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. Distinct types of rule are available:

  • Demographic rules.
    For example, age, location, gender and similar.
  • Coupon rules
    For example, rules that identify when a coupon is used or the type of coupon.
  • Digital communication 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.
  • E-commerce site navigation rules.
    For example, rules that identify an abandoned shopping cart or interaction with the site with details of categories or product names visited.
  • Insight-related rules.
    Rules that are based on algorithms that have been activated and applied using algorithm.
  • Purchases Rules
    For example, rules that identify the store, the value or that the purchases are bought within a defined time and so on.
  • Retail events rules.
    Such as a cocktail party or a new collection launch presentation with details of attendance, city of event, etc.
  • Web browsing rules.
    For example rules that recognise log in/out, pages viewed, url, etc
  • Service subscription rules.
    For rules that e.g. subscribe to a program with information about the service, type, date, etc.

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.

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 Plan segments.

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



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