example, we do not remove the subscribers from any static segment, as seen in the image below.

   

USE-CASE: Static Segment as Audience in an Event

Use saved customers from a previous event "Active Customers" as audience of a new event by using a static segment.

To add static segment for audience criteria, follow the steps below:

1. From the Audience Criteria pop-up, click the Static Segment tab.
2. Select name of static segment and click Add Selected Criteria as shown in the image below.

   

USE-CASE: View all Static Segment

To view all the static segments, follow the steps below:

1. In the menu bar, click Unica Detect > Administration.
2. Click the Static Segments tab.
3. A page will be displayed as seen in the image below. The static segments can be seen along with a description for each. The segment size is also shown, which is the number of customers in each static segment. Similarly, all Live Segments can be viewed in its respective tab. Both of these tabs show all segments configured by any user as they are usable by any user.

   

USE-CASE: Display Metrics of Marital Status and Occupation Type Code

To Add charts to an event, follow the steps below:

1. In the Audience Criteria page, click Add Charts.

   

2. Click Profile, and choose the category of the metric. In the Profile Based metrics, select Gender & Segment as seen in the image below.

   

3. Check one or more metrics and click Add Selected Metric. The metrics selected produce graphs as shown in the image below.

These charts can be reordered by hovering over the top right corner of each, as in the image below.

Non-categorical charts have options to alter the time window and clicking the + and - buttons allows an increase or decrease the number of bars in the chart. This allows for a change in the range of each bin, as seen in the image below.