Create a Segment

You are a marketing operations manager who is creating a segment to target a group of customers for an e-mail marketing campaign. In this demonstration, you will learn how to create a segment.

Steps:

1. You want to target U.S. customers who have not specifically indicated that they do not want to receive marketing e-mails.

   Step 1

2. Begin by selecting the Audience menu item from the Navigator. This takes you to the Audience work area.

   Step 2

3. Click the Create Segment link.

   Step 3

4. Enter the name of your segment.

    

   Enter the desired information into the Name field. Enter

    a valid value
    e.g.
    "EliteProEventInviteList"
   .
   Step 4

5. Select Contacts as the Target Level.

    

   Click the Contacts list item.

   Step 5

6. Click the Save and Design button.

   Step 6

7. Now that you have created the segment you will add the filter criteria.

   Step 7

8. Click the Segment Designer graphic.

   Step 8

9. The Segment Designer page appears.

   You are now ready to enter your filter criteria.

    

   Step 9

10. You want to target U.S. customers only, so expand the Customer folder and find Country Code.

      

    Click the Customer list.

    Step 10

11. Double-click the Country Code list item.

    Step 11

12. The New Filter dialog appears. We want to target customers located in the U.S. so, in the Value field, enter US.

     

    Click the OK button.

    Step 12

13. Click the OK button.

    Step 13

14. The Country Code criteria block is now added to the Segment Designer area.

    Step 14

15. Next, go to Never Email Flag.

     

    Double-click the Never Email Flag list item.

    Step 15

16. In the Value field, enter N.

     

    Click the OK button.

    Step 16

17. Click the OK button.

    Step 17

18. Now you want to change the criteria and select customers who did not specify any value for the Never Email option.

    Step 18

19. Click the graphic to the right of the Never Email Flag criteria block.

     

    Click the Never Email Flag graphic.

    Step 19

20. Click the Edit Criteria list item.

    Step 20

21. Click the Pencil graphic.

    Step 21

22. From the Operator list, select is null.

     

    Click the OK button.

    Step 22

23. Click the OK button.

    Step 23

24. Next, you want to add the Never Email Flag block criteria to the Country Code block criteria. To do this, you need to click Keep and then select Add.

     

    Click the Keep link.

    Step 24

25. Now you want the marketing segmentation application to retrieve the number of customers that meet your selected criteria.

     

    Click the Update Counts button.

    Step 25

26. You want to get counts for all new and changed criteria blocks.

     

    Click the OK button.

    Step 26

27. The total number of customers in your segment is displayed.

    Step 27

This concludes the demonstration of creating a segment and editing   filtering criteria.

Table of Contents  Start Topic