Welcome to our comprehensive guide on interactive segmentation! This resource is designed to empower you with the tools and knowledge to create precise and effective audience segments. With advanced filters, logic gates, and grouping options at your fingertips, you'll be able to tailor your campaigns like never before. Explore the examples and step-by-step instructions below to harness the full potential of interactive segmentation for successful audience targeting.

The Segments section in the Audience module gives users an organized view of their audience groups. These segments are categorized into Interactive Segments and SQL Segments, offering flexibility to manage audience data based on pre-defined filters or custom SQL queries. When users navigate to this section, they are presented with a detailed Segments Listing Page, showcasing essential information like segment type, name, last edit details, usage, and synchronization status.

The primary purpose of the Segments section is to enable users to create and manage audience groups efficiently. By grouping audiences based on specific attributes or behaviors, users can:

• Design targeted campaigns to improve engagement.
• Utilize dynamic segmentation for real-time updates (Interactive Segments).
• Leverage customized queries for advanced segmentation (SQL Segments).
• Ensure efficient campaign management by integrating audience data seamlessly with marketing activities.

About Segments

Segments are a powerful feature of our platform, designed to offer users the flexibility to create dynamic queries that automatically update over time. Unlike static lists commonly found on other platforms, segments ensure that your targeted audience is always current, reflecting changes in user behavior, preferences, and other criteria as they occur. This real-time adaptability makes segments a vital tool for businesses and marketers aiming to stay relevant and responsive to their audience's evolving needs.

Key Features of Segments:
Dynamic Queries: Segments operate through dynamic queries, automatically updating the list of users based on predefined criteria.
Real-Time Updates: The composition of a segment is continually changing, reflecting real-time data on the platform. This ensures that the target audience within a segment is always up-to-date.
Moment of Need Creation: Segments are created at the moment of need anywhere on the platform, ensuring that the audience list is immediately relevant and tailored to specific requirements.

To reach out to the segments main page please navigate to Audience > Segments

List of Segments

When you dropped in the Segment Main Page you will see list of segments having enabled actions alongside with folder and filtering options . Let's dive into those section together.

1.Folder Pane: This field allows you manage segments based on folder structure .

• Created By Me: Allows you to quick filter the list of segments that have been created by your user.
• Predefined Segments : This menu includes pre-defined audience segments created based on predetermined conditions or characteristics. These segments are designed to target user groups with specific attributes quickly and easily.
• New Folder : Click on New Folder button to add a new folder on your structure.

2.Search and Filter

• Search Box: Search box allows you to instantly search created segments by given names.

• Filter: Filter allows you to filter the list of segments by following parameters:

  • Segment Type: Allows you to select Interactive or SQL segments to be listed.
  • Sync: Any sync available segments for the selected AD networks like Google and Facebook and Real-Time segments like Growth platform will be listed.
  • Tracking: Allows you to filter the list based on whether tracking is enabled or not.
  • Date Range: Allows you to filter list based on given date range and given update or creation dates.

  

3.New: Allows you to start creating new Segment.

4.Actions:

• View Details: Allows you to view segment details. Investigating which filters or exclusions has been added harmonized with the given logic operands will be available with this action. Alternatively you can click on Email to view its details.
• Create Campaign: Allows you to set audience for the selected segment to create campaign
• Duplicate: Duplicates the selected email. This can be useful if you need to create similar segments with a couple of changes.
• Move: Allows you to move selected segment to another folder.
• Copy Public Id: Public Id is for using REST API updates for the selected segment. This public Id will be use to updating segment audience via REST API.
• List Contacts: Allows you to navigate list of contacts belongs to selected segment
• List Devices: Allows you to navigate list of devices belongs to selected segment
• Delete: Removes selected segment.

5.Bulk Management: When you check the boxes, this will allow you to take the following actions;

• Remove selected segments.
• Move selected segments to another folder.

How to Create a New Segment

This feature allows users to create a new segment, offering two types: Interactive Segments and SQL Segments. When the user clicks the New button, the system displays a screen for selecting the desired segment type.

All type of Segments have a General first step to give a name and description(optional) alongside with selecting folder to be located.

By default Segment Root Folder has been selected to preserve its location to be saved. To change the location you need to click on Change Folder .

If you need to create a new folder , you can use the button on bottom right corner.

Interactive Segment

When the user clicks on the Interactive tab, the system displays a screen to input information for creating an interactive segment. The segment creation process consists of two sections:

1. General: Contains basic details about the segment. It includes:

• Name: Enables the user to assign a name to the segment.
• Folder: Displays the folder where the segment is stored, with an option to change its location if needed.
• Description: Allows the user to describe the segment to specify its purpose or additional details.

2.Filters: Allows users to define specific criteria for the segment. This section contains the following fields and actions:

• Add Filter: When a user clicks on the “Add Filter” button, the system will open a searchable list of filters.
• Add Group: This option allows you to create a new group and add sub-groups. Once a group is created, you also have the option to delete it if needed.
• Add Exclusion Filter: When the user clicks on the Add Exclusion Filter button, the system displays a searchable list of filters. Users can delete an exclusion filter if needed or add an exclusion group within the exclusion filter for more granular filtering.

SQL Segment

When the user clicks on the SQL tab, the system displays a screen to input information for creating an SQL segment. The segment creation process consists of two sections:

1. General: Contains basic details about the segment. It includes:

• Name: Enables the user to assign a name to the segment.
• Folder: Displays the folder where the segment is stored, with an option to change its location if needed.
• Description: Allows the user to describe the segment to specify its purpose or additional details.

2.Filters: Allows users to define specific criteria for the segment. This section contains the SQL editor.

Fundamental Components of Filter

While using filters , you need to understand their fundamental components and how to work with them. On this section we will discuss what are those components and how you should use them.

Natural Language Filter Builder

Introducing the Natural Language Filter Builder, a user-centric tool designed to revolutionize the way you interact with data. By enabling the creation of filters through intuitive, sentence-structured commands, this builder simplifies complex data queries into easily understandable language. Ideal for users of all skill levels, it bridges the gap between sophisticated data analysis and straightforward, conversational input, ensuring a seamless and efficient data filtering experience.

Filter builder components may vary by selected filter type . A filter builder can have following components;

1. Semantic Selector: This identifies the context and intent behind a query, allowing the filter builder to accurately match user requests with the correct data fields or operations.
2. Parameter Selector: This assists users in selecting specific parameters or data fields for their filters. The Parameter Selector simplifies the process of narrowing down data points, helping users choose from various available options like dates, names, values, etc. It's designed to intuitively guide users through the selection of relevant data parameters for their query.
3. Arithmetic & Text Comparison Operands: These operands provide the functional backbone for constructing complex filters. They allow users to perform arithmetic operations (like addition, subtraction, multiplication, division) and text comparisons (like matching, containing, or starting with specific text) within their filters. This component is essential for creating more nuanced and specific data queries.
4. Input Field: The Input Field is where users enter their filter criteria. It's a user-friendly interface that captures the user's specific requirements for data filtering. This field is designed to be flexible and accommodating, allowing for a wide range of filter expressions and terms
5. Data Type Selector: The Data Type Selector is a crucial component that allows users to specify the nature of the data they wish to filter. This tool provides options to choose from various data types, such as numerical, textual, date, boolean, or custom types like time periods. This selector is instrumental in guiding the filter builder to process data in a manner that aligns with its inherent properties.

Logic Operands

In data filtering, there are times when you need to refine your search by considering more than one condition simultaneously. To do this, you can use 'AND' and 'OR' logic operands.

• AND ensures that all specified conditions must be met for a match
• OR only requires one of them to be true

These operators are essential for precision when dealing with multiple criteria, helping you tailor your searches to your exact needs.

Let's explore the use of AND and OR logic operands with the schema presented above.

Based on the schema:

• Total Audience count for Filter 1 : X + Y
• Total Audience count for Filter 2: Y + Z

Applying AND Logic:

• When combining Filter 1 AND Filter 2, the total count will be the overlap, which is: Y

Applying OR Logic:

• When combining Filter 1 OR Filter 2, the total count will include all unique elements, which is: X + Y + Z

When two filters are added, the default operation is AND logic. To toggle between AND and OR logic operands, simply click on the desired operand

Filters

In this section, you'll find detailed descriptions for each filter type, organized by specific topics to enhance your understanding and usage. Whether you're looking to refine search results, segment data, or apply complex criteria, these descriptions will provide the insights and instructions you need to effectively utilize each filter for your specific needs.

• Click on Add Filterbutton to start adding filters to define your segment.

Add Group

Use Add Group button to effectively organize your filters into cohesive units. This feature is essential when you need to group multiple filters together, creating a structured hierarchy in your segmentation. Grouping filters is not just about organization; it's a strategic approach to data analysis that allows for complex comparisons and nuanced insights. By combining these groups with other individual filters or additional filter groups, you can create layered, multi-dimensional data views. This method is particularly useful in scenarios where data needs to be micro segmented or categorized for more detailed examination and decision-making.

User Data

Behaviour

Existing Segments

Relational DB

Exclusion Filters

Exclusion Filters allow you to refine your queries and segmentation by excluding specific criteria or subsets of data. Whether you want to narrow down your audience, refine your reports, or enhance your targeting precision, Exclusion Filters provide you with the means to do so.

• To start building exclusion filters Click on Exclusion Filters button .

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Note on Exclusion Filters Functionality

Exclusion Filters share the same features and instructions with regular filters. The key distinction is that Exclusion Filters are used to exclude specific criteria from your queries or segmentation. So, when working with Exclusion Filters, you can follow the same guidelines and steps as you would with standard filters.

Insights

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Important Note for Realtime Segment Sync

Since real-time segmentation is a performance-intensive feature, a customer can use up to a maximum of 10 segments in real-time.

The "Insights" section equips you with the essential information to make data-driven decisions. This section serves providing detailed statistics about your segments. Discover the number of contacts and devices that meet your segment criteria, and understand how many are reachable through various communication channels.

• Click the Calculate button to analyze your created segment.
• You will see the results after calculation process completed.

The calculation time may vary depending on the complexity of your created segment.

• Alternatively, you can click on List Contacts or List Anonymous Devices to view contacts or anonymous devices that match your segment criteria.

Additionally, gain transparency by viewing the SQL equivalent of your filter, helping you comprehend the inner workings of your segment.

• Click the sql equivalentbutton to view the SQL queries generated by the defined segment criteria.

Moreover, this section allows you to enable real-time synchronization, making your segment instantly accessible for On-Site and In-App targeting campaigns.

• Toggle on the Enable Real-time Segment Sync button for the segments that you would like to use in On-Site and In-App Campaigns.

Your segment is defined

Now that you've completed the steps above, you're ready to save your segment for use in your data-driven marketing campaigns.

• Click on Save button to make your segment ready for use in your campaigns .