Managing segments

The filter that is used to identify a Segment from the selected database of potential contacts, is defined by creating and applying one or more rules. Three distinct types of rule are available:

  • Demographic rules.
    For example, age, location, gender and similar.
  • Event-based rules.
    For example, rules that identify when a link has been clicked, something has been purchased, or a customer has an abandoned cart and similar.
  • Insight-related rules.
    Rules that are based on algorithms that have been activated and applied using Data.
    See the Data section for more details.

Regardless of the rule type, however, they can only provide usable segmentation, if the relevant data is available in the database. Plan can only apply rules to the data that exists.

See Understanding segmentation for more about segments, and the Reference section for a detailed description of rules, filters and query types.

Using the Segments section

The Segments section of the guide contains all of the information that you need to be able to create, manage, change or delete segments. See the guide’s Sidebar menu for the available topics.

See Using data types, input fields and operators in the Reference section for more about the fields and operators that are available in the UI.