Add a New Segment
To add a new Segment, follow these steps:
Step 1: From the left navigation panel, select Segments.
Step 2: Click Add Segment on the top-right corner of the screen.
Step 3: Enter the Segment Name into the Name field and the Description into the Description field.
Step 4: Under Segment Type, the following options are available:
DASHBOARD - Displays data visualizations and insights based on segment attributes.
AUDIENCE - Represents a group of users or entities that meet specific criteria.
CDP_segmenttype
Click: DASHBOARD
The following options are available under the Context dropdown. Select the appropriate one.
Orders – Displays data related to customer orders and transactions.
Conversion Comparison with CRM Data – Compares conversion metrics with CRM records for analysis.
User Visits Stats – Shows statistics on user visits and interactions.
Join Operation – Merges data from multiple sources for comprehensive analysis.
FB Ad Insights – Provides performance metrics for Facebook ad campaigns.
Events – Tracks and analyzes user events and actions.
Offline Conversations – Captures and analyzes offline interactions and engagements.
Step 4.1 :Add the Conditions using the Rule and Ruleset options. Use the AND and OR options as appropriate to define the logic.
Adding Conditions Using Rules and Rulesets
Select the Logical Operator:
Choose AND or OR to define the logical relationship between conditions.
Add a Rule:
Click + Rule to define a condition, such as Conversion Event Name with a specific value.
Add a Ruleset:
Click + Ruleset to group multiple rules together under a nested condition.
Ensure Rulesets Are Not Empty:
If a ruleset is empty, an error message appears: "Ruleset cannot be empty Please add a rule or remove it altogether."
Remove Unwanted Rules or Rulesets:
Click the X icon next to a rule or ruleset to delete it.
Step 5: Click AUDIENCE.
These are the options available under the Context dropdown. Select the appropriate one:
Step 5.1: Add the Conditions using the Rules and Ruleset options. Use the AND and OR options as appropriate to define the logic.
Adding Conditions Using Rules and Rulesets
Select the Logical Operator:
Choose AND or OR to define the logical relationship between conditions.
Add a Rule:
Click + Rule to define a condition, such as Conversion Event Name with a specific value.
Add a Ruleset:
Click + Ruleset to group multiple rules together under a nested condition.
Ensure Rulesets Are Not Empty:
If a ruleset is empty, an error message appears: "Ruleset cannot be empty Please add a rule or remove it altogether."
Remove Unwanted Rules or Rulesets:
Click the X icon next to a rule or ruleset to delete it.
Step 6: Click Save to save the segment details.
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