Creating Customer Segments

Segments are used for 'grouping' certain customers into groups. This grouping or "segmentation" can then be used for targeting across any campaign, programme or communication on any channel

Segments are for  dynamic grouping where the customer base is likely to change or be added to over time.

For statically grouping of customers, where the  list is unlikely to change over time you should use customer lists.

You can also add or remove a customer to a segment using a programme step - see add-step-segments

Creating A Segment

Navigate to the segments screen by clicking on the segments icon (bullseye) on the left hand navigation

Click Add A Segment

Give your a Segment a unique name

Once the segment has been given a name, it's now time to configure the segment.  You will see a sidebar with all the options for segmenting customers as below:

The table below details each type of segment source and the associated methods or criteria of targeting customers.

Type Details
Customer Properties This is for targeting customer based upon their customer properties, you can use matches, does not match, or regular expression along with custom or selected values
SCV Properties SCV Property
Traffic Sources This can be defined by campaign, keyword, medium, referral path and source
Page Tracking Hostname, landing page path, landging page title, page path, page title
Visitor Days since last visit, visit count, visitor type
Session Visit length
Platform/Device Browser family, browser name, browser version, is mobile, operating system, operating system version, user agent device type, user agent string
Geo City, country, region
System Language, screen resolution, viewport resolution
Time / Date Date, Day of month, Day of week, Day of Year, Hour, Month, Week of year, Year
E-commerce Affiliations, Days to transaction, Product category, Product name, Product SKU, Visits to transaction
Campaigns Opens/Received any email campaign
Segments Any, in or not in any segment

Visitor Behaviour

Select from any of the visitor behaviour events that have occurred, in the selector.  Then narrow down the filter further using the second selector.

Depending on what value you select in the second selector you may be presented with a pie chart containing figures showing number of visitors with percentages.

Click on the row of the table (left above) which option applies that you would like to select.  Otherwise you can use the 'Manually enter a value' button, to manually input a value.

Once this has been done you can configure further via the selector below:

Note:  Each row (or rule) will be displayed with a red cross beside it where you can remove the rule entirely.  You can add many rules all together and are not just limited to one.  This can be done by changing the initial selector you used to create the first rule.

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