Segmentation

How to Create a Segment with one Field

Segmenting allows you to target a specific group in your database and send relevant content to them. This tutorial will demonstrate how to segment your database with one value.


 

1.  Click the Create Segment button

 

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2.  Type in a Segment Name

 

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3.  Drag the first Field into the Segment Definition Pane

 

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4.  Select the Operator for the Field

 

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5.  Type in the Value you wish to Segment on

 

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6.  OPTIONAL: Verify the Record Count by clicking Calculate

 

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7.  Click Save Segment to Finish

 

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How to Create a Segment with Multiple Fields

Learn how to create multiple AND/OR statements in a segment and hone in on those specific customers you wish to target.


 

1.  Follow Steps 1 - 5 in "How to Create a Segment with one Field"

 

How to Create a Segment with one Field

 


2.  Creating an "AND" group

 

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    1.  Drag the additional field(s) you wish to add into the group, on top of the existing fields. This will create an AND group.

 


2.1.  Creating an "AND" group

 

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    2.  Type in the Value you wish to Segment on. Click Save Segment to finish.

 


3.  Creating an "OR" Statement

 

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    1.  Click on the "Create OR Group" button.

 


3.1.  Creating an "OR" Statement

 

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    2.  Drag a field into the new area to create the "OR" statement.

 


3.2.  Creating an "OR" Statement

 

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   3.  Type in the Value you wish to Segment on. Click Save Segment to finish

How to Segment by Contact Source

Segmentation now offers you the ability to target your contacts based on sources they may have entered your DataMart through. 

These include - List Upload - FTP Import Task - Webform - Adding a single contact - API List Upload


 

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Simply drag and drop the source type to your segment logic, select the operators "equal" or " does not equal" and the select the source name.


1.  Source Definitions

 

  1. List Upload Contacts that were included Min a manual CSV upload through the target dashboard.
  2. FTP Import Task Files Contacts that were uploaded automatically via ftp FTP import task or a specific file picked up by a FTP import task.
  3. Webform Contacts that were captured by a specific web form built in Connect.
  4. Add person Contacts that were uploaded into the DataMart by using the Add a person button on the People tab on the Target screen or through the Contacts endpoint on the Restful API.
  5. API List Upload Contacts that were uploaded using the Connect Restful API List endpoint.

How to Target Contacts Based on their Permission Level

This feature allows you to target contacts based on their permission level for a specific subscription.


1.  Name your Segment

 

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2.  Click on Subscriptions

 

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3.  Drag and drop it in the Segment

 

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4.  Select the Operator

 

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5.  Select the Permission Level

 

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6.  Click on Add a Date Range

 

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7.  Select when it was Last Updated

 

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8.  Date Picker

 

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9.  "Relative" Date Option

 

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10.  Exporting Recipient from a Subscription List

 

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You are able to export the list of users that have a specific permission level within a date range.

  1. Select the desired option
  2. Click on " Save and export as .csv"

You can now pick which fields you want included in the file and can also add permission data for specific subscriptions.

 


 

11.  Select the Fields for Export

 

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12.  Include permission level in the Export

 

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In order to include , the permission information in your export , please follow the below steps :
  1. Check the "yes" radio button
  2. Make sure the desired subscription is selected.
  3. Finally, click on Export.

How to Target Contacts using Email Behaviour Segmentation

Target inactive contacts to send a reactivation campaign and increase email program participation or target contacts who did or did not perform the required action in an email communication. 

Email behaviour segmentation allows you to use your incoming email metrics to target your contacts based on their engagement with your email program.


1.  To Begin  

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To begin creating a segment with Email behaviour criteria, follow these steps:

  1. Target screen
  2. Create segment
  3. Behaviour

2.  Campaign and Deployment Selection

 

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On all of the behaviour segmentation selectors, you will be able to target based on the following:

 

 


 

3.  Applying a Date Range

 

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Adding a date range to your behaviour criteria will allow you to reduce the scope of your segment so that the data you are using to target your contacts is more relevant. The "Add Date Range" option is available for all behaviour selectors.

 

Options


4.  Sent


5.  Bounced

 


6.  Opens


7.  Clicks

How to Use Segments for Exporting Records

Segmentation in CONNECT provides the ability to create any slice of data you wish using the data you have provided. 

Sometimes you might want to export this data for external reasons or to manipulate the data and re upload that group of people back into the tool. Below are instructions on how to do this.


1.  Set up your Segment with the Criteria you need to Export Records

 

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2.  Once you have the segment you wish to export, click "Save and Export as .csv" at the top

 

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How to export a segment

Using segments is not only a great way to target specific groups of contacts but it's also a great way to retrieve data from CONNECT for use outside of the application. This tutorial will help walk you through how to export a segment using our Exports feature.

Tutorial

Please note: To try out the feature, click the full screen icon Qx1Screenshot-2023-10-26-141632.png in the tutorial.

 

 

Segmentation Operators by Field type

When creating segments in UMPIRE, different operators will appear and will allow you to manipulate the different kinds of data differently. 

These operators are pre-determined by the field type of the field you are about to segment on. 

Below are descriptions of each operator for each field type. For help with creating a segment, click here.


1.  Text Fields


 

Number Fields


Date Fields